Peloton Wealth Strategists
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 258,053
- Description
- Indianapolis Indiana based advisory led wealth manager with a structured investment organization and a disciplined and process driven investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through portfolio oversight consistency and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 90 | 258,053 | 13F-HR | Peloton Wealth Strategists |
| Q3 2025 | 11/17/2025 | 93 | 254,302 | 13F-HR | Peloton Wealth Strategists |
| Q2 2025 | 8/13/2025 | 89 | 249,293 | 13F-HR | Peloton Wealth Strategists |
| Q2 2014 | 7/31/2014 | 77 | 129,716 | 13F-HR | Peloton Wealth Strategists |
| Q1 2014 | 5/8/2014 | 79 | 121,815 | 13F-HR | Peloton Wealth Strategists |
| Q4 2013 | 2/3/2014 | 75 | 123,664 | 13F-HR | Peloton Wealth Strategists |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.2 K | 75.3% | 6.312 K | 0 | 6.312 K |
| ETFs | 63.83 K | 24.7% | 0 | 2.561 K | -2.561 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
258,053
Holdings
90
QoQ value change ($000)
3,751
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.