StockDriftsStockDriftsTop 50 Peloton Wealth Strategists Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 5.27% | 39.9K | $14.3M | +1.10%(+435) | $47.91(+619.56%) | 2026-06-30 | |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 3.84% | 411.2K | $10.4M | +3.01%(+12.00K) | $26.31(-4.26%) | 2026-06-30 | |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 3.47% | 405.1K | $9.4M | +2.92%(+11.50K) | $23.22(-0.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 3.41% | 38.7K | $9.2M | +0.05%(+20) | $152.06(+72.66%) | 2026-06-30 | |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 3.23% | 360.3K | $8.7M | +2.42%(+8.50K) | $25.06(-3.56%) | 2026-06-30 | |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 3.18% | 394.1K | $8.6M | +5.18%(+19.40K) | $21.48(+0.70%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED CL A | 2.73% | 14.4K | $7.4M | -1.00%(-145) | $110.85(+411.38%) | 2026-06-30 | |
| CMI | CUMMINS INC COM | 2.71% | 10.3K | $7.3M | -3.20%(-340) | $154.99(+314.92%) | 2026-06-30 | |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 2.65% | 296.1K | $7.2M | -1.00%(-3.00K) | $25.47(-4.99%) | 2026-06-30 | |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 2.65% | 343.8K | $7.2M | +11.84%(+36.40K) | $20.64(-0.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.46% | +31.16% | +4.25% | +23.15% |
| Top 20 Holdings Unweighted | +9.65% | +31.82% | +4.34% | +23.69% |
Peloton Wealth Strategists reports $270.55M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.3%), IBDT (3.8%) and IBDU (3.5%). The top 20 holdings account for 53.03% of reported assets. Its disclosed equity book has returned +31.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peloton Wealth Strategists’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1080132). View Peloton Wealth Strategists’s 13F filings on SEC