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13F holdings · Q2 2026

Peloton Wealth Strategists

Indianapolis, IN · files as Peloton Wealth Strategists
Holdings as of Jun 30, 2026Filed Aug 10, 2026Next filing due Nov 16, 2026CIK 1080132

Peloton Wealth Strategists reported 91 stocks worth $271K in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are GOOGL (5.3%), IBDT (3.8%) and IBDU (3.5%). Compared with Q1 2026, the fund opened new positions in TSM, CACI and HON, added to GOOGL, IBDT and IBDU, trimmed MA, CMI and IBDR and sold out of INTU, KNSL and COP.

Reported value$271K+9.4% vs last quarter
Stocks held919 new · 4 sold out
Top 5 weight19.2%spread out
Turnover13%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GOOGL
Alphabet Inc
$14K5.3%40K+435 (+1%)8 of 8
2
IBDT
Ishares TR
$10K3.8%411K+12K (+3%)8 of 8
3
IBDU
Ishares TR
$9K3.5%405K+12K (+3%)8 of 8
4
AMZN
Amazon Com Inc
$9K3.4%39KNo change8 of 8
5
IBDS
Ishares TR
$9K3.2%360K+8,500 (+2%)8 of 8
6
IBDV
Ishares TR
$9K3.2%394K+19K (+5%)8 of 8
7
MA
Mastercard Incorporated
$7K2.7%14K−145 (−1%)8 of 8
8
CMI
Cummins Inc
$7K2.7%10K−340 (−3%)8 of 8
9
IBDR
Ishares TR
$7K2.6%296K−3,000 (−1%)8 of 8
10
IBDW
Ishares TR
$7K2.6%344K+36K (+12%)8 of 8
🔒 81 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
HONEYWELL INTL INC
$2K9,505
INTU
Intuit
$2K4,546
KNSL
Kinsale Cap Group Inc
$9742,850
COP
Conocophillips
$2712,052

Reported value

last 8 quarters
$252KQ3 '24
$248KQ4 '24
$239KQ1 '25
$249KQ2 '25
$254KQ3 '25
$258KQ4 '25
$247KQ1 '26
$271KQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 10, 202613F-HRQ2 2026SEC filing ↗

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Peloton Wealth Strategists 13F FAQ

What does Peloton Wealth Strategists own?

Peloton Wealth Strategists reported 91 stocks worth $271K in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are GOOGL (5.3%), IBDT (3.8%) and IBDU (3.5%). The table above lists every position in the filing (the top 10 without an account).

What did Peloton Wealth Strategists buy and sell in Q2 2026?

Compared with Q1 2026: 9 new positions, 40 added to, 25 trimmed and 4 sold out. New positions include TSM, CACI and HON. It sold all of INTU, KNSL and COP.

When will Peloton Wealth Strategists file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Peloton Wealth Strategists's portfolio worth?

The Q2 2026 filing reports $271K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.