Wealth Advisors Of Iowa, LLC Top Holdings and 13F Report (2026) About Wealth Advisors Of Iowa, LLCInvestment ActivityWealth Advisors Of Iowa, LLC has $369.19 million in total holdings as of June 30, 2026.Wealth Advisors Of Iowa, LLC owns shares of 90 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 13.09% of the portfolio was purchased this quarter.About 7.12% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Iowa, LLC has purchased 87 new stocks and bought additional shares in 34 stocks.Wealth Advisors Of Iowa, LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Nasdaq Equity Premium Income ETF $41,424,808SPDR Portfolio Developed World ex-US ETF $35,108,666Invesco S&P 500 Equal Weight ETF $31,178,217SPDR Portfolio S&P 500 ETF $30,825,747SPDR Portfolio S&P 500 Value ETF $27,728,388 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $13,385,521 Holding00287Y109 - AbbVie $221,914 Holding907818108 - Union Pacific $217,600 Holding808524797 - Schwab US Dividend Equity ETF $200,471 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $200,075 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 82,862 shares (about $13.39M)Energy Select Sector SPDR Fund 201,821 shares (about $10.72M)SPDR Portfolio S&P 500 Growth ETF 79,253 shares (about $9.43M)SPDR Portfolio S&P 500 ETF 30,265 shares (about $2.66M)SPDR Portfolio S&P 500 Value ETF 41,115 shares (about $2.50M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 177,433 shares (about $17.86M)Utilities Select Sector SPDR Fund 38,229 shares (about $1.73M)American Century Quality Diversified International ETF 24,115 shares (about $1.67M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 13,283 shares (about $1.34M)FIDELITY COVINGTON TRUST 23,513 shares (about $943.58K) 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 PortfolioSectorJEPQJPMorgan Nasdaq Equity Premium Income ETF$41,424,808$2,392,390 â–²6.1%674,01311.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$35,108,666$2,439,735 â–²7.5%696,7389.5%ETFRSPInvesco S&P 500 Equal Weight ETF$31,178,217$587,032 â–¼-1.8%146,5358.4%ETFSPLGSPDR Portfolio S&P 500 ETF$30,825,747$2,659,687 â–²9.4%350,7718.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$27,728,388$2,499,381 â–²9.9%456,1347.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$19,626,758$17,862,120 â–¼-47.6%194,9625.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$19,042,413$7,910 â–²0.0%197,4135.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$16,063,631$9,430,303 â–²142.2%135,0004.4%ETFXLUUtilities Select Sector SPDR Fund$15,033,095$1,733,301 â–¼-10.3%331,5644.1%ETFSPMOInvesco S&P 500 Momentum ETF$13,385,521$13,385,521 â–²New Holding82,8623.6%ETFXLEEnergy Select Sector SPDR Fund$12,064,692$10,718,724 â–²796.4%227,1643.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,519,999$36,106 â–²0.6%71,1481.8%ETFAAPLApple$6,073,484$7,234 â–¼-0.1%20,9901.6%TechnologyIVViShares Core S&P 500 ETF$5,713,929$225,412 â–¼-3.8%7,6301.5%ETFLDURPIMCO Low Duration Exchange-Traded Fund$4,812,926$72,951 â–²1.5%50,3391.3%ETFQINTAmerican Century Quality Diversified International ETF$4,768,681$1,674,263 â–¼-26.0%68,6851.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$4,474,509$214,362 â–¼-4.6%51,0151.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,193,397$930,443 â–²28.5%72,7141.1%ETFUSMCPrincipal U.S. Mega-Cap ETF$4,192,885$377,674 â–¼-8.3%56,5641.1%ETFPIMCO ETF TR$3,827,319$40,480 â–²1.1%41,5071.0%ACTIVE BD ETFPYLDPIMCO Multi Sector Bond Active ETF$3,201,455$4,429 â–²0.1%120,7180.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,010,627$675,880 â–²28.9%58,1430.8%ETFJQUAJPMorgan U.S. Quality Factor ETF$2,924,574$100,541 â–¼-3.3%40,4620.8%ETFDEDeere & Company$2,854,893$634 â–²0.0%4,5010.8%IndustrialsIUSViShares Core S&P U.S. Value ETF$2,638,387$111,580 â–¼-4.1%23,9530.7%ETFGOOGAlphabet$2,588,112$32,506 â–¼-1.2%7,3250.7%Communication ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,551,703$1,339,059 â–¼-34.4%25,3120.7%ETFBRK.ABerkshire Hathaway$2,246,5500.0%30.6%FinanceAMZNAmazon.com$2,035,188$14,300 â–¼-0.7%8,5390.6%Consumer DiscretionaryCASYCasey's General Stores$2,006,931$795 â–²0.0%2,5250.5%Consumer StaplesMSFTMicrosoft$1,999,204$103,317 â–²5.4%5,3600.5%TechnologyNVDANVIDIA$1,987,873$91,850 â–¼-4.4%9,9340.5%TechnologyCOSTCostco Wholesale$1,791,515$4,678 â–¼-0.3%1,9150.5%Consumer StaplesBRK.BBerkshire Hathaway$1,783,391$20,016 â–¼-1.1%3,5640.5%FinanceGLDSPDR Gold Shares$1,426,737$8,473 â–¼-0.6%3,8730.4%ETFVYMIVanguard International High Dividend Yield ETF$1,330,975$901,555 â–²209.9%13,5540.4%ETFQQQInvesco QQQ$1,295,630$145,105 â–²12.6%1,7590.4%ETFLLYEli Lilly and Company$1,204,455$35,990 â–¼-2.9%1,0040.3%HealthcareVUGVanguard Growth ETF$1,164,731$960,574 â–²470.5%13,5210.3%ETFJPMJPMorgan Chase & Co.$1,161,825$327 â–²0.0%3,5500.3%FinanceCATCaterpillar$1,122,8050.0%1,0540.3%IndustrialsGOOGLAlphabet$1,117,493$16,082 â–¼-1.4%3,1270.3%Communication ServicesAMDAdvanced Micro Devices$945,721$29,045 â–¼-3.0%1,6280.3%TechnologyVVisa$940,328$10,635 â–²1.1%2,7410.3%FinanceAMATApplied Materials$900,1350.0%1,2450.2%TechnologyMUBiShares National Muni Bond ETF$895,329$753 â–²0.1%8,3190.2%ETFMETAMeta Platforms$858,719$14,087 â–¼-1.6%1,5240.2%Communication ServicesPIMCO ETF TR$814,770$16,444 â–¼-2.0%16,5000.2%MTG BKD SECS ACTLNTAlliant Energy$736,604$76 â–²0.0%9,6550.2%UtilitiesMARMarriott International$626,3840.0%1,6900.2%Consumer DiscretionarySYKStryker$562,689$1,260 â–²0.2%1,7870.2%HealthcareAVGOBroadcom$529,2280.0%1,4010.1%TechnologyFIDELITY COVINGTON TRUST$513,865$943,577 â–¼-64.7%12,8050.1%ENHANCED INTLVEAVanguard FTSE Developed Markets ETF$507,712$22,229 â–¼-4.2%7,1260.1%ETFVOOVanguard S&P 500 ETF$499,5900.0%7270.1%ETFWRBW.R. Berkley$487,5030.0%6,9120.1%FinanceJNJJohnson & Johnson$447,4610.0%1,7620.1%HealthcareRTXRTX$422,248$1,518 â–¼-0.4%2,2250.1%IndustrialsCRMSalesforce$421,786$30,710 â–¼-6.8%2,6920.1%TechnologyIBMInternational Business Machines$409,321$2,530 â–²0.6%1,4560.1%TechnologySLViShares Silver Trust$394,341$1,604 â–¼-0.4%7,3750.1%ETFEPDEnterprise Products Partners$374,896$735 â–²0.2%10,1980.1%EnergyVTVVanguard Value ETF$346,6040.0%1,5900.1%ETFIWBiShares Russell 1000 ETF$340,6000.0%8320.1%ETFMRKMerck & Co., Inc.$333,008$21,327 â–²6.8%2,5920.1%HealthcareTSLATesla$318,816$51,313 â–¼-13.9%7580.1%Consumer DiscretionaryWALMART INC$318,213$1,812 â–¼-0.6%2,8100.1%COMXOMExxonMobil$316,814$10,939 â–²3.6%2,3170.1%EnergyBSCSInvesco BulletShares 2028 Corporate Bond ETF$304,967$5,804 â–²1.9%14,9750.1%ETFPGProcter & Gamble$304,430$18,184 â–¼-5.6%2,0760.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$290,1910.0%1,2260.1%ETFSBUXStarbucks$282,4870.0%2,7640.1%Consumer DiscretionaryQGROAmerican Century U.S. Quality Growth ETF$280,099$95,137 â–¼-25.4%2,3730.1%ETFDFUVDimensional US Marketwide Value ETF$274,2800.0%4,9860.1%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$273,891$2,186 â–¼-0.8%2,7560.1%ETFPEPPepsiCo$272,519$10,565 â–²4.0%2,0120.1%Consumer StaplesBSCRInvesco BulletShares 2027 Corporate Bond ETF$269,612$196 â–²0.1%13,7450.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$267,789$5,721 â–¼-2.1%13,7150.1%ETFKOCocaCola$257,572$4,470 â–¼-1.7%3,1690.1%Consumer StaplesCVXChevron$239,321$5,966 â–²2.6%1,4440.1%EnergyVBRVanguard Small-Cap Value ETF$225,4080.0%9280.1%ETFABBVAbbVie$221,914$221,914 â–²New Holding8820.1%HealthcarePMPhilip Morris International$219,444$131,703 â–¼-37.5%1,2130.1%Consumer StaplesUNPUnion Pacific$217,600$217,600 â–²New Holding8000.1%IndustrialsWFCWells Fargo & Company$210,780$165 â–²0.1%2,5510.1%FinanceBMYBristol Myers Squibb$209,715$1,901 â–²0.9%3,6400.1%HealthcareADBEAdobe$202,970$30,753 â–¼-13.2%9900.1%TechnologyMCDMcDonald's$202,268$19,199 â–¼-8.7%7480.1%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$200,471$200,471 â–²New Holding6,3220.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$200,075$200,075 â–²New Holding3830.1%ETFNFLXNetflix$0$210,569 â–¼-100.0%00.0%Communication ServicesVZVerizon Communications$0$205,829 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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