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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

Top 10 holdings

By portfolio weight as of Q4 2025.

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