Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $245 Million
  • Q3 2025

Peloton Wealth Strategists has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $10.3M, Ishares Tr Ibonds Dec 2028 Ter with a value of $9.31M, Amazon Com Inc with a value of $8.77M, Mastercard Inc with a value of $8.55M, and Microsoft Corp with a value of $8.32M.

Examining the 13F form we can see an increase of $3.14M in the current position value, from $242M to 245M.

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 $245 Million
ETFs: $53.7 Million
Technology: $36.5 Million
Financial Services: $35 Million
Healthcare: $35 Million
Consumer Cyclical: $24.4 Million
Industrials: $21.9 Million
Consumer Defensive: $11.5 Million
Communication Services: $10.8 Million
Other: $5.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$10.3 Million 4.2% of portfolio
42,360
Q3 2025 Reduced 2.04%
$0
$9.31 Million 3.8% of portfolio
364,960
Q3 2025 Added 0.51%
$2.39T
$8.77 Million 3.57% of portfolio
39,931
Q3 2025 Reduced 1.66%
$512B
$8.55 Million 3.48% of portfolio
15,027
Q3 2025 Reduced 3.53%
$3.78T
$8.32 Million 3.39% of portfolio
16,067
Q3 2025 Reduced 1.61%
$0
$8.25 Million 3.36% of portfolio
339,070
Q3 2025 Reduced 0.09%
$0
$8.03 Million 3.27% of portfolio
342,150
Q3 2025 Added 0.22%
$881B
$7.79 Million 3.18% of portfolio
24,710
Q3 2025 Reduced 0.86%
$0
$7.22 Million 2.94% of portfolio
304,120
Q3 2025 Added 1.27%
$0
$7.04 Million 2.87% of portfolio
279,600
Q3 2025 Reduced 3.2%
$0
$6.56 Million 2.67% of portfolio
296,250
Q3 2025 Added 2.51%
$258B
$6.05 Million 2.47% of portfolio
36,150
Q3 2025 Reduced 17.04%
$222B
$5.92 Million 2.41% of portfolio
12,211
Q3 2025 Reduced 2.2%
$237B
$5.66 Million 2.31% of portfolio
23,870
Q3 2025 Reduced 2.65%
$265B
$5.28 Million 2.15% of portfolio
6,625
Q3 2025 Reduced 5.52%
$65.2B
$5.09 Million 2.07% of portfolio
12,050
Q3 2025 Reduced 1.71%
$75.4B
$4.46 Million 1.82% of portfolio
33,985
Q3 2025 Reduced 4.29%
$181B
$4.29 Million 1.75% of portfolio
43,832
Q3 2025 Added 9.35%
$0
$4.27 Million 1.74% of portfolio
201,350
Q3 2025 Added 1.0%
$300B
$3.71 Million 1.51% of portfolio
10,735
Q3 2025 Reduced 7.3%
$404B
$3.43 Million 1.4% of portfolio
3,703
Q1 2025 Added 0.87%
$0
$3.33 Million 1.36% of portfolio
12,501
Q3 2025 Reduced 4.76%
$183B
$3.25 Million 1.33% of portfolio
11,525
Q3 2025 Added 0.41%
$190B
$3.19 Million 1.3% of portfolio
31,400
Q3 2025 Reduced 3.83%
$414B
$3.13 Million 1.28% of portfolio
13,525
Q3 2025 Reduced 1.13%
$319B
$3.11 Million 1.27% of portfolio
45,425
Q1 2025 Reduced 2.05%
$111B
$3.08 Million 1.26% of portfolio
7,875
Q3 2025 Reduced 3.37%
$57.4B
$3.02 Million 1.23% of portfolio
76,875
Q3 2025 Added 1.32%
$182B
$2.94 Million 1.2% of portfolio
4,299
Q3 2025 Reduced 3.65%
$204B
$2.93 Million 1.19% of portfolio
20,860
Q3 2025 Reduced 0.48%
$37.6B
$2.74 Million 1.12% of portfolio
40,695
Q3 2025 Reduced 6.87%
$77.2B
$2.62 Million 1.07% of portfolio
12,315
Q3 2025 Added 2.71%
$17B
$2.53 Million 1.03% of portfolio
33,475
Q1 2025 Reduced 1.69%
$59.5B
$2.51 Million 1.02% of portfolio
54,900
Q3 2025 Reduced 3.51%
$3.21B
$2.43 Million 0.99% of portfolio
73,250
Q3 2025 Reduced 6.9%
$41.4B
$2.38 Million 0.97% of portfolio
26,547
Q3 2025 Added 4.13%
$41.2B
$2.34 Million 0.95% of portfolio
7,860
Q3 2025 Reduced 3.79%
$875M
$2.24 Million 0.91% of portfolio
57,115
Q3 2025 Reduced 2.06%
$0
$2.08 Million 0.85% of portfolio
27,103
Q3 2025 Reduced 4.9%
$132B
$2.04 Million 0.83% of portfolio
9,705
Q3 2025 Reduced 29.62%
$109B
$2.05 Million 0.83% of portfolio
36,880
Q3 2025 Added 39.54%
$151B
$2 Million 0.82% of portfolio
5,670
Q3 2025 Reduced 4.79%
$159B
$1.99 Million 0.81% of portfolio
4,085
Q3 2025 Reduced 7.16%
$522B
$1.99 Million 0.81% of portfolio
10,728
Q3 2025 Added 0.05%
$13.9B
$1.94 Million 0.79% of portfolio
13,810
Q3 2025 Reduced 7.38%
$367B
$1.9 Million 0.77% of portfolio
4,686
Q3 2025 Reduced 1.01%
$0
$1.89 Million 0.77% of portfolio
10,700
Q3 2025 Reduced 5.09%
$68.7B
$1.88 Million 0.77% of portfolio
22,471
Q3 2025 Added 16.91%
$0
$1.87 Million 0.76% of portfolio
13,373
Q3 2025 Reduced 5.01%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $245 Million
  • Prior Value $242 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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