Wealth Advisors of Iowa, LLC
Sector Allocation
- Other75.6%$279.2M
- Financials14.6%$54.1M
- Technology4.9%$18.0M
- Consumer Discretionary1.5%$5.5M
- Industrials1.3%$4.6M
- Consumer Staples0.9%$3.2M
- Healthcare0.8%$3.0M
- Energy0.3%$931,031
- Utilities0.2%$736,604
AUM History
13fpro.ai/research/fund/wealth-advisors-of-iowa-llc-1803005
Conviction and streaks
Diversifying · top 10 = 67.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- J$41.4M
- SPDR$35.1M
IVZ
$31.2M- SPDR$30.8M
- SPDR$27.7M
- ISHARES$19.6M
- ISHARES$19.0M
- SPDR$16.1M
- SELECT$15.0M
- $13.4M
- SELECT$12.1M
- SPDR$6.5M
AAPL
$6.1M- ISHARES$5.7M
- PIMCO$4.8M
- AMERICAN$4.8M
- ISHARES$4.5M
- SPDR$4.2M
- PRINCIPAL$4.2M
- PIMCO$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealth-advisors-of-iowa-llc-1803005
Wealth Advisors of Iowa, LLC 13F holdings — Q2 2026
$369.2M portfolio (+14.2% QoQ) · 90 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio
- 1
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
$41.4M
11.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR INDEX SHS FDS - ST STR PO EX ETF
$35.1M
9.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $31.2M
8.4% of stocks
-2%This quarter-3.0%Since filed8+ qtrsHeld- 4
SPDR SERIES TRUST - ST STR P500ETF
$30.8M
8.3% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P500VAL
$27.7M
7.5% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - 0-3 MTH TREASURY
$19.6M
5.3% of stocks
-48%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - MSCI USA MIN ETF
$19.0M
5.2% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR P500GRW
$16.1M
4.3% of stocks
+142%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SELECT SECTOR SPDR TR - ST STR UTIL ETF
$15.0M
4.1% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— $13.4M
3.6% of stocks
NewThis quarter-3.0%Since filedNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $41.4M | 11.2% | +6% | — | — | — | — | |
| 2 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $35.1M | 9.5% | +7% | — | — | — | — | |
| 3 | $31.2M | 8.4% | -2% | -3.0% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SPDR SERIES TRUST - ST STR P500ETF | $30.8M | 8.3% | +9% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR P500VAL | $27.7M | 7.5% | +10% | — | — | — | — | |
| 6 | ISHARES TR - 0-3 MTH TREASURY | $19.6M | 5.3% | -48% | — | — | — | — | |
| 7 | ISHARES TR - MSCI USA MIN ETF | $19.0M | 5.2% | +0.0% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR P500GRW | $16.1M | 4.3% | +142% | — | — | — | — | |
| 9 | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $15.0M | 4.1% | -10% | — | — | — | — | |
| 10 | $13.4M | 3.6% | New | -3.0% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Wealth Advisors of Iowa, LLC (Q2 2026)
90 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $12.1M | 3.3% | 227K | +796% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $6.5M | 1.8% | 71K | +0.6% | — | — | 13F |
| 13 | Apple Inc. | Technology | $6.1M | 1.6% | 21K | -0.1% | 8+ qtrs | 75.7 | 13F | |
| 14 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.7M | 1.6% | 7,630 | -4% | — | — | 13F |
| 15 | — | PIMCO ETF TR - ENHNCD LW DUR ACetf/fund | — | $4.8M | 1.3% | 50K | +2% | — | — | 13F |
| 16 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFEDetf/fund | — | $4.8M | 1.3% | 69K | -26% | — | — | 13F |
| 17 | — | ISHARES TR - MSCI EAFE MIN VLetf/fund | — | $4.5M | 1.2% | 51K | -5% | — | — | 13F |
| 18 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $4.2M | 1.1% | 73K | +29% | — | — | 13F |
| 19 | — | PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETFetf/fund | — | $4.2M | 1.1% | 57K | -8% | — | — | 13F |
| 20 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $3.8M | 1.0% | 42K | +1% | — | — | 13F |
| 21 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $3.2M | 0.9% | 121K | +0.1% | — | — | 13F |
| 22 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $3.0M | 0.8% | 58K | +29% | — | — | 13F |
| 23 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $2.9M | 0.8% | 40K | -3% | — | — | 13F |
| 24 | DEERE & CO | Industrials | $2.9M | 0.8% | 4,501 | +0.0% | 8+ qtrs | 55.8 | 13F | |
| 25 | — | ISHARES TR - CORE S&P US VLUetf/fund | — | $2.6M | 0.7% | 24K | -4% | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $2.6M | 0.7% | 7,325 | -1% | |||
| 27 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $2.6M | 0.7% | 25K | -34% | |||
| 28 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.6% | 3 | — | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.6% | 8,539 | -0.7% | |||
| 30 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.0M | 0.5% | 2,525 | +0.0% | |||
| 31 | $MSFT | MICROSOFT CORP | Technology | $2.0M | 0.5% | 5,360 | +5% | |||
| 32 | $NVDA | NVIDIA CORP | Technology | $2.0M | 0.5% | 9,934 | -4% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.8M | 0.5% | 1,915 | -0.3% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 0.5% | 3,564 | -1% | |||
| 35 | $GLD | SPDR GOLD TRUST | Financials | $1.4M | 0.4% | 3,873 | -0.6% | |||
| 36 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $1.3M | 0.4% | 14K | +210% | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.3% | 1,759 | +13% | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.3% | 1,004 | -3% | |||
| 39 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.2M | 0.3% | 14K | +471% | |||
| 40 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.3% | 3,550 | +0.0% | |||
| 41 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.3% | 1,054 | — | |||
| 42 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.3% | 3,127 | -1% | |||
| 43 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $946K | 0.3% | 1,628 | -3% | |||
| 44 | $V | VISA INC. | Financials | $940K | 0.3% | 2,741 | +1% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $900K | 0.2% | 1,245 | — | |||
| 46 | — | ISHARES TR - NATIONAL MUN ETF | — | $895K | 0.2% | 8,319 | +0.1% | |||
| 47 | $META | Meta Platforms, Inc. | Technology | $859K | 0.2% | 1,524 | -2% | |||
| 48 | — | PIMCO ETF TR - MTG BKD SECS ACT | — | $815K | 0.2% | 17K | -2% | |||
| 49 | $LNT | ALLIANT ENERGY CORP | Utilities | $737K | 0.2% | 9,655 | +0.0% | |||
| 50 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $626K | 0.2% | 1,690 | — | |||
| 51 | $SYK | STRYKER CORP | Healthcare | $563K | 0.1% | 1,787 | +0.2% | |||
| 52 | $AVGO | Broadcom Inc. | Technology | $529K | 0.1% | 1,401 | — | |||
| 53 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $514K | 0.1% | 13K | -65% | |||
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $508K | 0.1% | 7,126 | -4% | |||
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $500K | 0.1% | 727 | — | |||
| 56 | $WRB | BERKLEY W R CORP | Financials | $488K | 0.1% | 6,912 | — | |||
| 57 | $JNJ | JOHNSON & JOHNSON | Healthcare | $447K | 0.1% | 1,762 | — | |||
| 58 | $RTX | RTX Corp | Industrials | $422K | 0.1% | 2,225 | -0.4% | |||
| 59 | $CRM | Salesforce, Inc. | Technology | $422K | 0.1% | 2,692 | -7% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $409K | 0.1% | 1,456 | +0.6% | |||
| 61 | $SLV | iShares Silver Trust | Financials | $394K | 0.1% | 7,375 | -0.4% | |||
| 62 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $375K | 0.1% | 10K | +0.2% | |||
| 63 | — | VANGUARD INDEX FDS - VALUE ETF | — | $347K | 0.1% | 1,590 | — | |||
| 64 | — | ISHARES TR - RUS 1000 ETF | — | $341K | 0.1% | 832 | — | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $333K | 0.1% | 2,592 | +7% | |||
| 66 | $TSLA | Tesla, Inc. | Consumer Discretionary | $319K | 0.1% | 758 | -14% | |||
| 67 | $WMT | Walmart Inc. | Consumer Staples | $318K | 0.1% | 2,810 | -0.6% | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $317K | 0.1% | 2,317 | +4% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $305K | 0.1% | 15K | +2% | |||
| 70 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $304K | 0.1% | 2,076 | -6% | |||
| 71 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $290K | 0.1% | 1,226 | — | |||
| 72 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $282K | 0.1% | 2,764 | — | |||
| 73 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $280K | 0.1% | 2,373 | -25% | |||
| 74 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $274K | 0.1% | 4,986 | — | |||
| 75 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | — | $274K | 0.1% | 2,756 | -0.8% | |||
| 76 | $PEP | PEPSICO INC | Consumer Staples | $273K | 0.1% | 2,012 | +4% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $270K | 0.1% | 14K | +0.1% | |||
| 78 | $IVZ | Invesco Ltd. | Financials | $268K | 0.1% | 14K | -2% | |||
| 79 | $KO | COCA COLA CO | Consumer Staples | $258K | 0.1% | 3,169 | -2% | |||
| 80 | $CVX | CHEVRON CORP | Energy | $239K | 0.1% | 1,444 | +3% | |||
| 81 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $225K | 0.1% | 928 | — | |||
| 82 | $ABBV | AbbVie Inc. | Healthcare | $222K | 0.1% | 882 | New | |||
| 83 | $PM | Philip Morris International Inc. | Consumer Staples | $219K | 0.1% | 1,213 | -38% | |||
| 84 | $UNP | UNION PACIFIC CORP | Industrials | $218K | 0.1% | 800 | New | |||
| 85 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $211K | 0.1% | 2,551 | +0.1% | |||
| 86 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $210K | 0.1% | 3,640 | +0.9% | |||
| 87 | $ADBE | ADOBE INC. | Technology | $203K | 0.1% | 990 | -13% | |||
| 88 | $MCD | MCDONALDS CORP | Consumer Discretionary | $202K | 0.1% | 748 | -9% | |||
| 89 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $200K | 0.1% | 6,322 | New | |||
| 90 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $200K | 0.1% | 383 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 34 added to, 37 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (34)
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+796%
now $12.1M
- SPDR SERIES TRUST - ST STR P500GRW+142%
now $16.1M
- SPDR SERIES TRUST - ST STR P500ETF+9%
now $30.8M
- SPDR SERIES TRUST - ST STR P500VAL+10%
now $27.7M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+7%
now $35.1M
- J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM+6%
now $41.4M
+28 more in the Excel export
Trimmed (37)
- ISHARES TR - 0-3 MTH TREASURY-48%
now $19.6M
- SELECT SECTOR SPDR TR - ST STR UTIL ETF-10%
now $15.0M
- AMERICAN CENTY ETF TR - QUALITY DIVRSFED-26%
now $4.8M
- PIMCO ETF TR - ENHAN SHRT MA AC-34%
now $2.6M
- FIDELITY COVINGTON TRUST - ENHANCED INTL-65%
now $514K
now $31.2M · held 8+ qtrs
+31 more in the Excel export
Holdings by quarter
Every 13F Wealth Advisors of Iowa, LLC has filed, 25 earlier quarters. Pick one to see what it held then.
Is it too late to follow Wealth Advisors of Iowa?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wealth Advisors of Iowa's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 39% over the last 4
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wealth Advisors of Iowa, LLC disclosed 90 positions worth $369.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $ABBV and a full exit from $NFLX. The portfolio is most concentrated in Other (75.6% 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.
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