Q2 2026 13F · SEC CIK 1803005

Wealth Advisors of Iowa, LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $369.2M
Reported positions: 90
Top holdings a year, 3 yrs: +13.4%
Assets under management: $539.4M

Wealth Advisors of Iowa, LLC is a wealth manager that reported 90 positions worth $369.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Jpmorgan Nasdaq Equity Premium Income Et (JEPQ, 11.2%), SPDR Portfolio Developed World (SPDW, 9.5%), Invesco S&p 500 Equal Weight ETF (RSP, 8.4%). A portfolio copying its top holdings returned 13.4% a year over the last 3 years, against 20.4% for the S&P 500.

Wealth Advisors of Iowa, LLC holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Advisors of Iowa, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JEPQJpmorgan Nasdaq Equity Premium Income Et	11.2%	10.9%	674,013	+6.1%	$41.4M
SPDWSPDR Portfolio Developed World	9.5%	9.2%	696,738	+7.5%	$35.1M
RSPInvesco S&p 500 Equal Weight ETF	8.4%	8.9%	146,535	-1.8%	$31.2M
SPLGSpdr Series Trust	8.3%	7.6%	350,771	+9.4%	$30.8M
SPYVSpdr Series Trust	7.5%	7.3%	456,134	+9.9%	$27.7M
SGOViShares 0-3 Month Treasury Bon	5.3%	11.6%	194,962	-47.6%	$19.6M
USMVIshares Msci USA Min Volfctr ETF	5.2%	5.7%	197,413	+0.0%	$19.0M
SPYGSpdr Series Trust	4.4%	1.7%	135,000	+142.2%	$16.1M
XLUSpdr	4.1%	5.3%	331,564	-10.3%	$15.0M
SPMOInvesco Exch Traded Fd Tr II	3.6%	—	82,862	—	$13.4M
XLEState Street Energy Select Sector Spdr E	3.3%	0.5%	227,164	+796.4%	$12.1M
BILSPDR Brcy1-3 Ser	1.8%	2.0%	71,148	+0.6%	$6.5M
AAPLApple Inc	1.6%	1.6%	20,990	-0.1%	$6.1M
IVVIshares Core S&p 500 ETF	1.5%	1.6%	7,630	-3.8%	$5.7M
LDURPimco ETF Tr	1.3%	1.5%	50,339	+1.5%	$4.8M
QINTAmerican Centy ETF Tr	1.3%	1.9%	68,685	-26.0%	$4.8M
EFAVIshares Tr	1.2%	1.5%	51,015	-4.6%	$4.5M
SPSMSpdr Series Trust	1.1%	0.8%	72,714	+28.5%	$4.2M
USMCPrincipal Exchange Traded Fd	1.1%	1.2%	56,564	-8.3%	$4.2M
BONDPimco ETF Tr	1.0%	1.2%	41,507	+1.1%	$3.8M
PYLDPimco Multisector Bond Active Exchange-T	0.9%	1.0%	120,718	+0.1%	$3.2M
SPEMState Street Spdr Portfolio Emerging Mar	0.8%	0.7%	58,143	+28.9%	$3.0M
JQUAJpmorgan U.s. Quality Factor ETF	0.8%	0.8%	40,462	-3.3%	$2.9M
DEDeere & Co Com	0.8%	0.8%	4,501	+0.0%	$2.9M
IUSVIshares Tr	0.7%	0.8%	23,953	-4.1%	$2.6M
GOOGAlphabet Inc	0.7%	0.7%	7,325	-1.2%	$2.6M
MINTPimco ETF Tr	0.7%	1.2%	25,312	-34.4%	$2.6M
BRK-ABerkshire Hathaway Inc Del	0.6%	0.7%	3	+0.0%	$2.2M
AMZNAmazon Com Inc Com	0.6%	0.6%	8,539	-0.7%	$2.0M
CASYCaseys Gen Stores Inc	0.5%	0.6%	2,525	+0.0%	$2.0M
MSFTMicrosoft Corp	0.5%	0.6%	5,360	+5.4%	$2.0M
NVDANvidia Corporation Com	0.5%	0.6%	9,934	-4.4%	$2.0M
COSTCostco Whsl Corp New	0.5%	0.6%	1,915	-0.3%	$1.8M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	3,564	-1.1%	$1.8M
GLDSpdr Gold Shares	0.4%	0.5%	3,873	-0.6%	$1.4M
VYMIVanguard International High Dividend Yie	0.4%	—	13,554	—	$1.3M
QQQInvesco Qqq Tr	0.4%	0.3%	1,759	+12.6%	$1.3M
LLYLilly Eli & Co	0.3%	0.3%	1,004	-2.9%	$1.2M
VUGVanguard Indx Fd	0.3%	0.3%	13,521	+470.5%	$1.2M
JPMJpmorgan Chase & Co	0.3%	0.3%	3,550	+0.0%	$1.2M
CATCaterpillar Inc Com	0.3%	0.2%	1,054	+0.0%	$1.1M
GOOGLAlphabet Inc	0.3%	0.3%	3,127	-1.4%	$1.1M
AMDAdvanced Micro Devices Inc	0.3%	—	1,628	—	$946K
VVisa Inc Com Cl A	0.3%	0.3%	2,741	+1.1%	$940K
AMATApplied Matls Inc	0.2%	—	1,245	—	$900K
MUBIshares National Muni Bond ETF	0.2%	0.3%	8,319	+0.1%	$895K
METAMeta Platforms Inc Class A	0.2%	0.3%	1,524	-1.6%	$859K
PMBSPimco ETF Tr	0.2%	0.3%	16,500	-2.0%	$815K
LNTAlliant Energy Corp	0.2%	0.2%	9,655	+0.0%	$737K
MARMarriott Intl Inc New Cl A	0.2%	0.2%	1,690	+0.0%	$626K

What Wealth Advisors of Iowa, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.4% /yr; S&P 500 +20.1%
3 years: +13.4% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Wealth Advisors of Iowa, LLC's portfolio

What stocks does Wealth Advisors of Iowa, LLC own?

Wealth Advisors of Iowa, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 90 positions worth $369.2M. The largest are Jpmorgan Nasdaq Equity Premium Income Et (JEPQ) at 11.2%, SPDR Portfolio Developed World (SPDW) at 9.5%, Invesco S&p 500 Equal Weight ETF (RSP) at 8.4%, Spdr Series Trust (SPLG) at 8.3% and Spdr Series Trust (SPYV) at 7.5%.

What did Wealth Advisors of Iowa, LLC buy last quarter?

In Q2 2026, Wealth Advisors of Iowa, LLC added State Street Energy Select Sector Spdr E (XLE) (+796.4% shares), Vanguard Indx Fd (VUG) (+470.5% shares) and Spdr Series Trust (SPYG) (+142.2% shares), compared with its Q1 2026 filing.

What did Wealth Advisors of Iowa, LLC sell last quarter?

In Q2 2026, Wealth Advisors of Iowa, LLC cut from its top 50 Fidelity Enhanced International ETF (FENI), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Ishares Silver Tr (SLV), iShares 0-3 Month Treasury Bon (SGOV) (-47.6% shares), Pimco ETF Tr (MINT) (-34.4% shares) and American Centy ETF Tr (QINT) (-26.0% shares), compared with its Q1 2026 filing.

How has Wealth Advisors of Iowa, LLC's portfolio performed?

A portfolio copying Wealth Advisors of Iowa, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.4% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Wealth Advisors of Iowa, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Advisors of Iowa, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Advisors of Iowa, LLC manage?

Wealth Advisors of Iowa, LLC reported $539.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $369.2M.