Peloton Wealth Strategists holds a diversified book of 91 reported positions worth $270.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Taiwan Semiconductor-SP ADR and trimmed Mastercard Inc - A. Their largest long position is Alphabet Inc-CL A at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +15% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Peloton Wealth Strategists is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Peloton Wealth Strategists's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peloton Wealth Strategists
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 80 | $641.3M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.6M |
| Ketron Financial | 17 / 80 | $279.0M |
| Draper Asset Management, LLC | 9 / 80 | $167.3M |
| Prospect Hill Management, LLC | 10 / 80 | $208.2M |
| Emerald Advisors, LLC | 26 / 80 | $634.3M |
| Academy Capital Management | 16 / 80 | $595.7M |
| Conway Capital Management, Inc. | 12 / 80 | $176.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Peloton Wealth Strategists: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Cap STK CL A Stock | $14.3M | 39.9K | 5.3% | ▲+1.1% Added · +435 sh | |
| 2 | Ishares Ibonds Dec 2028 Term Corporate ETF ETF | $10.4M | 411.2K | 3.8% | ▲+3.0% Added · +12K sh | |
| 3 | Ishares Ibonds Dec 2029 Term Corporate ETF ETF | $9.4M | 405.1K | 3.5% | ▲+2.9% Added · +12K sh | |
| 4 | Amazon Com Inc Com Stock | $9.2M | 38.7K | 3.4% | ▲+0.1% Added · +20 sh | |
| 5 | Ishares Ibonds Dec 2027 Term Corporate ETF ETF | $8.7M | 360.3K | 3.2% | ▲+2.4% Added · +9K sh | |
| 6 | Ishares Ibonds Dec 2030 Term Corporate ETF ETF | $8.6M | 394.1K | 3.2% | ▲+5.2% Added · +19K sh | |
| 7 | Mastercard Incorporated CL A Stock | $7.4M | 14.4K | 2.7% | ▼−1.0% Reduced · −145 sh | |
| 8 | Cummins Inc Com Stock | $7.3M | 10.3K | 2.7% | ▼−3.2% Reduced · −340 sh | |
| 9 | Ishares Ibonds Dec 2026 Term Corporate ETF ETF | $7.2M | 296.1K | 2.7% | ▼−1.0% Reduced · −3K sh | |
| 10 | Ishares Ibonds Dec 2031 Term Corporate ETF ETF | $7.2M | 343.8K | 2.6% | ▲+12% Added · +36K sh | |
| 11 | JPMorgan Chase & Co Com Stock | $7.0M | 21.3K | 2.6% | ▼−1.4% Reduced · −300 sh | |
| 12 | Vertiv Holdings Co Com CL A Stock | $6.8M | 20.3K | 2.5% | ▼−4.2% Reduced · −880 sh | |
| 13 | Freeport McMoran Inc CL B Stock | $5.6M | 89.5K | 2.1% | ▲+0.6% Added · +500 sh | |
| 14 | RTX Corporation Com Stock | $5.5M | 29.1K | 2.0% | ▼−8.8% Reduced · −3K sh | |
| 15 | Microsoft Corp Com Stock | $5.4M | 14.4K | 2.0% | ▼−1.7% Reduced · −245 sh | |
| 16 | Goldman Sachs Group Inc Com Stock | $4.9M | 4.9K | 1.8% | ▼−0.5% Reduced · −25 sh | |
| 17 | Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred | $4.9M | 42.0K | 1.8% | ▼−5.2% Reduced · −2K sh | |
| 18 | Ishares S&P 100 ETF ETF | $4.7M | 12.9K | 1.7% | ▲+4.3% Added · +539 sh | |
| 19 | Ishares Ibonds Dec 2032 Term Corporate ETF ETF | $4.6M | 184.3K | 1.7% | ▲+38% Added · +51K sh | |
| 20 | Capital One Finl Corp Com Stock | $4.6M | 23.1K | 1.7% | ▲+23% Added · +4K sh | |
| 21 | Vertex Pharmaceuticals Inc Com Stock | $4.6M | 9.3K | 1.7% | ▲+1.5% Added · +140 sh | |
| 22 | Bank America Corp 7.25CNV PFD L Convertible Preferred | $4.6M | 3.6K | 1.7% | ▲+0.1% Added · +5 sh | |
| 23 | Thermo Fisher Scientific Inc Com Stock | $4.6M | 9.1K | 1.7% | ▼−0.8% Reduced · −75 sh | |
| 24 | Emerson Elec Co Com Stock | $4.4M | 30.8K | 1.6% | ▼−1.4% Reduced · −450 sh | |
| 25 | D R Horton Inc Com Stock | $4.2M | 25.8K | 1.6% | ▲+6.0% Added · +1K sh | |
| 26 | Citigroup Inc Com New Stock | $4.2M | 30.0K | 1.5% | ▲+0.9% Added · +275 sh | |
| 27 | Amgen Inc Com Stock | $4.1M | 11.3K | 1.5% | ▼−0.9% Reduced · −100 sh | |
| 28 | Kimberly-Clark Corp Com Stock | $4.1M | 36.9K | 1.5% | ▲+1.4% Added · +500 sh | |
| 29 | Uber Technologies Inc Com Stock | $3.8M | 53.2K | 1.4% | ▲+8.6% Added · +4K sh | |
| 30 | Novo-Nordisk A S ADR ADR | $3.8M | 78.6K | 1.4% | ▲+5.1% Added · +4K sh | |
| 31 | Monster Beverage Corp New Com Stock | $3.4M | 35.0K | 1.2% | ▼−2.6% Reduced · −950 sh | |
| 32 | Abbvie Inc Com Stock | $3.2M | 12.8K | 1.2% | ▼−1.2% Reduced · −150 sh | |
| 33 | Airbnb Inc Com CL A Stock | $3.2M | 22.4K | 1.2% | ▲+0.9% Added · +200 sh | |
| 34 | Amphenol Corp CL A Stock | $3.1M | 17.8K | 1.2% | ▲+147% Added · +11K sh | |
| 35 | Target Corp Com Stock | $3.1M | 23.7K | 1.1% | ▼−2.9% Reduced · −700 sh | |
| 36 | Costco Wholesale Corporation Com Stock | $3.1M | 3.3K | 1.1% | ▲~0% Added · +1 sh | |
| 37 | Arista Networks Inc Com SHS Stock | $2.8M | 16.5K | 1.0% | ▲+36% Added · +4K sh | |
| 38 | Intuitive Surgical Inc Com New Stock | $2.7M | 6.7K | 1.0% | ▲+22% Added · +1K sh | |
| 39 | Garmin Ltd SHS Stock | $2.6M | 11.0K | 1.0% | —Held | |
| 40 | Netflix Inc. Com Stock | $2.5M | 35.1K | 0.9% | ▲+19% Added · +5K sh | |
| 41 | Cisco Sys Inc Com Stock | $2.5M | 21.3K | 0.9% | ▼−52% Reduced · −23K sh | |
| 42 | Neurocrine Biosciences Inc Com Stock | $2.4M | 14.5K | 0.9% | ▲+8.6% Added · +1K sh | |
| 43 | Ishares Russell Mid-Cap Value ETF ETF | $2.4M | 14.6K | 0.9% | ▲+5.0% Added · +692 sh | |
| 44 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $2.4M | 4.9K | 0.9% | ▲New New position | |
| 45 | Ishares Russell Mid-Cap Growth ETF ETF | $2.3M | 15.9K | 0.9% | ▲+6.3% Added · +950 sh | |
| 46 | Steris PLC SHS Usd Stock | $2.3M | 11.0K | 0.9% | ▲+7.7% Added · +780 sh | |
| 47 | Pepsico Inc Com Stock | $2.2M | 16.4K | 0.8% | —Held | |
| 48 | SLB Limited Com STK Stock | $2.2M | 47.5K | 0.8% | ▲+3.7% Added · +2K sh | |
| 49 | Nike Inc CL B Stock | $2.1M | 50.4K | 0.8% | ▼−18% Reduced · −11K sh | |
| 50 | Zoetis Inc CL A Stock | $2.0M | 27.2K | 0.7% | ▲+19% Added · +4K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1080132/holdings"
Use Arkolith to show Peloton Wealth Strategists's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 91 | $270.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 86 | $247.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 90 | $258.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 48d | 93 | $254.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 89 | $249.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 46d | 92 | $239.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 92 | $247.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 46d | 93 | $251.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.