Wealth Advisors of Iowa
Latest statistics and disclosures from Wealth Advisors of Iowa's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JEPQ, RSP, EFAV, SPLG, SPYV, and represent 46.00% of Wealth Advisors of Iowa's stock portfolio.
- Added to shares of these 10 stocks: USMC (+$9.9M), JEPQ (+$8.3M), QINT (+$6.3M), SPMO, PYLD, XLU, LDUR, SPYV, SGOV, BIL.
- Started 12 new stock positions in BSCS, PYLD, LDUR, BIL, SPMO, T, SGOV, QINT, JNJ, CAT. CVX, VFF.
- Reduced shares in these 10 stocks: JQUA (-$12M), JPST (-$8.3M), PULS, BUCK, BILS, SPLG, CGMS, BOND, SPEM, EFAV.
- Sold out of its positions in MSOS, CGMS, DIS, BUCK.
- Wealth Advisors of Iowa was a net buyer of stock by $13M.
- Wealth Advisors of Iowa has $294M in assets under management (AUM), dropping by 9.78%.
- Central Index Key (CIK): 0001803005
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Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 11.7 | $34M | +31% | 597k | 57.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.6 | $28M | 149k | 189.70 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 8.9 | $26M | 309k | 84.83 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 8.6 | $25M | 321k | 78.34 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 7.2 | $21M | +5% | 382k | 55.33 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 6.3 | $18M | 193k | 95.14 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 5.5 | $16M | +4% | 141k | 114.40 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 5.4 | $16M | +10% | 184k | 87.21 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 4.8 | $14M | +229% | 208k | 68.17 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.3 | $6.7M | -55% | 133k | 50.73 |
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| American Centy Etf Tr Quality Divrsfed (QINT) | 2.1 | $6.3M | NEW | 102k | 61.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $5.8M | 8.7k | 669.33 |
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| Apple (AAPL) | 1.9 | $5.4M | 21k | 254.63 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.7 | $4.9M | +14% | 47k | 104.51 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.5 | $4.3M | +29% | 101k | 42.79 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.4 | $4.2M | -73% | 67k | 62.91 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.3 | $3.8M | NEW | 31k | 121.06 |
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| Microsoft Corporation (MSFT) | 0.9 | $2.6M | +4% | 4.9k | 517.91 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.9 | $2.5M | -2% | 25k | 99.95 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $2.3M | 3.00 | 754200.00 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $2.2M | NEW | 81k | 26.84 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.1M | 11k | 186.58 |
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| Amazon (AMZN) | 0.7 | $2.1M | +4% | 9.4k | 219.57 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.7 | $2.0M | +29% | 43k | 46.32 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $2.0M | -16% | 21k | 93.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | +5% | 3.8k | 502.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.9M | +5% | 7.7k | 243.55 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.7M | -7% | 1.9k | 925.63 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $1.7M | 19k | 89.34 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.5M | -19% | 32k | 46.81 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.4 | $1.3M | NEW | 14k | 96.14 |
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| Casey's General Stores (CASY) | 0.4 | $1.2M | 2.2k | 565.45 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.1M | -4% | 2.3k | 479.67 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1.0M | NEW | 10k | 100.70 |
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| Meta Platforms Cl A (META) | 0.3 | $1.0M | 1.4k | 734.39 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.0M | 3.2k | 315.44 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $976k | NEW | 11k | 91.75 |
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| Visa Com Cl A (V) | 0.3 | $897k | +2% | 2.6k | 341.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $890k | 2.5k | 355.47 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $884k | -5% | 8.3k | 106.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $864k | +9% | 3.6k | 243.06 |
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| Eli Lilly & Co. (LLY) | 0.3 | $781k | 1.0k | 763.13 |
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| salesforce (CRM) | 0.2 | $694k | -3% | 2.9k | 237.01 |
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| Stryker Corporation (SYK) | 0.2 | $657k | 1.8k | 369.66 |
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| Deere & Company (DE) | 0.2 | $652k | 1.4k | 457.24 |
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| Alliant Energy Corporation (LNT) | 0.2 | $651k | 9.7k | 67.41 |
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| Broadcom (AVGO) | 0.2 | $624k | +22% | 1.9k | 329.91 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $595k | -80% | 12k | 49.83 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $538k | +2% | 7.0k | 76.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $504k | 840.00 | 600.17 |
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| Tesla Motors (TSLA) | 0.2 | $451k | +20% | 1.0k | 444.72 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $428k | +6% | 1.2k | 352.75 |
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| Marriott Intl Cl A (MAR) | 0.1 | $424k | 1.6k | 260.40 |
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| Starbucks Corporation (SBUX) | 0.1 | $422k | 5.0k | 84.59 |
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| International Business Machines (IBM) | 0.1 | $398k | 1.4k | 282.10 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $354k | -2% | 18k | 19.56 |
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| Procter & Gamble Company (PG) | 0.1 | $324k | +5% | 2.1k | 153.67 |
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| Enterprise Products Partners (EPD) | 0.1 | $322k | 10k | 31.27 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $304k | 832.00 | 365.37 |
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| Netflix (NFLX) | 0.1 | $301k | +14% | 251.00 | 1198.92 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $300k | +10% | 1.8k | 167.35 |
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| Oracle Corporation (ORCL) | 0.1 | $300k | 1.1k | 281.24 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $297k | 1.6k | 186.54 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $289k | 6.8k | 42.37 |
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| Wal-Mart Stores (WMT) | 0.1 | $286k | 2.8k | 103.05 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $280k | -3% | 14k | 19.71 |
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| Philip Morris International (PM) | 0.1 | $278k | +4% | 1.7k | 162.22 |
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| Pepsi (PEP) | 0.1 | $259k | +3% | 1.8k | 140.43 |
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| McDonald's Corporation (MCD) | 0.1 | $258k | +4% | 850.00 | 304.03 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $257k | +14% | 2.3k | 112.76 |
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| Advanced Micro Devices (AMD) | 0.1 | $255k | 1.6k | 161.79 |
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| Applied Materials (AMAT) | 0.1 | $255k | 1.2k | 204.74 |
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| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.1 | $248k | -74% | 2.5k | 99.52 |
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| Johnson & Johnson (JNJ) | 0.1 | $225k | NEW | 1.2k | 185.36 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $225k | NEW | 11k | 20.57 |
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| Caterpillar (CAT) | 0.1 | $223k | NEW | 468.00 | 477.24 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $223k | 5.0k | 44.69 |
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| Illinois Tool Works (ITW) | 0.1 | $222k | 852.00 | 260.76 |
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| Chevron Corporation (CVX) | 0.1 | $215k | NEW | 1.4k | 155.33 |
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| At&t (T) | 0.1 | $208k | NEW | 7.4k | 28.24 |
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| Coca-Cola Company (KO) | 0.1 | $205k | 3.1k | 66.33 |
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| Nike CL B (NKE) | 0.1 | $204k | 2.9k | 69.73 |
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| Village Farms International (VFF) | 0.0 | $58k | NEW | 19k | 3.13 |
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Past Filings by Wealth Advisors of Iowa
SEC 13F filings are viewable for Wealth Advisors of Iowa going back to 2020
- Wealth Advisors of Iowa 2025 Q3 filed Nov. 14, 2025
- Wealth Advisors of Iowa 2025 Q2 filed Aug. 12, 2025
- Wealth Advisors of Iowa 2025 Q1 filed May 12, 2025
- Wealth Advisors of Iowa 2024 Q4 filed Feb. 11, 2025
- Wealth Advisors of Iowa 2024 Q3 filed Nov. 12, 2024
- Wealth Advisors of Iowa 2024 Q1 filed May 7, 2024
- Wealth Advisors of Iowa 2023 Q4 filed Feb. 8, 2024
- Wealth Advisors of Iowa 2023 Q3 filed Nov. 7, 2023
- Wealth Advisors of Iowa 2023 Q2 filed July 25, 2023
- Wealth Advisors of Iowa 2023 Q1 filed May 9, 2023
- Wealth Advisors of Iowa 2022 Q4 filed Feb. 10, 2023
- Wealth Advisors of Iowa 2022 Q3 filed Nov. 15, 2022
- Wealth Advisors of Iowa 2022 Q2 amended filed July 28, 2022
- Wealth Advisors of Iowa 2022 Q2 amended filed July 28, 2022
- Wealth Advisors of Iowa 2022 Q2 filed July 27, 2022
- Wealth Advisors of Iowa 2022 Q1 filed May 10, 2022