Wealth Advisors of Iowa, LLC — 13F Holdings & Portfolio
CIK 1803005 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$323.2M
Long-equity book
Holdings
87
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+10 / −7 / ↑32 / ↓26
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$35.9M +2228.2%
- SPDR SERIES TRUST$3.8M +143.3%
- PIMCO ETF TR$3.1M +193.7%
- SPDR INDEX SHS FDS$3.0M +11.2%
- PIMCO ETF TR$1.8M +92.2%
Top Trims
- AMERICAN CENTY ETF TR-$15.5M -97.9%
- PRINCIPAL EXCHANGE TRADED FD-$10.1M -71.7%
- AMERICAN CENTY ETF TR-$2.3M -27.6%
- J P MORGAN EXCHANGE TRADED F-$1.6M -37.8%
- MICROSOFT CORP-$827.8K -30.6%
New Positions
- PIMCO ETF TR$3.9M
- FIDELITY COVINGTON TRUST$1.4M
- PIMCO ETF TR$834.9K
- VANGUARD INDEX FDS$434.5K
- VANGUARD WHITEHALL FDS$412.1K
Exited Positions
- J P MORGAN EXCHANGE TRADED F$5.1M
- INVESCO EXCH TRADED FD TR II$3.7M
- PGIM ETF TR$369.2K
- ORACLE CORP$207.6K
- ILLINOIS TOOL WKS INC$206.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | SGOV | 46436E718 | $37.5M | 11.60% | 372,395 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $35.3M | 10.91% | 635,087 | SH |
| 3 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $29.6M | 9.16% | 648,321 | SH |
| 4 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $28.7M | 8.86% | 149,294 | SH |
| 5 | SPDR SERIES TRUST | SPYM | 78464A854 | $24.5M | 7.59% | 320,506 | SH |
| 6 | SPDR SERIES TRUST | SPYV | 78464A508 | $23.5M | 7.26% | 415,019 | SH |
| 7 | ISHARES TR | USMV | 46429B697 | $18.3M | 5.66% | 197,331 | SH |
| 8 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $17.0M | 5.25% | 369,793 | SH |
| 9 | SPDR SERIES TRUST | BIL | 78468R663 | $6.5M | 2.01% | 70,754 | SH |
| 10 | AMERICAN CENTY ETF TR | QINT | 025072406 | $6.1M | 1.88% | 92,800 | SH |
| 11 | SPDR SERIES TRUST | SPYG | 78464A409 | $5.5M | 1.69% | 55,747 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $5.3M | 1.65% | 21,015 | SH |
| 13 | ISHARES TR | IVV | 464287200 | $5.2M | 1.60% | 7,931 | SH |
| 14 | ISHARES TR | EFAV | 46429B689 | $4.9M | 1.51% | 53,459 | SH |
| 15 | PIMCO ETF TR | LDUR | 72201R718 | $4.8M | 1.47% | 49,576 | SH |
| 16 | PRINCIPAL EXCHANGE TRADED FD | USMC | 74255Y870 | $4.0M | 1.23% | 61,659 | SH |
| 17 | PIMCO ETF TR | MINT | 72201R833 | $3.9M | 1.20% | 38,595 | SH |
| 18 | PIMCO ETF TR | BOND | 72201R775 | $3.8M | 1.17% | 41,068 | SH |
| 19 | PIMCO ETF TR | PYLD | 72201R585 | $3.2M | 0.98% | 120,551 | SH |
| 20 | SPDR SERIES TRUST | SPSM | 78468R853 | $2.7M | 0.85% | 56,580 | SH |
| 21 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $2.6M | 0.79% | 41,853 | SH |
| 22 | ISHARES TR | IUSV | 464287663 | $2.6M | 0.79% | 24,966 | SH |
| 23 | DEERE & CO | DE | 244199105 | $2.5M | 0.78% | 4,500 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.67% | 3 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $2.1M | 0.66% | 7,417 | SH |
| 26 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $2.1M | 0.65% | 45,090 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.9M | 0.59% | 1,920 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 0.58% | 5,083 | SH |
| 29 | CASEYS GEN STORES INC | CASY | 147528103 | $1.8M | 0.57% | 2,524 | SH |
| 30 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.8M | 0.56% | 10,393 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 0.55% | 8,599 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.7M | 0.53% | 3,604 | SH |
| 33 | SPDR GOLD TR | GLD | 78463V107 | $1.7M | 0.52% | 3,896 | SH |
| 34 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $1.6M | 0.48% | 25,343 | SH |
| 35 | FIDELITY COVINGTON TRUST | FENI | 31609A404 | $1.4M | 0.42% | 36,318 | SH |
| 36 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.0M | 0.32% | 3,549 | SH |
| 37 | VANGUARD INDEX FDS | VUG | 922908736 | $1.0M | 0.32% | 2,370 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $951.2K | 0.29% | 1,034 | SH |
| 39 | ALPHABET INC | GOOGL | 02079K305 | $912.1K | 0.28% | 3,172 | SH |
| 40 | INVESCO QQQ TR | QQQ | 46090E103 | $901.8K | 0.28% | 1,562 | SH |
| 41 | META PLATFORMS INC | META | 30303M102 | $886.4K | 0.27% | 1,549 | SH |
| 42 | ISHARES TR | MUB | 464288414 | $882.3K | 0.27% | 8,312 | SH |
| 43 | PIMCO ETF TR | PMBS | 72201R569 | $834.9K | 0.26% | 16,833 | SH |
| 44 | VISA INC | V | 92826C839 | $819.2K | 0.25% | 2,710 | SH |
| 45 | CATERPILLAR INC | CAT | 149123101 | $747.0K | 0.23% | 1,054 | SH |
| 46 | ALLIANT ENERGY CORP | LNT | 018802108 | $692.8K | 0.21% | 9,654 | SH |
| 47 | STRYKER CORPORATION | SYK | 863667101 | $585.9K | 0.18% | 1,783 | SH |
| 48 | MARRIOTT INTL INC NEW | MAR | 571903202 | $552.8K | 0.17% | 1,690 | SH |
| 49 | SALESFORCE INC | CRM | 79466L302 | $539.2K | 0.17% | 2,888 | SH |
| 50 | ISHARES SILVER TR | SLV | 46428Q109 | $504.6K | 0.16% | 7,405 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $323.2M | 87 | 0001803005-26-000002 |
| 2025-12-31 | 2026-02-05 | $304.5M | 84 | 0001803005-26-000001 |
| 2025-09-30 | 2025-11-14 | $293.7M | 83 | 0001803005-25-000006 |