Q4 2025 · 13F-HR
Wealth Advisors of Iowa, LLCholdings as filed
Filed 2026-02-05 · accession 0001803005-26-000001
$304.5M
Reported value
84
Positions
2025-12-31
Period end
The Brief · Wealth Advisors of Iowa, LLC · Q4 2025
AI · grounded in 13F
Wealth Advisors of Iowa, LLC significantly increased its position in SPDW, growing share count by 491.8%. The fund also accumulated shares in BIL and QINT. On the sell side, the firm trimmed its holdings in EFAV by 81.5% and closed out positions in T and NKE.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $36.0M | 11.8% | 618,962 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $28.7M | 9.43% | 149,982 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $26.6M | 8.74% | 599,350 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $25.7M | 8.45% | 320,790 | Common | NONE |
| 78464A508 | SPYV | SPDR SERIES TRUST | $21.8M | 7.15% | 383,536 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $18.5M | 6.08% | 196,636 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $16.1M | 5.29% | 377,695 | Common | NONE |
| 025072307 | QGRO | AMERICAN CENTY ETF TR | $15.8M | 5.18% | 137,853 | Common | NONE |
| 74255Y870 | USMC | PRINCIPAL EXCHANGE TRADED FD | $14.0M | 4.61% | 205,062 | Common | NONE |
| 025072406 | QINT | AMERICAN CENTY ETF TR | $8.4M | 2.75% | 130,578 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $6.0M | 1.97% | 22,060 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $6.0M | 1.96% | 8,719 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $5.1M | 1.66% | 99,858 | Common | NONE |
| 78464A409 | SPYG | SPDR SERIES TRUST | $5.0M | 1.63% | 46,495 | Common | NONE |
| 46429B689 | EFAV | ISHARES TR | $4.9M | 1.61% | 57,007 | Common | NONE |
| 46641Q761 | JQUA | J P MORGAN EXCHANGE TRADED F | $4.1M | 1.36% | 65,337 | Common | NONE |
| 46138E339 | SPMO | INVESCO EXCH TRADED FD TR II | $3.7M | 1.23% | 31,323 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.7M | 0.89% | 5,602 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $2.7M | 0.87% | 29,159 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $2.6M | 0.84% | 25,057 | Common | NONE |
| 72201R585 | PYLD | PIMCO ETF TR | $2.5M | 0.83% | 95,152 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.3M | 0.76% | 7,373 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.74% | 3 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.1M | 0.67% | 8,885 | Common | NONE |
| 78468R853 | SPSM | SPDR SERIES TRUST | $2.0M | 0.66% | 42,571 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.0M | 0.65% | 10,584 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $2.0M | 0.65% | 21,183 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.61% | 3,670 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $1.7M | 0.56% | 37,844 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.6M | 0.53% | 1,881 | Common | NONE |
| 72201R718 | LDUR | PIMCO ETF TR | $1.6M | 0.53% | 16,860 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $1.6M | 0.53% | 16,040 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $1.5M | 0.49% | 31,849 | Common | NONE |
| 147528103 | CASY | CASEYS GEN STORES INC | $1.2M | 0.41% | 2,243 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $1.2M | 0.41% | 3,128 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.2M | 0.38% | 2,370 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $1.1M | 0.37% | 3,499 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.1M | 0.36% | 1,024 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $978,322 | 0.32% | 3,126 | Common | NONE |
| 244199105 | DE | DEERE & CO | $937,916 | 0.31% | 2,015 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $898,485 | 0.30% | 1,361 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $889,705 | 0.29% | 8,306 | Common | NONE |
| 92826C839 | V | VISA INC | $888,282 | 0.29% | 2,533 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $836,455 | 0.27% | 1,362 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $773,596 | 0.25% | 2,920 | Common | NONE |
| 018802108 | LNT | ALLIANT ENERGY CORP | $627,582 | 0.21% | 9,654 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $625,405 | 0.21% | 1,779 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $603,297 | 0.20% | 1,053 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $524,287 | 0.17% | 1,690 | Common | NONE |
| 78468R523 | BILS | SPDR SERIES TRUST | $502,749 | 0.17% | 5,067 | Common | NONE |
| 084423102 | WRB | BERKLEY W R CORP | $482,566 | 0.16% | 6,882 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $468,619 | 0.15% | 1,354 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $459,112 | 0.15% | 7,349 | Common | NONE |
| 46428Q109 | SLV | ISHARES SILVER TR | $439,474 | 0.14% | 6,822 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $419,835 | 0.14% | 1,417 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $407,632 | 0.13% | 2,223 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $398,989 | 0.13% | 1,140 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $387,209 | 0.13% | 861 | Common | NONE |
| 69344A107 | PULS | PGIM ETF TR | $369,210 | 0.12% | 7,445 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $362,392 | 0.12% | 18,513 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $338,699 | 0.11% | 1,637 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $337,945 | 0.11% | 1,578 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $330,355 | 0.11% | 10,304 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $319,953 | 0.11% | 1,245 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $315,024 | 0.10% | 2,198 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $310,608 | 0.10% | 832 | Common | NONE |
| 931142103 | WMT | WALMART INC | $309,247 | 0.10% | 2,776 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $303,758 | 0.10% | 1,590 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $299,524 | 0.10% | 14,540 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $276,694 | 0.09% | 1,928 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $274,153 | 0.09% | 13,888 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $263,829 | 0.09% | 1,645 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $251,041 | 0.08% | 2,385 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $249,561 | 0.08% | 817 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $240,844 | 0.08% | 2,001 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $233,404 | 0.08% | 2,772 | Common | NONE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $232,298 | 0.08% | 4,986 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $216,408 | 0.07% | 3,096 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $211,297 | 0.07% | 1,386 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $207,579 | 0.07% | 1,065 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $206,892 | 0.07% | 840 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $205,334 | 0.07% | 2,190 | Common | NONE |
| 92707Y108 | VFF | VILLAGE FARMS INTL INC | $67,799 | 0.02% | 18,575 | Common | NONE |
| 862945102 | ASST | STRIVE INC | $16,401 | 0.01% | 22,224 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.