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CIK: 0001803005
Total reported value
$369.2M
$369.2M
83 檔
36.6%
The Q3 2025 SEC filing reveals that Wealth Advisors of Iowa, LLC held a total portfolio value of $369.2M, covering 83 public equity positions.
In Q3 2025, Wealth Advisors of Iowa, LLC displayed an active expansion posture, initiating 18 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 11.70% | +0.31% | +31.87% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.63% | -0.42% | -0.86% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 8.92% | -0.30% | -1.17% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.56% | +0.76% | -1.89% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.20% | +0.25% | +5.83% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.26% | -0.50% | -0.64% | |
| 7 | QGRO | American Century US Quality | ETF-Other | 5.48% | -0.02% | +4.07% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.45% | -1.18% | +10.60% | |
| 9 | USMC | Principal US Mega-cap ETF | ETF-Other | 4.82% | -0.09% | +229.22% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.29% | — | -55.12% | |
| 11 | QINT | American Century Qlty Diver | ETF-Other | 2.13% | -0.59% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.05% | -0.21% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.85% | — | +1.01% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.67% | +2.66% | +14.64% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.48% | +0.35% | +29.06% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.43% | — | -73.72% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.28% | +3.63% | NEW | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.04% | +4.65% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.85% | -0.08% | -2.14% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.77% | -0.06% | — | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.74% | -0.11% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.02% | +1.11% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +4.37% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.29% | +29.57% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.67% | -0.13% | -16.04% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.05% | +5.15% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.04% | +5.61% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.10% | -7.39% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | +2.79% | — | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | +0.17% | -19.78% | |
| 31 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.45% | -0.17% | — | |
| 32 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.42% | -0.03% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | — | -4.30% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.35% | -6.28% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.04% | +0.51% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | -0.75% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.33% | -0.24% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | — | +2.38% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | -0.13% | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.03% | -5.65% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.02% | +9.49% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.04% | -1.35% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.24% | -0.06% | -3.72% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.03% | +0.17% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.22% | -0.01% | — | |
| 46 | LNT | Alliant Energy CORP | Stock-Utilities | 0.22% | -0.01% | +0.01% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.01% | +22.00% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.20% | — | -80.82% | |
| 49 | WRB | Wr Berkley CORP | Stock-Financials | 0.18% | -0.01% | +2.01% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | +10.1% | +31.87% | Add |
| 2 | QGRO | American Century US Quality | +5.3% | +4.07% | Add |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | +4% | -1.17% | Add |
| 4 | USMC | Principal US Mega-cap ETF | +4% | +229.22% | Add |
| 5 | JQUA | Jpmorgan US Quality Factor | +0.7% | -73.72% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +29.06% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +14.64% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +1.11% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +1.01% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +5.61% | Add |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +29.57% | Add |
| 12 | GLD | Spdr Gold Shares | +0.2% | — | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | +4.65% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +22.00% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +0.51% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.49% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +20.69% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +4.37% | Add |
| 19 | CASY | Casey's General Stores Inc | 0% | — | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -0.75% | Add |
| 21 | RTX | Rtx CORP | 0% | +10.21% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | -4.30% | Trim |
| 23 | SBUX | Starbucks CORP | 0% | -0.02% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | +0.64% | Add |
| 25 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | +0.18% | Trim |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | 0% | -3.03% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 29 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 30 | ITW | Illinois Tool Works | 0% | +1.43% | Add |
| 31 | MAR | Marriott International -cl A | 0% | +0.62% | Add |
| 32 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 33 | PM | Philip Morris International | 0% | +4.76% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | +14.38% | Add |
| 35 | MCD | Mcdonald's CORP | 0% | +4.17% | Add |
| 36 | WRB | Wr Berkley CORP | 0% | +2.01% | Add |
| 37 | KO | Coca-cola Co/the | 0% | +0.06% | Trim |
| 38 | PEP | Pepsico Inc | 0% | +3.77% | Add |
| 39 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | -2.68% | Trim |
| 40 | CVX | Chevron CORP | 0% | — | Trim |
| 41 | EPD | Enterprise Products Partners | 0% | +0.04% | Add |
| 42 | PG | Procter & Gamble Co/the | 0% | +5.66% | Add |
| 43 | ADBE | Adobe Inc | 0% | +6.32% | Add |
| 44 | LNT | Alliant Energy CORP | -0.1% | +0.01% | Add |
| 45 | SYK | Stryker CORP | -0.1% | +0.17% | Add |
| 46 | DE | Deere & Co | -0.1% | — | Unchanged |
| 47 | LLY | Eli Lilly & Co | -0.1% | -1.35% | Trim |
| 48 | V | Visa Inc-class A Shares | -0.1% | +2.38% | Trim |
| 49 | CRM | Salesforce Inc | -0.1% | -3.72% | Trim |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +10.60% | Add |
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 83 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPQ, RSP, EFAV) accounted for 36.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
QINT
市值: $6.3M
Top Position Liquidated / Trimmed
JEPI
前期市值: $15.5M
During Q3 2025, Wealth Advisors of Iowa, LLC's top holdings by market value included JEPQ (11.7%)、RSP (9.6%)、EFAV (8.9%). The largest single position, JEPQ, represented 11.7% of total portfolio value.
In Q3 2025, Wealth Advisors of Iowa, LLC made 86 total portfolio adjustments, initiating 18 new buys, adding to 39 positions, trimming 20 holdings, and fully liquidating 9 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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