Wealth Advisors of Iowa

Wealth Advisors of Iowa as of March 31, 2026

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