Holders — by stockHoldings — by fund
Wealth Advisors of Iowa, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803005
$369.2M
disclosed book value
90
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 90 of 90 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JEPQJ P MORGAN EXCHANGE TRADED F | 674,013 | $41.4M | 11.2% |
| 2 | SPDWSPDR INDEX SHS FDS | 696,738 | $35.1M | 9.5% |
| 3 | RSPINVESCO EXCHANGE TRADED FD T | 146,535 | $31.2M | 8.4% |
| 4 | SPYMSPDR SERIES TRUST | 350,771 | $30.8M | 8.3% |
| 5 | SPYVSPDR SERIES TRUST | 456,134 | $27.7M | 7.5% |
| 6 | SGOVISHARES TR | 194,962 | $19.6M | 5.3% |
| 7 | USMVISHARES TR | 197,413 | $19.0M | 5.2% |
| 8 | SPYGSPDR SERIES TRUST | 135,000 | $16.1M | 4.4% |
| 9 | XLUSELECT SECTOR SPDR TR | 331,564 | $15.0M | 4.1% |
| 10 | SPMOINVESCO EXCH TRADED FD TR II | 82,862 | $13.4M | 3.6% |
| 11 | XLESELECT SECTOR SPDR TR | 227,164 | $12.1M | 3.3% |
| 12 | BILSPDR SERIES TRUST | 71,148 | $6.5M | 1.8% |
| 13 | AAPLAPPLE INC | 20,990 | $6.1M | 1.6% |
| 14 | IVVISHARES TR | 7,630 | $5.7M | 1.5% |
| 15 | LDURPIMCO ETF TR | 50,339 | $4.8M | 1.3% |
| 16 | QINTAMERICAN CENTY ETF TR | 68,685 | $4.8M | 1.3% |
| 17 | EFAVISHARES TR | 51,015 | $4.5M | 1.2% |
| 18 | SPSMSPDR SERIES TRUST | 72,714 | $4.2M | 1.1% |
| 19 | USMCPRINCIPAL EXCHANGE TRADED FD | 56,564 | $4.2M | 1.1% |
| 20 | BONDPIMCO ETF TR | 41,507 | $3.8M | 1% |
| 21 | PYLDPIMCO ETF TR | 120,718 | $3.2M | 0.9% |
| 22 | SPEMSPDR INDEX SHS FDS | 58,143 | $3.0M | 0.8% |
| 23 | JQUAJ P MORGAN EXCHANGE TRADED F | 40,462 | $2.9M | 0.8% |
| 24 | DEDEERE & CO | 4,501 | $2.9M | 0.8% |
| 25 | IUSVISHARES TR | 23,953 | $2.6M | 0.7% |
| 26 | GOOGALPHABET INC | 7,325 | $2.6M | 0.7% |
| 27 | MINTPIMCO ETF TR | 25,312 | $2.6M | 0.7% |
| 28 | BRK/ABERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 0.6% |
| 29 | AMZNAMAZON COM INC | 8,539 | $2.0M | 0.6% |
| 30 | CASYCASEYS GEN STORES INC | 2,525 | $2.0M | 0.5% |
| 31 | MSFTMICROSOFT CORP | 5,360 | $2.0M | 0.5% |
| 32 | NVDANVIDIA CORPORATION | 9,934 | $2.0M | 0.5% |
| 33 | COSTCOSTCO WHOLESALE CORPORATION | 1,915 | $1.8M | 0.5% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,564 | $1.8M | 0.5% |
| 35 | GLDSPDR GOLD TR | 3,873 | $1.4M | 0.4% |
| 36 | VYMIVANGUARD WHITEHALL FDS | 13,554 | $1.3M | 0.4% |
| 37 | QQQINVESCO QQQ TR | 1,759 | $1.3M | 0.4% |
| 38 | LLYELI LILLY & CO | 1,004 | $1.2M | 0.3% |
| 39 | VUGVANGUARD INDEX FDS | 13,521 | $1.2M | 0.3% |
| 40 | JPMJPMORGAN CHASE & CO | 3,550 | $1.2M | 0.3% |
| 41 | CATCATERPILLAR INC | 1,054 | $1.1M | 0.3% |
| 42 | GOOGLALPHABET INC | 3,127 | $1.1M | 0.3% |
| 43 | AMDADVANCED MICRO DEVICES INC | 1,628 | $945,721 | 0.3% |
| 44 | VVISA INC | 2,741 | $940,328 | 0.3% |
| 45 | AMATAPPLIED MATLS INC | 1,245 | $900,135 | 0.2% |
| 46 | MUBISHARES TR | 8,319 | $895,329 | 0.2% |
| 47 | METAMETA PLATFORMS INC | 1,524 | $858,719 | 0.2% |
| 48 | PMBSPIMCO ETF TR | 16,500 | $814,770 | 0.2% |
| 49 | LNTALLIANT ENERGY CORP | 9,655 | $736,604 | 0.2% |
| 50 | MARMARRIOTT INTL INC NEW | 1,690 | $626,384 | 0.2% |
| 51 | SYKSTRYKER CORPORATION | 1,787 | $562,689 | 0.2% |
| 52 | AVGOBROADCOM INC | 1,401 | $529,228 | 0.1% |
| 53 | FENIFIDELITY COVINGTON TRUST | 12,805 | $513,865 | 0.1% |
| 54 | VEAVANGUARD TAX-MANAGED FDS | 7,126 | $507,712 | 0.1% |
| 55 | VOOVANGUARD INDEX FDS | 727 | $499,590 | 0.1% |
| 56 | WRBBERKLEY W R CORP | 6,912 | $487,503 | 0.1% |
| 57 | JNJJOHNSON & JOHNSON | 1,762 | $447,461 | 0.1% |
| 58 | RTXRTX CORPORATION | 2,225 | $422,248 | 0.1% |
| 59 | CRMSALESFORCE INC | 2,692 | $421,786 | 0.1% |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 1,456 | $409,321 | 0.1% |
| 61 | SLVISHARES SILVER TR | 7,375 | $394,341 | 0.1% |
| 62 | EPDENTERPRISE PRODS PARTNERS L | 10,198 | $374,896 | 0.1% |
| 63 | VTVVANGUARD INDEX FDS | 1,590 | $346,604 | 0.1% |
| 64 | IWBISHARES TR | 832 | $340,600 | 0.1% |
| 65 | MRKMERCK & CO INC | 2,592 | $333,008 | 0.1% |
| 66 | TSLATESLA INC | 758 | $318,816 | 0.1% |
| 67 | WMTWALMART INC | 2,810 | $318,213 | 0.1% |
| 68 | XOMEXXON MOBIL CORP | 2,317 | $316,814 | 0.1% |
| 69 | BSCSINVESCO EXCH TRD SLF IDX FD | 14,975 | $304,967 | 0.1% |
| 70 | PGPROCTER & GAMBLE CO | 2,076 | $304,430 | 0.1% |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 1,226 | $290,191 | 0.1% |
| 72 | SBUXSTARBUCKS CORP | 2,764 | $282,487 | 0.1% |
| 73 | QGROAMERICAN CENTY ETF TR | 2,373 | $280,099 | 0.1% |
| 74 | DFUVDIMENSIONAL ETF TRUST | 4,986 | $274,280 | 0.1% |
| 75 | BILSSPDR SERIES TRUST | 2,756 | $273,891 | 0.1% |
| 76 | PEPPEPSICO INC | 2,012 | $272,519 | 0.1% |
| 77 | BSCRINVESCO EXCH TRD SLF IDX FD | 13,745 | $269,612 | 0.1% |
| 78 | BSCQINVESCO EXCH TRD SLF IDX FD | 13,715 | $267,789 | 0.1% |
| 79 | KOCOCA COLA CO | 3,169 | $257,572 | 0.1% |
| 80 | CVXCHEVRON CORPORATION | 1,444 | $239,321 | 0.1% |
| 81 | VBRVANGUARD INDEX FDS | 928 | $225,408 | 0.1% |
| 82 | ABBVABBVIE INC | 882 | $221,914 | 0.1% |
| 83 | PMPHILIP MORRIS INTL INC | 1,213 | $219,444 | 0.1% |
| 84 | UNPUNION PAC CORP | 800 | $217,600 | 0.1% |
| 85 | WFCWELLS FARGO & CO | 2,551 | $210,780 | 0.1% |
| 86 | BMYBRISTOL-MYERS SQUIBB CO | 3,640 | $209,715 | 0.1% |
| 87 | ADBEADOBE INC | 990 | $202,970 | 0.1% |
| 88 | MCDMCDONALDS CORP | 748 | $202,268 | 0.1% |
| 89 | SCHDSCHWAB STRATEGIC TR | 6,322 | $200,471 | 0.1% |
| 90 | DIASTATE STR SPDR DOW JONES IND | 383 | $200,075 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.