Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Dec. 31, 2025

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