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Peloton Wealth Strategists
Peloton Wealth Strategists is an independent registered investment adviser headquartered in Indianapolis, Indiana. Founded in 1984, the firm provides portfolio management services to individuals, high-net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, and other institutions. With a small but experienced team, Peloton delivers objective, research-based asset management with a focus on client goals, employing a disciplined and trusted fiduciary approach.
Investment Strategy
Peloton Wealth Strategists bases investment decisions on internal research and individual client needs, maintaining a fee-only, objective approach free from product sales. The firm’s disciplined investment process focuses on fundamentals, emotionally detached portfolio management, and long-term partnership with clients. Their philosophy emphasizes a structured, collaborative portfolio construction, akin to the efficiencies achieved in a cycling peloton, aiming for dynamic, efficient, and goal-driven investment solutions.
Latest 13F Filing Activity
Peloton Wealth Strategists filed their most recent 13F report on Jun 30, 2025 disclosing 88 equity positions with a total 13F market value of $249M. The fund increased holdings in Microsoft Corp. Com, Uber Technologies Inc. Com, Citigroup Inc. Com New among other positions. Peloton Wealth Strategists reduced exposure to Unitedhealth Group Inc. Com, Exelixis Inc. Com, Thermo Fisher Scientific Inc. Com among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 3.70% | $9.2M | 363,094 | $24.93 | $25.42 | +$68.0K |
A AMZN | AMAZON COM INC COM | 3.57% | $8.9M | 40,606 | $147.24 | $219.39 | +$1.1M |
M MA | MASTERCARD INCORPORATED CL A | 3.51% | $8.8M | 15,577 | $105.50 | $561.94 | +$67.0K |
I IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 3.30% | $8.2M | 339,370 | $23.80 | $24.27 | +$29.0K |
M MSFT | MICROSOFT CORP COM | 3.26% | $8.1M | 16,330 | $179.95 | $497.41 | +$2.0M |
Industry Allocation
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