Latest Peloton Wealth Strategists Stock Portfolio
$247Million– No. of Holdings #84
Peloton Wealth Strategists Performance:
2026 Q1: -3.94%YTD: -3.94%2025: 7.91%
Performance for 2026 Q1 is -3.94%, and YTD is -3.94%, and 2025 is 7.91%.
About Peloton Wealth Strategists and 13F Hedge Fund Stock Holdings
Peloton Wealth Strategists is a hedge fund based in Indianapolis, IN. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peloton Wealth Strategists reported an equity portfolio of $247.2 Millions as of 31 Mar, 2026.
The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, DMXF. The fund has invested 4.6% of it's portfolio in ALPHABET INC CAP STK CL A and 4.1% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF.
The fund managers got completely rid off TRUIST FINL CORP COM (TFC), ISHARES RUSSELL 2000 VALUE ETF (IJR) and BEST BUY INC COM (BBY) stocks. They significantly reduced their stock positions in ISHARES MSCI EAFE SMALL-CAP ETF (AAXJ), APPLIED MATLS INC COM (AMAT) and KINSALE CAP GROUP INC COM (KNSL). Peloton Wealth Strategists opened new stock positions in NETFLIX INC. COM (NFLX), STERIS PLC SHS USD (STE) and ISHARES RUSSELL MID-CAP GROWTH ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC CL A (ZTS), FIDELITY WISE ORIGIN BITCOIN FUND and META PLATFORMS INC CL A (META).
The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, DMXF. The fund has invested 4.6% of it's portfolio in ALPHABET INC CAP STK CL A and 4.1% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF.
The fund managers got completely rid off TRUIST FINL CORP COM (TFC), ISHARES RUSSELL 2000 VALUE ETF (IJR) and BEST BUY INC COM (BBY) stocks. They significantly reduced their stock positions in ISHARES MSCI EAFE SMALL-CAP ETF (AAXJ), APPLIED MATLS INC COM (AMAT) and KINSALE CAP GROUP INC COM (KNSL). Peloton Wealth Strategists opened new stock positions in NETFLIX INC. COM (NFLX), STERIS PLC SHS USD (STE) and ISHARES RUSSELL MID-CAP GROWTH ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC CL A (ZTS), FIDELITY WISE ORIGIN BITCOIN FUND and META PLATFORMS INC CL A (META).
Peloton Wealth Strategists Equity Portfolio Value
Last Reported on: 14 May, 2026
Peloton Wealth Strategists Annual Return Estimates Vs S&P 500
Our best estimate is that Peloton Wealth Strategists made a return of -3.94% in the last quarter. In trailing 12 months, it's portfolio return was 7.7%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| netflix inc. com | 2,843,000 |
| steris plc shs usd | 2,253,000 |
| ishares russell mid-cap growth etf | 1,918,000 |
| arista networks inc com shs | 1,486,000 |
| progressive corp com | 1,422,000 |
| schwab u.s. reit etf | 1,054,000 |
| amphenol corp cl a | 910,000 |
| smurfit westrock plc shs | 466,000 |
New stocks bought by Peloton Wealth Strategists
Additions
| Ticker | % Inc. |
|---|---|
| zoetis inc cl a | 150 |
| fidelity wise origin bitcoin fund | 122 |
| meta platforms inc cl a | 100 |
| intuitive surgical inc com new | 83.95 |
| kimberly-clark corp com | 53.7 |
| capital one finl corp com | 53.1 |
| accenture plc ireland shs class a | 52.03 |
| vertiv holdings co com cl a | 51.99 |
Additions to existing portfolio by Peloton Wealth Strategists
Reductions
| Ticker | % Reduced |
|---|---|
| ishares msci eafe small-cap etf | -79.23 |
| applied matls inc com | -55.32 |
| kinsale cap group inc com | -42.62 |
| idexx labs inc com | -39.89 |
| salesforce inc com | -24.64 |
| thermo fisher scientific inc com | -24.01 |
| intuit com | -17.29 |
| goldman sachs group inc com | -12.44 |
Peloton Wealth Strategists reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| truist finl corp com | -2,352,000 |
| best buy inc com | -1,939,000 |
| us bancorp com new | -1,101,000 |
| starbucks corp com | -1,510,000 |
| chipotle mexican grill inc com | -629,000 |
| ishares russell 2000 value etf | -1,957,000 |
| johnson & johnson com | -1,776,000 |
| veeva sys inc cl a com | -1,650,000 |
Peloton Wealth Strategists got rid off the above stocks
Sector Distribution
Peloton Wealth Strategists has about 23.5% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
- Healthcare
- Industrials
- Consumer Cyclical
- Consumer Defensive
- Communication Services
- Basic Materials
- Energy
| Sector | % |
|---|---|
| Others | 23.5 |
| Financial Services | 14.5 |
| Technology | 14.1 |
| Healthcare | 12.3 |
| Industrials | 10.1 |
| Consumer Cyclical | 8.8 |
| Consumer Defensive | 6.4 |
| Communication Services | 6.4 |
| Basic Materials | 2.4 |
| Energy | 1.5 |
Market Cap. Distribution
Peloton Wealth Strategists has about 75.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 41 |
| MEGA-CAP | 34.8 |
| UNALLOCATED | 23.5 |
Stocks belong to which Index?
About 71% of the stocks held by Peloton Wealth Strategists either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 71 |
| Others | 28.6 |
Peloton Wealth Strategists Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Peloton Wealth Strategists
Peloton Wealth Strategists has 84 stocks in it's portfolio. About 31.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Peloton Wealth Strategists last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.28 | 2,738 | 695,000 | reduced | -3.52 | ||
| AAXJ | ishares 1-5 year investment grade corporate bond etf | 0.28 | 13,328 | 701,000 | added | 12.26 | ||
| AAXJ | ishares msci eafe small-cap etf | 0.19 | 6,051 | 474,000 | reduced | -79.23 | ||
| ABBV | abbvie inc com | 1.14 | 12,925 | 2,811,000 | reduced | -1.15 | ||
| ABNB | airbnb inc com cl a | 1.14 | 22,245 | 2,809,000 | added | 4.73 | ||
| ACN | accenture plc ireland shs class a | 0.90 | 11,247 | 2,230,000 | added | 52.03 | ||
| ADBE | adobe inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFL | aflac inc com | 0.18 | 4,000 | 439,000 | unchanged | 0.00 | ||
| AGT | ishares ibonds dec 2026 term corporate etf | 2.93 | 299,140 | 7,251,000 | reduced | -0.89 | ||
| AMAT | applied matls inc com | 1.03 | 7,480 | 2,557,000 | reduced | -55.32 | ||
| AMGN | amgen inc com | 1.62 | 11,360 | 3,997,000 | reduced | -1.09 | ||
| AMZN | amazon com inc com | 3.26 | 38,725 | 8,065,000 | reduced | -0.78 | ||
| ANET | arista networks inc com shs | 0.60 | 12,105 | 1,486,000 | new | |||
| APH | amphenol corp cl a | 0.37 | 7,200 | 910,000 | new | |||
| BAC | bank america corp 7.25cnv pfd l | 1.76 | 3,645 | 4,343,000 | added | 5.81 | ||
| BBY | best buy inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BGRN | ishares ibonds dec 2028 term corporate etf | 4.09 | 399,188 | 10,111,000 | added | 2.21 | ||
| BGRN | ishares ibonds dec 2027 term corporate etf | 3.45 | 351,820 | 8,528,000 | added | 0.4 | ||
| BGRN | ishares ibonds dec 2028 term muni bond etf | 0.13 | 13,000 | 332,000 | unchanged | 0.00 | ||
| BGRN | ishares ibonds dec 2026 term muni bond etf | 0.11 | 11,000 | 282,000 | unchanged | 0.00 | ||