Latest Peloton Wealth Strategists Stock Portfolio
Peloton Wealth Strategists Performance:
2025 Q3: 3.25%YTD: 3.69%2024: 9.64%
Performance for 2025 Q3 is 3.25%, and YTD is 3.69%, and 2024 is 9.64%.
About Peloton Wealth Strategists and 13F Hedge Fund Stock Holdings
Peloton Wealth Strategists is a hedge fund based in INDIANAPOLIS, IN. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $246 Millions. In it's latest 13F Holdings report, Peloton Wealth Strategists reported an equity portfolio of $254.3 Millions as of 30 Sep, 2025.
The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, AMZN. The fund has invested 4% of it's portfolio in ALPHABET INC CAP STK CL A and 3.7% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF.
The fund managers got completely rid off ON HLDG AG NAMEN AKT A, JOHNSON CTLS INTL PLC SHS (JCI) and DIAMONDBACK ENERGY INC COM (FANG) stocks. They significantly reduced their stock positions in LULULEMON ATHLETICA INC COM (LULU), HONEYWELL INTL INC COM (HON) and RTX CORPORATION COM (RTX). Peloton Wealth Strategists opened new stock positions in AIRBNB INC COM CL A (ABNB), VERTIV HOLDINGS CO COM CL A (VRT) and TESLA INC COM (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to SLB LIMITED COM STK (SLB), KINSALE CAP GROUP INC COM (KNSL) and NOVO-NORDISK A S ADR.
The top stock holdings of Peloton Wealth Strategists are GOOG, BGRN, AMZN. The fund has invested 4% of it's portfolio in ALPHABET INC CAP STK CL A and 3.7% of portfolio in ISHARES IBONDS DEC 2028 TERM CORPORATE ETF.
The fund managers got completely rid off ON HLDG AG NAMEN AKT A, JOHNSON CTLS INTL PLC SHS (JCI) and DIAMONDBACK ENERGY INC COM (FANG) stocks. They significantly reduced their stock positions in LULULEMON ATHLETICA INC COM (LULU), HONEYWELL INTL INC COM (HON) and RTX CORPORATION COM (RTX). Peloton Wealth Strategists opened new stock positions in AIRBNB INC COM CL A (ABNB), VERTIV HOLDINGS CO COM CL A (VRT) and TESLA INC COM (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to SLB LIMITED COM STK (SLB), KINSALE CAP GROUP INC COM (KNSL) and NOVO-NORDISK A S ADR.
Peloton Wealth Strategists Annual Return Estimates Vs S&P 500
Our best estimate is that Peloton Wealth Strategists made a return of 3.25% in the last quarter. In trailing 12 months, it's portfolio return was 4%.
New Buys
| Ticker | $ Bought |
|---|---|
| airbnb inc com cl a | 1,566,000 |
| vertiv holdings co com cl a | 1,314,000 |
| tesla inc com | 256,000 |
| alphabet inc cap stk cl c | 244,000 |
| utilities select sector spdr fund | 222,000 |
| hewlett packard enterprise co com | 207,000 |
| invesco qqq trust series i | 201,000 |
New stocks bought by Peloton Wealth Strategists
Additions
| Ticker | % Inc. |
|---|---|
| slb limited com stk | 64.29 |
| kinsale cap group inc com | 43.33 |
| novo-nordisk a s adr | 39.54 |
| hewlett packard enterprise co 7.625 mand conv | 24.88 |
| intuitive surgical inc com new | 20.2 |
| united parcel service inc cl b | 16.91 |
| uber technologies inc com | 9.35 |
| ishares ibonds dec 2032 term corporate etf | 6.67 |
Additions to existing portfolio by Peloton Wealth Strategists
Reductions
| Ticker | % Reduced |
|---|---|
| lululemon athletica inc com | -38.16 |
| honeywell intl inc com | -29.62 |
| rtx corporation com | -17.04 |
| applied matls inc com | -8.41 |
| trex co inc com | -8.34 |
| neurocrine biosciences inc com | -7.38 |
| unitedhealth group inc com | -7.3 |
| s&p global inc com | -7.16 |
Peloton Wealth Strategists reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| on hldg ag namen akt a | -690,000 |
| johnson ctls intl plc shs | -486,000 |
| diamondback energy inc com | -463,000 |
Peloton Wealth Strategists got rid off the above stocks
Sector Distribution
Peloton Wealth Strategists has about 20.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 20.1 |
| Financial Services | 17 |
| Technology | 16.7 |
| Healthcare | 14.2 |
| Consumer Cyclical | 10.5 |
| Industrials | 9.7 |
| Consumer Defensive | 5 |
| Communication Services | 4.6 |
| Basic Materials | 1.3 |
Market Cap. Distribution
Peloton Wealth Strategists has about 77.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 41.8 |
| MEGA-CAP | 36.1 |
| UNALLOCATED | 20.1 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 72.7% of the stocks held by Peloton Wealth Strategists either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 72.7 |
| Others | 27 |
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 90 stocks in it's portfolio. About 31.3% of the portfolio is in top 10 stocks. CMG proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Peloton Wealth Strategists last quarter.
Last Reported on: 17 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.26 | 2,608 | 664,000 | reduced | -2.76 | ||
| AAXJ | ishares msci eafe small-cap etf | 0.82 | 27,103 | 2,079,000 | reduced | -4.9 | ||
| AAXJ | ishares 1-5 year investment grade corporate bond etf | 0.23 | 11,283 | 598,000 | reduced | -0.75 | ||
| ABBV | abbvie inc com | 1.23 | 13,525 | 3,132,000 | reduced | -1.13 | ||
| ABNB | airbnb inc com cl a | 0.62 | 12,900 | 1,566,000 | new | |||
| ACN | accenture plc ireland shs class a | 0.51 | 5,243 | 1,293,000 | unchanged | 0.00 | ||
| ACWF | ishares ibonds dec 2025 term corporate etf | 2.77 | 279,600 | 7,043,000 | reduced | -3.2 | ||
| ADBE | adobe inc com | 0.79 | 5,670 | 2,000,000 | reduced | -4.79 | ||
| AFL | aflac inc com | 0.18 | 4,000 | 447,000 | unchanged | 0.00 | ||
| AGT | ishares ibonds dec 2026 term corporate etf | 2.91 | 304,120 | 7,390,000 | added | 1.27 | ||
| AMAT | applied matls inc com | 1.84 | 22,865 | 4,681,000 | reduced | -8.41 | ||
| AMGN | amgen inc com | 1.28 | 11,525 | 3,252,000 | added | 0.41 | ||
| AMZN | amazon com inc com | 3.45 | 39,931 | 8,768,000 | reduced | -1.66 | ||
| BAC | bank america corp 7.25cnv pfd l | 1.69 | 3,365 | 4,307,000 | reduced | -0.24 | ||
| BBY | best buy inc com | 1.00 | 33,475 | 2,531,000 | unchanged | 0.00 | ||
| BGRN | ishares ibonds dec 2028 term corporate etf | 3.66 | 364,960 | 9,314,000 | added | 0.51 | ||
| BGRN | ishares ibonds dec 2027 term corporate etf | 3.24 | 339,070 | 8,253,000 | reduced | -0.09 | ||
| BGRN | ishares ibonds dec 2025 term muni bond etf | 0.22 | 20,500 | 549,000 | unchanged | 0.00 | ||
| BGRN | ishares ibonds dec 2028 term muni bond etf | 0.13 | 13,000 | 333,000 | unchanged | 0.00 | ||
| BGRN | ishares ibonds dec 2026 term muni bond etf | 0.11 | 11,000 | 282,000 | unchanged | 0.00 | ||