Wealth Advisors Of Iowa, Llc Portfolio Stock Holdings
Wealth Advisors Of Iowa, Llc disclosed 90 stock positions valued at approximately $369.2 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, SPDR INDEX SHS FDS, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 90
- Portfolio Value
- $369.2M
Holdings by Sector
Wealth Advisors Of Iowa, Llc Portfolio Holdings in Q2 2026
89 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 11.22% | 674,013 | +38,926 | +6.13% | $41,424,808 |
| SPDR INDEX SHS FDS | SPDW | Other | 9.51% | 696,738 | +48,417 | +7.47% | $35,108,666 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 8.44% | 146,535 | -2,759 | -1.85% | $31,178,217 |
| SPDR SERIES TRUST | SPLG | Other | 8.35% | 350,771 | +30,265 | +9.44% | $30,825,747 |
| SPDR SERIES TRUST | SPYV | Other | 7.51% | 456,134 | +41,115 | +9.91% | $27,728,388 |
| ISHARES TR | SGOV | Other | 5.32% | 194,962 | -177,433 | -47.65% | $19,626,758 |
| ISHARES TR | USMV | Other | 5.16% | 197,413 | +82 | +0.04% | $19,042,413 |
| SPDR SERIES TRUST | SPYG | Other | 4.35% | 135,000 | +79,253 | +142.17% | $16,063,631 |
| SELECT SECTOR SPDR TR | XLU | Other | 4.07% | 331,564 | -38,229 | -10.34% | $15,033,095 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 3.63% | 82,862 | +51,539 | +164.54% | $13,385,521 |
| SELECT SECTOR SPDR TR | XLE | Other | 3.27% | 227,164 | +201,821 | +796.36% | $12,064,692 |
| SPDR SERIES TRUST | BIL | Other | 1.77% | 71,148 | +394 | +0.56% | $6,519,999 |
| APPLE INC | AAPL | Technology | 1.65% | 20,990 | -25 | -0.12% | $6,073,484 |
| ISHARES TR | IVV | Other | 1.55% | 7,630 | -301 | -3.80% | $5,713,929 |
| PIMCO ETF TR | LDUR | Other | 1.30% | 50,339 | +763 | +1.54% | $4,812,926 |
| AMERICAN CENTY ETF TR | QINT | Other | 1.29% | 68,685 | -24,115 | -25.99% | $4,768,681 |
| ISHARES TR | EFAV | Other | 1.21% | 51,015 | -2,444 | -4.57% | $4,474,509 |
| SPDR SERIES TRUST | SPSM | Other | 1.14% | 72,714 | +16,134 | +28.52% | $4,193,397 |
| PRINCIPAL EXCHANGE TRADED FD | USMC | Other | 1.14% | 56,564 | -5,095 | -8.26% | $4,192,885 |
| PIMCO ETF TR | BOND | Other | 1.04% | 41,507 | +439 | +1.07% | $3,827,319 |
| PIMCO ETF TR | PYLD | Other | 0.87% | 120,718 | +167 | +0.14% | $3,201,455 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.82% | 58,143 | +13,053 | +28.95% | $3,010,627 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.79% | 40,462 | -1,391 | -3.32% | $2,924,574 |
| DEERE & CO | DE | Industrials | 0.77% | 4,501 | +1 | +0.02% | $2,854,893 |
| ISHARES TR | IUSV | Other | 0.71% | 23,953 | -1,013 | -4.06% | $2,638,387 |
| ALPHABET INC | GOOG | Communication Services | 0.70% | 7,325 | -92 | -1.24% | $2,588,112 |
| PIMCO ETF TR | MINT | Other | 0.69% | 25,312 | -13,283 | -34.42% | $2,551,703 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.61% | 3 | - | - | $2,246,550 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.55% | 8,539 | -60 | -0.70% | $2,035,188 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.54% | 2,525 | +1 | +0.04% | $2,006,931 |
| MICROSOFT CORP | MSFT | Technology | 0.54% | 5,360 | +277 | +5.45% | $1,999,204 |
| NVIDIA CORPORATION | NVDA | Technology | 0.54% | 9,934 | -459 | -4.42% | $1,987,873 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.49% | 1,915 | -5 | -0.26% | $1,791,515 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.48% | 3,564 | -40 | -1.11% | $1,783,391 |
| SPDR GOLD TR | GLD | Other | 0.39% | 3,873 | -23 | -0.59% | $1,426,737 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.36% | 13,554 | +9,181 | +209.95% | $1,330,975 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 1,759 | +197 | +12.61% | $1,295,630 |
| ELI LILLY & CO | LLY | Healthcare | 0.33% | 1,004 | -30 | -2.90% | $1,204,455 |
| VANGUARD INDEX FDS | VUG | Other | 0.32% | 13,521 | +11,151 | +470.51% | $1,164,731 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 3,550 | +1 | +0.03% | $1,161,825 |
| CATERPILLAR INC | CAT | Industrials | 0.30% | 1,054 | - | - | $1,122,805 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 3,127 | -45 | -1.42% | $1,117,493 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.26% | 1,628 | -50 | -2.98% | $945,721 |
| VISA INC | V | Financial Services | 0.25% | 2,741 | +31 | +1.14% | $940,328 |
| APPLIED MATLS INC | AMAT | Technology | 0.24% | 1,245 | - | - | $900,135 |
| ISHARES TR | MUB | Other | 0.24% | 8,319 | +7 | +0.08% | $895,329 |
| META PLATFORMS INC | META | Communication Services | 0.23% | 1,524 | -25 | -1.61% | $858,719 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.20% | 9,655 | +1 | +0.01% | $736,604 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.17% | 1,690 | - | - | $626,384 |
| STRYKER CORPORATION | SYK | Healthcare | 0.15% | 1,787 | +4 | +0.22% | $562,689 |
| BROADCOM INC | AVGO | Technology | 0.14% | 1,401 | - | - | $529,228 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.14% | 12,805 | -23,513 | -64.74% | $513,865 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.14% | 7,126 | -312 | -4.19% | $507,712 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 727 | - | - | $499,590 |
| BERKLEY W R CORP | WRB | Financial Services | 0.13% | 6,912 | - | - | $487,503 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.12% | 1,762 | - | - | $447,461 |
| RTX CORPORATION | RTX | Industrials | 0.11% | 2,225 | -8 | -0.36% | $422,248 |
| SALESFORCE INC | CRM | Technology | 0.11% | 2,692 | -196 | -6.79% | $421,786 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 1,456 | +9 | +0.62% | $409,321 |
| ISHARES SILVER TR | SLV | Other | 0.11% | 7,375 | -30 | -0.41% | $394,341 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.10% | 10,198 | +20 | +0.20% | $374,896 |
| VANGUARD INDEX FDS | VTV | Other | 0.09% | 1,590 | - | - | $346,604 |
| ISHARES TR | IWB | Other | 0.09% | 832 | - | - | $340,600 |
| MERCK & CO INC | MRK | Healthcare | 0.09% | 2,592 | +166 | +6.84% | $333,008 |
| TESLA INC | TSLA | Consumer Cyclical | 0.09% | 758 | -122 | -13.86% | $318,816 |
| WALMART INC | WMT | Consumer Defensive | 0.09% | 2,810 | -16 | -0.57% | $318,213 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 2,317 | +80 | +3.58% | $316,814 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.08% | 14,975 | +285 | +1.94% | $304,967 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 2,076 | -124 | -5.64% | $304,430 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.08% | 1,226 | - | - | $290,191 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.08% | 2,764 | - | - | $282,487 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.08% | 2,373 | -806 | -25.35% | $280,099 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.07% | 4,986 | - | - | $274,280 |
| SPDR SERIES TRUST | BILS | Other | 0.07% | 2,756 | -22 | -0.79% | $273,891 |
| PEPSICO INC | PEP | Consumer Defensive | 0.07% | 2,012 | +78 | +4.03% | $272,519 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.07% | 13,745 | +10 | +0.07% | $269,612 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.07% | 13,715 | -293 | -2.09% | $267,789 |
| COCA COLA CO | KO | Consumer Defensive | 0.07% | 3,169 | -55 | -1.71% | $257,572 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 1,444 | +36 | +2.56% | $239,321 |
| VANGUARD INDEX FDS | VBR | Other | 0.06% | 928 | - | - | $225,408 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 882 | +882 | +100.00% | $221,914 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 1,213 | -728 | -37.51% | $219,444 |
| UNION PAC CORP | UNP | Industrials | 0.06% | 800 | +800 | +100.00% | $217,600 |
| WELLS FARGO & CO | WFC | Financial Services | 0.06% | 2,551 | +2 | +0.08% | $210,780 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.06% | 3,640 | +33 | +0.91% | $209,715 |
| ADOBE INC | ADBE | Technology | 0.05% | 990 | -150 | -13.16% | $202,970 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.05% | 748 | -71 | -8.67% | $202,268 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.05% | 6,322 | +6,322 | +100.00% | $200,471 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.05% | 383 | +383 | +100.00% | $200,075 |