Wealth Advisors of Iowa, LLC
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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$37.5M372,395 shJ P MORGAN EXCHANGE TRADED F
—Quality
$35.3M635,087 shSPDR INDEX SHS FDS
—Quality
$29.6M648,321 sh- —
Quality
$28.7M149,294 sh SPDR SERIES TRUST
—Quality
$24.5M320,506 shSPDR SERIES TRUST
—Quality
$23.5M415,019 shISHARES TR
—Quality
$18.3M197,331 shSELECT SECTOR SPDR TR
—Quality
$17.0M369,793 shSPDR SERIES TRUST
—Quality
$6.5M70,754 shAMERICAN CENTY ETF TR
—Quality
$6.1M92,800 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $37.5M | 372,395 |
| J P MORGAN EXCHANGE TRADED F | — | $35.3M | 635,087 |
| SPDR INDEX SHS FDS | — | $29.6M | 648,321 |
| — | $28.7M | 149,294 | |
| SPDR SERIES TRUST | — | $24.5M | 320,506 |
| SPDR SERIES TRUST | — | $23.5M | 415,019 |
| ISHARES TR | — | $18.3M | 197,331 |
| SELECT SECTOR SPDR TR | — | $17.0M | 369,793 |
| SPDR SERIES TRUST | — | $6.5M | 70,754 |
| AMERICAN CENTY ETF TR | — | $6.1M | 92,800 |
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.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $37.5M | 11.6% | +2222% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $35.3M | 10.9% | +3% | — |
| 3 | — | SPDR INDEX SHS FDS | $29.6M | 9.2% | +8% | — |
| 4 | Invesco Ltd. | $28.7M | 8.9% | -0% | — | |
| 5 | — | SPDR SERIES TRUST | $24.5M | 7.6% | -0% | — |
| 6 | — | SPDR SERIES TRUST | $23.5M | 7.3% | +8% | — |
| 7 | — | ISHARES TR | $18.3M | 5.7% | +0% | — |
| 8 | — | SELECT SECTOR SPDR TR | $17.0M | 5.3% | -2% | — |
| 9 | — | SPDR SERIES TRUST | $6.5M | 2.0% | +143% | — |
| 10 | — | AMERICAN CENTY ETF TR | $6.1M | 1.9% | -29% | — |
| 11 | — | SPDR SERIES TRUST | $5.5M | 1.7% | +20% | — |
| 12 | Apple Inc. | $5.3M | 1.6% | -5% | 76.1 | |
| 13 | — | ISHARES TR | $5.2M | 1.6% | -9% | — |
| 14 | — | ISHARES TR | $4.9M | 1.5% | -6% | — |
| 15 | — | PIMCO ETF TR | $4.8M | 1.5% | +194% | — |
| 16 | — | PRINCIPAL EXCHANGE TRADED FD | $4.0M | 1.2% | -70% | — |
| 17 | — | PIMCO ETF TR | $3.9M | 1.2% | -59% | — |
| 18 | — | PIMCO ETF TR | $3.8M | 1.2% | +94% | — |
| 19 | — | PIMCO ETF TR | $3.2M | 1.0% | +27% | — |
| 20 | — | SPDR SERIES TRUST | $2.7M | 0.8% | +33% | — |
| 21 | — | J P MORGAN EXCHANGE TRADED F | $2.6M | 0.8% | -36% | — |
| 22 | — | ISHARES TR | $2.6M | 0.8% | -0% | — |
| 23 | DEERE & CO | $2.5M | 0.8% | +123% | 57.4 | |
| 24 | BERKSHIRE HATHAWAY INC | $2.2M | 0.7% | +0% | 64.5 | |
| 25 | Alphabet Inc. | $2.1M | 0.7% | +1% | 80.2 | |
| 26 | — | SPDR INDEX SHS FDS | $2.1M | 0.7% | +42% | — |
| 27 | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.6% | +2% | 67 | |
| 28 | MICROSOFT CORP | $1.9M | 0.6% | -9% | 83.7 | |
| 29 | CASEYS GENERAL STORES INC | $1.8M | 0.6% | +13% | 59.9 | |
| 30 | NVIDIA CORP | $1.8M | 0.6% | -2% | 90.2 | |
| 31 | AMAZON COM INC | $1.8M | 0.6% | -3% | 74.6 | |
| 32 | BERKSHIRE HATHAWAY INC | $1.7M | 0.5% | -2% | 64.5 | |
| 33 | SPDR GOLD TRUST | $1.7M | 0.5% | +25% | — | |
| 34 | — | SELECT SECTOR SPDR TR | $1.6M | 0.5% | -33% | — |
| 35 | — | FIDELITY COVINGTON TRUST | $1.4M | 0.4% | NEW | — |
| 36 | JPMORGAN CHASE & CO | $1.0M | 0.3% | +1% | 35.6 | |
| 37 | — | VANGUARD INDEX FDS | $1.0M | 0.3% | +0% | — |
| 38 | ELI LILLY & Co | $951,213 | 0.3% | +1% | 89.3 | |
| 39 | Alphabet Inc. | $912,089 | 0.3% | +1% | 80.2 | |
| 40 | INVESCO QQQ TRUST, SERIES 1 | $901,793 | 0.3% | +15% | — | |
| 41 | Meta Platforms, Inc. | $886,407 | 0.3% | +14% | 80.9 | |
| 42 | — | ISHARES TR | $882,275 | 0.3% | +0% | — |
| 43 | — | PIMCO ETF TR | $834,917 | 0.3% | -82% | — |
| 44 | VISA INC. | $819,161 | 0.3% | +7% | 83.5 | |
| 45 | CATERPILLAR INC | $746,969 | 0.2% | +0% | 67.8 | |
| 46 | ALLIANT ENERGY CORP | $692,805 | 0.2% | +0% | 56.7 | |
| 47 | STRYKER CORP | $585,871 | 0.2% | +0% | 69.8 | |
| 48 | MARRIOTT INTERNATIONAL INC /MD/ | $552,778 | 0.2% | +0% | 65.9 | |
| 49 | Salesforce, Inc. | $539,156 | 0.2% | -1% | 75.2 | |
| 50 | iShares Silver Trust | $504,577 | 0.2% | +9% | — | |
| 51 | — | VANGUARD TAX-MANAGED FDS | $476,633 | 0.1% | +1% | — |
| 52 | BERKLEY W R CORP | $458,127 | 0.1% | +0% | 71.8 | |
| 53 | — | VANGUARD INDEX FDS | $434,468 | 0.1% | -69% | — |
| 54 | Broadcom Inc. | $433,624 | 0.1% | +3% | 86.4 | |
| 55 | RTX Corp | $430,757 | 0.1% | +0% | 70 | |
| 56 | JOHNSON & JOHNSON | $430,670 | 0.1% | +8% | 72.8 | |
| 57 | APPLIED MATERIALS INC /DE | $425,529 | 0.1% | +0% | 74.8 | |
| 58 | — | VANGUARD WHITEHALL FDS | $412,112 | 0.1% | NEW | — |
| 59 | ENTERPRISE PRODUCTS PARTNERS L.P. | $385,121 | 0.1% | -1% | 66.4 | |
| 60 | EXXON MOBIL CORP | $379,584 | 0.1% | +12% | 61.8 | |
| 61 | Walmart Inc. | $351,270 | 0.1% | +2% | 63.2 | |
| 62 | INTERNATIONAL BUSINESS MACHINES CORP | $350,681 | 0.1% | +2% | 66.7 | |
| 63 | ADVANCED MICRO DEVICES INC | $341,356 | 0.1% | +6% | 78.8 | |
| 64 | — | AMERICAN CENTY ETF TR | $333,928 | 0.1% | -98% | — |
| 65 | Tesla, Inc. | $327,141 | 0.1% | +2% | 50.1 | |
| 66 | Philip Morris International Inc. | $320,971 | 0.1% | +18% | 80.5 | |
| 67 | PROCTER & GAMBLE Co | $317,698 | 0.1% | +0% | 72.9 | |
| 68 | — | VANGUARD INDEX FDS | $312,044 | 0.1% | +0% | — |
| 69 | PEPSICO INC | $300,364 | 0.1% | +0% | 62.7 | |
| 70 | Invesco Ltd. | $300,014 | 0.1% | +1% | — | |
| 71 | — | ISHARES TR | $296,568 | 0.1% | +0% | — |
| 72 | Merck & Co., Inc. | $291,849 | 0.1% | +2% | 70.9 | |
| 73 | CHEVRON CORP | $291,326 | 0.1% | +2% | 54.7 | |
| 74 | ADOBE INC. | $277,111 | 0.1% | +0% | 80.4 | |
| 75 | — | SPDR SERIES TRUST | $276,245 | 0.1% | -45% | — |
| 76 | Invesco Ltd. | $273,580 | 0.1% | -24% | — | |
| 77 | Invesco Ltd. | $269,552 | 0.1% | -1% | — | |
| 78 | — | VANGUARD SPECIALIZED FUNDS | $263,645 | 0.1% | NEW | — |
| 79 | MCDONALDS CORP | $254,441 | 0.1% | +0% | 73.9 | |
| 80 | STARBUCKS CORP | $247,657 | 0.1% | -0% | 54.6 | |
| 81 | COCA COLA CO | $245,200 | 0.1% | +4% | 74 | |
| 82 | — | DIMENSIONAL ETF TRUST | $241,622 | 0.1% | +0% | — |
| 83 | BRISTOL MYERS SQUIBB CO | $218,760 | 0.1% | NEW | 70.1 | |
| 84 | NETFLIX INC | $210,569 | 0.1% | +0% | 86.7 | |
| 85 | VERIZON COMMUNICATIONS INC | $205,829 | 0.1% | NEW | 71.6 | |
| 86 | WELLS FARGO & COMPANY/MN | $202,898 | 0.1% | NEW | — | |
| 87 | — | VANGUARD INDEX FDS | $201,530 | 0.1% | -61% | — |
New Positions (6)
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