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.
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 |