Wealth Advisors of Iowa, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Wealth Advisors of Iowa, LLC held in its portfolio 79 assets valued at $304,548,579 (i.e. $304.55M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($57.65M), J P MORGAN EXCHANGE TRADED F ($35.97M), and INVESCO EXCHANGE TRADED FD T ($28.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Advisors of Iowa, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 827618 | 57645588 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 618962 | 35974032 | NASDAQ EQT PREM |
| INVESCO EXCHANGE TRADED FD T | 149982 | 28730650 | S&P500 EQL WGT |
| SPDR INDEX SHS FDS | 599350 | 26617136 | PORTFOLIO DEVLPD |
| ISHARES TR | 196636 | 18515286 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 377695 | 16123800 | STATE STREET UTI |
| AMERICAN CENTY ETF TR | 137853 | 15786883 | US QUALITY GROW |
| PRINCIPAL EXCHANGE TRADED FD | 205062 | 14036509 | US MEGA CP ETF |
| AMERICAN CENTY ETF TR | 130578 | 8384439 | QUALITY DIVRSFED |
| APPLE INC | 22060 | 5997296 | COM |
| ISHARES TR | 8719 | 5972027 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 99858 | 5051806 | ULTRA SHRT ETF |
| ISHARES TR | 57007 | 4916810 | MSCI EAFE MIN VL |
| J P MORGAN EXCHANGE TRADED F | 65337 | 4128008 | US QUALTY FCTR |
| INVESCO EXCH TRADED FD TR II | 31323 | 3737463 | S&P 500 MOMNTM |
| MICROSOFT CORP | 5602 | 2709397 | COM |
| ISHARES TR | 25057 | 2569329 | CORE S&P US VLU |
| PIMCO ETF TR | 95152 | 2538658 | MULTISECTOR BD |
| ALPHABET INC | 7373 | 2313764 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| AMAZON COM INC | 8885 | 2050837 | COM |
| NVIDIA CORPORATION | 10584 | 1974002 | COM |
| PIMCO ETF TR | 21183 | 1971734 | ACTIVE BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 3670 | 1844727 | CL B NEW |
| SELECT SECTOR SPDR TR | 37844 | 1692024 | STATE STREET ENE |
| COSTCO WHSL CORP NEW | 1881 | 1622096 | COM |
| PIMCO ETF TR | 16860 | 1617628 | ENHNCD LW DUR AC |
| ISHARES TR | 16040 | 1610082 | 0-3 MNTH TREASRY |
| SPDR INDEX SHS FDS | 31849 | 1490850 | PORTFOLIO EMG MK |
| CASEYS GEN STORES INC | 2243 | 1240177 | COM |
| SPDR GOLD TR | 3128 | 1239658 | GOLD SHS |
| VANGUARD INDEX FDS | 2370 | 1156403 | GROWTH ETF |
| JPMORGAN CHASE & CO. | 3499 | 1127398 | COM |
| ELI LILLY & CO | 1024 | 1100665 | COM |
| ALPHABET INC | 3126 | 978322 | CAP STK CL A |
| DEERE & CO | 2015 | 937916 | COM |
| META PLATFORMS INC | 1361 | 898485 | CL A |
| ISHARES TR | 8306 | 889705 | NATIONAL MUN ETF |
| VISA INC | 2533 | 888282 | COM CL A |
| INVESCO QQQ TR | 1362 | 836455 | UNIT SER 1 |
| SALESFORCE INC | 2920 | 773596 | COM |
| ALLIANT ENERGY CORP | 9654 | 627582 | COM |
| STRYKER CORPORATION | 1779 | 625405 | COM |
| CATERPILLAR INC | 1053 | 603297 | COM |
| MARRIOTT INTL INC NEW | 1690 | 524287 | CL A |
| BERKLEY W R CORP | 6882 | 482566 | COM |
| BROADCOM INC | 1354 | 468619 | COM |
| VANGUARD TAX-MANAGED FDS | 7349 | 459112 | VAN FTSE DEV MKT |
| ISHARES SILVER TR | 6822 | 439474 | ISHARES |
| INTERNATIONAL BUSINESS MACHS | 1417 | 419835 | COM |
| RTX CORPORATION | 2223 | 407632 | COM |
| ADOBE INC | 1140 | 398989 | COM |
| TESLA INC | 861 | 387209 | COM |
| PGIM ETF TR | 7445 | 369210 | PGIM ULTRA SH BD |
| INVESCO EXCH TRD SLF IDX FD | 18513 | 362392 | BULSHS 2026 CB |
| JOHNSON & JOHNSON | 1637 | 338699 | COM |
| ADVANCED MICRO DEVICES INC | 1578 | 337945 | COM |
| ENTERPRISE PRODS PARTNERS L | 10304 | 330355 | COM |
| APPLIED MATLS INC | 1245 | 319953 | COM |
| PROCTER AND GAMBLE CO | 2198 | 315024 | COM |
| ISHARES TR | 832 | 310608 | RUS 1000 ETF |
| WALMART INC | 2776 | 309247 | COM |
| VANGUARD INDEX FDS | 1590 | 303758 | VALUE ETF |
| INVESCO EXCH TRD SLF IDX FD | 14540 | 299524 | INVSCO BLSH 28 |
| PEPSICO INC | 1928 | 276694 | COM |
| INVESCO EXCH TRD SLF IDX FD | 13888 | 274153 | BULSHS 2027 CB |
| PHILIP MORRIS INTL INC | 1645 | 263829 | COM |
| MERCK & CO INC | 2385 | 251041 | COM |
| MCDONALDS CORP | 817 | 249561 | COM |
| EXXON MOBIL CORP | 2001 | 240844 | COM |
| STARBUCKS CORP | 2772 | 233404 | COM |
| DIMENSIONAL ETF TRUST | 4986 | 232298 | US MKTWIDE VALUE |
| COCA COLA CO | 3096 | 216408 | COM |
| CHEVRON CORP NEW | 1386 | 211297 | COM |
| ORACLE CORP | 1065 | 207579 | COM |
| ILLINOIS TOOL WKS INC | 840 | 206892 | COM |
| NETFLIX INC | 2190 | 205334 | COM |
| VILLAGE FARMS INTL INC | 18575 | 67799 | COM |
| STRIVE INC | 22224 | 16401 | CL A COM |
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