Wealth Advisors Of Iowa, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Wealth Advisors Of Iowa, Llc disclosed 90 stock positions valued at approximately $369.19M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, SPDR INDEX SHS FDS, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- June 30, 2026
- No. of Stocks
- 90
- Portfolio Value
- $369.19M
Holdings by Sector
Wealth Advisors Of Iowa, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 90 holdings in the latest reporting period.