Wealth Advisors of Iowa, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Wealth Advisors of Iowa, LLC 13F Holdings
CIK 0001803005
As of Sep 30, 2025, Wealth Advisors of Iowa, LLC reported
83 positions worth $293.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 597,446 | $34.4M | 11.70% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 149,172 | $28.3M | 9.63% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 308,736 | $26.2M | 8.92% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 320,804 | $25.1M | 8.56% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 381,955 | $21.1M | 7.20% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 193,364 |
|
8.4M6.26% |
| AMERICAN CENTY ETF TR | QGRO | — | 140,706 |
6.1M | 5.48% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 183,470 |
6.0M | 5.45% |
| PRINCIPAL US MEGA-CAP ETF | USMC | — | 207,662 |
4.2M | 4.82% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 132,555 | $6.7M | 2.29% |
| AMERICAN CENTY ETF TR | — | — | 102,112 | $6.3M | 2.13% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,725 | $5.8M | 1.99% |
| APPLE INC | AAPL | Technology | 21,343 | $5.4M | 1.85% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 46,920 | $4.9M | 1.67% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 101,271 | $4.3M | 1.48% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 66,568 | $4.2M | 1.43% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 31,069 | $3.8M | 1.28% |
| MICROSOFT CORP | MSFT | Technology | 4,930 | $2.6M | 0.87% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 25,044 | $2.5M | 0.85% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 3 | $2.3M | 0.77% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 80,490 | $2.2M | 0.74% |
| NVIDIA CORP | NVDA | Technology | 11,145 | $2.1M | 0.71% |
| AMAZON.COM INC | AMZN | Equity | 9,383 | $2.1M | 0.70% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 43,077 | $2.0M | 0.68% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 21,109 | $2.0M | 0.67% |