Peloton Wealth Strategists
•CIK: 1080132•Filing: Q4 2025
**Peloton Wealth Strategists** manages $258M across a diversified portfolio of 90 positions. The strategy exhibits a clear focus on mega-cap technology and financial sector leaders, evidenced by top holdings including GOOGL at $12.7M and AMZN at $9.0M. Significant allocations are also maintained in key industrial and financial names, notably IBDT ($9.9M) and MA ($8.5M). This concentrated approach suggests a conviction in established growth and cyclical leaders.
Total AUM
$258.1M
QoQ Performance
+1.5%
Positions
90
Top 10 Concentration
33.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL4.9%
IBDT3.9%
AMZN3.5%
IBDU3.4%
MA3.3%
IBDS3.3%
IBDV3.1%
JPM2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.9%
Technology14.7%
Consumer10.6%
Financial9.3%
Healthcare8.0%
Industrial3.1%
Materials1.6%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW6 new positions
↑36 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023