Q2 2026 13F · SEC CIK 1080132

Peloton Wealth Strategists

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $270.5M
Reported positions: 91
Top holdings a year, 3 yrs: +11.1%
Average holding period: 6.8 yrs

Peloton Wealth Strategists is a wealth manager that reported 91 positions worth $270.5M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 5.3%), Ishares Tr (IBDT, 3.8%), Ishares Tr ETF Ibonds Dec 2029 Term Corp (IBDU, 3.5%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Peloton Wealth Strategists holdings largest 50 of 91 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peloton Wealth Strategists 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.3%	4.6%	39,915	+1.1%	$14.3M
IBDTIshares Tr	3.8%	4.1%	411,188	+3.0%	$10.4M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	3.5%	3.7%	405,145	+2.9%	$9.4M
AMZNAmazon Com Inc Com	3.4%	3.3%	38,745	+0.1%	$9.2M
IBDSIshares Tr	3.2%	3.4%	360,320	+2.4%	$8.7M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	3.2%	3.3%	394,050	+5.2%	$8.6M
MAMastercard Inc.	2.7%	2.9%	14,399	-1.0%	$7.4M
CMICummins Inc	2.7%	2.3%	10,298	-3.2%	$7.3M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	2.7%	2.9%	296,140	-1.0%	$7.2M
IBDWIshares Tr	2.6%	2.6%	343,750	+11.8%	$7.2M
JPMJpmorgan Chase & Co	2.6%	2.6%	21,285	-1.4%	$7.0M
VRTVertiv Holdings Co	2.5%	2.1%	20,270	-4.2%	$6.8M
FCXFreeport Mcmoran Inc Cl B	2.1%	2.1%	89,500	+0.6%	$5.6M
RTXRtx Corporation Com	2.0%	2.5%	29,125	-8.8%	$5.5M
MSFTMicrosoft Corp	2.0%	2.2%	14,385	-1.7%	$5.4M
GSGoldman Sachs Group Inc	1.8%	1.7%	4,865	-0.5%	$4.9M
42824C208Hewlett Packard Enterprise C 7.625 Mand	1.8%	1.2%	41,959	-5.2%	$4.9M
OEFIshares S&p 100 ETF	1.7%	1.6%	12,915	+4.4%	$4.7M
IBDXIshares Tr	1.7%	1.4%	184,250	+38.0%	$4.6M
COFCapital One Financial Corp	1.7%	1.4%	23,100	+23.2%	$4.6M
VRTXVertex Pharmaceuticals Inc	1.7%	1.7%	9,280	+1.5%	$4.6M
BAC-PLBank of Amer Corp	1.7%	1.8%	3,650	+0.1%	$4.6M
TMOThermo Fisher Scientific Inc	1.7%	1.8%	9,086	-0.8%	$4.6M
EMREmerson Elec Co Com	1.6%	1.7%	30,785	-1.4%	$4.4M
DHIDR Horton Inc	1.6%	1.4%	25,840	+6.1%	$4.2M
CCitigroup Inc Com New	1.6%	1.4%	29,955	+0.9%	$4.2M
AMGNAmgen Inc Com	1.5%	1.6%	11,260	-0.9%	$4.1M
KMBKimberly-Clark Corporation	1.5%	1.4%	36,920	+1.4%	$4.1M
UBERUber Technologies Inc	1.4%	1.4%	53,220	+8.6%	$3.8M
NVONovo-Nordisk A S	1.4%	1.1%	78,630	+5.1%	$3.8M
MNSTMonster Beverage Corp New	1.2%	1.1%	34,975	-2.6%	$3.4M
ABBVAbbvie Inc	1.2%	1.1%	12,775	-1.2%	$3.2M
ABNBAirbnb Inc	1.2%	1.1%	22,445	+0.9%	$3.2M
APHAmphenol Corp	1.2%	—	17,775	—	$3.1M
TGTTarget Corp Com	1.1%	1.2%	23,722	-2.9%	$3.1M
COSTCostco Whsl Corp New	1.1%	1.3%	3,265	+0.0%	$3.1M
ANETArista Networks Inc	1.0%	—	16,455	—	$2.8M
ISRGIntuitive Surgical Inc	1.0%	1.0%	6,709	+22.2%	$2.7M
GRMNGarmin Ltd	1.0%	1.0%	10,980	+0.0%	$2.6M
NFLXNetflix Inc Total	0.9%	1.1%	35,065	+18.6%	$2.5M
CSCOCisco Sys Inc	0.9%	1.4%	21,300	-52.0%	$2.5M
NBIXNeurocrine Biosciences Inc	0.9%	—	14,485	—	$2.4M
IWSIshares Russell Mid-Cap Value ETF	0.9%	0.8%	14,623	+5.0%	$2.4M
TSMTaiwan Semiconductor Manufac	0.9%	—	4,940	—	$2.4M
IWPIshares Russell Mid-Cap Growth ETF	0.9%	—	15,922	—	$2.3M
STESteris Corp	0.9%	0.9%	10,970	+7.7%	$2.3M
PEPPepsico Inc	0.8%	1.0%	16,420	+0.0%	$2.2M
SLBSlb Limited	0.8%	1.0%	47,450	+3.7%	$2.2M
NKENike Inc Cl B	0.8%	1.3%	50,445	-17.7%	$2.1M
ZTSZoetis Inc	0.7%	1.1%	27,180	+18.6%	$2.0M

What Peloton Wealth Strategists bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IBDX Ishares Tr+38.0% shares
COF Capital One Financial Corp+23.2% shares
ISRG Intuitive Surgical Inc+22.2% shares
ZTS Zoetis Inc+18.6% shares
NFLX Netflix Inc Total+18.6% shares
IBDW Ishares Tr+11.8% shares
UBER Uber Technologies Inc+8.6% shares
STE Steris Corp+7.7% shares

Reduced

CSCO Cisco Sys Inc-52.0% shares
NKE Nike Inc Cl B-17.7% shares
RTX Rtx Corporation Com-8.8% shares
Hewlett Packard Enterprise C 7.625 Mand-5.2% shares

Left the top 50

CRM Salesforce Inc Comwas 1.3%
AMAT Applied Matls Incwas 1.0%
ACN Accenture PLC Ireland Shs Class Awas 0.9%
HON Honeywell Intl Incwas 0.9%
INTU Intuitwas 0.8%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$270.5M	91
Q1 2026	$247.2M	86
Q4 2025	$258.1M	90
Q3 2025	$254.3M	93
Q2 2025	$249.3M	89
Q1 2025	$239.2M	92
Q4 2024	$247.9M	92
Q3 2024	$251.6M	93
Q2 2024	$243.1M	92
Q1 2024	$246.2M	91
Q4 2023	$230.9M	93
Q3 2023	$216.9M	88

Questions about Peloton Wealth Strategists's portfolio

What stocks does Peloton Wealth Strategists own?

Peloton Wealth Strategists's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 91 positions worth $270.5M. The largest are Alphabet Inc (GOOGL) at 5.3%, Ishares Tr (IBDT) at 3.8%, Ishares Tr ETF Ibonds Dec 2029 Term Corp (IBDU) at 3.5%, Amazon Com Inc Com (AMZN) at 3.4% and Ishares Tr (IBDS) at 3.2%.

What did Peloton Wealth Strategists buy last quarter?

In Q2 2026, Peloton Wealth Strategists added Ishares Tr (IBDX) (+38.0% shares), Capital One Financial Corp (COF) (+23.2% shares) and Intuitive Surgical Inc (ISRG) (+22.2% shares), compared with its Q1 2026 filing.

What did Peloton Wealth Strategists sell last quarter?

In Q2 2026, Peloton Wealth Strategists cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Intuit (INTU), Cisco Sys Inc (CSCO) (-52.0% shares), Nike Inc Cl B (NKE) (-17.7% shares) and Rtx Corporation Com (RTX) (-8.8% shares), compared with its Q1 2026 filing.

How has Peloton Wealth Strategists's portfolio performed?

A portfolio copying Peloton Wealth Strategists's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.4% against +20.1%. Over 5 years: +5.3% a year against +11.6%.

When is Peloton Wealth Strategists's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peloton Wealth Strategists's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.