Wealth Advisors of Iowa

Wealth Advisors of Iowa as of June 30, 2026

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