Wealth Advisors Of Iowa, Llc Portfolio Stock Holdings
Wealth Advisors Of Iowa, Llc disclosed 87 stock positions valued at approximately $323.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and SPDR INDEX SHS FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 87
- Portfolio Value
- $323.2M
Holdings by Sector
Wealth Advisors Of Iowa, Llc Portfolio Holdings in Q1 2026
86 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SGOV | Other | 11.60% | 372,395 | +356,355 | +2221.66% | $37,485,325 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 10.91% | 635,087 | +16,125 | +2.61% | $35,259,993 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.16% | 648,321 | +48,971 | +8.17% | $29,595,852 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 8.86% | 149,294 | -688 | -0.46% | $28,652,412 |
| SPDR SERIES TRUST | SPLG | Other | 7.59% | 320,506 | -284 | -0.09% | $24,531,524 |
| SPDR SERIES TRUST | SPYV | Other | 7.26% | 415,019 | +31,483 | +8.21% | $23,481,822 |
| ISHARES TR | USMV | Other | 5.66% | 197,331 | +695 | +0.35% | $18,300,527 |
| SELECT SECTOR SPDR TR | XLU | Other | 5.25% | 369,793 | -7,902 | -2.09% | $16,969,804 |
| SPDR SERIES TRUST | BIL | Other | 2.01% | 70,754 | +41,595 | +142.65% | $6,483,897 |
| AMERICAN CENTY ETF TR | QINT | Other | 1.88% | 92,800 | -37,778 | -28.93% | $6,072,783 |
| SPDR SERIES TRUST | SPYG | Other | 1.69% | 55,747 | +9,252 | +19.90% | $5,458,229 |
| APPLE INC | AAPL | Technology | 1.65% | 21,015 | -1,045 | -4.74% | $5,333,363 |
| ISHARES TR | IVV | Other | 1.60% | 7,931 | -788 | -9.04% | $5,180,811 |
| ISHARES TR | EFAV | Other | 1.51% | 53,459 | -3,548 | -6.22% | $4,884,506 |
| PIMCO ETF TR | LDUR | Other | 1.47% | 49,576 | +32,716 | +194.05% | $4,750,405 |
| PRINCIPAL EXCHANGE TRADED FD | USMC | Other | 1.23% | 61,659 | -143,403 | -69.93% | $3,965,425 |
| PIMCO ETF TR | MINT | Other | 1.20% | 38,595 | +38,595 | +100.00% | $3,881,499 |
| PIMCO ETF TR | BOND | Other | 1.17% | 41,068 | +19,885 | +93.87% | $3,789,775 |
| PIMCO ETF TR | PYLD | Other | 0.98% | 120,551 | +25,399 | +26.69% | $3,158,443 |
| SPDR SERIES TRUST | SPSM | Other | 0.85% | 56,580 | +14,009 | +32.91% | $2,733,956 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.79% | 41,853 | -23,484 | -35.94% | $2,566,420 |
| ISHARES TR | IUSV | Other | 0.79% | 24,966 | -91 | -0.36% | $2,552,823 |
| DEERE & CO | DE | Industrials | 0.78% | 4,500 | +2,485 | +123.33% | $2,534,670 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.67% | 3 | - | - | $2,154,420 |
| ALPHABET INC | GOOG | Communication Services | 0.66% | 7,417 | +44 | +0.60% | $2,127,544 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.65% | 45,090 | +13,241 | +41.57% | $2,115,179 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.59% | 1,920 | +39 | +2.07% | $1,913,211 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 5,083 | -519 | -9.26% | $1,881,591 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.57% | 2,524 | +281 | +12.53% | $1,837,755 |
| NVIDIA CORPORATION | NVDA | Technology | 0.56% | 10,393 | -191 | -1.80% | $1,812,561 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.55% | 8,599 | -286 | -3.22% | $1,790,916 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.53% | 3,604 | -66 | -1.80% | $1,727,037 |
| SPDR GOLD TR | GLD | Other | 0.52% | 3,896 | +768 | +24.55% | $1,676,409 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.48% | 25,343 | -12,501 | -33.03% | $1,552,504 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.42% | 36,318 | +36,318 | +100.00% | $1,351,037 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.32% | 3,549 | +50 | +1.43% | $1,043,750 |
| VANGUARD INDEX FDS | VUG | Other | 0.32% | 2,370 | - | - | $1,035,376 |
| ELI LILLY & CO | LLY | Healthcare | 0.29% | 1,034 | +10 | +0.98% | $951,213 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 3,172 | +46 | +1.47% | $912,089 |
| INVESCO QQQ TR | QQQ | Other | 0.28% | 1,562 | +200 | +14.68% | $901,793 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 1,549 | +188 | +13.81% | $886,407 |
| ISHARES TR | MUB | Other | 0.27% | 8,312 | +6 | +0.07% | $882,275 |
| VISA INC | V | Financial Services | 0.25% | 2,710 | +177 | +6.99% | $819,161 |
| CATERPILLAR INC | CAT | Industrials | 0.23% | 1,054 | +1 | +0.09% | $746,969 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.21% | 9,654 | - | - | $692,805 |
| STRYKER CORPORATION | SYK | Healthcare | 0.18% | 1,783 | +4 | +0.22% | $585,871 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.17% | 1,690 | - | - | $552,778 |
| SALESFORCE INC | CRM | Technology | 0.17% | 2,888 | -32 | -1.10% | $539,156 |
| ISHARES SILVER TR | SLV | Other | 0.16% | 7,405 | +583 | +8.55% | $504,577 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.15% | 7,438 | +89 | +1.21% | $476,633 |
| BERKLEY W R CORP | WRB | Financial Services | 0.14% | 6,912 | +30 | +0.44% | $458,127 |
| VANGUARD INDEX FDS | VOO | Other | 0.13% | 727 | +727 | +100.00% | $434,468 |
| BROADCOM INC | AVGO | Technology | 0.13% | 1,401 | +47 | +3.47% | $433,624 |
| RTX CORPORATION | RTX | Industrials | 0.13% | 2,233 | +10 | +0.45% | $430,757 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.13% | 1,762 | +125 | +7.64% | $430,670 |
| APPLIED MATLS INC | AMAT | Technology | 0.13% | 1,245 | - | - | $425,529 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.13% | 4,373 | +4,373 | +100.00% | $412,112 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.12% | 10,178 | -126 | -1.22% | $385,121 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 2,237 | +236 | +11.79% | $379,584 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 2,826 | +50 | +1.80% | $351,270 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 1,447 | +30 | +2.12% | $350,681 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.11% | 1,678 | +100 | +6.34% | $341,356 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.10% | 3,179 | -134,674 | -97.69% | $333,928 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 880 | +19 | +2.21% | $327,141 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 1,941 | +296 | +17.99% | $320,971 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 2,200 | +2 | +0.09% | $317,698 |
| VANGUARD INDEX FDS | VTV | Other | 0.10% | 1,590 | - | - | $312,044 |
| PEPSICO INC | PEP | Consumer Defensive | 0.09% | 1,934 | +6 | +0.31% | $300,364 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.09% | 14,690 | +150 | +1.03% | $300,014 |
| ISHARES TR | IWB | Other | 0.09% | 832 | - | - | $296,568 |
| MERCK & CO INC | MRK | Healthcare | 0.09% | 2,426 | +41 | +1.72% | $291,849 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 1,408 | +22 | +1.59% | $291,326 |
| ADOBE INC | ADBE | Technology | 0.09% | 1,140 | - | - | $277,111 |
| SPDR SERIES TRUST | BILS | Other | 0.09% | 2,778 | -2,289 | -45.17% | $276,245 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.08% | 14,008 | -4,505 | -24.33% | $273,580 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.08% | 13,735 | -153 | -1.10% | $269,552 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.08% | 1,226 | +1,226 | +100.00% | $263,645 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 819 | +2 | +0.24% | $254,441 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.08% | 2,764 | -8 | -0.29% | $247,657 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 3,224 | +128 | +4.13% | $245,200 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.07% | 4,986 | - | - | $241,622 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.07% | 3,607 | +3,607 | +100.00% | $218,760 |
| NETFLIX INC. | NFLX | Communication Services | 0.07% | 2,190 | - | - | $210,569 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.06% | 4,100 | +4,100 | +100.00% | $205,829 |
| WELLS FARGO & CO | WFC | Financial Services | 0.06% | 2,549 | +2,549 | +100.00% | $202,898 |
| VANGUARD INDEX FDS | VBR | Other | 0.06% | 928 | +928 | +100.00% | $201,530 |