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Matthew K. Bradley

Peloton Wealth Strategists

Assets Managed
$247.243M
Holdings
86
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-4.18%(2Q avg: -1.35%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peloton Wealth Strategists's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Peloton Wealth Strategists over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 247.243M in assets, with a quarterly growth rate of -4.18% and a 2-quarter average growth rate of -1.35%. The portfolio is managed by Matthew K. Bradley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.39%
4.6%
$11.353M
39,480 shares@ $287.57 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 2.21%
4.09%
$10.111M
399,188 shares@ $25.33 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 4.81%
3.71%
$9.156M
393,645 shares@ $23.26 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 0.4%
3.45%
$8.528M
351,820 shares@ $24.24 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 4.12%
3.32%
$8.201M
374,650 shares@ $21.89 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.78%
3.27%
$8.065M
38,725 shares@ $208.27 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -2.79%
2.94%
$7.267M
14,544 shares@ $499.66 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -0.88%
2.94%
$7.251M
299,140 shares@ $24.24 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 24.77%
2.61%
$6.433M
307,350 shares@ $20.94 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -6.8%
2.57%
$6.349M
21,585 shares@ $294.14 avg price

1-10 of 86