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
$57.4B
$1.84 Million 0.75% of portfolio
2,873
Q3 2025 Reduced 5.59%
$55.6B
$1.83 Million 0.74% of portfolio
12,487
Q3 2025 Reduced 3.23%
$3.5B
$1.65 Million 0.67% of portfolio
31,855
Q3 2025 Reduced 8.34%
$224B
$1.63 Million 0.66% of portfolio
5,370
Q3 2025 Added 0.66%
$97.3B
$1.6 Million 0.65% of portfolio
18,952
Q3 2025 Reduced 1.56%
$46.9B
$1.57 Million 0.64% of portfolio
12,900
Q3 2025 New
$20.9B
$1.51 Million 0.62% of portfolio
8,485
Q3 2025 Reduced 38.16%
$0
$1.43 Million 0.58% of portfolio
56,000
Q3 2025 Added 6.67%
$67.6B
$1.39 Million 0.57% of portfolio
28,725
Q3 2025 Added 0.35%
$59.7B
$1.29 Million 0.53% of portfolio
2,623
Q3 2025 Reduced 4.24%
$52.4B
$1.3 Million 0.53% of portfolio
37,950
Q3 2025 Added 64.29%
$152B
$1.29 Million 0.53% of portfolio
5,243
Q2 2025 Added 18.27%
$128B
$1.19 Million 0.49% of portfolio
12,530
Q3 2025 Reduced 0.79%
$465B
$1.07 Million 0.44% of portfolio
5,743
Q3 2025 Reduced 3.1%
$160B
$1.08 Million 0.44% of portfolio
5,470
Q3 2025 Reduced 4.72%
$8.94B
$1.08 Million 0.44% of portfolio
2,547
Q3 2025 Added 43.33%
$971B
$862,000 0.35% of portfolio
1,130
Q3 2025 Added 0.27%
$32.7B
$754,000 0.31% of portfolio
8,710
Q3 2025 New
$7.89B
$759,000 0.31% of portfolio
813
Q3 2025 Reduced 5.79%
$4.3T
$664,000 0.27% of portfolio
2,608
Q3 2025 Reduced 2.76%
$0
$598,000 0.24% of portfolio
11,283
Q3 2025 Reduced 0.75%
$193B
$534,000 0.22% of portfolio
1,196
Q3 2025 Added 20.2%
$0
$549,000 0.22% of portfolio
20,500
Q4 2024 Reduced 18.0%
$0
$472,000 0.19% of portfolio
709
Q3 2025 Reduced 3.93%
$72.3B
$446,000 0.18% of portfolio
4,000
Q4 2023 Reduced 7.56%
$685M
$377,000 0.15% of portfolio
19,000
Q4 2024 New
$0
$354,000 0.14% of portfolio
2,984
Q3 2025 Added 2.93%
$0
$333,000 0.14% of portfolio
13,000
Q3 2024 Added 8.33%
$0
$282,000 0.11% of portfolio
11,000
Q4 2024 Added 7.84%
$1.74T
$243,000 0.1% of portfolio
1,000
Q3 2025 New
$1.29T
$255,000 0.1% of portfolio
575
Q3 2025 New
$0
$254,000 0.1% of portfolio
10,000
Q2 2022 Reduced 16.67%
$1.37T
$212,000 0.09% of portfolio
290
Q3 2025 Added 1.75%
$351M
$210,000 0.09% of portfolio
25,000
Q3 2023 New
$0
$222,000 0.09% of portfolio
2,549
Q3 2025 New
$303B
$220,000 0.09% of portfolio
1,422
Q3 2025 Added 1.72%
$0
$201,000 0.08% of portfolio
335
Q3 2025 New
$29.4B
$206,000 0.08% of portfolio
8,410
Q3 2025 New
$1.38B
$200,000 0.08% of portfolio
6,295
Q3 2025 Reduced 6.53%
Hewlett Packard Enterprise CO 7.625 Mand Conv
-
$0 0.0% of portfolio
-
Q3 2025 Added 24.88%
Bank America Corp 7.25 Cnv Pfd L
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.24%
Fidelity Wise Origin Bitcoin Fund
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.44%

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
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