Institutional
Wealth Advisors of Iowa, LLC
CIK 0001803005
$369.2M
Reported AUM
90
Positions
Q2 2026
Period
2026-07-30
Filed
Editorial summary
Summary for Wealth Advisors of Iowa, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | $57.92 | 3.17% | 18.96% | 99.54% | $41.4M | 11.22% | — | HELD |
| 2 | SPDW | SPDR INDEX SHS FDS | $50.42 | 3.05% | 30.79% | 57.65% | $35.1M | 9.51% | — | HELD |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | 19.83% | 48.78% | $31.2M | 8.44% | — | HELD |
| 4 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | 18.80% | 73.56% | $30.8M | 8.35% | — | HELD |
| 5 | SPYV | SPDR SERIES TRUST | $62.16 | -0.03% | 21.51% | 69.99% | $27.7M | 7.51% | — | HELD |
| 6 | SGOV | ISHARES TR | $100.69 | 0.01% | 3.80% | 19.64% | $19.6M | 5.32% | — | HELD |
| 7 | USMV | ISHARES TR | $97.84 | -0.52% | 7.23% | 36.26% | $19.0M | 5.16% | — | HELD |
| 8 | SPYG | SPDR SERIES TRUST | $115.47 | 3.18% | 19.09% | 75.27% | $16.1M | 4.35% | — | HELD |
| 9 | XLU | SELECT SECTOR SPDR TR | $44.66 | -0.56% | 7.60% | 52.33% | $15.0M | 4.07% | — | HELD |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $143.42 | 5.17% | 21.45% | 127.27% | $13.4M | 3.63% | — | HELD |
| 11 | XLE | SELECT SECTOR SPDR TR | $58.96 | 0.53% | 42.07% | 192.25% | $12.1M | 3.27% | — | HELD |
| 12 | BIL | SPDR SERIES TRUST | $91.65 | 0.01% | 3.74% | 18.97% | $6.5M | 1.77% | — | HELD |
| 13 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $6.1M | 1.65% | — | HELD |
| 14 | IVV | ISHARES TR | $745.20 | 1.65% | 20.00% | 75.17% | $5.7M | 1.55% | — | HELD |
| 15 | LDUR | PIMCO ETF TR | $95.50 | 0.05% | 3.79% | 12.35% | $4.8M | 1.30% | — | HELD |
| 16 | QINT | AMERICAN CENTY ETF TR | $71.48 | 2.77% | 27.81% | 57.95% | $4.8M | 1.29% | — | HELD |
| 17 | EFAV | ISHARES TR | $93.96 | 0.91% | 17.22% | 38.65% | $4.5M | 1.21% | — | HELD |
| 18 | SPSM | SPDR SERIES TRUST | $56.57 | 0.84% | 34.89% | 39.46% | $4.2M | 1.14% | — | HELD |
| 19 | USMC | PRINCIPAL EXCHANGE TRADED FD | $73.79 | 1.72% | 19.83% | 86.66% | $4.2M | 1.14% | — | HELD |
| 20 | BOND | PIMCO ETF TR | $90.79 | 0.04% | 3.31% | 0.32% | $3.8M | 1.04% | — | HELD |
| 21 | PYLD | PIMCO ETF TR | $26.20 | 0.19% | 5.00% | 24.32% | $3.2M | 0.87% | — | HELD |
| 22 | SPEM | SPDR INDEX SHS FDS | $50.54 | 2.31% | 18.47% | 30.97% | $3.0M | 0.82% | — | HELD |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F | $72.16 | 0.78% | 21.16% | 77.51% | $2.9M | 0.79% | — | HELD |
| 24 | DE | DEERE & CO | $599.47 | -1.88% | 21.16% | 69.35% | $2.9M | 0.77% | — | HELD |
| 25 | IUSV | ISHARES TR | $112.54 | -0.07% | 20.72% | 67.46% | $2.6M | 0.71% | — | HELD |
| 26 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $2.6M | 0.70% | — | HELD |
| 27 | MINT | PIMCO ETF TR | $100.78 | 0.03% | 4.43% | 19.28% | $2.6M | 0.69% | — | HELD |
| 28 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.61% | — | HELD |
| 29 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $2.0M | 0.55% | — | HELD |
| 30 | CASY | CASEYS GEN STORES INC | $867.50 | 0.04% | 66.33% | 335.57% | $2.0M | 0.54% | — | HELD |
| 31 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | — | — | $2.0M | 0.54% | — | HELD |
| 32 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | — | — | $2.0M | 0.54% | — | HELD |
| 33 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $1.8M | 0.49% | — | HELD |
| 34 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.8M | 0.48% | — | HELD |
| 35 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $1.4M | 0.39% | — | HELD |
| 36 | VYMI | VANGUARD WHITEHALL FDS | $104.09 | 2.08% | — | — | $1.3M | 0.36% | — | HELD |
| 37 | QQQ | INVESCO QQQ TR | — | — | — | — | $1.3M | 0.35% | — | HELD |
| 38 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $1.2M | 0.33% | — | HELD |
| 39 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $1.2M | 0.32% | — | HELD |
| 40 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | — | — | $1.2M | 0.31% | — | HELD |
| 41 | CAT | CATERPILLAR INC | $809.14 | 3.38% | — | — | $1.1M | 0.30% | — | HELD |
| 42 | GOOGL | ALPHABET INC | $333.66 | -0.91% | — | — | $1.1M | 0.30% | — | HELD |
| 43 | AMD | ADVANCED MICRO DEVICES INC | $485.39 | 13.00% | — | — | $946K | 0.26% | — | HELD |
| 44 | V | VISA INC | $366.27 | -0.67% | — | — | $940K | 0.25% | — | HELD |
| 45 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | — | — | $900K | 0.24% | — | HELD |
| 46 | MUB | ISHARES TR | $105.76 | -0.01% | — | — | $895K | 0.24% | — | HELD |
| 47 | META | META PLATFORMS INC | $539.03 | -7.95% | — | — | $859K | 0.23% | — | HELD |
| 48 | PMBS | PIMCO ETF TR | $48.71 | 0.08% | — | — | $815K | 0.22% | — | HELD |
| 49 | LNT | ALLIANT ENERGY CORP | $70.89 | -1.54% | — | — | $737K | 0.20% | — | HELD |
| 50 | MAR | MARRIOTT INTL INC NEW | $375.48 | -1.48% | — | — | $626K | 0.17% | — | HELD |
| 51 | SYK | STRYKER CORPORATION | $348.04 | -1.20% | — | — | $563K | 0.15% | — | HELD |
| 52 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $529K | 0.14% | — | HELD |
| 53 | FENI | FIDELITY COVINGTON TRUST | $40.81 | 3.00% | — | — | $514K | 0.14% | — | HELD |
| 54 | VEA | VANGUARD TAX-MANAGED FDS | $71.09 | 3.10% | — | — | $508K | 0.14% | — | HELD |
| 55 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $500K | 0.14% | — | HELD |
| 56 | WRB | BERKLEY W R CORP | $73.38 | -3.00% | — | — | $488K | 0.13% | — | HELD |
| 57 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $447K | 0.12% | — | HELD |
| 58 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $422K | 0.11% | — | HELD |
| 59 | CRM | SALESFORCE INC | $180.71 | -4.07% | — | — | $422K | 0.11% | — | HELD |
| 60 | IBM | INTERNATIONAL BUSINESS MACHS | $221.74 | -2.08% | — | — | $409K | 0.11% | — | HELD |
| 61 | SLV | ISHARES SILVER TR | $53.50 | 3.34% | — | — | $394K | 0.11% | — | HELD |
| 62 | EPD | ENTERPRISE PRODS PARTNERS L | $38.12 | -1.42% | — | — | $375K | 0.10% | — | HELD |
| 63 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | — | — | $347K | 0.09% | — | HELD |
| 64 | IWB | ISHARES TR | $405.80 | 1.64% | — | — | $341K | 0.09% | — | HELD |
| 65 | MRK | MERCK & CO INC | $129.79 | -0.44% | — | — | $333K | 0.09% | — | HELD |
| 66 | TSLA | TESLA INC | $308.85 | 3.53% | — | — | $319K | 0.09% | — | HELD |
| 67 | WMT | WALMART INC | $111.10 | -2.73% | — | — | $318K | 0.09% | — | HELD |
| 68 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $317K | 0.09% | — | HELD |
| 69 | BSCS | INVESCO EXCH TRD SLF IDX FD | $20.33 | 0.05% | — | — | $305K | 0.08% | — | HELD |
| 70 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | — | — | $304K | 0.08% | — | HELD |
| 71 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $290K | 0.08% | — | HELD |
| 72 | SBUX | STARBUCKS CORP | $105.85 | 1.64% | — | — | $282K | 0.08% | — | HELD |
| 73 | QGRO | AMERICAN CENTY ETF TR | $113.98 | 1.54% | — | — | $280K | 0.08% | — | HELD |
| 74 | DFUV | DIMENSIONAL ETF TRUST | $55.47 | 0.82% | — | — | $274K | 0.07% | — | HELD |
| 75 | BILS | SPDR SERIES TRUST | $99.42 | 0.02% | — | — | $274K | 0.07% | — | HELD |
| 76 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $273K | 0.07% | — | HELD |
| 77 | BSCR | INVESCO EXCH TRD SLF IDX FD | $19.60 | 0.05% | — | — | $270K | 0.07% | — | HELD |
| 78 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.52 | 0.08% | — | — | $268K | 0.07% | — | HELD |
| 79 | KO | COCA COLA CO | $88.49 | -0.66% | — | — | $258K | 0.07% | — | HELD |
| 80 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | — | — | $239K | 0.06% | — | HELD |
| 81 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | — | — | $225K | 0.06% | — | HELD |
| 82 | ABBV | ABBVIE INC | $257.41 | -2.24% | — | — | $222K | 0.06% | — | HELD |
| 83 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | — | — | $219K | 0.06% | — | HELD |
| 84 | UNP | UNION PAC CORP | $289.46 | -0.93% | — | — | $218K | 0.06% | — | HELD |
| 85 | WMT2 | WELLS FARGO & CO | — | — | — | — | $211K | 0.06% | — | HELD |
| 86 | BMY | BRISTOL-MYERS SQUIBB CO | $64.86 | 2.79% | — | — | $210K | 0.06% | — | HELD |
| 87 | ADBE | ADOBE INC | $247.90 | -5.90% | — | — | $203K | 0.05% | — | HELD |
| 88 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $202K | 0.05% | — | HELD |
| 89 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $200K | 0.05% | — | HELD |
| 90 | DIA | STATE STR SPDR DOW JONES IND | $521.51 | 1.18% | — | — | $200K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001803005-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.