Peloton Wealth Strategists - Portfolio overview

Peloton Wealth Strategists has 108 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC CAP STK CL A, 4.59%
2. IBDT - ISHARES IBONDS DEC 2028 TERM CORPORATE ETF, 4.09%
3. IBDU - ISHARES IBONDS DEC 2029 TERM CORPORATE ETF, 3.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.