Peloton Wealth Strategists
RIA/Wealth
Peloton Wealth Strategists is a RIA/Wealth based in Indianapolis, IN led by Matthew Kamp Bradley, reporting $279.9M in AUM as of Q3 2025 with GOOGL as the largest holding (4% allocation).
PresidentMatthew Kamp Bradley
- Portfolio Value
- $230.0M
- Positions
- 88
- Top Holding
- GOOGL at 4.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Peloton Wealth Strategists's portfolio (35.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $10.3M | 4.48% | -$213.9K Sold | 0.00% 42.4K shares | |
ETF ETF | $9.3M | 4.05% | +$47.6K Bought | — 365.0K shares | |
Specialty Retail Consumer Cyclical | $8.8M | 3.81% | -$148.2K Sold | 0.00% 39.9K shares | |
Financial - Credit Services Financial Services | $8.5M | 3.72% | -$312.8K Sold | 0.00% 15.0K shares | |
Software - Infrastructure Technology | $8.3M | 3.62% | -$136.2K Sold | 0.00% 16.1K shares | |
ETF ETF | $8.0M | 3.49% | +$17.6K Bought | — 342.2K shares | |
Banks - Diversified Financial Services | $7.8M | 3.39% | -$67.8K Sold | 0.00% 24.7K shares | |
ETF ETF | $7.0M | 3.06% | -$232.8K Sold | — 279.6K shares | |
ETF ETF | $6.6M | 2.85% | +$160.6K Bought | — 296.3K shares | |
Aerospace & Defense Industrials | $6.0M | 2.63% | -$1.2M Sold | 0.00% 36.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Peloton Wealth Strategists's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-38.16% | |
-29.62% |
Analytics
Portfolio insights and performance metrics for Peloton Wealth Strategists
GthenA