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CIK: 0001803005
Total reported value
$369.2M
$369.2M
84 檔
37.6%
As reported in its official Q4 2025 Form 13F filing, Wealth Advisors of Iowa, LLC's tracked investment portfolio stood at $369.2M with 84 total positions.
In Q4 2025, Wealth Advisors of Iowa, LLC displayed an active expansion posture, initiating 3 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 11.81% | +0.31% | +3.60% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.43% | -0.42% | +0.54% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.74% | +0.35% | +491.83% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.45% | +0.76% | -0.00% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.15% | +0.25% | +0.41% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.08% | -0.50% | +1.69% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.29% | -1.18% | +105.86% | |
| 8 | QGRO | American Century US Quality | ETF-Other | 5.18% | -0.02% | -2.03% | |
| 9 | USMC | Principal US Mega-cap ETF | ETF-Other | 4.61% | -0.09% | -1.25% | |
| 10 | QINT | American Century Qlty Diver | ETF-Other | 2.75% | -0.59% | +27.88% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.97% | — | +3.36% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.05% | -0.07% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.66% | — | -24.67% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.63% | +2.66% | -0.91% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.61% | -0.30% | -81.54% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.36% | — | -1.85% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.23% | +3.63% | NEW | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.04% | +13.63% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.87% | -0.24% | +174.13% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.84% | -0.08% | +0.05% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.83% | -0.11% | +18.22% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.04% | -4.74% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | -0.06% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | -5.31% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.66% | +0.29% | -1.17% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.02% | -5.03% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.65% | -0.13% | +0.35% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.05% | -3.29% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | +2.79% | +99.62% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.10% | — | |
| 31 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.53% | -0.17% | +23.54% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | -6.28% | +58.95% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.49% | +0.17% | +0.22% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.41% | -0.03% | +1.86% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.13% | +24.92% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | — | +2.38% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +10.17% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.04% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.02% | -12.04% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.31% | -0.01% | +41.40% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.04% | -0.51% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.29% | -0.03% | +0.12% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | — | -3.58% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.07% | +62.14% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.25% | -0.06% | -0.24% | |
| 46 | LNT | Alliant Energy CORP | Stock-Utilities | 0.21% | -0.01% | +0.01% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | -0.03% | +0.17% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.07% | +125.00% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.17% | — | +3.74% | |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.17% | -0.02% | +103.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +7.3% | +491.83% | Add |
| 2 | QINT | American Century Qlty Diver | +0.6% | +27.88% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +174.13% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +58.95% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +3.36% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -4.74% | Trim |
| 7 | CAT | Caterpillar Inc | +0.1% | +125.00% | Add |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +3.60% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | +24.92% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +62.14% | Add |
| 11 | PYLD | Pimco Multisector Bond Actv | +0.1% | +18.22% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 13 | DE | Deere & Co | +0.1% | +41.40% | Add |
| 14 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | +103.00% | Add |
| 15 | LDUR | Pimco Enhanced Low Duration | +0.1% | +23.54% | Add |
| 16 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +10.17% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | -12.04% | Trim |
| 19 | JNJ | Johnson & Johnson | 0% | +34.62% | Add |
| 20 | RTX | Rtx CORP | 0% | +24.05% | Add |
| 21 | MAR | Marriott International -cl A | 0% | +3.74% | Add |
| 22 | MSFT | Microsoft CORP | 0% | +13.63% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +32.91% | Add |
| 25 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 26 | CRM | Salesforce Inc | 0% | -0.24% | Trim |
| 27 | VUG | Vanguard Growth ETF | — | +2.38% | Add |
| 28 | WMT | Walmart Inc | — | — | Unchanged |
| 29 | IBM | Intl Business Machines CORP | — | +0.50% | Add |
| 30 | PEP | Pepsico Inc | — | +4.50% | Add |
| 31 | PM | Philip Morris International | — | -4.14% | Trim |
| 32 | KO | Coca-cola Co/the | — | +0.16% | Add |
| 33 | VFF | Village Farms International | — | — | Unchanged |
| 34 | DFUV | Dimensional US Marketwide Va | — | — | Unchanged |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | — | +2.27% | Add |
| 36 | EPD | Enterprise Products Partners | — | +0.03% | Add |
| 37 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 38 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 39 | CVX | Chevron CORP | — | — | Unchanged |
| 40 | IUSV | Ishares Core S&p U.s. Value | 0% | +0.05% | Add |
| 41 | SYK | Stryker CORP | 0% | +0.17% | Add |
| 42 | LNT | Alliant Energy CORP | 0% | +0.01% | Add |
| 43 | XOM | Exxon Mobil CORP | 0% | -12.04% | Trim |
| 44 | ITW | Illinois Tool Works | 0% | -1.41% | Trim |
| 45 | PG | Procter & Gamble Co/the | 0% | +4.12% | Add |
| 46 | MCD | Mcdonald's CORP | 0% | -3.88% | Trim |
| 47 | MUB | Ishares National Muni Bond E | 0% | +0.12% | Add |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | 0% | -2.10% | Trim |
| 49 | CASY | Casey's General Stores Inc | 0% | +1.86% | Add |
| 50 | TSLA | Tesla Inc | 0% | -15.17% | Trim |
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 84 disclosed positions in Q4 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, SPDW) accounted for 37.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VEA
市值: $459.1K
Top Position Liquidated / Trimmed
T
前期市值: $208.0K
During Q4 2025, Wealth Advisors of Iowa, LLC's top holdings by market value included JEPQ (11.8%)、RSP (9.4%)、SPDW (8.7%). The largest single position, JEPQ, represented 11.8% of total portfolio value.
In Q4 2025, Wealth Advisors of Iowa, LLC made 73 total portfolio adjustments, initiating 3 new buys, adding to 40 positions, trimming 28 holdings, and fully liquidating 2 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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