Wealth Advisors of Iowa, LLC — Q2 2025 13F Holdings

Name: Wealth Advisors of Iowa, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001803005

Total reported value

$323.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	10.22%	—	-34.47%
2	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	9.81%	—	+112.78%
3	JEPQ	JPM Nasdaq Equity Premium	ETF-Tech	9.21%	-0.90%	+536.03%
4	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	8.88%	-0.86%	-0.76%
5	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	7.06%	+0.11%	+2.15%
6	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	6.83%	-0.42%	-0.61%
7	JQUA	Jpmorgan US Quality Factor	ETF-Other	5.69%	-0.57%	+703.55%
8	JPST	Jpmorgan Ultra-short Income	ETF-Other	5.59%	-1.66%	EXIT
9	QGRO	American Century US Quality	ETF-Other	5.51%	-5.08%	+2738.69%
10	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	5.06%	-0.04%	+0.98%
11	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.03%	-0.36%	-0.21%
12	AAPL	Apple INC	Stock-Tech	1.62%	-0.32%	+20.61%
13	USMC	Principal US Mega-cap ETF	ETF-Other	1.47%	-3.38%	+85.64%
14	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.46%	+0.06%	+7.18%
15	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.19%	+0.42%	+9.65%
16	PULS	Pgim Ultra Short Bond ETF	ETF-Other	1.16%	-0.12%	EXIT
17	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.91%	—	+0.05%
18	MSFT	Microsoft CORP	Stock-Tech	0.88%	-0.31%	-0.38%
19	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.87%	+0.52%	-4.62%
20	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.82%	—	—
21	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.75%	+0.06%	-1.74%
22	AMZN	Amazon.com INC	Stock-Consumer Disc	0.74%	-0.12%	+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%	—	-1.10%
25	NVDA	Nvidia CORP	Stock-Tech	0.65%	-0.09%	+20.05%
26	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.63%	+0.16%	+1.51%
27	XLE	Ss Energy Select Sector	ETF-Other	0.60%	-0.08%	-6.88%
28	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.53%	+0.19%	+10.99%
29	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.49%	-0.10%	+3.56%
30	CASY	Casey's General Stores INC	Stock-Consumer Disc	0.42%	+0.16%	+2.56%
31	VUG	Vanguard Growth ETF	ETF-Other	0.40%	—	—
32	META	Meta Platforms Inc-class A	Stock-Comm Services	0.38%	—	+32.52%
33	BILS	Ss Spdrb B 3-12m T-bill ETF	ETF-Other	0.36%	-0.08%	—
34	JPM	Jpmorgan Chase & Co	Stock-Financials	0.35%	—	+3.26%
35	MUB	Ishares National Muni Bond E	ETF-Other	0.34%	—	-7.31%
36	V	Visa Inc-class A Shares	Stock-Financials	0.34%	—	-4.61%
37	CRM	Salesforce INC	Stock-Tech	0.31%	-0.08%	—
38	LLY	Eli Lilly & Co	Stock-Healthcare	0.30%	-0.07%	—
39	GLD	Spdr Gold Shares	ETF-Commodities	0.29%	+0.11%	+118.69%
40	DE	Deere & Co	Stock-Industrials	0.27%	+0.47%	—
41	SYK	Stryker CORP	Stock-Healthcare	0.26%	—	+0.23%
42	LNT	Alliant Energy CORP	Stock-Utilities	0.22%	—	+0.01%
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.21%	—	—
44	WRB	Wr Berkley CORP	Stock-Financials	0.19%	—	—
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%	—	—
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%	-0.04%	—
50	AVGO	Broadcom INC	Stock-Tech	0.16%	—	—

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