§ 13F · FUND PROFILE
Peloton Wealth Strategists.
AUM · $271K (13F)Positions · 91Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 40K | $14K | 5.3% | +1% |
| 2 | IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 411K | $10K | 3.8% | +3% |
| 3 | IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 405K | $9K | 3.5% | +3% |
| 4 | AMZN | AMAZON COM INC COM | 39K | $9K | 3.4% | ±0% |
| 5 | IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 360K | $9K | 3.2% | +2% |
| 6 | IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 394K | $9K | 3.2% | +5% |
| 7 | MA | MASTERCARD INCORPORATED CL A | 14K | $7K | 2.7% | −1% |
| 8 | CMI | CUMMINS INC COM | 10K | $7K | 2.7% | −3% |
| 9 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 296K | $7K | 2.7% | −1% |
| 10 | IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 344K | $7K | 2.6% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PELOTON SIGNAL
AC read
Peloton Wealth Strategists is a Other fund managing $271 thousand in assets. The fund runs a portfolio of 91 positions.
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