Wealth Advisors of Iowa, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Wealth Advisors of Iowa, LLC reported 63 stock positions worth $164.4 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 21.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 13.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 9.6%). Compared with Q4 2023, it opened 6 new positions, sold out of 2, added to 22 and reduced 17. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +92%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −42%).

Most Recent 13F
Q2 2026
Location
WEST DES MOINES, IA
CIK
0001803005
Portfolio Value
$164.4M (Q1 2024)
SEC Filing
0001803005-24-000002 ↗ filed May 7, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $164.4M $164.4M Q1 2024 Q2 2024: $179.2M Q2 2024 Q3 2024: $196.4M Q3 2024 Q4 2024: $198.3M Q4 2024 Q1 2025: $232.6M Q1 2025 Q2 2025: $267.6M Q2 2025 Q3 2025: $293.7M Q3 2025 Q4 2025: $304.5M Q4 2025 Q1 2026: $323.2M Q1 2026 Q2 2026: $369.2M Q2 2026

Holdings 63 stocks · $164.4M
RSP Invesco S&P 500 Equal Weight 21.95% 213,064 $36.1M Add +91.9%
SPYM Ste STR SPDR PT S&P 500 ETF 13.06% 349,090 $21.5M Reduce -16.4%
SPYV SS SPDR P S&P 500 Value ETF 9.60% 315,092 $15.8M Reduce -0.6%
USMV iShares MSCI USA Min Vol Fac 9.36% 184,154 $15.4M Reduce -42.1%
SPDW Ste STR SPDR PT DW Eu ETF 7.17% 328,791 $11.8M Reduce -0.8%
XLE SS Energy Select Sector 6.22% 108,402 $10.2M Add +5.1%
JEPI JPMorgan Equity Premium Inco 4.90% 139,203 $8.1M Add +29.9%
IVV iShares Core S&P 500 ETF 3.90% 12,204 $6.4M Reduce -15.5%
AAPL Apple Inc. 1.91% 18,347 $3.1M Reduce -2.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.67% 50,622 $2.7M Add +10.0%
SPYG SS SPDR P S&P 500 Growth ETF 1.56% 35,062 $2.6M Reduce -0.2%
IUSV iShares Core S&P U.S. Value 1.44% 26,092 $2.4M Reduce -1.8%
MSFT Microsoft Corp. 1.27% 4,975 $2.1M Add +0.2%
BRK.A Berkshire Hathaway Inc. Class A 1.16% 3 $1.9M No change
BRK.B Berkshire Hathaway Inc. Class B 0.97% 3,792 $1.6M Add +3.7%
COST Costco Wholesale Corp. 0.94% 2,107 $1.5M Reduce -0.4%
AMZN Amazon.com Inc. 0.87% 7,921 $1.4M Reduce -5.3%
GOOG Alphabet Inc. Class C 0.66% 7,154 $1.1M Add +2.7%
SPSM SS SPDR P S&P 600 Small Cap 0.64% 24,284 $1.0M Reduce -2.3%
CRM Salesforce Inc. 0.55% 3,019 $909K Reduce -37.7%
MUB iShares National Muni Bond E 0.53% 8,101 $872K Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.53% 2,519 $867K Add +0.0%
V Visa Inc. Class A 0.44% 2,587 $722K Add +63.0%
ADBE Adobe Inc. 0.43% 1,390 $701K No change
LLY Eli Lilly & Co. 0.43% 899 $700K Add +0.1%
CASY Casey's General Stores Inc. 0.39% 2,037 $649K Add +0.1%
NVDA Nvidia Corp. 0.38% 690 $624K No change
JPM JPMorgan Chase & Co. 0.36% 2,936 $588K Add +3.2%
LNT Alliant Energy Corp. 0.34% 11,211 $565K Reduce -8.0%
JPST JPMorgan Ultra-Short Income 0.34% 11,098 $560K New
DE Deere & Co. 0.34% 1,355 $557K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.33% 4,494 $550K Add +0.2%
SPEM State Street SP PTF Em ETF 0.33% 15,086 $546K Add +19.6%
GOOGL Alphabet Inc. Class A 0.33% 3,560 $537K No change
META Meta Platforms Inc. Class A 0.26% 890 $432K Add +15.6%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.25% 4,648 $411K No change
MAR Marriott International Class A 0.24% 1,594 $402K No change
JNJ Johnson & Johnson 0.23% 2,386 $377K No change
MCD McDonald's Corp. 0.22% 1,288 $363K Reduce -3.0%
PG The Procter & Gamble Co. 0.21% 2,138 $347K No change
BMY Bristol-Myers Squibb Co. 0.21% 6,312 $342K Reduce -7.7%
CVX Chevron Corp. 0.20% 2,091 $330K Add +5.3%
SBUX Starbucks Corp. 0.20% 3,593 $328K Add +1.7%
MRK Merck & Co. Inc. 0.19% 2,359 $311K Add +0.5%
PEP Pepsico Inc. 0.19% 1,747 $306K Reduce -7.7%
STZ Constellation Brands Inc. Class A 0.19% 1,121 $305K No change
EPD Enterprise Products Partners 0.18% 10,279 $300K Add +0.0%
AMD Advanced Micro Devices 0.17% 1,578 $285K Add +1.1%
NKE Nike Inc. Class B 0.17% 3,018 $284K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 1,469 $281K Add +2.2%
AMAT Applied Materials Inc. 0.16% 1,245 $257K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.15% 3,550 $252K No change
IWB iShares Russell 1000 ETF 0.15% 855 $246K No change
XOM Exxon Mobil Corp. 0.15% 2,111 $245K New
DFUV Dimensional US Marketwide Va 0.15% 5,986 $245K No change
KR Kroger Co. 0.14% 4,000 $229K New
VZ Verizon Communications Inc. 0.13% 5,135 $215K New
GLD SPDR Gold Shares 0.13% 1,030 $212K New
VWO Vanguard Ftse Emerging Marke 0.12% 4,853 $203K New
MSOS Advisorshares Pure US Cann 0.09% 14,020 $140K No change
LUMO Lumos Pharma Inc. 0.02% 11,699 $33K No change
CATX Perspective Therapeutics Inc. 0.01% 20,000 $24K No change
PPBT Purple Biotech Ltd. 0.01% 14,270 $10K No change

Portfolio Sells Q4 2023 → Q1 2024
USMV iShares MSCI USA Min Vol Fac Reduce -42.1% 9.36% −7.31
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -16.4% 13.06% −2.61
IVV iShares Core S&P 500 ETF Reduce -15.5% 3.90% −0.73
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.64
AAPL Apple Inc. Reduce -2.6% 1.91% −0.52
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.8% 7.17% −0.40
SPYV SS SPDR P S&P 500 Value ETF Reduce -0.6% 9.60% −0.32
CRM Salesforce Inc. Reduce -37.7% 0.55% −0.30
AXP American Express Co. Sold out 0.00% −0.18
LNT Alliant Energy Corp. Reduce -8.0% 0.34% −0.08
IUSV iShares Core S&P U.S. Value Reduce -1.8% 1.44% −0.07
SPSM SS SPDR P S&P 600 Small Cap Reduce -2.3% 0.64% −0.07
MCD McDonald's Corp. Reduce -3.0% 0.22% −0.04
PEP Pepsico Inc. Reduce -7.7% 0.19% −0.03
BMY Bristol-Myers Squibb Co. Reduce -7.7% 0.21% −0.03
DE Deere & Co. Reduce -0.1% 0.34% −0.03
COST Costco Wholesale Corp. Reduce -0.4% 0.94% +0.00
AMZN Amazon.com Inc. Reduce -5.3% 0.87% +0.02
SPYG SS SPDR P S&P 500 Growth ETF Reduce -0.2% 1.56% +0.03

Portfolio Buys Q4 2023 → Q1 2024
RSP Invesco S&P 500 Equal Weight Add +91.9% 21.95% +10.19
JEPI JPMorgan Equity Premium Inco Add +29.9% 4.90% +0.94
XLE SS Energy Select Sector Add +5.1% 6.22% +0.42
JPST JPMorgan Ultra-Short Income New 0.34% +0.34
V Visa Inc. Class A Add +63.0% 0.44% +0.16
XOM Exxon Mobil Corp. New 0.15% +0.15
KR Kroger Co. New 0.14% +0.14
VZ Verizon Communications Inc. New 0.13% +0.13
GLD SPDR Gold Shares New 0.13% +0.13
JEPQ JPM Nasdaq Equity Premium Add +10.0% 1.67% +0.13
VWO Vanguard Ftse Emerging Marke New 0.12% +0.12
BRK.B Berkshire Hathaway Inc. Class B Add +3.7% 0.97% +0.09
META Meta Platforms Inc. Class A Add +15.6% 0.26% +0.08
LLY Eli Lilly & Co. Add +0.1% 0.43% +0.07
DIS The Walt Disney Co. Add +0.2% 0.33% +0.06
JPM JPMorgan Chase & Co. Add +3.2% 0.36% +0.03
SPEM State Street SP PTF Em ETF Add +19.6% 0.33% +0.03
MSFT Microsoft Corp. Add +0.2% 1.27% +0.02
CASY Casey's General Stores Inc. Add +0.1% 0.39% +0.02
AMD Advanced Micro Devices Add +1.1% 0.17% +0.02
MRK Merck & Co. Inc. Add +0.5% 0.19% +0.02
IBM Intl Business Machines Corp. Add +2.2% 0.17% +0.01
GOOG Alphabet Inc. Class C Add +2.7% 0.66% +0.00
CVX Chevron Corp. Add +5.3% 0.20% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.0% 0.53% +0.00
EPD Enterprise Products Partners Add +0.0% 0.18% +0.00
SBUX Starbucks Corp. Add +1.7% 0.20% −0.03
MUB iShares National Muni Bond E Add +0.1% 0.53% −0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$369.2MJEPQ, SPDW, RSP, SPYM, SPYV
Q1 2026 87$323.2MSGOV, JEPQ, SPDW, RSP, SPYM
Q4 2025 84$304.5MJEPQ, RSP, SPDW, SPYM, SPYV
Q3 2025 83$293.7MJEPQ, RSP, EFAV, SPYM, SPYV
Q2 2025 75$267.6MRSP, EFAV, JEPQ, SPYM, SPYV
Q1 2025 74$232.6MRSP, JPST, SPYM, USMV, SPYV
Q4 2024 64$198.3MRSP, SPYM, USMV, SPYV, JEPI
Q3 2024 69$196.4MRSP, SPYM, USMV, SPYV, JEPI
Q2 2024 52$179.2MSPYG, RSP, OEF, XLE, JEPI
Q1 2024 63$164.4MRSP, SPYM, SPYV, USMV, SPDW