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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 SGOV, JEPQ, SPDW, RSP, SPYM, and represent 48.11% of Wealth Advisors of Iowa's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$36M), MINT, BIL, LDUR, SPDW, BOND, SPYV, DE, FENI, SPYG.
Started 10 new stock positions in WFC, VBR, MINT, BMY, VYMI, VIG, VZ, VOO, FENI, PMBS.
Reduced shares in these 10 stocks: QGRO (-$14M), USMC (-$9.2M), JPST (-$5.1M), SPMO, QINT, JQUA, XLE, IVV, PULS, XLU.
Sold out of its positions in ITW, SPMO, JPST, ORCL, PULS, Strive, VFF.
Wealth Advisors of Iowa was a net buyer of stock by $23M.
Wealth Advisors of Iowa has $323M in assets under management (AUM), dropping by 6.14%.
Central Index Key (CIK): 0001803005

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Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	11.6	$38M	+2221%	372k	100.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	10.9	$35M	+2%	635k	55.52	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	9.2	$30M	+8%	648k	45.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.9	$29M		149k	191.92	View chart
Spdr Series Trust State Street Spd (SPYM)	7.6	$25M		321k	76.54	View chart
Spdr Series Trust State Street Spd (SPYV)	7.3	$24M	+8%	415k	56.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	5.7	$18M		197k	92.74	View chart
Select Sector Spdr Tr State Street Uti (XLU)	5.2	$17M	-2%	370k	45.89	View chart
Spdr Series Trust State Street Spd (BIL)	2.0	$6.5M	+142%	71k	91.64	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	1.9	$6.1M	-28%	93k	65.44	View chart
Spdr Series Trust State Street Spd (SPYG)	1.7	$5.5M	+19%	56k	97.91	View chart
Apple (AAPL)	1.6	$5.3M	-4%	21k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$5.2M	-9%	7.9k	653.24	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.5	$4.9M	-6%	54k	91.37	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	1.5	$4.8M	+194%	50k	95.82	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	1.2	$4.0M	-69%	62k	64.31	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.2	$3.9M	NEW	39k	100.57	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$3.8M	+93%	41k	92.28	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.0	$3.2M	+26%	121k	26.20	View chart
Spdr Series Trust State Street Spd (SPSM)	0.8	$2.7M	+32%	57k	48.32	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$2.6M	-35%	42k	61.32	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$2.6M		25k	102.25	View chart
Deere & Company (DE)	0.8	$2.5M	+123%	4.5k	563.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$2.2M		3.00	718140.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.1M		7.4k	286.85	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.7	$2.1M	+41%	45k	46.91	View chart
Costco Wholesale Corporation (COST)	0.6	$1.9M	+2%	1.9k	996.46	View chart
Microsoft Corporation (MSFT)	0.6	$1.9M	-9%	5.1k	370.17	View chart
Casey's General Stores (CASY)	0.6	$1.8M	+12%	2.5k	728.11	View chart
NVIDIA Corporation (NVDA)	0.6	$1.8M		10k	174.40	View chart
Amazon (AMZN)	0.6	$1.8M	-3%	8.6k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7M		3.6k	479.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.7M	+24%	3.9k	430.29	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$1.6M	-33%	25k	61.26	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$1.4M	NEW	36k	37.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M		3.5k	294.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.0M		2.4k	436.87	View chart
Eli Lilly & Co. (LLY)	0.3	$951k		1.0k	919.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$912k		3.2k	287.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$902k	+14%	1.6k	577.33	View chart
Meta Platforms Cl A (META)	0.3	$886k	+13%	1.5k	572.24	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$882k		8.3k	106.14	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.3	$835k	NEW	17k	49.60	View chart
Visa Com Cl A (V)	0.3	$819k	+6%	2.7k	302.27	View chart
Caterpillar (CAT)	0.2	$747k		1.1k	708.70	View chart
Alliant Energy Corporation (LNT)	0.2	$693k		9.7k	71.76	View chart
Stryker Corporation (SYK)	0.2	$586k		1.8k	328.59	View chart
Marriott Intl Cl A (MAR)	0.2	$553k		1.7k	327.09	View chart
salesforce (CRM)	0.2	$539k		2.9k	186.69	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$505k	+8%	7.4k	68.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$477k		7.4k	64.08	View chart
W.R. Berkley Corporation (WRB)	0.1	$458k		6.9k	66.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$435k	NEW	727.00	597.62	View chart
Broadcom (AVGO)	0.1	$434k	+3%	1.4k	309.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$431k		2.2k	192.91	View chart
Johnson & Johnson (JNJ)	0.1	$431k	+7%	1.8k	244.42	View chart
Applied Materials (AMAT)	0.1	$426k		1.2k	341.79	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$412k	NEW	4.4k	94.24	View chart
Enterprise Products Partners (EPD)	0.1	$385k		10k	37.84	View chart
Exxon Mobil Corporation (XOM)	0.1	$380k	+11%	2.2k	169.68	View chart
Wal-Mart Stores (WMT)	0.1	$351k		2.8k	124.30	View chart
International Business Machines (IBM)	0.1	$351k	+2%	1.4k	242.35	View chart
Advanced Micro Devices (AMD)	0.1	$341k	+6%	1.7k	203.43	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$334k	-97%	3.2k	105.04	View chart
Tesla Motors (TSLA)	0.1	$327k	+2%	880.00	371.75	View chart
Philip Morris International (PM)	0.1	$321k	+17%	1.9k	165.36	View chart
Procter & Gamble Company (PG)	0.1	$318k		2.2k	144.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$312k		1.6k	196.25	View chart
Pepsi (PEP)	0.1	$300k		1.9k	155.31	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$300k		15k	20.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$297k		832.00	356.45	View chart
Merck & Co (MRK)	0.1	$292k		2.4k	120.30	View chart
Chevron Corporation (CVX)	0.1	$291k		1.4k	206.91	View chart
Adobe Systems Incorporated (ADBE)	0.1	$277k		1.1k	243.08	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$276k	-45%	2.8k	99.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$274k	-24%	14k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$270k		14k	19.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$264k	NEW	1.2k	215.04	View chart
McDonald's Corporation (MCD)	0.1	$254k		819.00	310.67	View chart
Starbucks Corporation (SBUX)	0.1	$248k		2.8k	89.60	View chart
Coca-Cola Company (KO)	0.1	$245k	+4%	3.2k	76.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$242k		5.0k	48.46	View chart
Bristol Myers Squibb (BMY)	0.1	$219k	NEW	3.6k	60.65	View chart
Netflix (NFLX)	0.1	$211k		2.2k	96.15	View chart
Verizon Communications (VZ)	0.1	$206k	NEW	4.1k	50.20	View chart
Wells Fargo & Company (WFC)	0.1	$203k	NEW	2.5k	79.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$202k	NEW	928.00	217.17	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 2026 Q1 filed May 13, 2026
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

View all past filings

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