§ 13F · FUND PROFILE
Peloton Wealth Strategists.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $249.3B (13F)Positions · 89Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$258.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 40K | $12.7B | 4.9% | NEW |
| 2 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 391K | $9.9B | 3.9% | NEW |
| 3 | AMZN | AMAZON COM INC COM | 39K | $9.0B | 3.5% | NEW |
| 4 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 376K | $8.8B | 3.4% | NEW |
| 5 | MA | MASTERCARD INCORPORATED CL A | 15K | $8.5B | 3.3% | NEW |
| 6 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 350K | $8.5B | 3.3% | NEW |
| 7 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 360K | $7.9B | 3.1% | NEW |
| 8 | JPM | JPMORGAN CHASE & CO COM | 23K | $7.5B | 2.9% | NEW |
| 9 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 302K | $7.3B | 2.8% | NEW |
| 10 | MSFT | MICROSOFT CORP COM | 15K | $7.2B | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PELOTON SIGNAL
AC read
Peloton Wealth Strategists is a Other fund managing $249.3 trillion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed