Wealth Advisors of Iowa, LLC
CIK: 0001803005Latest portfolio: $304.5M · Q4 2025
Holdings
84
Total Value
$304.5M
New Positions
3
Closed Positions
2
Top Holdings
View All 84 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JEPQJ P MORGAN EXCHANGE TRADED F | 618,962 | $36.0M | 11.81% | +22K | |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 149,982 | $28.7M | 9.43% | +810 | |
| 3 | SPDWSPDR INDEX SHS FDS | 599,350 | $26.6M | 8.74% | +498K | |
| 4 | SPYMSPDR SERIES TRUST | 320,790 | $25.7M | 8.45% | -14 | |
| 5 | SPYVSPDR SERIES TRUST | 383,536 | $21.8M | 7.15% | +2K | |
| 6 | USMVISHARES TR | 196,636 | $18.5M | 6.08% | +3K | |
| 7 | XLUSELECT SECTOR SPDR TR | 377,695 | $16.1M | 5.29% | +194K | |
| 8 | QGROAMERICAN CENTY ETF TR | 137,853 | $15.8M | 5.18% | -2,853 | |
| 9 | USMCPRINCIPAL EXCHANGE TRADED FD | 205,062 | $14.0M | 4.61% | -2,600 | |
| 10 | QINTAMERICAN CENTY ETF TR | 130,578 | $8.4M | 2.75% | +28K | |
| 11 | AAPLAPPLE INC | 22,060 | $6.0M | 1.97% | +717 | |
| 12 | IVVISHARES TR | 8,719 | $6.0M | 1.96% | -6 | |
| 13 | JPSTJ P MORGAN EXCHANGE TRADED F | 99,858 | $5.1M | 1.66% | -32,697 | |
| 14 | SPYGSPDR SERIES TRUST | 46,495 | $5.0M | 1.63% | -425 | |
| 15 | EFAVISHARES TR | 57,007 | $4.9M | 1.61% | -251,729 | |
| 16 | JQUAJ P MORGAN EXCHANGE TRADED F | 65,337 | $4.1M | 1.36% | -1,231 | |
| 17 | KLMNINVESCO EXCH TRADED FD TR II | 31,323 | $3.7M | 1.23% | +254 | |
| 18 | MSFTMICROSOFT CORP | 5,602 | $2.7M | 0.89% | +672 | |
| 19 | BILSPDR SERIES TRUST | 29,159 | $2.7M | 0.87% | +19K | |
| 20 | IUSVISHARES TR | 25,057 | $2.6M | 0.84% | +13 | |
| 21 | PYLDPIMCO ETF TR | 95,152 | $2.5M | 0.83% | +15K | |
| 22 | GOOGALPHABET INC | 7,373 | $2.3M | 0.76% | -367 | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.74% | — | |
| 24 | AMZNAMAZON COM INC | 8,885 | $2.0M | 0.67% | -498 | |
| 25 | SPSMSPDR SERIES TRUST | 42,571 | $2.0M | 0.65% | -506 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.597428730266173e+139T)
Technology0.0% ($5.997270919747735e+26T)
Unknown0.0% ($3737226418441.2T)
Consumer Cyclical0.0% ($20501240524.4T)
Consumer Defensive0.0% ($162231530.9T)
Communication Services0.0% ($231397.9T)
Healthcare0.0% ($1100.6T)
Industrials0.0% ($937.6T)
Energy0.0% ($330.2B)
Utilities0.0% ($627K)
Filing History
Fund Information
Wealth Advisors of Iowa, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $304.5M across 84 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JEPQ), representing 11.8% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.