Wealth Advisors of Iowa, LLC — 13F Holdings & Portfolio
CIK 1803005 · latest 13F-HR filed 2026-07-30
Wealth Advisors of Iowa, LLC manages $369.2M in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JEPQ (11.22%), SPDW (9.51%), RSP (8.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 44, and trimmed 18.
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.
STE 200
WEST DES MOINES, IA 50266
$369.2M
Long-equity book
90
Distinct positions
2026-06-30
Filed 2026-07-30
+5 / −2 / ↑44 / ↓18
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$10.6M +194.3%
- SELECT SECTOR SPDR TR$10.5M +677.1%
- SPDR SERIES TRUST$6.3M +25.7%
- J P MORGAN EXCHANGE TRADED F$6.2M +17.5%
- SPDR INDEX SHS FDS$5.5M +18.6%
Top Trims
- ISHARES TR-$17.9M -47.6%
- SELECT SECTOR SPDR TR-$1.9M -11.4%
- PIMCO ETF TR-$1.3M -34.3%
- AMERICAN CENTY ETF TR-$1.3M -21.5%
- FIDELITY COVINGTON TRUST-$837.2K -62.0%
New Positions
- INVESCO EXCH TRADED FD TR II$13.4M
- ABBVIE INC$221.9K
- UNION PAC CORP$217.6K
- SCHWAB STRATEGIC TR$200.5K
- STATE STR SPDR DOW JONES IND$200.1K
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 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $41.4M | 11.22% | 674,013 | SH |
| 2 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $35.1M | 9.51% | 696,738 | SH |
| 3 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $31.2M | 8.44% | 146,535 | SH |
| 4 | SPDR SERIES TRUST | SPYM | 78464A854 | $30.8M | 8.35% | 350,771 | SH |
| 5 | SPDR SERIES TRUST | SPYV | 78464A508 | $27.7M | 7.51% | 456,134 | SH |
| 6 | ISHARES TR | SGOV | 46436E718 | $19.6M | 5.32% | 194,962 | SH |
| 7 | ISHARES TR | USMV | 46429B697 | $19.0M | 5.16% | 197,413 | SH |
| 8 | SPDR SERIES TRUST | SPYG | 78464A409 | $16.1M | 4.35% | 135,000 | SH |
| 9 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $15.0M | 4.07% | 331,564 | SH |
| 10 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $13.4M | 3.63% | 82,862 | SH |
| 11 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $12.1M | 3.27% | 227,164 | SH |
| 12 | SPDR SERIES TRUST | BIL | 78468R663 | $6.5M | 1.77% | 71,148 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $6.1M | 1.65% | 20,990 | SH |
| 14 | ISHARES TR | IVV | 464287200 | $5.7M | 1.55% | 7,630 | SH |
| 15 | PIMCO ETF TR | LDUR | 72201R718 | $4.8M | 1.30% | 50,339 | SH |
| 16 | AMERICAN CENTY ETF TR | QINT | 025072406 | $4.8M | 1.29% | 68,685 | SH |
| 17 | ISHARES TR | EFAV | 46429B689 | $4.5M | 1.21% | 51,015 | SH |
| 18 | SPDR SERIES TRUST | SPSM | 78468R853 | $4.2M | 1.14% | 72,714 | SH |
| 19 | PRINCIPAL EXCHANGE TRADED FD | USMC | 74255Y870 | $4.2M | 1.14% | 56,564 | SH |
| 20 | PIMCO ETF TR | BOND | 72201R775 | $3.8M | 1.04% | 41,507 | SH |
| 21 | PIMCO ETF TR | PYLD | 72201R585 | $3.2M | 0.87% | 120,718 | SH |
| 22 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $3.0M | 0.82% | 58,143 | SH |
| 23 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $2.9M | 0.79% | 40,462 | SH |
| 24 | DEERE & CO | DE | 244199105 | $2.9M | 0.77% | 4,501 | SH |
| 25 | ISHARES TR | IUSV | 464287663 | $2.6M | 0.71% | 23,953 | SH |
| 26 | ALPHABET INC | GOOG | 02079K107 | $2.6M | 0.70% | 7,325 | SH |
| 27 | PIMCO ETF TR | MINT | 72201R833 | $2.6M | 0.69% | 25,312 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.61% | 3 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $2.0M | 0.55% | 8,539 | SH |
| 30 | CASEYS GEN STORES INC | CASY | 147528103 | $2.0M | 0.54% | 2,525 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $2.0M | 0.54% | 5,360 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.0M | 0.54% | 9,934 | SH |
| 33 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.8M | 0.49% | 1,915 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 0.48% | 3,564 | SH |
| 35 | SPDR GOLD TR | GLD | 78463V107 | $1.4M | 0.39% | 3,873 | SH |
| 36 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $1.3M | 0.36% | 13,554 | SH |
| 37 | INVESCO QQQ TR | QQQ | 46090E103 | $1.3M | 0.35% | 1,759 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $1.2M | 0.33% | 1,004 | SH |
| 39 | VANGUARD INDEX FDS | VUG | 922908736 | $1.2M | 0.32% | 13,521 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 0.31% | 3,550 | SH |
| 41 | CATERPILLAR INC | CAT | 149123101 | $1.1M | 0.30% | 1,054 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $1.1M | 0.30% | 3,127 | SH |
| 43 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $945.7K | 0.26% | 1,628 | SH |
| 44 | VISA INC | V | 92826C839 | $940.3K | 0.25% | 2,741 | SH |
| 45 | APPLIED MATLS INC | AMAT | 038222105 | $900.1K | 0.24% | 1,245 | SH |
| 46 | ISHARES TR | MUB | 464288414 | $895.3K | 0.24% | 8,319 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $858.7K | 0.23% | 1,524 | SH |
| 48 | PIMCO ETF TR | PMBS | 72201R569 | $814.8K | 0.22% | 16,500 | SH |
| 49 | ALLIANT ENERGY CORP | LNT | 018802108 | $736.6K | 0.20% | 9,655 | SH |
| 50 | MARRIOTT INTL INC NEW | MAR | 571903202 | $626.4K | 0.17% | 1,690 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-30 | $369.2M | 90 | 0001803005-26-000003 |
| 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 |