Institutional Fund
Peloton Wealth Strategists
Indianapolis, INCIK 10801325 filings on record
Portfolio Value
$247.2K
Q1 2026
Holdings
86
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-4.2%
from $258.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc4.6%
- Ishares Tr4.1%
- Ishares Tr3.7%
- Ishares Tr3.4%
- Ishares Tr3.3%
- Amazon Com Inc3.3%
- Other77.6%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 39.5K | $11.4K | 4.6% | −970 | Reduced |
| 2 | Ishares Tr | 399.2K | $10.1K | 4.1% | +8.6K | Added |
| 3 | Ishares Tr | 393.6K | $9.2K | 3.7% | +18.1K | Added |
| 4 | Ishares Tr | 351.8K | $8.5K | 3.4% | +1.4K | Added |
| 5 | Ishares Tr | 374.6K | $8.2K | 3.3% | +14.8K | Added |
| 6 | Amazon Com Inc | 38.7K | $8.1K | 3.3% | −305 | Reduced |
| 7 | Mastercard Incorporated | 14.5K | $7.3K | 2.9% | −418 | Reduced |
| 8 | Ishares Tr | 299.1K | $7.3K | 2.9% | −2.7K | Reduced |
| 9 | Ishares Tr | 307.4K | $6.4K | 2.6% | +61.0K | Added |
| 10 | Jpmorgan Chase & Co. | 21.6K | $6.3K | 2.6% | −1.6K | Reduced |
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