# Wealth Advisors of Iowa, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1803005. Source: https://holderbook.com/funds/1803005-wealth-advisors-of-iowa-llc/

- Reported value: $369.2M
- Positions: 90
- Weight of the ten largest: 67.6%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $41.4M | 674,013 | 11.2% | 8 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $35.1M | 696,738 | 9.5% | 8 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $31.2M | 146,535 | 8.4% | 12 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $30.8M | 350,771 | 8.3% | 8 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $27.7M | 456,134 | 7.5% | 8 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $19.6M | 194,962 | 5.3% | 4 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $19.0M | 197,413 | 5.2% | 8 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $16.1M | 135,000 | 4.4% | 18 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $15.0M | 331,564 | 4.1% | 8 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $13.4M | 82,862 | 3.6% | 1 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $12.1M | 227,164 | 3.3% | 23 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $6.5M | 71,148 | 1.8% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.1M | 20,990 | 1.6% | 26 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.7M | 7,630 | 1.5% | 8 |
| PIMCO ETF TR | [LDUR](https://holderbook.com/stocks/LDUR/) | $4.8M | 50,339 | 1.3% | 4 |
| AMERICAN CENTY ETF TR | [QINT](https://holderbook.com/stocks/QINT/) | $4.8M | 68,685 | 1.3% | 4 |
| ISHARES TR | [EFAV](https://holderbook.com/stocks/EFAV/) | $4.5M | 51,015 | 1.2% | 6 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $4.2M | 72,714 | 1.1% | 8 |
| PRINCIPAL EXCHANGE TRADED FD | [USMC](https://holderbook.com/stocks/USMC/) | $4.2M | 56,564 | 1.1% | 9 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $3.8M | 41,507 | 1.0% | 8 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $3.2M | 120,718 | 0.9% | 4 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $3.0M | 58,143 | 0.8% | 15 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $2.9M | 40,462 | 0.8% | 6 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.9M | 4,501 | 0.8% | 18 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $2.6M | 23,953 | 0.7% | 8 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.6M | 7,325 | 0.7% | 26 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $2.6M | 25,312 | 0.7% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.6% | 26 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,539 | 0.6% | 26 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $2.0M | 2,525 | 0.5% | 18 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.0M | 5,360 | 0.5% | 26 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.0M | 9,934 | 0.5% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.8M | 1,915 | 0.5% | 26 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.8M | 3,564 | 0.5% | 8 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.4M | 3,873 | 0.4% | 10 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $1.3M | 13,554 | 0.4% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.3M | 1,759 | 0.4% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.2M | 1,004 | 0.3% | 16 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.2M | 13,521 | 0.3% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.2M | 3,550 | 0.3% | 18 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,054 | 0.3% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.1M | 3,127 | 0.3% | 8 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $945.7K | 1,628 | 0.3% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $940.3K | 2,741 | 0.3% | 26 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $900.1K | 1,245 | 0.2% | 5 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $895.3K | 8,319 | 0.2% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $858.7K | 1,524 | 0.2% | 26 |
| PIMCO ETF TR | [PMBS](https://holderbook.com/stocks/PMBS/) | $814.8K | 16,500 | 0.2% | 2 |
| ALLIANT ENERGY CORP | [LNT](https://holderbook.com/stocks/LNT/) | $736.6K | 9,655 | 0.2% | 11 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $626.4K | 1,690 | 0.2% | 22 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $562.7K | 1,787 | 0.2% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $529.2K | 1,401 | 0.1% | 8 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $513.9K | 12,805 | 0.1% | 2 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $507.7K | 7,126 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $499.6K | 727 | 0.1% | 2 |
| BERKLEY W R CORP | [WRB](https://holderbook.com/stocks/WRB/) | $487.5K | 6,912 | 0.1% | 16 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $447.5K | 1,762 | 0.1% | 4 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $422.2K | 2,225 | 0.1% | 6 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $421.8K | 2,692 | 0.1% | 14 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $409.3K | 1,456 | 0.1% | 11 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $394.3K | 7,375 | 0.1% | 5 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $374.9K | 10,198 | 0.1% | 26 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $346.6K | 1,590 | 0.1% | 7 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $340.6K | 832 | 0.1% | 8 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $333.0K | 2,592 | 0.1% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $318.8K | 758 | 0.1% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $318.2K | 2,810 | 0.1% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $316.8K | 2,317 | 0.1% | 10 |
| INVESCO EXCH TRD SLF IDX FD | [BSCS](https://holderbook.com/stocks/BSCS/) | $305.0K | 14,975 | 0.1% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $304.4K | 2,076 | 0.1% | 19 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $290.2K | 1,226 | 0.1% | 2 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $282.5K | 2,764 | 0.1% | 26 |
| AMERICAN CENTY ETF TR | [QGRO](https://holderbook.com/stocks/QGRO/) | $280.1K | 2,373 | 0.1% | 6 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $274.3K | 4,986 | 0.1% | 12 |
| SPDR SERIES TRUST | [BILS](https://holderbook.com/stocks/BILS/) | $273.9K | 2,756 | 0.1% | 5 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $272.5K | 2,012 | 0.1% | 19 |
| INVESCO EXCH TRD SLF IDX FD | [BSCR](https://holderbook.com/stocks/BSCR/) | $269.6K | 13,745 | 0.1% | 6 |
| INVESCO EXCH TRD SLF IDX FD | [BSCQ](https://holderbook.com/stocks/BSCQ/) | $267.8K | 13,715 | 0.1% | 7 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $257.6K | 3,169 | 0.1% | 6 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $239.3K | 1,444 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $225.4K | 928 | 0.1% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $221.9K | 882 | 0.1% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $219.4K | 1,213 | 0.1% | 6 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $217.6K | 800 | 0.1% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $210.8K | 2,551 | 0.1% | 2 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $209.7K | 3,640 | 0.1% | 2 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $203.0K | 990 | 0.1% | 26 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $202.3K | 748 | 0.1% | 16 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $200.5K | 6,322 | 0.1% | 1 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $200.1K | 383 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.7% | +14.8% | -7.1% | 100% |
| Q1 2026 | -1.5% | -4.6% | +3.1% | 100% |
| Q4 2025 | +1.4% | +2.4% | -0.9% | 100% |
| Q3 2025 | +4.9% | +7.8% | -2.9% | 100% |
| Q2 2025 | +4.1% | +10.5% | -6.3% | 100% |
| Q1 2025 | -0.9% | -4.6% | +3.7% | 100% |
| Q4 2024 | -1.4% | +2.1% | -3.5% | 100% |
| Q3 2024 | +4.4% | +5.4% | -1.0% | 133% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $369.2M | 90 |
| Q1 2026 | $323.2M | 87 |
| Q4 2025 | $304.5M | 84 |
| Q3 2025 | $293.7M | 83 |
| Q2 2025 | $267.6M | 75 |
| Q1 2025 | $232.6M | 74 |
| Q4 2024 | $198.3M | 64 |
| Q3 2024 | $196.4M | 69 |
| Q2 2024 | $179.2M | 52 |
| Q1 2024 | $164.4M | 63 |
| Q4 2023 | $149.0M | 59 |
| Q3 2023 | $142.2M | 59 |