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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $100.45 | 0.03% | 4.31% | 19.02% | $37.5M | 11.60% | +356,355 | +2221.7% |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | $58.90 | -3.01% | 25.79% | 102.27% | $35.3M | 10.91% | +16,125 | +2.6% |
| 3 | SPDW | SPDR INDEX SHS FDS | $49.33 | -3.71% | 26.64% | 54.23% | $29.6M | 9.16% | +48,971 | +8.2% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $207.83 | -1.42% | 18.26% | 47.36% | $28.7M | 8.86% | −688 | −0.5% |
| 5 | SPYM | SPDR SERIES TRUST | $86.81 | -2.58% | 24.60% | 80.04% | $24.5M | 7.59% | −284 | −0.1% |
| 6 | SPYV | SPDR SERIES TRUST | $60.69 | -1.12% | 20.34% | 67.96% | $23.5M | 7.26% | +31,483 | +8.2% |
| 7 | USMV | ISHARES TR | $95.64 | -1.06% | 3.62% | 35.72% | $18.3M | 5.66% | +695 | +0.4% |
| 8 | XLU | SELECT SECTOR SPDR TR | $44.35 | 0.93% | 12.36% | 55.30% | $17.0M | 5.25% | −7,902 | −2.1% |
| 9 | BIL | SPDR SERIES TRUST | $91.45 | 0.04% | 4.23% | 18.33% | $6.5M | 2.01% | +41,595 | +142.6% |
| 10 | QINT | AMERICAN CENTY ETF TR | $69.13 | -2.33% | 22.99% | 52.92% | $6.1M | 1.88% | −37,778 | −28.9% |
| 11 | SPYG | SPDR SERIES TRUST | $116.55 | -3.83% | 28.20% | 85.39% | $5.5M | 1.69% | +9,252 | +19.9% |
| 12 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $5.3M | 1.65% | −1,045 | −4.7% |
| 13 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $5.2M | 1.60% | −788 | −9.0% |
| 14 | EFAV | ISHARES TR | $88.96 | -1.22% | 8.30% | 30.91% | $4.9M | 1.51% | −3,548 | −6.2% |
| 15 | LDUR | PIMCO ETF TR | $95.10 | -0.16% | 4.75% | 11.59% | $4.8M | 1.47% | +32,716 | +194.0% |
| 16 | USMC | PRINCIPAL EXCHANGE TRADED FD | $72.53 | -2.27% | 20.31% | 88.97% | $4.0M | 1.23% | −143,403 | −69.9% |
| 17 | MINT | PIMCO ETF TR | $100.51 | 0.01% | 5.06% | 18.65% | $3.9M | 1.20% | +38,595 | NEW |
| 18 | BOND | PIMCO ETF TR | $91.24 | -0.57% | 6.80% | 0.63% | $3.8M | 1.17% | +19,885 | +93.9% |
| 19 | PYLD | PIMCO ETF TR | $26.24 | -0.34% | 7.78% | 23.82% | $3.2M | 0.98% | +25,399 | +26.7% |
| 20 | SPSM | SPDR SERIES TRUST | $53.57 | -1.78% | 29.80% | 35.35% | $2.7M | 0.85% | +14,009 | +32.9% |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | $69.89 | -2.82% | 18.59% | 76.96% | $2.6M | 0.79% | −23,484 | −35.9% |
| 22 | IUSV | ISHARES TR | $109.66 | -1.15% | 20.35% | 66.77% | $2.6M | 0.79% | −91 | −0.4% |
| 23 | DE | DEERE & CO | $583.44 | -1.40% | 13.67% | 71.87% | $2.5M | 0.78% | +2,485 | +123.3% |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.67% | — | HELD |
| 25 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $2.1M | 0.66% | +44 | +0.6% |
| 26 | SPEM | SPDR INDEX SHS FDS | $50.53 | -4.04% | 23.98% | 35.82% | $2.1M | 0.65% | +13,241 | +41.6% |
| 27 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | -3.70% | 138.72% | $1.9M | 0.59% | +39 | +2.1% |
| 28 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $1.9M | 0.58% | −519 | −9.3% |
| 29 | CASY | CASEYS GEN STORES INC | $761.91 | 0.04% | 72.24% | 296.64% | $1.8M | 0.57% | +281 | +12.5% |
| 30 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $1.8M | 0.56% | −191 | −1.8% |
| 31 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $1.8M | 0.55% | −286 | −3.2% |
| 32 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.7M | 0.53% | −66 | −1.8% |
| 33 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $1.7M | 0.52% | +768 | +24.6% |
| 34 | XLE | SELECT SECTOR SPDR TR | $57.67 | -1.84% | — | — | $1.6M | 0.48% | −12,501 | −33.0% |
| 35 | FENI | FIDELITY COVINGTON TRUST | $39.30 | -2.72% | — | — | $1.4M | 0.42% | +36,318 | NEW |
| 36 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $1.0M | 0.32% | +50 | +1.4% |
| 37 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | — | — | $1.0M | 0.32% | — | HELD |
| 38 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $951K | 0.29% | +10 | +1.0% |
| 39 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $912K | 0.28% | +46 | +1.5% |
| 40 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $902K | 0.28% | +200 | +14.7% |
| 41 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $886K | 0.27% | +188 | +13.8% |
| 42 | MUB | ISHARES TR | $106.97 | -0.21% | — | — | $882K | 0.27% | +6 | +0.1% |
| 43 | PMBS | PIMCO ETF TR | $48.98 | -0.51% | — | — | $835K | 0.26% | +16,833 | NEW |
| 44 | V | VISA INC | $323.57 | 1.06% | — | — | $819K | 0.25% | +177 | +7.0% |
| 45 | CAT | CATERPILLAR INC | $904.28 | -3.85% | — | — | $747K | 0.23% | +1 | +0.1% |
| 46 | LNT | ALLIANT ENERGY CORP | $72.87 | 2.07% | — | — | $693K | 0.21% | — | HELD |
| 47 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $586K | 0.18% | +4 | +0.2% |
| 48 | MAR | MARRIOTT INTL INC NEW | $392.51 | 1.87% | — | — | $553K | 0.17% | — | HELD |
| 49 | CRM | SALESFORCE INC | $185.66 | -1.64% | — | — | $539K | 0.17% | −32 | −1.1% |
| 50 | SLV | ISHARES SILVER TR | $61.57 | -8.08% | — | — | $505K | 0.16% | +583 | +8.5% |
| 51 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | — | — | $477K | 0.15% | +89 | +1.2% |
| 52 | WRB | BERKLEY W R CORP | $68.57 | 3.41% | — | — | $458K | 0.14% | +30 | +0.4% |
| 53 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | — | — | $434K | 0.13% | +727 | NEW |
| 54 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $434K | 0.13% | +47 | +3.5% |
| 55 | RTX | RTX CORPORATION | $180.99 | 0.88% | — | — | $431K | 0.13% | +10 | +0.4% |
| 56 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $431K | 0.13% | +125 | +7.6% |
| 57 | AMAT | APPLIED MATLS INC | $453.01 | -9.71% | — | — | $426K | 0.13% | — | HELD |
| 58 | VYMI | VANGUARD WHITEHALL FDS | $98.05 | -1.98% | — | — | $412K | 0.13% | +4,373 | NEW |
| 59 | EPD | ENTERPRISE PRODS PARTNERS L | $37.81 | -0.97% | — | — | $385K | 0.12% | −126 | −1.2% |
| 60 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $380K | 0.12% | +236 | +11.8% |
| 61 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $351K | 0.11% | +50 | +1.8% |
| 62 | IBM | INTERNATIONAL BUSINESS MACHS | $284.84 | -5.61% | — | — | $351K | 0.11% | +30 | +2.1% |
| 63 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | — | — | $341K | 0.11% | +100 | +6.3% |
| 64 | QGRO | AMERICAN CENTY ETF TR | $113.99 | -2.71% | — | — | $334K | 0.10% | −134,674 | −97.7% |
| 65 | TSLA | TESLA INC | $391.00 | -6.56% | — | — | $327K | 0.10% | +19 | +2.2% |
| 66 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | — | — | $321K | 0.10% | +296 | +18.0% |
| 67 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | — | — | $318K | 0.10% | +2 | +0.1% |
| 68 | VTV | VANGUARD INDEX FDS | $212.02 | -1.36% | — | — | $312K | 0.10% | — | HELD |
| 69 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $300K | 0.09% | +6 | +0.3% |
| 70 | BSCS | INVESCO EXCH TRD SLF IDX FD | $20.36 | -0.20% | — | — | $300K | 0.09% | +150 | +1.0% |
| 71 | IWB | ISHARES TR | $403.01 | -2.58% | — | — | $297K | 0.09% | — | HELD |
| 72 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $292K | 0.09% | +41 | +1.7% |
| 73 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $291K | 0.09% | +22 | +1.6% |
| 74 | ADBE | ADOBE INC | $251.44 | -2.70% | — | — | $277K | 0.09% | — | HELD |
| 75 | BILS | SPDR SERIES TRUST | $99.18 | 0.01% | — | — | $276K | 0.09% | −2,289 | −45.2% |
| 76 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.55 | 0.00% | — | — | $274K | 0.08% | −4,505 | −24.3% |
| 77 | BSCR | INVESCO EXCH TRD SLF IDX FD | $19.63 | -0.08% | — | — | $270K | 0.08% | −153 | −1.1% |
| 78 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | — | — | $264K | 0.08% | +1,226 | NEW |
| 79 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $254K | 0.08% | +2 | +0.2% |
| 80 | SBUX | STARBUCKS CORP | $95.29 | 1.22% | — | — | $248K | 0.08% | −8 | −0.3% |
| 81 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $245K | 0.08% | +128 | +4.1% |
| 82 | DFUV | DIMENSIONAL ETF TRUST | $53.53 | -1.98% | — | — | $242K | 0.07% | — | HELD |
| 83 | BMY | BRISTOL-MYERS SQUIBB CO | $57.27 | 1.18% | — | — | $219K | 0.07% | +3,607 | NEW |
| 84 | NFLX | NETFLIX INC. | $82.18 | 0.76% | — | — | $211K | 0.07% | — | HELD |
| 85 | VZ | VERIZON COMMUNICATIONS INC | $45.37 | 1.11% | — | — | $206K | 0.06% | +4,100 | NEW |
| 86 | WMT2 | WELLS FARGO & CO | — | — | — | — | $203K | 0.06% | +2,549 | NEW |
| 87 | VBR | VANGUARD INDEX FDS | $234.32 | -1.10% | — | — | $202K | 0.06% | +928 | NEW |
| 88 | JPST | J P MORGAN EXCHANGE TRADED F | $50.41 | -0.04% | — | — | — | — | −99,858 | EXITED |
| 89 | SPMO | INVESCO EXCH TRADED FD TR II | $144.28 | -5.59% | — | — | — | — | −31,323 | EXITED |
| 90 | PULS | PGIM ETF TR | $49.57 | -0.02% | — | — | — | — | −7,445 | EXITED |
| 91 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | — | — | −1,065 | EXITED |
| 92 | ITW | ILLINOIS TOOL WKS INC | $252.72 | 0.64% | — | — | — | — | −840 | EXITED |
| 93 | VFF | VILLAGE FARMS INTL INC | $2.09 | -15.38% | — | — | — | — | −18,575 | EXITED |
| 94 | ASST | STRIVE INC | $13.92 | -7.32% | — | — | — | — | −22,224 | EXITED |
Source: SEC EDGAR · accession 0001803005-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.