Wealth Advisors Of Iowa, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$323.2M
Q ending 2026-03-31
Prior quarter
$304.5M
Q ending 2025-12-31
Change
+6.1% QoQ · +39.0% YoY
Positions
87
reported holdings
Largest positions
All 87 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SGOV | Shares | $37.5M | 372K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $35.3M | 635K |
| Spdr Index Shs Fds | SPDW | Shares | $29.6M | 648K |
| Invesco Exchange Traded Fd T | RSP | Shares | $28.7M | 149K |
| Spdr Series Trust | SPYM | Shares | $24.5M | 321K |
| Spdr Series Trust | SPYV | Shares | $23.5M | 415K |
| Ishares Tr | USMV | Shares | $18.3M | 197K |
| Select Sector Spdr Tr | XLU | Shares | $17.0M | 370K |
| Spdr Series Trust | BIL | Shares | $6.5M | 71K |
| American Centy Etf Tr | QINT | Shares | $6.1M | 93K |
| Spdr Series Trust | SPYG | Shares | $5.5M | 56K |
| Apple Inc | AAPL | Shares | $5.3M | 21K |
| Ishares Tr | IVV | Shares | $5.2M | 8K |
| Ishares Tr | EFAV | Shares | $4.9M | 53K |
| Pimco Etf Tr | LDUR | Shares | $4.8M | 50K |
| Principal Exchange Traded Fd | USMC | Shares | $4.0M | 62K |
| Pimco Etf Tr | MINT | Shares | $3.9M | 39K |
| Pimco Etf Tr | BOND | Shares | $3.8M | 41K |
| Pimco Etf Tr | PYLD | Shares | $3.2M | 121K |
| Spdr Series Trust | SPSM | Shares | $2.7M | 57K |
| J P Morgan Exchange Traded F | JQUA | Shares | $2.6M | 42K |
| Ishares Tr | IUSV | Shares | $2.6M | 25K |
| Deere & Co | DE | Shares | $2.5M | 5K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Alphabet Inc | GOOG | Shares | $2.1M | 7K |
| Spdr Index Shs Fds | SPEM | Shares | $2.1M | 45K |
| Costco Wholesale Corporation | COST | Shares | $1.9M | 2K |
| Microsoft Corp | MSFT | Shares | $1.9M | 5K |
| Caseys Gen Stores Inc | CASY | Shares | $1.8M | 3K |
| Nvidia Corporation | NVDA | Shares | $1.8M | 10K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 4K |
| Spdr Gold Tr | GLD | Shares | $1.7M | 4K |
| Select Sector Spdr Tr | XLE | Shares | $1.6M | 25K |
| Fidelity Covington Trust | FENI | Shares | $1.4M | 36K |
| Jpmorgan Chase & Co | JPM | Shares | $1.0M | 4K |
| Vanguard Index Fds | VUG | Shares | $1.0M | 2K |
| Eli Lilly & Co | LLY | Shares | $951K | 1K |
| Alphabet Inc | GOOGL | Shares | $912K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $902K | 2K |
| Meta Platforms Inc | META | Shares | $886K | 2K |
| Ishares Tr | MUB | Shares | $882K | 8K |
| Pimco Etf Tr | PMBS | Shares | $835K | 17K |
| Visa Inc | V | Shares | $819K | 3K |
| Caterpillar Inc | CAT | Shares | $747K | 1K |
| Alliant Energy Corp | LNT | Shares | $693K | 10K |
| Stryker Corporation | SYK | Shares | $586K | 2K |
| Marriott Intl Inc New | MAR | Shares | $553K | 2K |
| Salesforce Inc | CRM | Shares | $539K | 3K |
| Ishares Silver Tr | SLV | Shares | $505K | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $477K | 7K |
| Berkley W R Corp | WRB | Shares | $458K | 7K |
| Vanguard Index Fds | VOO | Shares | $434K | 727 |
| Broadcom Inc | AVGO | Shares | $434K | 1K |
| Rtx Corporation | RTX | Shares | $431K | 2K |
| Johnson & Johnson | JNJ | Shares | $431K | 2K |
| Applied Matls Inc | AMAT | Shares | $426K | 1K |
| Vanguard Whitehall Fds | VYMI | Shares | $412K | 4K |
| Enterprise Prods Partners L | EPD | Shares | $385K | 10K |
| Exxon Mobil Corp | XOM | Shares | $380K | 2K |
| Walmart Inc | WMT | Shares | $351K | 3K |
| International Business Machs | IBM | Shares | $351K | 1K |
| Advanced Micro Devices Inc | AMD | Shares | $341K | 2K |
| American Centy Etf Tr | QGRO | Shares | $334K | 3K |
| Tesla Inc | TSLA | Shares | $327K | 880 |
| Philip Morris Intl Inc | PM | Shares | $321K | 2K |
| Procter & Gamble Co | PG | Shares | $318K | 2K |
| Vanguard Index Fds | VTV | Shares | $312K | 2K |
| Pepsico Inc | PEP | Shares | $300K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $300K | 15K |
| Ishares Tr | IWB | Shares | $297K | 832 |
| Merck & Co Inc | MRK | Shares | $292K | 2K |
| Chevron Corporation | CVX | Shares | $291K | 1K |
| Adobe Inc | ADBE | Shares | $277K | 1K |
| Spdr Series Trust | BILS | Shares | $276K | 3K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $274K | 14K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $270K | 14K |
| Vanguard Specialized Funds | VIG | Shares | $264K | 1K |
| Mcdonalds Corp | MCD | Shares | $254K | 819 |
| Starbucks Corp | SBUX | Shares | $248K | 3K |
| Coca Cola Co | KO | Shares | $245K | 3K |
| Dimensional Etf Trust | DFUV | Shares | $242K | 5K |
| Bristol-Myers Squibb Co | BMY | Shares | $219K | 4K |
| Netflix Inc. | NFLX | Shares | $211K | 2K |
| Verizon Communications Inc | VZ | Shares | $206K | 4K |
| Wells Fargo & Co | WFC | Shares | $203K | 3K |
| Vanguard Index Fds | VBR | Shares | $202K | 928 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.