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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, SPDW, SPYM, SPYV, and represent 45.59% of Wealth Advisors of Iowa's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$22M), XLU (+$8.3M), QINT, BIL, JEPQ, XLE, SGOV, VEA, PYLD, CAT.
Started 3 new stock positions in Strive, VEA, MRK.
Reduced shares in these 10 stocks: EFAV (-$22M), JPST, QGRO, PULS, , NKE, SBUX, AVGO, USMC, GOOGL.
Sold out of its positions in T, NKE.
Wealth Advisors of Iowa was a net buyer of stock by $16M.
Wealth Advisors of Iowa has $305M in assets under management (AUM), dropping by 3.69%.
Central Index Key (CIK): 0001803005

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Positions held by Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 84 positions in its portfolio as reported in the December 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)	11.8	$36M	+3%	619k	58.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	9.4	$29M		150k	191.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.7	$27M	+491%	599k	44.41	View chart
Spdr Series Trust State Street Spd (SPYM)	8.4	$26M		321k	80.22	View chart
Spdr Series Trust State Street Spd (SPYV)	7.2	$22M		384k	56.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	6.1	$19M		197k	94.16	View chart
Select Sector Spdr Tr State Street Uti (XLU)	5.3	$16M	+105%	378k	42.69	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	5.2	$16M	-2%	138k	114.52	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	4.6	$14M		205k	68.45	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	2.8	$8.4M	+27%	131k	64.21	View chart
Apple (AAPL)	2.0	$6.0M	+3%	22k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$6.0M		8.7k	684.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$5.1M	-24%	100k	50.59	View chart
Spdr Series Trust State Street Spd (SPYG)	1.6	$5.0M		47k	106.70	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.6	$4.9M	-81%	57k	86.25	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.4	$4.1M		65k	63.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$3.7M		31k	119.32	View chart
Microsoft Corporation (MSFT)	0.9	$2.7M	+13%	5.6k	483.65	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$2.7M	+174%	29k	91.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$2.6M		25k	102.54	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$2.5M	+18%	95k	26.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.3M	-4%	7.4k	313.82	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$2.3M		3.00	754800.00	View chart
Amazon (AMZN)	0.7	$2.1M	-5%	8.9k	230.82	View chart
Spdr Series Trust State Street Spd (SPSM)	0.7	$2.0M		43k	46.86	View chart
NVIDIA Corporation (NVDA)	0.6	$2.0M	-5%	11k	186.51	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.6	$2.0M		21k	93.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.8M	-3%	3.7k	502.65	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$1.7M	+99%	38k	44.71	View chart
Costco Wholesale Corporation (COST)	0.5	$1.6M		1.9k	862.36	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.5	$1.6M	+23%	17k	95.94	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.6M	+58%	16k	100.38	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$1.5M		32k	46.81	View chart
Casey's General Stores (CASY)	0.4	$1.2M		2.2k	552.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.2M	+24%	3.1k	396.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.2M	+2%	2.4k	487.93	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M	+10%	3.5k	322.21	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M		1.0k	1074.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$978k	-12%	3.1k	312.96	View chart
Deere & Company (DE)	0.3	$938k	+41%	2.0k	465.47	View chart
Meta Platforms Cl A (META)	0.3	$899k		1.4k	660.17	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$890k		8.3k	107.12	View chart
Visa Com Cl A (V)	0.3	$888k	-3%	2.5k	350.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$837k	+62%	1.4k	614.14	View chart
salesforce (CRM)	0.3	$774k		2.9k	264.93	View chart
Alliant Energy Corporation (LNT)	0.2	$628k		9.7k	65.01	View chart
Stryker Corporation (SYK)	0.2	$625k		1.8k	351.55	View chart
Caterpillar (CAT)	0.2	$603k	+125%	1.1k	572.93	View chart
Marriott Intl Cl A (MAR)	0.2	$524k	+3%	1.7k	310.23	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$503k	+103%	5.1k	99.22	View chart
W.R. Berkley Corporation (WRB)	0.2	$483k		6.9k	70.12	View chart
Broadcom (AVGO)	0.2	$469k	-28%	1.4k	346.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$459k	NEW	7.3k	62.47	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$440k		6.8k	64.42	View chart
International Business Machines (IBM)	0.1	$420k		1.4k	296.28	View chart
Raytheon Technologies Corp (RTX)	0.1	$408k	+24%	2.2k	183.37	View chart
Adobe Systems Incorporated (ADBE)	0.1	$399k	-5%	1.1k	349.99	View chart
Tesla Motors (TSLA)	0.1	$387k	-15%	861.00	449.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$369k	-37%	7.4k	49.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$362k	+2%	19k	19.57	View chart
Johnson & Johnson (JNJ)	0.1	$339k	+34%	1.6k	206.90	View chart
Advanced Micro Devices (AMD)	0.1	$338k		1.6k	214.16	View chart
Enterprise Products Partners (EPD)	0.1	$330k		10k	32.06	View chart
Applied Materials (AMAT)	0.1	$320k		1.2k	256.99	View chart
Procter & Gamble Company (PG)	0.1	$315k	+4%	2.2k	143.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$311k		832.00	373.33	View chart
Wal-Mart Stores (WMT)	0.1	$309k		2.8k	111.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$304k		1.6k	191.04	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$300k	+32%	15k	20.60	View chart
Pepsi (PEP)	0.1	$277k	+4%	1.9k	143.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$274k	-2%	14k	19.74	View chart
Philip Morris International (PM)	0.1	$264k	-4%	1.6k	160.38	View chart
Merck & Co (MRK)	0.1	$251k	NEW	2.4k	105.26	View chart
McDonald's Corporation (MCD)	0.1	$250k	-3%	817.00	305.46	View chart
Exxon Mobil Corporation (XOM)	0.1	$241k	-12%	2.0k	120.36	View chart
Starbucks Corporation (SBUX)	0.1	$233k	-44%	2.8k	84.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$232k		5.0k	46.59	View chart
Coca-Cola Company (KO)	0.1	$216k		3.1k	69.90	View chart
Chevron Corporation (CVX)	0.1	$211k		1.4k	152.45	View chart
Oracle Corporation (ORCL)	0.1	$208k		1.1k	194.91	View chart
Illinois Tool Works (ITW)	0.1	$207k		840.00	246.30	View chart
Netflix (NFLX)	0.1	$205k	+772%	2.2k	93.76	View chart
Village Farms International (VFF)	0.0	$68k		19k	3.65	View chart
Strive Cl A Com	0.0	$16k	NEW	22k	0.74	View chart

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 Q4 filed Feb. 5, 2026
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

View all past filings

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