Institutional
Wealth Advisors of Iowa, LLC
CIK 0001803005
$323.2M
Reported AUM
87
Positions
Q1 2026
Period
2026-05-13
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $100.68 | 0.02% | 3.78% | 19.62% | $37.5M | 11.60% | — | HELD |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | $56.14 | -1.85% | 17.09% | 96.40% | $35.3M | 10.91% | — | HELD |
| 3 | SPDW | SPDR INDEX SHS FDS | $48.93 | -0.77% | 26.93% | 52.99% | $29.6M | 9.16% | — | HELD |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $215.73 | -0.90% | 21.73% | 51.17% | $28.7M | 8.86% | — | HELD |
| 5 | SPYM | SPDR SERIES TRUST | $85.93 | -1.45% | 20.54% | 76.10% | $24.5M | 7.59% | — | HELD |
| 6 | SPYV | SPDR SERIES TRUST | $62.18 | -0.94% | 22.66% | 71.60% | $23.5M | 7.26% | — | HELD |
| 7 | USMV | ISHARES TR | $98.35 | -0.21% | 8.66% | 38.08% | $18.3M | 5.66% | — | HELD |
| 8 | XLU | SELECT SECTOR SPDR TR | $44.91 | -1.34% | 9.07% | 54.40% | $17.0M | 5.25% | — | HELD |
| 9 | BIL | SPDR SERIES TRUST | $91.64 | 0.01% | 3.70% | 18.93% | $6.5M | 2.01% | — | HELD |
| 10 | QINT | AMERICAN CENTY ETF TR | $69.55 | -0.42% | 24.36% | 53.69% | $6.1M | 1.88% | — | HELD |
| 11 | SPYG | SPDR SERIES TRUST | $111.91 | -2.01% | 17.20% | 72.48% | $5.5M | 1.69% | — | HELD |
| 12 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $5.3M | 1.65% | — | HELD |
| 13 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $5.2M | 1.60% | — | HELD |
| 14 | EFAV | ISHARES TR | $93.11 | 0.64% | 16.13% | 37.36% | $4.9M | 1.51% | — | HELD |
| 15 | LDUR | PIMCO ETF TR | $95.45 | 0.14% | 3.74% | 12.29% | $4.8M | 1.47% | — | HELD |
| 16 | USMC | PRINCIPAL EXCHANGE TRADED FD | $72.54 | -1.69% | 17.80% | 83.51% | $4.0M | 1.23% | — | HELD |
| 17 | MINT | PIMCO ETF TR | $100.75 | 0.02% | 4.40% | 19.25% | $3.9M | 1.20% | — | HELD |
| 18 | BOND | PIMCO ETF TR | $90.75 | -0.34% | 3.66% | 0.66% | $3.8M | 1.17% | — | HELD |
| 19 | PYLD | PIMCO ETF TR | $26.15 | -0.29% | 4.94% | 24.24% | $3.2M | 0.98% | — | HELD |
| 20 | SPSM | SPDR SERIES TRUST | $56.10 | -1.39% | 36.79% | 41.42% | $2.7M | 0.85% | — | HELD |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | $71.60 | -0.64% | 21.94% | 78.66% | $2.6M | 0.79% | — | HELD |
| 22 | IUSV | ISHARES TR | $112.62 | -0.83% | 22.47% | 69.89% | $2.6M | 0.79% | — | HELD |
| 23 | DE | DEERE & CO | $610.95 | -4.52% | 23.48% | 72.59% | $2.5M | 0.78% | — | HELD |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.67% | — | HELD |
| 25 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $2.1M | 0.66% | — | HELD |
| 26 | SPEM | SPDR INDEX SHS FDS | $49.40 | -1.36% | 20.10% | 32.78% | $2.1M | 0.65% | — | HELD |
| 27 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | 2.82% | 125.57% | $1.9M | 0.59% | — | HELD |
| 28 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $1.9M | 0.58% | — | HELD |
| 29 | CASY | CASEYS GEN STORES INC | $867.16 | 1.20% | 64.35% | 330.39% | $1.8M | 0.57% | — | HELD |
| 30 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $1.8M | 0.56% | — | HELD |
| 31 | AMZN | AMAZON COM INC | $226.65 | -1.82% | — | — | $1.8M | 0.55% | — | HELD |
| 32 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.7M | 0.53% | — | HELD |
| 33 | GLD | SPDR GOLD TR | $371.08 | 0.46% | — | — | $1.7M | 0.52% | — | HELD |
| 34 | XLE | SELECT SECTOR SPDR TR | $58.65 | 1.88% | — | — | $1.6M | 0.48% | — | HELD |
| 35 | FENI | FIDELITY COVINGTON TRUST | $39.62 | -0.60% | — | — | $1.4M | 0.42% | — | HELD |
| 36 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $1.0M | 0.32% | — | HELD |
| 37 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | — | — | $1.0M | 0.32% | — | HELD |
| 38 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | — | — | $951K | 0.29% | — | HELD |
| 39 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $912K | 0.28% | — | HELD |
| 40 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | — | — | $902K | 0.28% | — | HELD |
| 41 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $886K | 0.27% | — | HELD |
| 42 | MUB | ISHARES TR | $105.77 | -0.22% | — | — | $882K | 0.27% | — | HELD |
| 43 | PMBS | PIMCO ETF TR | $48.67 | -0.35% | — | — | $835K | 0.26% | — | HELD |
| 44 | V | VISA INC | $368.73 | 0.58% | — | — | $819K | 0.25% | — | HELD |
| 45 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $747K | 0.23% | — | HELD |
| 46 | LNT | ALLIANT ENERGY CORP | $72.00 | -2.43% | — | — | $693K | 0.21% | — | HELD |
| 47 | SYK | STRYKER CORPORATION | $352.25 | 1.63% | — | — | $586K | 0.18% | — | HELD |
| 48 | MAR | MARRIOTT INTL INC NEW | $381.12 | -0.63% | — | — | $553K | 0.17% | — | HELD |
| 49 | CRM | SALESFORCE INC | $188.38 | 3.79% | — | — | $539K | 0.17% | — | HELD |
| 50 | SLV | ISHARES SILVER TR | $51.77 | 0.14% | — | — | $505K | 0.16% | — | HELD |
| 51 | VEA | VANGUARD TAX-MANAGED FDS | $68.95 | -0.93% | — | — | $477K | 0.15% | — | HELD |
| 52 | WRB | BERKLEY W R CORP | $75.65 | -0.68% | — | — | $458K | 0.14% | — | HELD |
| 53 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | — | — | $434K | 0.13% | — | HELD |
| 54 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $434K | 0.13% | — | HELD |
| 55 | RTX | RTX CORPORATION | $215.25 | -1.52% | — | — | $431K | 0.13% | — | HELD |
| 56 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | — | — | $431K | 0.13% | — | HELD |
| 57 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $426K | 0.13% | — | HELD |
| 58 | VYMI | VANGUARD WHITEHALL FDS | $101.97 | -0.46% | — | — | $412K | 0.13% | — | HELD |
| 59 | EPD | ENTERPRISE PRODS PARTNERS L | $38.67 | 0.10% | — | — | $385K | 0.12% | — | HELD |
| 60 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $380K | 0.12% | — | HELD |
| 61 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $351K | 0.11% | — | HELD |
| 62 | IBM | INTERNATIONAL BUSINESS MACHS | $226.44 | -0.49% | — | — | $351K | 0.11% | — | HELD |
| 63 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $341K | 0.11% | — | HELD |
| 64 | QGRO | AMERICAN CENTY ETF TR | $112.25 | -1.20% | — | — | $334K | 0.10% | — | HELD |
| 65 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $327K | 0.10% | — | HELD |
| 66 | PM | PHILIP MORRIS INTL INC | $198.44 | -0.86% | — | — | $321K | 0.10% | — | HELD |
| 67 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | — | — | $318K | 0.10% | — | HELD |
| 68 | VTV | VANGUARD INDEX FDS | $219.80 | -1.43% | — | — | $312K | 0.10% | — | HELD |
| 69 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $300K | 0.09% | — | HELD |
| 70 | BSCS | INVESCO EXCH TRD SLF IDX FD | $20.32 | 0.10% | — | — | $300K | 0.09% | — | HELD |
| 71 | IWB | ISHARES TR | $399.27 | -1.56% | — | — | $297K | 0.09% | — | HELD |
| 72 | MRK | MERCK & CO INC | $130.36 | -1.11% | — | — | $292K | 0.09% | — | HELD |
| 73 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $291K | 0.09% | — | HELD |
| 74 | ADBE | ADOBE INC | $263.43 | 5.72% | — | — | $277K | 0.09% | — | HELD |
| 75 | BILS | SPDR SERIES TRUST | $99.40 | 0.03% | — | — | $276K | 0.09% | — | HELD |
| 76 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.51 | -0.03% | — | — | $274K | 0.08% | — | HELD |
| 77 | BSCR | INVESCO EXCH TRD SLF IDX FD | $19.59 | 0.00% | — | — | $270K | 0.08% | — | HELD |
| 78 | VIG | VANGUARD SPECIALIZED FUNDS | $238.56 | -1.32% | — | — | $264K | 0.08% | — | HELD |
| 79 | MCD | MCDONALDS CORP | $271.52 | -0.55% | — | — | $254K | 0.08% | — | HELD |
| 80 | SBUX | STARBUCKS CORP | $104.14 | 1.01% | — | — | $248K | 0.08% | — | HELD |
| 81 | KO | COCA COLA CO | $89.08 | 0.92% | — | — | $245K | 0.08% | — | HELD |
| 82 | DFUV | DIMENSIONAL ETF TRUST | $55.02 | -1.40% | — | — | $242K | 0.07% | — | HELD |
| 83 | BMY | BRISTOL-MYERS SQUIBB CO | $63.10 | -0.79% | — | — | $219K | 0.07% | — | HELD |
| 84 | NFLX | NETFLIX INC. | $73.63 | 1.71% | — | — | $211K | 0.07% | — | HELD |
| 85 | VZ | VERIZON COMMUNICATIONS INC | $47.22 | -2.01% | — | — | $206K | 0.06% | — | HELD |
| 86 | WMT2 | WELLS FARGO & CO | — | — | — | — | $203K | 0.06% | — | HELD |
| 87 | VBR | VANGUARD INDEX FDS | $245.01 | -1.25% | — | — | $202K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001803005-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.