Wealth Advisors of Iowa, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Wealth Advisors of Iowa, LLC reported 90 stock positions worth $369.2 million. Its top holding was JPM Nasdaq Equity Premium (JEPQ) at 11.2% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.5%) and Invesco S&P 500 Equal Weight (RSP, 8.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 2, added to 33 and reduced 38. The biggest buy was a new position in Invesco S&P 500 Momentum ETF (SPMO) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $369.2M (Q2 2026)
- SEC Filing
- 0001803005-26-000003 ↗ filed Jul 30, 2026
Holdings Value
Holdings 90 stocks · $369.2M
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 11.22% | 674,013 | $41.4M | Add +6.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.51% | 696,738 | $35.1M | Add +7.5% |
| RSP Invesco S&P 500 Equal Weight | 8.44% | 146,535 | $31.2M | Reduce -1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.35% | 350,771 | $30.8M | Add +9.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.51% | 456,134 | $27.7M | Add +9.9% |
| SGOV iShares 0-3 Month Treasury B | 5.32% | 194,962 | $19.6M | Reduce -47.6% |
| USMV iShares MSCI USA Min Vol Fac | 5.16% | 197,413 | $19.0M | Add +0.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.35% | 135,000 | $16.1M | Add +142.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 4.07% | 331,564 | $15.0M | Reduce -10.3% |
| SPMO Invesco S&P 500 Momentum ETF | 3.63% | 82,862 | $13.4M | New |
| XLE SS Energy Select Sector | 3.27% | 227,164 | $12.1M | Add +796.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.77% | 71,148 | $6.5M | Add +0.6% |
| AAPL Apple Inc. | 1.65% | 20,990 | $6.1M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.55% | 7,630 | $5.7M | Reduce -3.8% |
| LDUR PIMCO Enhanced Low Duration | 1.30% | 50,339 | $4.8M | Add +1.5% |
| QINT American Century QLTY Diver | 1.29% | 68,685 | $4.8M | Reduce -26.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.21% | 51,015 | $4.5M | Reduce -4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.14% | 72,714 | $4.2M | Add +28.5% |
| USMC Principal US Mega-Cap ETF | 1.14% | 56,564 | $4.2M | Reduce -8.3% |
| BOND PIMCO Active Bond Exchange-T | 1.04% | 41,507 | $3.8M | Add +1.1% |
| PYLD PIMCO Multisector Bond Actv | 0.87% | 120,718 | $3.2M | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.82% | 58,143 | $3.0M | Add +28.9% |
| JQUA JPMorgan US Quality Factor | 0.79% | 40,462 | $2.9M | Reduce -3.3% |
| DE Deere & Co. | 0.77% | 4,501 | $2.9M | Add +0.0% |
| IUSV iShares Core S&P U.S. Value | 0.71% | 23,953 | $2.6M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.70% | 7,325 | $2.6M | Reduce -1.2% |
| MINT PIMCO Enhanced Short Maturit | 0.69% | 25,312 | $2.6M | Reduce -34.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 3 | $2.2M | No change |
| AMZN Amazon.com Inc. | 0.55% | 8,539 | $2.0M | Reduce -0.7% |
| CASY Casey's General Stores Inc. | 0.54% | 2,525 | $2.0M | Add +0.0% |
| MSFT Microsoft Corp. | 0.54% | 5,360 | $2.0M | Add +5.5% |
| NVDA Nvidia Corp. | 0.54% | 9,934 | $2.0M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 0.49% | 1,915 | $1.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 3,564 | $1.8M | Reduce -1.1% |
| GLD SPDR Gold Shares | 0.39% | 3,873 | $1.4M | Reduce -0.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.36% | 13,554 | $1.3M | Add +209.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 1,759 | $1.3M | Add +12.6% |
| LLY Eli Lilly & Co. | 0.33% | 1,004 | $1.2M | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 13,521 | $1.2M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 0.31% | 3,550 | $1.2M | Add +0.0% |
| CAT Caterpillar Inc. | 0.30% | 1,054 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,127 | $1.1M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.26% | 1,628 | $946K | Reduce -3.0% |
| V Visa Inc. Class A | 0.25% | 2,741 | $940K | Add +1.1% |
| AMAT Applied Materials Inc. | 0.24% | 1,245 | $900K | No change |
| MUB iShares National Muni Bond E | 0.24% | 8,319 | $895K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.23% | 1,524 | $859K | Reduce -1.6% |
| PMBS PIMCO MBS Active ETF | 0.22% | 16,500 | $815K | Reduce -2.0% |
| LNT Alliant Energy Corp. | 0.20% | 9,655 | $737K | Add +0.0% |
| MAR Marriott International Class A | 0.17% | 1,690 | $626K | No change |
| SYK Stryker Corp. | 0.15% | 1,787 | $563K | Add +0.2% |
| AVGO Broadcom Inc. | 0.14% | 1,401 | $529K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.14% | 12,805 | $514K | Reduce -64.7% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 7,126 | $508K | Reduce -4.2% |
| VOO Vanguard S&P 500 ETF | 0.14% | 727 | $500K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.13% | 6,912 | $488K | No change |
| JNJ Johnson & Johnson | 0.12% | 1,762 | $447K | No change |
| RTX RTX Corp. | 0.11% | 2,225 | $422K | Reduce -0.4% |
| CRM Salesforce Inc. | 0.11% | 2,692 | $422K | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,456 | $409K | Add +0.6% |
| SLV iShares Silver Trust | 0.11% | 7,375 | $394K | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.10% | 10,198 | $375K | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,590 | $347K | No change |
| IWB iShares Russell 1000 ETF | 0.09% | 832 | $341K | No change |
| MRK Merck & Co. Inc. | 0.09% | 2,592 | $333K | Add +6.8% |
| TSLA Tesla Inc. | 0.09% | 758 | $319K | Reduce -13.9% |
| WMT Walmart Inc. | 0.09% | 2,810 | $318K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.09% | 2,317 | $317K | Add +3.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.08% | 14,975 | $305K | Add +1.9% |
| PG The Procter & Gamble Co. | 0.08% | 2,076 | $304K | Reduce -5.6% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,226 | $290K | No change |
| SBUX Starbucks Corp. | 0.08% | 2,764 | $282K | No change |
| QGRO American Century US Quality | 0.08% | 2,373 | $280K | Reduce -25.4% |
| DFUV Dimensional US Marketwide Va | 0.07% | 4,986 | $274K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.07% | 2,756 | $274K | Reduce -0.8% |
| PEP Pepsico Inc. | 0.07% | 2,012 | $273K | Add +4.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.07% | 13,745 | $270K | Add +0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.07% | 13,715 | $268K | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.07% | 3,169 | $258K | Reduce -1.7% |
| CVX Chevron Corp. | 0.06% | 1,444 | $239K | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 928 | $225K | No change |
| ABBV Abbvie Inc. | 0.06% | 882 | $222K | New |
| PM Philip Morris International | 0.06% | 1,213 | $219K | Reduce -37.5% |
| UNP Union Pacific Corp. | 0.06% | 800 | $218K | New |
| WFC Wells Fargo & Co. | 0.06% | 2,551 | $211K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 3,640 | $210K | Add +0.9% |
| ADBE Adobe Inc. | 0.06% | 990 | $203K | Reduce -13.2% |
| MCD McDonald's Corp. | 0.05% | 748 | $202K | Reduce -8.7% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 6,322 | $200K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.05% | 383 | $200K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -47.6% | 5.32% | −6.28 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.3% | 4.07% | −1.18 |
| QINT American Century QLTY Diver | Reduce -26.0% | 1.29% | −0.59 |
| MINT PIMCO Enhanced Short Maturit | Reduce -34.4% | 0.69% | −0.51 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.9% | 8.44% | −0.42 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -4.6% | 1.21% | −0.30 |
| FENI Fidelity Enhanced Intl ETF | Reduce -64.7% | 0.14% | −0.28 |
| GLD SPDR Gold Shares | Reduce -0.6% | 0.39% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.49% | −0.11 |
| USMC Principal US Mega-Cap ETF | Reduce -8.3% | 1.14% | −0.09 |
| IUSV iShares Core S&P U.S. Value | Reduce -4.1% | 0.71% | −0.08 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 1.55% | −0.06 |
| CRM Salesforce Inc. | Reduce -6.8% | 0.11% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.48% | −0.05 |
| SLV iShares Silver Trust | Reduce -0.4% | 0.11% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.23% | −0.04 |
| PM Philip Morris International | Reduce -37.5% | 0.06% | −0.04 |
| PMBS PIMCO MBS Active ETF | Reduce -2.0% | 0.22% | −0.04 |
| ADBE Adobe Inc. | Reduce -13.2% | 0.06% | −0.03 |
| QGRO American Century US Quality | Reduce -25.4% | 0.08% | −0.03 |
| MCD McDonald's Corp. | Reduce -8.7% | 0.05% | −0.02 |
| WMT Walmart Inc. | Reduce -0.6% | 0.09% | −0.02 |
| NVDA Nvidia Corp. | Reduce -4.4% | 0.54% | −0.02 |
| RTX RTX Corp. | Reduce -0.4% | 0.11% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.6% | 0.08% | −0.02 |
| TSLA Tesla Inc. | Reduce -13.9% | 0.09% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.1% | 0.07% | −0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -0.8% | 0.07% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.2% | 0.14% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.07% | −0.01 |
| AAPL Apple Inc. | Reduce -0.1% | 1.65% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.9% | 0.32% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.55% | −0.00 |
| JQUA JPMorgan US Quality Factor | Reduce -3.3% | 0.79% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.30% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 0.33% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 0.70% | +0.04 |
| AMD Advanced Micro Devices | Reduce -3.0% | 0.26% | +0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| SPMO Invesco S&P 500 Momentum ETF | New | 3.63% | +3.63 |
| XLE SS Energy Select Sector | Add +796.4% | 3.27% | +2.79 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +142.2% | 4.35% | +2.66 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.4% | 8.35% | +0.76 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +7.5% | 9.51% | +0.35 |
| JEPQ JPM Nasdaq Equity Premium | Add +6.1% | 11.22% | +0.31 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +28.5% | 1.14% | +0.29 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +9.9% | 7.51% | +0.25 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +209.9% | 0.36% | +0.23 |
| SPEM State Street SP PTF Em ETF | Add +28.9% | 0.82% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.6% | 0.35% | +0.07 |
| ABBV Abbvie Inc. | New | 0.06% | +0.06 |
| UNP Union Pacific Corp. | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | New | 0.05% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.6% | 0.11% | +0.00 |
| V Visa Inc. Class A | Add +1.1% | 0.25% | +0.00 |
| MRK Merck & Co. Inc. | Add +6.8% | 0.09% | −0.00 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.06% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.31% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +1.9% | 0.08% | −0.01 |
| BSCR Invesco Bulletshares 2027 CB | Add +0.1% | 0.07% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.9% | 0.06% | −0.01 |
| DE Deere & Co. | Add +0.0% | 0.77% | −0.01 |
| LNT Alliant Energy Corp. | Add +0.0% | 0.20% | −0.01 |
| EPD Enterprise Products Partners | Add +0.2% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Add +4.0% | 0.07% | −0.02 |
| CASY Casey's General Stores Inc. | Add +0.0% | 0.54% | −0.02 |
| CVX Chevron Corp. | Add +2.6% | 0.06% | −0.03 |
| SYK Stryker Corp. | Add +0.2% | 0.15% | −0.03 |
| MUB iShares National Muni Bond E | Add +0.1% | 0.24% | −0.03 |
| XOM Exxon Mobil Corp. | Add +3.6% | 0.09% | −0.03 |
| MSFT Microsoft Corp. | Add +5.5% | 0.54% | −0.04 |
| PYLD PIMCO Multisector Bond Actv | Add +0.1% | 0.87% | −0.11 |
| BOND PIMCO Active Bond Exchange-T | Add +1.1% | 1.04% | −0.14 |
| LDUR PIMCO Enhanced Low Duration | Add +1.5% | 1.30% | −0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.6% | 1.77% | −0.24 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.0% | 5.16% | −0.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 90 | $369.2M | JEPQ, SPDW, RSP, SPYM, SPYV |
| Q1 2026 | 87 | $323.2M | SGOV, JEPQ, SPDW, RSP, SPYM |
| Q4 2025 | 84 | $304.5M | JEPQ, RSP, SPDW, SPYM, SPYV |
| Q3 2025 | 83 | $293.7M | JEPQ, RSP, EFAV, SPYM, SPYV |
| Q2 2025 | 75 | $267.6M | RSP, EFAV, JEPQ, SPYM, SPYV |
| Q1 2025 | 74 | $232.6M | RSP, JPST, SPYM, USMV, SPYV |
| Q4 2024 | 64 | $198.3M | RSP, SPYM, USMV, SPYV, JEPI |
| Q3 2024 | 69 | $196.4M | RSP, SPYM, USMV, SPYV, JEPI |
| Q2 2024 | 52 | $179.2M | SPYG, RSP, OEF, XLE, JEPI |
| Q1 2024 | 63 | $164.4M | RSP, SPYM, SPYV, USMV, SPDW |