account_balance

Investment manager · 13F filer · SEC CIK 1080132

Peloton Wealth Strategists

Reported value$273Mas of Sep 30, 2026
Positions79 3 new, 15 sold out
Top 10 weight33.7%GOOGL alone is 5%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GOOGL Alphabet Inc. 5.0% Held
IBDT iShares Ibonds Dec 2028 Term Corporate ETF 3.8% Held
AMZN Amazon.com Inc 3.6% Added +3%
IBDU iShares Ibonds Dec 2029 Term Corporate ETF 3.6% Added +7%
IBDV iShares Ibonds Dec 2030 Term Corporate ETF 3.4% Added +11%
IBDS iShares Ibonds Dec 2027 Term Corporate ETF 3.2% Held
MA Mastercard Inc 3.1% Added +6%
IBDW iShares Ibonds Dec 2031 Term Corporate ETF 2.9% Added +13%
IBDR iShares Ibonds Dec 2026 Term Corporate ETF 2.6% Held
JPM JPMorgan Chase & Co 2.6% HeldVRTX Vertex Pharmaceuticals Inc 2.5% Added +43%MSFT Microsoft Corp 2.5% Trimmed −8%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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