Q1 2026 · 13F-HR
Wealth Advisors of Iowa, LLCholdings as filed
Filed 2026-05-13 · accession 0001803005-26-000002
$323.2M
Reported value
87
Positions
2026-03-31
Period end
The Brief · Wealth Advisors of Iowa, LLC · Q1 2026
AI · grounded in 13F
Wealth Advisors of Iowa, LLC closed its position in JPST, reducing exposure by $5.05M. The fund also exited SPMO for $3.74M and established a new position in MINT worth $3.88M. Other activity included accumulating shares of SGOV by 2,221.66% and LDUR by 194.05%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46436E718 | SGOV | ISHARES TR | $37.5M | 11.6% | 372,395 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $35.3M | 10.9% | 635,087 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $29.6M | 9.16% | 648,321 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $28.7M | 8.86% | 149,294 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $24.5M | 7.59% | 320,506 | Common | NONE |
| 78464A508 | SPYV | SPDR SERIES TRUST | $23.5M | 7.26% | 415,019 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $18.3M | 5.66% | 197,331 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $17.0M | 5.25% | 369,793 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $6.5M | 2.01% | 70,754 | Common | NONE |
| 025072406 | QINT | AMERICAN CENTY ETF TR | $6.1M | 1.88% | 92,800 | Common | NONE |
| 78464A409 | SPYG | SPDR SERIES TRUST | $5.5M | 1.69% | 55,747 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $5.3M | 1.65% | 21,015 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $5.2M | 1.60% | 7,931 | Common | NONE |
| 46429B689 | EFAV | ISHARES TR | $4.9M | 1.51% | 53,459 | Common | NONE |
| 72201R718 | LDUR | PIMCO ETF TR | $4.8M | 1.47% | 49,576 | Common | NONE |
| 74255Y870 | USMC | PRINCIPAL EXCHANGE TRADED FD | $4.0M | 1.23% | 61,659 | Common | NONE |
| 72201R833 | MINT | PIMCO ETF TR | $3.9M | 1.20% | 38,595 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $3.8M | 1.17% | 41,068 | Common | NONE |
| 72201R585 | PYLD | PIMCO ETF TR | $3.2M | 0.98% | 120,551 | Common | NONE |
| 78468R853 | SPSM | SPDR SERIES TRUST | $2.7M | 0.85% | 56,580 | Common | NONE |
| 46641Q761 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.6M | 0.79% | 41,853 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $2.6M | 0.79% | 24,966 | Common | NONE |
| 244199105 | DE | DEERE & CO | $2.5M | 0.78% | 4,500 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.67% | 3 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.1M | 0.66% | 7,417 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $2.1M | 0.65% | 45,090 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 0.59% | 1,920 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.9M | 0.58% | 5,083 | Common | NONE |
| 147528103 | CASY | CASEYS GEN STORES INC | $1.8M | 0.57% | 2,524 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.8M | 0.56% | 10,393 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.8M | 0.55% | 8,599 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.53% | 3,604 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $1.7M | 0.52% | 3,896 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $1.6M | 0.48% | 25,343 | Common | NONE |
| 31609A404 | FENI | FIDELITY COVINGTON TRUST | $1.4M | 0.42% | 36,318 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $1.0M | 0.32% | 3,549 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.0M | 0.32% | 2,370 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $951,213 | 0.29% | 1,034 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $912,089 | 0.28% | 3,172 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $901,793 | 0.28% | 1,562 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $886,407 | 0.27% | 1,549 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $882,275 | 0.27% | 8,312 | Common | NONE |
| 72201R569 | PMBS | PIMCO ETF TR | $834,917 | 0.26% | 16,833 | Common | NONE |
| 92826C839 | V | VISA INC | $819,161 | 0.25% | 2,710 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $746,969 | 0.23% | 1,054 | Common | NONE |
| 018802108 | LNT | ALLIANT ENERGY CORP | $692,805 | 0.21% | 9,654 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $585,871 | 0.18% | 1,783 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $552,778 | 0.17% | 1,690 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $539,156 | 0.17% | 2,888 | Common | NONE |
| 46428Q109 | SLV | ISHARES SILVER TR | $504,577 | 0.16% | 7,405 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $476,633 | 0.15% | 7,438 | Common | NONE |
| 084423102 | WRB | BERKLEY W R CORP | $458,127 | 0.14% | 6,912 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $434,468 | 0.13% | 727 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $433,624 | 0.13% | 1,401 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $430,757 | 0.13% | 2,233 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $430,670 | 0.13% | 1,762 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $425,529 | 0.13% | 1,245 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $412,112 | 0.13% | 4,373 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $385,121 | 0.12% | 10,178 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $379,584 | 0.12% | 2,237 | Common | NONE |
| 931142103 | WMT | WALMART INC | $351,270 | 0.11% | 2,826 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $350,681 | 0.11% | 1,447 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $341,356 | 0.11% | 1,678 | Common | NONE |
| 025072307 | QGRO | AMERICAN CENTY ETF TR | $333,928 | 0.10% | 3,179 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $327,141 | 0.10% | 880 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $320,971 | 0.10% | 1,941 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $317,698 | 0.10% | 2,200 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $312,044 | 0.10% | 1,590 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $300,364 | 0.09% | 1,934 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $300,014 | 0.09% | 14,690 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $296,568 | 0.09% | 832 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $291,849 | 0.09% | 2,426 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $291,326 | 0.09% | 1,408 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $277,111 | 0.09% | 1,140 | Common | NONE |
| 78468R523 | BILS | SPDR SERIES TRUST | $276,245 | 0.09% | 2,778 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $273,580 | 0.08% | 14,008 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $269,552 | 0.08% | 13,735 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $263,645 | 0.08% | 1,226 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $254,441 | 0.08% | 819 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $247,657 | 0.08% | 2,764 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $245,200 | 0.08% | 3,224 | Common | NONE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $241,622 | 0.07% | 4,986 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $218,760 | 0.07% | 3,607 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $210,569 | 0.07% | 2,190 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $205,829 | 0.06% | 4,100 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO & CO | $202,898 | 0.06% | 2,549 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $201,530 | 0.06% | 928 | 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.