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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, SPDW, RSP, SPYM, SPYV, and represent 45.03% of Wealth Advisors of Iowa's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$13M), XLE (+$11M), SPYG (+$9.4M), SPYM, SPYV, SPDW, JEPQ, VUG, SPSM, VYMI.
Started 5 new stock positions in DIA, ABBV, SPMO, SCHD, UNP.
Reduced shares in these 10 stocks: SGOV (-$18M), XLU, QINT, MINT, FENI, RSP, USMC, IVV, EFAV, NFLX.
Sold out of its positions in NFLX, VZ.
Wealth Advisors of Iowa was a net buyer of stock by $22M.
Wealth Advisors of Iowa has $369M in assets under management (AUM), dropping by 14.22%.
Central Index Key (CIK): 0001803005

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Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 90 positions in its portfolio as reported in the June 2026 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)	11.2	$41M	+6%	674k	61.46	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	9.5	$35M	+7%	697k	50.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.4	$31M		147k	212.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	8.3	$31M	+9%	351k	87.88	View chart
Spdr Series Trust St Str P500val (SPYV)	7.5	$28M	+9%	456k	60.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	5.3	$20M	-47%	195k	100.67	View chart
Ishares Tr Msci Usa Min Etf (USMV)	5.2	$19M		197k	96.46	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	4.4	$16M	+142%	135k	118.99	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	4.1	$15M	-10%	332k	45.34	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.6	$13M	NEW	83k	161.54	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	3.3	$12M	+796%	227k	53.11	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.8	$6.5M		71k	91.64	View chart
Apple (AAPL)	1.6	$6.1M		21k	289.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$5.7M	-3%	7.6k	748.88	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	1.3	$4.8M		50k	95.61	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	1.3	$4.8M	-25%	69k	69.43	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.2	$4.5M	-4%	51k	87.71	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.1	$4.2M	+28%	73k	57.67	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	1.1	$4.2M	-8%	57k	74.13	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$3.8M		42k	92.21	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$3.2M		121k	26.52	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.8	$3.0M	+28%	58k	51.78	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$2.9M	-3%	41k	72.28	View chart
Deere & Company (DE)	0.8	$2.9M		4.5k	634.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$2.6M	-4%	24k	110.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.6M		7.3k	353.33	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$2.6M	-34%	25k	100.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$2.2M		3.00	748850.00	View chart
Amazon (AMZN)	0.6	$2.0M		8.5k	238.34	View chart
Casey's General Stores (CASY)	0.5	$2.0M		2.5k	794.82	View chart
Microsoft Corporation (MSFT)	0.5	$2.0M	+5%	5.4k	372.99	View chart
NVIDIA Corporation (NVDA)	0.5	$2.0M	-4%	9.9k	200.11	View chart
Costco Wholesale Corporation (COST)	0.5	$1.8M		1.9k	935.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.8M		3.6k	500.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.4M		3.9k	368.38	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.3M	+209%	14k	98.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.3M	+12%	1.8k	736.57	View chart
Eli Lilly & Co. (LLY)	0.3	$1.2M	-2%	1.0k	1199.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	+470%	14k	86.14	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		3.6k	327.27	View chart
Caterpillar (CAT)	0.3	$1.1M		1.1k	1065.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M		3.1k	357.37	View chart
Advanced Micro Devices (AMD)	0.3	$946k	-2%	1.6k	580.91	View chart
Visa Com Cl A (V)	0.3	$940k		2.7k	343.06	View chart
Applied Materials (AMAT)	0.2	$900k		1.2k	723.00	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$895k		8.3k	107.62	View chart
Meta Platforms Cl A (META)	0.2	$859k		1.5k	563.46	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.2	$815k		17k	49.38	View chart
Alliant Energy Corporation (LNT)	0.2	$737k		9.7k	76.29	View chart
Marriott Intl Cl A (MAR)	0.2	$626k		1.7k	370.64	View chart
Stryker Corporation (SYK)	0.2	$563k		1.8k	314.88	View chart
Broadcom (AVGO)	0.1	$529k		1.4k	377.75	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$514k	-64%	13k	40.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$508k	-4%	7.1k	71.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$500k		727.00	687.19	View chart
W.R. Berkley Corporation (WRB)	0.1	$488k		6.9k	70.53	View chart
Johnson & Johnson (JNJ)	0.1	$448k		1.8k	253.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$422k		2.2k	189.77	View chart
salesforce (CRM)	0.1	$422k	-6%	2.7k	156.68	View chart
International Business Machines (IBM)	0.1	$409k		1.5k	281.13	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$394k		7.4k	53.47	View chart
Enterprise Products Partners (EPD)	0.1	$375k		10k	36.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$347k		1.6k	217.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$341k		832.00	409.38	View chart
Merck & Co (MRK)	0.1	$333k	+6%	2.6k	128.48	View chart
Tesla Motors (TSLA)	0.1	$319k	-13%	758.00	420.60	View chart
Wal-Mart Stores (WMT)	0.1	$318k		2.8k	113.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$317k	+3%	2.3k	136.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$305k		15k	20.37	View chart
Procter & Gamble Company (PG)	0.1	$304k	-5%	2.1k	146.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$290k		1.2k	236.70	View chart
Starbucks Corporation (SBUX)	0.1	$283k		2.8k	102.20	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$280k	-25%	2.4k	118.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$274k		5.0k	55.01	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$274k		2.8k	99.38	View chart
Pepsi (PEP)	0.1	$273k	+4%	2.0k	135.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$270k		14k	19.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$268k	-2%	14k	19.53	View chart
Coca-Cola Company (KO)	0.1	$258k		3.2k	81.28	View chart
Chevron Corporation (CVX)	0.1	$239k	+2%	1.4k	165.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$225k		928.00	242.90	View chart
Abbvie (ABBV)	0.1	$222k	NEW	882.00	251.60	View chart
Philip Morris International (PM)	0.1	$219k	-37%	1.2k	180.91	View chart
Union Pacific Corporation (UNP)	0.1	$218k	NEW	800.00	272.00	View chart
Wells Fargo & Company (WFC)	0.1	$211k		2.6k	82.63	View chart
Bristol Myers Squibb (BMY)	0.1	$210k		3.6k	57.61	View chart
Adobe Systems Incorporated (ADBE)	0.1	$203k	-13%	990.00	205.02	View chart
McDonald's Corporation (MCD)	0.1	$202k	-8%	748.00	270.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$201k	NEW	6.3k	31.71	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$200k	NEW	383.00	522.39	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 Q2 filed July 30, 2026
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

View all past filings

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