Wealth Advisors of Iowa, LLC
13F Reported Value
ⓘ$369.2M
Holdings
90
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$IVZ
$IBM
$SYKSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
—Quality
$41.4M674,013 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$35.1M696,738 sh- —
Quality
$31.2M146,535 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$30.8M350,771 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$27.7M456,134 shISHARES TR - 0-3 MTH TREASURY
—Quality
$19.6M194,962 shISHARES TR - MSCI USA MIN ETF
—Quality
$19.0M197,413 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$16.1M135,000 shSELECT SECTOR SPDR TR - ST STR UTIL ETF
—Quality
$15.0M331,564 sh- —
Quality
$13.4M82,862 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $41.4M | 674,013 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $35.1M | 696,738 |
| Invesco Ltd.$IVZ | — | $31.2M | 146,535 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $30.8M | 350,771 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $27.7M | 456,134 |
| ISHARES TR - 0-3 MTH TREASURY | — | $19.6M | 194,962 |
| ISHARES TR - MSCI USA MIN ETF | — | $19.0M | 197,413 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $16.1M | 135,000 |
| SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $15.0M | 331,564 |
| Invesco Ltd.$IVZ | — | $13.4M | 82,862 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Advisors of Iowa, LLC's 90 positions.
Showing top 10 of 90 holdings.
Sector Allocation
Other
$279.2M
Financials
$54.1M
Technology
$17.6M
Consumer Discretionary
$7.3M
Industrials
$5.3M
Healthcare
$3.0M
Consumer Staples
$1.1M
Energy
$931,031
Full Holdings — Wealth Advisors of Iowa, LLC (Q2 2026)
All 90 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 | — | 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 | $IVZ | Invesco Ltd. | $31.2M | 8.4% | -2% | — |
| 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% | — |
| 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 | $IVZ | Invesco Ltd. | $13.4M | 3.6% | NEW | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $12.1M | 3.3% | +796% | — |
| 12 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $6.5M | 1.8% | +1% | — |
| 13 |  $AAPL | Apple Inc. | $6.1M | 1.6% | -0% | 76.4 |
| 14 | — | ISHARES TR - CORE S&P500 ETF | $5.7M | 1.6% | -4% | — |
| 15 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $4.8M | 1.3% | +2% | — |
| 16 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | $4.8M | 1.3% | -26% | — |
| 17 | — | ISHARES TR - MSCI EAFE MIN VL | $4.5M | 1.2% | -5% | — |
| 18 | — | SPDR SERIES TRUST - ST STR SP600 SML | $4.2M | 1.1% | +29% | — |
| 19 | — | PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF | $4.2M | 1.1% | -8% | — |
| 20 | — | PIMCO ETF TR - ACTIVE BD ETF | $3.8M | 1.0% | +1% | — |
| 21 | — | PIMCO ETF TR - MULTISECTOR BD | $3.2M | 0.9% | +0% | — |
| 22 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.0M | 0.8% | +29% | — |
| 23 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $2.9M | 0.8% | -3% | — |
| 24 |  $DE | DEERE & CO | $2.9M | 0.8% | +0% | 55.4 |
| 25 | — | ISHARES TR - CORE S&P US VLU | $2.6M | 0.7% | -4% | — |
| 26 |  $GOOGL | Alphabet Inc. | $2.6M | 0.7% | -1% | 78.2 |
| 27 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $2.6M | 0.7% | -34% | — |
| 28 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.6% | +0% | 73.8 |
| 29 |  $AMZN | AMAZON COM INC | $2.0M | 0.6% | -1% | 68.7 |
| 30 |  $CASY | CASEYS GENERAL STORES INC | $2.0M | 0.5% | +0% | 65.1 |
| 31 |  $MSFT | MICROSOFT CORP | $2.0M | 0.5% | +5% | 79.8 |
| 32 |  $NVDA | NVIDIA CORP | $2.0M | 0.5% | -4% | 85.9 |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.5% | -0% | 66.2 |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.5% | -1% | 73.8 |
| 35 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.4% | -1% | — |
| 36 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1.3M | 0.4% | +210% | — |
| 37 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.3% | +13% | — |
| 38 |  $LLY | ELI LILLY & Co | $1.2M | 0.3% | -3% | 87.5 |
| 39 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.2M | 0.3% | +471% | — |
| 40 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.3% | +0% | 70.7 |
| 41 |  $CAT | CATERPILLAR INC | $1.1M | 0.3% | +0% | 66.5 |
| 42 |  $GOOG | Alphabet Inc. | $1.1M | 0.3% | -1% | 78.2 |
| 43 |  $AMD | ADVANCED MICRO DEVICES INC | $945,721 | 0.3% | -3% | 79.8 |
| 44 |  $V | VISA INC. | $940,328 | 0.3% | +1% | 82.9 |
| 45 |  $AMAT | APPLIED MATERIALS INC /DE | $900,135 | 0.2% | +0% | 72.3 |
| 46 | — | ISHARES TR - NATIONAL MUN ETF | $895,329 | 0.2% | +0% | — |
| 47 |  $META | Meta Platforms, Inc. | $858,719 | 0.2% | -2% | 79.6 |
| 48 | — | PIMCO ETF TR - MTG BKD SECS ACT | $814,770 | 0.2% | -2% | — |
| 49 |  $LNT | ALLIANT ENERGY CORP | $736,604 | 0.2% | +0% | 53.6 |
| 50 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $626,384 | 0.2% | +0% | 61.7 |
| 51 | $SYK | STRYKER CORP | $562,689 | 0.1% | +0% | 72.1 |
| 52 |  $AVGO | Broadcom Inc. | $529,228 | 0.1% | +0% | 84.5 |
| 53 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $513,865 | 0.1% | -65% | — |
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $507,712 | 0.1% | -4% | — |
| 55 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $499,590 | 0.1% | +0% | — |
| 56 |  $WRB | BERKLEY W R CORP | $487,503 | 0.1% | +0% | 68.6 |
| 57 |  $JNJ | JOHNSON & JOHNSON | $447,461 | 0.1% | +0% | 69 |
| 58 |  $RTX | RTX Corp | $422,248 | 0.1% | -0% | 73.2 |
| 59 |  $CRM | Salesforce, Inc. | $421,786 | 0.1% | -7% | 77 |
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $409,321 | 0.1% | +1% | 70 |
| 61 |  $SLV | iShares Silver Trust | $394,341 | 0.1% | -0% | — |
| 62 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $374,896 | 0.1% | +0% | 61.4 |
| 63 | — | VANGUARD INDEX FDS - VALUE ETF | $346,604 | 0.1% | +0% | — |
| 64 | — | ISHARES TR - RUS 1000 ETF | $340,600 | 0.1% | +0% | — |
| 65 |  $MRK | Merck & Co., Inc. | $333,008 | 0.1% | +7% | 59.9 |
| 66 |  $TSLA | Tesla, Inc. | $318,816 | 0.1% | -14% | 53.9 |
| 67 |  $WMT | Walmart Inc. | $318,213 | 0.1% | -1% | 60.2 |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $316,814 | 0.1% | +4% | 57.9 |
| 69 | $IVZ | Invesco Ltd. | $304,967 | 0.1% | +2% | — |
| 70 |  $PG | PROCTER & GAMBLE Co | $304,430 | 0.1% | -6% | 64.6 |
| 71 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $290,191 | 0.1% | +0% | — |
| 72 |  $SBUX | STARBUCKS CORP | $282,487 | 0.1% | +0% | 58.2 |
| 73 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $280,099 | 0.1% | -25% | — |
| 74 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $274,280 | 0.1% | +0% | — |
| 75 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $273,891 | 0.1% | -1% | — |
| 76 |  $PEP | PEPSICO INC | $272,519 | 0.1% | +4% | 63.4 |
| 77 | $IVZ | Invesco Ltd. | $269,612 | 0.1% | +0% | — |
| 78 | $IVZ | Invesco Ltd. | $267,789 | 0.1% | -2% | — |
| 79 |  $KO | COCA COLA CO | $257,572 | 0.1% | -2% | 69.5 |
| 80 |  $CVX | CHEVRON CORP | $239,321 | 0.1% | +3% | 62.8 |
| 81 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $225,408 | 0.1% | +0% | — |
| 82 |  $ABBV | AbbVie Inc. | $221,914 | 0.1% | NEW | 72.6 |
| 83 |  $PM | Philip Morris International Inc. | $219,444 | 0.1% | -38% | 75.9 |
| 84 |  $UNP | UNION PACIFIC CORP | $217,600 | 0.1% | NEW | 69.7 |
| 85 |  $WFC | WELLS FARGO & COMPANY/MN | $210,780 | 0.1% | +0% | 61.8 |
| 86 |  $BMY | BRISTOL MYERS SQUIBB CO | $209,715 | 0.1% | +1% | 70.4 |
| 87 |  $ADBE | ADOBE INC. | $202,970 | 0.1% | -13% | 77.6 |
| 88 |  $MCD | MCDONALDS CORP | $202,268 | 0.1% | -9% | 69 |
| 89 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $200,471 | 0.1% | NEW | — |
| 90 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $200,075 | 0.1% | NEW | — |
New Positions (4)
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