§ 13F · FUND PROFILE
Peloton Wealth Strategists.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $249K (13F)Positions · 89Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 39K | $11K | 4.6% | −2% |
| 2 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 399K | $10K | 4.1% | +2% |
| 3 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 394K | $9K | 3.7% | +5% |
| 4 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 352K | $9K | 3.4% | ±0% |
| 5 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 375K | $8K | 3.3% | +4% |
| 6 | AMZN | AMAZON COM INC COM | 39K | $8K | 3.3% | −1% |
| 7 | MA | MASTERCARD INCORPORATED CL A | 15K | $7K | 2.9% | −3% |
| 8 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 299K | $7K | 2.9% | −1% |
| 9 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 307K | $6K | 2.6% | +25% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 22K | $6K | 2.6% | −7% |
§ 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 thousand in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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