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CIK: 0001803005
Total reported value
$369.2M
$369.2M
75 檔
32.7%
As reported in its official Q2 2025 Form 13F filing, Wealth Advisors of Iowa, LLC's tracked investment portfolio stood at $369.2M with 75 total positions.
During Q2 2025, Wealth Advisors of Iowa, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 10.22% | -0.42% | -34.47% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 9.81% | -0.30% | +112.78% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 9.21% | +0.31% | +536.03% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.88% | +0.76% | -0.76% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.06% | +0.25% | +2.15% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.83% | -0.50% | -0.61% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.69% | — | +703.55% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.59% | — | -44.36% | |
| 9 | QGRO | American Century US Quality | ETF-Other | 5.51% | -0.02% | +2738.69% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.06% | -1.18% | +0.98% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | -0.05% | -0.21% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.62% | — | +20.61% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.47% | -0.09% | +85.64% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.46% | +2.66% | +7.18% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.19% | +0.35% | +9.65% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.16% | — | +0.08% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.91% | -0.08% | +0.05% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.04% | -0.38% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.87% | -0.13% | -4.62% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.06% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.10% | -1.74% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | — | +9.58% | |
| 23 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.69% | — | +114.67% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | -1.10% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.02% | +20.05% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | +0.17% | +1.51% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.60% | +2.79% | -6.88% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.53% | +0.29% | +10.99% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.04% | +3.56% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.42% | -0.03% | +2.56% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | — | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | +32.52% | |
| 33 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.36% | -0.02% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +3.26% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | -0.03% | -7.31% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | -4.61% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.06% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.04% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.13% | +118.69% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.27% | -0.01% | — | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.26% | -0.03% | +0.23% | |
| 42 | LNT | Alliant Energy CORP | Stock-Utilities | 0.22% | -0.01% | +0.01% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.02% | — | |
| 44 | WRB | Wr Berkley CORP | Stock-Financials | 0.19% | -0.01% | — | |
| 45 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.17% | — | -16.47% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.07% | — | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.17% | — | +39.60% | |
| 48 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.17% | — | +3.19% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.16% | -0.03% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.01% | — |
According to official SEC Form 13F filings, Wealth Advisors of Iowa, LLC reported a total U.S. public equity portfolio value of $369.2M across 75 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, EFAV, JEPQ) accounted for 32.7% of total reported equity market value during Q2 2025.
During Q2 2025, Wealth Advisors of Iowa, LLC's top holdings by market value included RSP (10.2%)、EFAV (9.8%)、JEPQ (9.2%). The largest single position, RSP, represented 10.2% of total portfolio value.
In Q2 2025, Wealth Advisors of Iowa, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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