Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $242 Million
  • Q2 2025

Peloton Wealth Strategists has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2028 Ter with a value of $9.23M, Amazon Com Inc with a value of $8.91M, Mastercard Inc with a value of $8.75M, Ishares Tr Ibonds Dec 2027 Ter with a value of $8.24M, and Microsoft Corp with a value of $8.12M.

Examining the 13F form we can see an increase of $9.07M in the current position value, from $233M to 242M.

Peloton Wealth Strategists is based out at Indianapolis, IN

Below you can find more details about Peloton Wealth Strategists portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $53.1 Million
Technology: $37.5 Million
Financial Services: $33.8 Million
Healthcare: $33.1 Million
Consumer Cyclical: $25.9 Million
Industrials: $22.6 Million
Consumer Defensive: $11.7 Million
Communication Services: $7.83 Million
Other: $5.94 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.91B
$2.48 Million 1.02% of portfolio
78,675
Q2 2025 Reduced 4.14%
$6.72B
$1.89 Million 0.78% of portfolio
34,755
Q2 2025 Reduced 7.95%
$6.61B
$911,000 0.38% of portfolio
863
Q1 2025 Reduced 20.83%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $242 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email