13F Insight
DOSSIER · 13F-HR · Q4 2025

Peloton Wealth Strategists

$258M in tracked AUM across 90 positions as of Q4 2025.

PW
CIK 0001080132 · last filed Dec 31, 2025
Total AUM
$258M
as of Q4 2025
Holdings
90
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Peloton Wealth Strategists filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC CAP STK CL A
$13M40K4.9%02
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
$10M391K3.9%03
AMZN
AMAZON COM INC COM
$9M39K3.5%04
46436E209
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
$9M376K3.4%05
MA
MASTERCARD INCORPORATED CL A
$9M15K3.3%06
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
$9M350K3.3%07
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
$8M360K3.1%08
JPM
JPMORGAN CHASE & CO COM
$7M23K2.9%09
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
$7M302K2.8%10
MSFT
MICROSOFT CORP COM
$7M15K2.8%

Filing history

2025Q4Dec 31
$258M▲ 1.5%
90 positionsView →2025Q3Sep 30
$254M▲ 2.0%
93 positionsView →2025Q2Jun 30
$249M▲ 4.2%
89 positionsLocked2025Q1Mar 31
$239M▼ 3.5%
92 positionsLocked2024Q4Dec 31
$248M▼ 1.5%
92 positionsLocked2024Q3Sep 30
$252M▲ 3.5%
93 positionsLocked2024Q2Jun 30
$243M▼ 1.3%
92 positionsLocked2024Q1Mar 31
$246M▲ 6.6%
91 positionsLocked2023Q4Dec 31
$231M▲ 6.5%
93 positionsLocked2023Q3Sep 30
$217M▼ 4.1%
88 positionsLocked2023Q2Jun 30
$226M▲ 3.2%
88 positionsLocked2023Q1Mar 31
$219M▲ 105292.1%
88 positionsLocked
Showing 12 of 82