Peloton Wealth Strategists ETF holdings
Indianapolis, IN
Reported $71.5M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$71.5M
ETFs held
20
Change from prior quarter
+7.8%
With price moves
ETFs as a share of its 13F
26.4%
of $270.5M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $10.4M | 411,188 | +12,000 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $9.4M | 405,145 | +11,500 shares |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | $8.7M | 360,320 | +8,500 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $8.6M | 394,050 | +19,400 shares |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | $7.2M | 296,140 | −3,000 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $7.2M | 343,750 | +36,400 shares |
| OEF | iShares S&P 100 ETF | $4.7M | 12,915 | +539 shares |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $4.6M | 184,250 | +50,750 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $2.4M | 14,623 | +692 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $2.3M | 15,922 | +950 shares |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001080132. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peloton Wealth Strategists own?
Peloton Wealth Strategists reported 20 ETF positions worth $71.5M in its Form 13F for June 30, 2026. The largest was IBDT, at $10.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.