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CIK: 0001803005
Total reported value
$369.2M
$369.2M
87 檔
42.1%
According to the latest 13F quarterly dataset, Wealth Advisors of Iowa, LLC managed an equity portfolio of $369.2M at the end of Q1 2026, spanning 87 distinct U.S. exchange-listed positions.
In Q1 2026, Wealth Advisors of Iowa, LLC displayed an active expansion posture, initiating 10 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, JEPQ, SPDW) accounted for 42.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
MINT
市值: $3.9M
Top Position Liquidated / Trimmed
JPST
前期市值: $5.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.60% | -6.28% | +2221.66% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 10.91% | +0.31% | +2.61% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.16% | +0.35% | +8.17% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.86% | -0.42% | -0.46% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.59% | +0.76% | -0.09% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.26% | +0.25% | +8.21% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.66% | -0.50% | +0.35% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.25% | -1.18% | -2.09% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.01% | -0.24% | +142.65% | |
| 10 | QINT | American Century Qlty Diver | ETF-Other | 1.88% | -0.59% | -28.93% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.69% | +2.66% | +19.90% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.65% | — | -4.74% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.05% | -9.04% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.51% | -0.30% | -6.22% | |
| 15 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.47% | -0.17% | +194.05% | |
| 16 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.23% | -0.09% | -69.93% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.20% | -0.51% | — | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.17% | -0.13% | +93.87% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.98% | -0.11% | +26.69% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.85% | +0.29% | +32.91% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.79% | — | -35.94% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.79% | -0.08% | -0.36% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.78% | -0.01% | +123.33% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.67% | -0.06% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.04% | +0.60% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.65% | +0.17% | +41.57% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.10% | +2.07% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.04% | -9.26% | |
| 29 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.57% | -0.03% | +12.53% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.02% | -1.80% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | — | -3.22% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.05% | -1.80% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.13% | +24.55% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | +2.79% | -33.03% | |
| 35 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.42% | -0.28% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.01% | +1.43% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | +0.98% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.02% | +1.47% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.07% | +14.68% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.04% | +13.81% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.27% | -0.03% | +0.07% | |
| 43 | PMBS | Pimco Mbs Active ETF | ETF-Other | 0.26% | -0.04% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | +6.99% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.07% | +0.10% | |
| 46 | LNT | Alliant Energy CORP | Stock-Utilities | 0.21% | -0.01% | — | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.18% | -0.03% | +0.22% | |
| 48 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.17% | — | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.17% | -0.06% | -1.10% | |
| 50 | SLV | Ishares Silver Trust | ETF-Commodities | 0.16% | -0.05% | +8.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +11.1% | +2221.66% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | +142.65% | Add |
| 3 | LDUR | Pimco Enhanced Low Duration | +0.9% | +194.05% | Add |
| 4 | BOND | Pimco Active Bond Exchange-t | +0.5% | +93.87% | Add |
| 5 | DE | Deere & Co | +0.5% | +123.33% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +8.17% | Add |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +32.91% | Add |
| 8 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +41.57% | Add |
| 9 | CASY | Casey's General Stores Inc | +0.2% | +12.53% | Add |
| 10 | PYLD | Pimco Multisector Bond Actv | +0.2% | +26.69% | Add |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +8.21% | Add |
| 12 | GLD | Spdr Gold Shares | +0.1% | +24.55% | Add |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +19.90% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +2.07% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | +11.79% | Add |
| 16 | CAT | Caterpillar Inc | 0% | +0.10% | Add |
| 17 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | 0% | +7.64% | Add |
| 19 | CVX | Chevron CORP | 0% | +1.59% | Add |
| 20 | SLV | Ishares Silver Trust | 0% | +8.55% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | +14.68% | Add |
| 22 | PM | Philip Morris International | 0% | +17.99% | Add |
| 23 | EPD | Enterprise Products Partners | 0% | -1.22% | Trim |
| 24 | WMT | Walmart Inc | 0% | +1.80% | Add |
| 25 | MRK | Merck & Co. Inc. | 0% | +1.72% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +4.13% | Add |
| 27 | LNT | Alliant Energy CORP | — | — | Unchanged |
| 28 | MAR | Marriott International -cl A | — | — | Unchanged |
| 29 | PEP | Pepsico Inc | — | +0.31% | Add |
| 30 | RTX | Rtx CORP | — | +0.45% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | — | +1.21% | Add |
| 32 | SBUX | Starbucks CORP | — | -0.29% | Trim |
| 33 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 34 | NFLX | Netflix Inc | — | — | Unchanged |
| 35 | MCD | Mcdonald's CORP | — | +0.24% | Add |
| 36 | AMD | Advanced Micro Devices | — | +6.34% | Add |
| 37 | PG | Procter & Gamble Co/the | — | +0.09% | Add |
| 38 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 39 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | 0% | -1.10% | Trim |
| 41 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +1.03% | Add |
| 42 | AVGO | Broadcom Inc | 0% | +3.47% | Add |
| 43 | WRB | Wr Berkley CORP | 0% | +0.44% | Add |
| 44 | MUB | Ishares National Muni Bond E | 0% | +0.07% | Add |
| 45 | IBM | Intl Business Machines CORP | 0% | +2.12% | Add |
| 46 | TSLA | Tesla Inc | 0% | +2.21% | Add |
| 47 | SYK | Stryker CORP | 0% | +0.22% | Add |
| 48 | META | Meta Platforms Inc-class A | 0% | +13.81% | Add |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -2.09% | Trim |
| 50 | ADBE | Adobe Inc | 0% | — | Unchanged |
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 87 disclosed positions in Q1 2026.
During Q1 2026, Wealth Advisors of Iowa, LLC's top holdings by market value included SGOV (11.6%)、JEPQ (10.9%)、SPDW (9.2%). The largest single position, SGOV, represented 11.6% of total portfolio value.
In Q1 2026, Wealth Advisors of Iowa, LLC made 84 total portfolio adjustments, initiating 10 new buys, adding to 45 positions, trimming 22 holdings, and fully liquidating 7 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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