Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2026) About Wealth Advisors Of Iowa, LLCInvestment ActivityWealth Advisors Of Iowa, LLC has $323.24 million in total holdings as of March 31, 2026.Wealth Advisors Of Iowa, LLC owns shares of 87 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 19.51% of the portfolio was purchased this quarter.About 12.37% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Iowa, LLC has purchased 84 new stocks and bought additional shares in 45 stocks.Wealth Advisors Of Iowa, LLC sold shares of 22 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $37,485,325JPMorgan Nasdaq Equity Premium Income ETF $35,259,993SPDR Portfolio Developed World ex-US ETF $29,595,852Invesco S&P 500 Equal Weight ETF $28,652,412SPDR Portfolio S&P 500 ETF $24,531,524 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $3,881,499 Holding31609A404 - FIDELITY COVINGTON TRUST $1,351,037 Holding72201R569 - PIMCO ETF TR $834,917 Holding922908363 - Vanguard S&P 500 ETF $434,468 Holding921946794 - Vanguard International High Dividend Yield ETF $412,112 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 356,355 shares (about $35.87M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 38,595 shares (about $3.88M)SPDR Bloomberg 1-3 Month T-Bill ETF 41,595 shares (about $3.81M)PIMCO Low Duration Exchange-Traded Fund 32,716 shares (about $3.13M)SPDR Portfolio Developed World ex-US ETF 48,971 shares (about $2.24M) Largest Sales this Quarter American Century U.S. Quality Growth ETF 134,674 shares (about $14.15M)Principal U.S. Mega-Cap ETF 143,403 shares (about $9.22M)American Century Quality Diversified International ETF 37,778 shares (about $2.47M)JPMorgan U.S. Quality Factor ETF 23,484 shares (about $1.44M)Energy Select Sector SPDR Fund 12,501 shares (about $765.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisors Of Iowa, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$37,485,325$35,870,737 â–²2,221.7%372,39511.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$35,259,993$895,259 â–²2.6%635,08710.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$29,595,852$2,235,526 â–²8.2%648,3219.2%ETFRSPInvesco S&P 500 Equal Weight ETF$28,652,412$132,041 â–¼-0.5%149,2948.9%ETFSPLGSPDR Portfolio S&P 500 ETF$24,531,524$21,737 â–¼-0.1%320,5067.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$23,481,822$1,781,312 â–²8.2%415,0197.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$18,300,527$64,454 â–²0.4%197,3315.7%ETFXLUUtilities Select Sector SPDR Fund$16,969,804$362,623 â–¼-2.1%369,7935.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,483,897$3,811,766 â–²142.6%70,7542.0%ETFQINTAmerican Century Quality Diversified International ETF$6,072,783$2,472,172 â–¼-28.9%92,8001.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,458,229$905,870 â–²19.9%55,7471.7%ETFAAPLApple$5,333,363$265,209 â–¼-4.7%21,0151.6%Computer and TechnologyIVViShares Core S&P 500 ETF$5,180,811$514,750 â–¼-9.0%7,9311.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$4,884,506$324,178 â–¼-6.2%53,4591.5%ETFLDURPIMCO Low Duration Exchange-Traded Fund$4,750,405$3,134,869 â–²194.0%49,5761.5%ETFUSMCPrincipal U.S. Mega-Cap ETF$3,965,425$9,222,560 â–¼-69.9%61,6591.2%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,881,499$3,881,499 â–²New Holding38,5951.2%ETFPIMCO ETF TR$3,789,775$1,834,997 â–²93.9%41,0681.2%ACTIVE BD ETFPYLDPIMCO Multi Sector Bond Active ETF$3,158,443$665,455 â–²26.7%120,5511.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,733,956$676,917 â–²32.9%56,5800.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$2,566,420$1,440,036 â–¼-35.9%41,8530.8%ETFIUSViShares Core S&P U.S. Value ETF$2,552,823$9,305 â–¼-0.4%24,9660.8%ManufacturingDEDeere & Company$2,534,670$1,399,701 â–²123.3%4,5000.8%IndustrialsBRK.ABerkshire Hathaway$2,154,4200.0%30.7%FinanceGOOGAlphabet$2,127,544$12,621 â–²0.6%7,4170.7%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$2,115,179$621,137 â–²41.6%45,0900.7%ETFCOSTCostco Wholesale$1,913,211$38,862 â–²2.1%1,9200.6%Retail/WholesaleMSFTMicrosoft$1,881,591$192,120 â–¼-9.3%5,0830.6%Computer and TechnologyCASYCasey's General Stores$1,837,755$204,600 â–²12.5%2,5240.6%Retail/WholesaleNVDANVIDIA$1,812,561$33,311 â–¼-1.8%10,3930.6%Computer and TechnologyAMZNAmazon.com$1,790,916$59,565 â–¼-3.2%8,5990.6%Retail/WholesaleBRK.BBerkshire Hathaway$1,727,037$31,627 â–¼-1.8%3,6040.5%FinanceGLDSPDR Gold Shares$1,676,409$330,463 â–²24.6%3,8960.5%FinanceXLEEnergy Select Sector SPDR Fund$1,552,504$765,807 â–¼-33.0%25,3430.5%ETFFIDELITY COVINGTON TRUST$1,351,037$1,351,037 â–²New Holding36,3180.4%ENHANCED INTLJPMJPMorgan Chase & Co.$1,043,750$14,705 â–²1.4%3,5490.3%FinanceVUGVanguard Growth ETF$1,035,3760.0%2,3700.3%ETFLLYEli Lilly and Company$951,213$9,199 â–²1.0%1,0340.3%MedicalGOOGLAlphabet$912,089$13,227 â–²1.5%3,1720.3%Computer and TechnologyQQQInvesco QQQ$901,793$115,466 â–²14.7%1,5620.3%FinanceMETAMeta Platforms$886,407$107,582 â–²13.8%1,5490.3%Computer and TechnologyMUBiShares National Muni Bond ETF$882,275$637 â–²0.1%8,3120.3%ETFPIMCO ETF TR$834,917$834,917 â–²New Holding16,8330.3%MTG BKD SECS ACTVVisa$819,161$53,502 â–²7.0%2,7100.3%Business ServicesCATCaterpillar$746,969$709 â–²0.1%1,0540.2%IndustrialsLNTAlliant Energy$692,8050.0%9,6540.2%UtilitiesSYKStryker$585,871$1,314 â–²0.2%1,7830.2%MedicalMARMarriott International$552,7780.0%1,6900.2%Consumer DiscretionaryCRMSalesforce$539,156$5,974 â–¼-1.1%2,8880.2%Computer and TechnologySLViShares Silver Trust$504,577$39,726 â–²8.5%7,4050.2%ETFVEAVanguard FTSE Developed Markets ETF$476,633$5,703 â–²1.2%7,4380.1%ETFWRBW.R. Berkley$458,127$1,988 â–²0.4%6,9120.1%FinanceVOOVanguard S&P 500 ETF$434,468$434,468 â–²New Holding7270.1%ETFAVGOBroadcom$433,624$14,547 â–²3.5%1,4010.1%Computer and TechnologyRTXRTX$430,757$1,929 â–²0.4%2,2330.1%AerospaceJNJJohnson & Johnson$430,670$30,553 â–²7.6%1,7620.1%MedicalAMATApplied Materials$425,5290.0%1,2450.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$412,112$412,112 â–²New Holding4,3730.1%ETFEPDEnterprise Products Partners$385,121$4,768 â–¼-1.2%10,1780.1%EnergyXOMExxonMobil$379,584$40,046 â–²11.8%2,2370.1%EnergyWALMART INC$351,270$6,215 â–²1.8%2,8260.1%COMIBMInternational Business Machines$350,681$7,271 â–²2.1%1,4470.1%Computer and TechnologyAMDAdvanced Micro Devices$341,356$20,343 â–²6.3%1,6780.1%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$333,928$14,146,404 â–¼-97.7%3,1790.1%ETFTSLATesla$327,141$7,063 â–²2.2%8800.1%Auto/Tires/TrucksPMPhilip Morris International$320,971$48,948 â–²18.0%1,9410.1%Consumer StaplesPGProcter & Gamble$317,698$289 â–²0.1%2,2000.1%Consumer StaplesVTVVanguard Value ETF$312,0440.0%1,5900.1%ETFPEPPepsiCo$300,364$932 â–²0.3%1,9340.1%Consumer StaplesBSCSInvesco BulletShares 2028 Corporate Bond ETF$300,014$3,063 â–²1.0%14,6900.1%ETFIWBiShares Russell 1000 ETF$296,5680.0%8320.1%ETFMRKMerck & Co., Inc.$291,849$4,932 â–²1.7%2,4260.1%MedicalCVXChevron$291,326$4,552 â–²1.6%1,4080.1%EnergyADBEAdobe$277,1110.0%1,1400.1%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$276,245$227,619 â–¼-45.2%2,7780.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$273,580$87,984 â–¼-24.3%14,0080.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$269,552$3,003 â–¼-1.1%13,7350.1%ETFVIGVanguard Dividend Appreciation ETF$263,645$263,645 â–²New Holding1,2260.1%ETFMCDMcDonald's$254,441$621 â–²0.2%8190.1%Retail/WholesaleSBUXStarbucks$247,657$717 â–¼-0.3%2,7640.1%Retail/WholesaleKOCocaCola$245,200$9,735 â–²4.1%3,2240.1%Consumer StaplesDFUVDimensional US Marketwide Value ETF$241,6220.0%4,9860.1%ETFBMYBristol Myers Squibb$218,760$218,760 â–²New Holding3,6070.1%MedicalNFLXNetflix$210,5690.0%2,1900.1%Consumer DiscretionaryVZVerizon Communications$205,829$205,829 â–²New Holding4,1000.1%Computer and TechnologyWFCWells Fargo & Company$202,898$202,898 â–²New Holding2,5490.1%FinanceVBRVanguard Small-Cap Value ETF$201,530$201,530 â–²New Holding9280.1%ETFJPSTJPMorgan Ultra-Short Income ETF$0$5,051,806 â–¼-100.0%00.0%ETFSPMOInvesco S&P 500 Momentum ETF$0$3,737,463 â–¼-100.0%00.0%ETFPULSPGIM Ultra Short Bond ETF$0$369,210 â–¼-100.0%00.0%ETFORCLOracle$0$207,579 â–¼-100.0%00.0%Computer and TechnologyITWIllinois Tool Works$0$206,892 â–¼-100.0%00.0%IndustrialsVFFVillage Farms International$0$67,799 â–¼-100.0%00.0%Consumer StaplesSTRIVE INC$0$16,401 â–¼-100.0%00.0%CL A COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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