Wealth Advisors of Iowa, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803005
Institutional-grade research for retail investors

13F Reported Value

$323.2M

Holdings

87

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Wealth Advisors of Iowa, LLC disclosed 87 positions worth $323.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 5. The portfolio is most concentrated in Other (78.3% of disclosed assets). All figures are sourced directly from Wealth Advisors of Iowa, LLC’s Form 13F-HR filing with the SEC under CIK 1803005.

Sector Allocation

OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR

    Quality

    $37.5M372,395 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $35.3M635,087 sh
  • SPDR INDEX SHS FDS

    Quality

    $29.6M648,321 sh
  • $28.7M149,294 sh
  • SPDR SERIES TRUST

    Quality

    $24.5M320,506 sh
  • SPDR SERIES TRUST

    Quality

    $23.5M415,019 sh
  • ISHARES TR

    Quality

    $18.3M197,331 sh
  • SELECT SECTOR SPDR TR

    Quality

    $17.0M369,793 sh
  • SPDR SERIES TRUST

    Quality

    $6.5M70,754 sh
  • AMERICAN CENTY ETF TR

    Quality

    $6.1M92,800 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Wealth Advisors of Iowa, LLC's 87 positions.

Showing top 10 of 87 holdings.

Sector Allocation

Other

$253.0M

Financials

$38.1M

Technology

$15.0M

Consumer Discretionary

$6.9M

Industrials

$4.4M

Healthcare

$2.5M

Consumer Staples

$1.2M

Energy

$1.1M

Full Holdings — Wealth Advisors of Iowa, LLC (Q1 2026)

All 87 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR$37.5M11.6%+2222%
2J P MORGAN EXCHANGE TRADED F$35.3M10.9%+3%
3SPDR INDEX SHS FDS$29.6M9.2%+8%
4IVZ$IVZInvesco Ltd.$28.7M8.9%-0%
5SPDR SERIES TRUST$24.5M7.6%-0%
6SPDR SERIES TRUST$23.5M7.3%+8%
7ISHARES TR$18.3M5.7%+0%
8SELECT SECTOR SPDR TR$17.0M5.3%-2%
9SPDR SERIES TRUST$6.5M2.0%+143%
10AMERICAN CENTY ETF TR$6.1M1.9%-29%
11SPDR SERIES TRUST$5.5M1.7%+20%
12AAPL$AAPLApple Inc.$5.3M1.6%-5%76.1
13ISHARES TR$5.2M1.6%-9%
14ISHARES TR$4.9M1.5%-6%
15PIMCO ETF TR$4.8M1.5%+194%
16PRINCIPAL EXCHANGE TRADED FD$4.0M1.2%-70%
17PIMCO ETF TR$3.9M1.2%-59%
18PIMCO ETF TR$3.8M1.2%+94%
19PIMCO ETF TR$3.2M1.0%+27%
20SPDR SERIES TRUST$2.7M0.8%+33%
21J P MORGAN EXCHANGE TRADED F$2.6M0.8%-36%
22ISHARES TR$2.6M0.8%-0%
23DE$DEDEERE & CO$2.5M0.8%+123%57.4
24BRK.A$BRK.ABERKSHIRE HATHAWAY INC$2.2M0.7%+0%64.5
25GOOGL$GOOGLAlphabet Inc.$2.1M0.7%+1%80.2
26SPDR INDEX SHS FDS$2.1M0.7%+42%
27COST$COSTCOSTCO WHOLESALE CORP /NEW$1.9M0.6%+2%67
28MSFT$MSFTMICROSOFT CORP$1.9M0.6%-9%83.7
29CASY$CASYCASEYS GENERAL STORES INC$1.8M0.6%+13%59.9
30NVDA$NVDANVIDIA CORP$1.8M0.6%-2%90.2
31AMZN$AMZNAMAZON COM INC$1.8M0.6%-3%74.6
32BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.7M0.5%-2%64.5
33GLD$GLDSPDR GOLD TRUST$1.7M0.5%+25%
34SELECT SECTOR SPDR TR$1.6M0.5%-33%
35FIDELITY COVINGTON TRUST$1.4M0.4%NEW
36JPM$JPMJPMORGAN CHASE & CO$1.0M0.3%+1%35.6
37VANGUARD INDEX FDS$1.0M0.3%+0%
38LLY$LLYELI LILLY & Co$951,2130.3%+1%89.3
39GOOG$GOOGAlphabet Inc.$912,0890.3%+1%80.2
40QQQ$QQQINVESCO QQQ TRUST, SERIES 1$901,7930.3%+15%
41META$METAMeta Platforms, Inc.$886,4070.3%+14%80.9
42ISHARES TR$882,2750.3%+0%
43PIMCO ETF TR$834,9170.3%-82%
44V$VVISA INC.$819,1610.3%+7%83.5
45CAT$CATCATERPILLAR INC$746,9690.2%+0%67.8
46LNT$LNTALLIANT ENERGY CORP$692,8050.2%+0%56.7
47SYK$SYKSTRYKER CORP$585,8710.2%+0%69.8
48MAR$MARMARRIOTT INTERNATIONAL INC /MD/$552,7780.2%+0%65.9
49CRM$CRMSalesforce, Inc.$539,1560.2%-1%75.2
50SLV$SLViShares Silver Trust$504,5770.2%+9%
51VANGUARD TAX-MANAGED FDS$476,6330.1%+1%
52WRB$WRBBERKLEY W R CORP$458,1270.1%+0%71.8
53VANGUARD INDEX FDS$434,4680.1%-69%
54AVGO$AVGOBroadcom Inc.$433,6240.1%+3%86.4
55RTX$RTXRTX Corp$430,7570.1%+0%70
56JNJ$JNJJOHNSON & JOHNSON$430,6700.1%+8%72.8
57AMAT$AMATAPPLIED MATERIALS INC /DE$425,5290.1%+0%74.8
58VANGUARD WHITEHALL FDS$412,1120.1%NEW
59EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$385,1210.1%-1%66.4
60XOM$XOMEXXON MOBIL CORP$379,5840.1%+12%61.8
61WMT$WMTWalmart Inc.$351,2700.1%+2%63.2
62IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$350,6810.1%+2%66.7
63AMD$AMDADVANCED MICRO DEVICES INC$341,3560.1%+6%78.8
64AMERICAN CENTY ETF TR$333,9280.1%-98%
65TSLA$TSLATesla, Inc.$327,1410.1%+2%50.1
66PM$PMPhilip Morris International Inc.$320,9710.1%+18%80.5
67PG$PGPROCTER & GAMBLE Co$317,6980.1%+0%72.9
68VANGUARD INDEX FDS$312,0440.1%+0%
69PEP$PEPPEPSICO INC$300,3640.1%+0%62.7
70IVZ$IVZInvesco Ltd.$300,0140.1%+1%
71ISHARES TR$296,5680.1%+0%
72MRK$MRKMerck & Co., Inc.$291,8490.1%+2%70.9
73CVX$CVXCHEVRON CORP$291,3260.1%+2%54.7
74ADBE$ADBEADOBE INC.$277,1110.1%+0%80.4
75SPDR SERIES TRUST$276,2450.1%-45%
76IVZ$IVZInvesco Ltd.$273,5800.1%-24%
77IVZ$IVZInvesco Ltd.$269,5520.1%-1%
78VANGUARD SPECIALIZED FUNDS$263,6450.1%NEW
79MCD$MCDMCDONALDS CORP$254,4410.1%+0%73.9
80SBUX$SBUXSTARBUCKS CORP$247,6570.1%-0%54.6
81KO$KOCOCA COLA CO$245,2000.1%+4%74
82DIMENSIONAL ETF TRUST$241,6220.1%+0%
83BMY$BMYBRISTOL MYERS SQUIBB CO$218,7600.1%NEW70.1
84NFLX$NFLXNETFLIX INC$210,5690.1%+0%86.7
85VZ$VZVERIZON COMMUNICATIONS INC$205,8290.1%NEW71.6
86WFC$WFCWELLS FARGO & COMPANY/MN$202,8980.1%NEW
87VANGUARD INDEX FDS$201,5300.1%-61%

New Positions (6)

FIDELITY COVINGTON TRUST$1.4M
VANGUARD WHITEHALL FDS$412,112
VANGUARD SPECIALIZED FUNDS$263,645
BMY$BMY BRISTOL MYERS SQUIBB CO$218,760
VZ$VZ VERIZON COMMUNICATIONS INC$205,829
WFC$WFC WELLS FARGO & COMPANY/MN$202,898

Exited Positions (5)

PGIM ETF TR
ORCL$ORCL ORACLE CORP
ITW$ITW ILLINOIS TOOL WORKS INC
VFF$VFF Village Farms International, Inc.
ASST$ASST Strive, Inc.

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