Wealth Advisors of Iowa, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Wealth Advisors of Iowa, LLC reported 52 stock positions worth $179.2 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 23.3% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 19.7%) and iShares S&P 100 ETF (OEF, 14.6%). Compared with Q1 2024, it opened 7 new positions, sold out of 18, added to 21 and reduced 14. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +1970%) and the biggest sale an exit from Ste STR SPDR PT S&P 500 ETF (SPYM).

Most Recent 13F
Q2 2026
Location
WEST DES MOINES, IA
CIK
0001803005
Portfolio Value
$179.2M (Q2 2024)
SEC Filing
0001803005-24-000003 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $164.4M Q1 2024 Q2 2024: $179.2M $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 52 stocks · $179.2M
SPYG SS SPDR P S&P 500 Growth ETF 23.26% 725,715 $41.7M Add +1969.8%
RSP Invesco S&P 500 Equal Weight 19.68% 214,697 $35.3M Add +0.8%
OEF iShares S&P 100 ETF 14.56% 237,067 $26.1M New
XLE SS Energy Select Sector 11.69% 265,747 $20.9M Add +145.2%
JEPI JPMorgan Equity Premium Inco 6.93% 220,909 $12.4M Add +58.7%
SPEM State Street SP PTF Em ETF 6.90% 351,402 $12.4M Add +2229.3%
AAPL Apple Inc. 2.10% 17,890 $3.8M Reduce -2.5%
BRK.A Berkshire Hathaway Inc. Class A 1.83% 3,570 $3.3M Add +118900.0%
MSFT Microsoft Corp. 1.23% 4,931 $2.2M Reduce -0.9%
GOOG Alphabet Inc. Class C 1.05% 10,281 $1.9M Add +43.7%
COST Costco Wholesale Corp. 0.99% 2,097 $1.8M Reduce -0.5%
AMZN Amazon.com Inc. 0.85% 7,927 $1.5M Add +0.1%
VOO Vanguard S&P 500 ETF 0.83% 5,191 $1.5M New
NVDA Nvidia Corp. 0.51% 7,404 $915K Add +7.3%
LLY Eli Lilly & Co. 0.48% 954 $864K Add +6.1%
CRM Salesforce Inc. 0.43% 3,024 $778K Add +0.2%
CASY Casey's General Stores Inc. 0.43% 2,038 $778K Add +0.1%
V Visa Inc. Class A 0.38% 2,569 $674K Reduce -0.7%
ADBE Adobe Inc. 0.34% 1,090 $606K Reduce -21.6%
JPM JPMorgan Chase & Co. 0.33% 2,897 $586K Reduce -1.3%
LNT Alliant Energy Corp. 0.32% 11,220 $571K Add +0.1%
DE Deere & Co. 0.30% 1,421 $531K Add +4.9%
META Meta Platforms Inc. Class A 0.25% 890 $449K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 4,469 $444K Reduce -0.6%
BSCS Invesco Bulletshares 2028 CB 0.22% 19,383 $389K New
MAR Marriott International Class A 0.21% 1,569 $379K Reduce -1.6%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.20% 4,648 $365K No change
PG The Procter & Gamble Co. 0.20% 2,138 $353K No change
USMC Principal US Mega-Cap ETF 0.18% 6,107 $331K New
CVX Chevron Corp. 0.18% 2,101 $329K Add +0.5%
JNJ Johnson & Johnson 0.18% 2,197 $321K Reduce -7.9%
DFUV Dimensional US Marketwide Va 0.17% 7,957 $306K Add +32.9%
MCD McDonald's Corp. 0.17% 1,188 $303K Reduce -7.8%
EPD Enterprise Products Partners 0.17% 10,283 $298K Add +0.0%
AMAT Applied Materials Inc. 0.16% 1,245 $294K No change
MRK Merck & Co. Inc. 0.16% 2,371 $294K Add +0.5%
PEP Pepsico Inc. 0.16% 1,755 $289K Add +0.5%
STZ Constellation Brands Inc. Class A 0.16% 1,121 $288K No change
SBUX Starbucks Corp. 0.15% 3,553 $277K Reduce -1.1%
AMD Advanced Micro Devices 0.14% 1,578 $256K No change
XOM Exxon Mobil Corp. 0.14% 2,203 $254K Add +4.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,464 $253K Reduce -0.3%
VEU Vanguard Ftse All-World Ex-U 0.13% 5,312 $239K New
RTX RTX Corp. 0.13% 2,084 $236K New
NKE Nike Inc. Class B 0.12% 2,953 $223K Reduce -2.1%
GLD SPDR Gold Shares 0.12% 1,030 $221K No change
T AT&T Inc. 0.12% 7,074 $221K New
VZ Verizon Communications Inc. 0.12% 5,220 $215K Add +1.7%
BMY Bristol-Myers Squibb Co. 0.12% 5,112 $212K Reduce -19.0%
MSOS Advisorshares Pure US Cann 0.06% 14,020 $103K No change
LUMO Lumos Pharma Inc. 0.02% 11,699 $27K No change
PPBT Purple Biotech Ltd. 0.00% 14,270 $6K No change

Portfolio Sells Q1 2024 → Q2 2024
SPYM Ste STR SPDR PT S&P 500 ETF Sold out 0.00% −13.06
SPYV SS SPDR P S&P 500 Value ETF Sold out 0.00% −9.60
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −9.36
SPDW Ste STR SPDR PT DW Eu ETF Sold out 0.00% −7.17
IVV iShares Core S&P 500 ETF Sold out 0.00% −3.90
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −1.67
IUSV iShares Core S&P U.S. Value Sold out 0.00% −1.44
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.97
SPSM SS SPDR P S&P 600 Small Cap Sold out 0.00% −0.64
MUB iShares National Muni Bond E Sold out 0.00% −0.53
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.53
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.34
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.33
EFAV iShares MSCI Eafe Min Vol Fa Sold out 0.00% −0.15
IWB iShares Russell 1000 ETF Sold out 0.00% −0.15
KR Kroger Co. Sold out 0.00% −0.14
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.12
BMY Bristol-Myers Squibb Co. Reduce -19.0% 0.12% −0.09
ADBE Adobe Inc. Reduce -21.6% 0.34% −0.09
DIS The Walt Disney Co. Reduce -0.6% 0.25% −0.09
V Visa Inc. Class A Reduce -0.7% 0.38% −0.06
MCD McDonald's Corp. Reduce -7.8% 0.17% −0.05
JNJ Johnson & Johnson Reduce -7.9% 0.18% −0.05
NKE Nike Inc. Class B Reduce -2.1% 0.12% −0.05
SBUX Starbucks Corp. Reduce -1.1% 0.15% −0.05
MSFT Microsoft Corp. Reduce -0.9% 1.23% −0.04
MAR Marriott International Class A Reduce -1.6% 0.21% −0.03
JPM JPMorgan Chase & Co. Reduce -1.3% 0.33% −0.03
IBM Intl Business Machines Corp. Reduce -0.3% 0.14% −0.03
CATX Perspective Therapeutics Inc. Sold out 0.00% −0.01
COST Costco Wholesale Corp. Reduce -0.5% 0.99% +0.06
AAPL Apple Inc. Reduce -2.5% 2.10% +0.19

Portfolio Buys Q1 2024 → Q2 2024
SPYG SS SPDR P S&P 500 Growth ETF Add +1969.8% 23.26% +21.70
OEF iShares S&P 100 ETF New 14.56% +14.56
SPEM State Street SP PTF Em ETF Add +2229.3% 6.90% +6.57
XLE SS Energy Select Sector Add +145.2% 11.69% +5.46
JEPI JPMorgan Equity Premium Inco Add +58.7% 6.93% +2.03
VOO Vanguard S&P 500 ETF New 0.83% +0.83
BRK.A Berkshire Hathaway Inc. Class A Add +118900.0% 1.83% +0.68
GOOG Alphabet Inc. Class C Add +43.7% 1.05% +0.39
BSCS Invesco Bulletshares 2028 CB New 0.22% +0.22
USMC Principal US Mega-Cap ETF New 0.18% +0.18
VEU Vanguard Ftse All-World Ex-U New 0.13% +0.13
RTX RTX Corp. New 0.13% +0.13
NVDA Nvidia Corp. Add +7.3% 0.51% +0.13
T AT&T Inc. New 0.12% +0.12
LLY Eli Lilly & Co. Add +6.1% 0.48% +0.06
CASY Casey's General Stores Inc. Add +0.1% 0.43% +0.04
DFUV Dimensional US Marketwide Va Add +32.9% 0.17% +0.02
XOM Exxon Mobil Corp. Add +4.4% 0.14% −0.01
VZ Verizon Communications Inc. Add +1.7% 0.12% −0.01
AMZN Amazon.com Inc. Add +0.1% 0.85% −0.01
EPD Enterprise Products Partners Add +0.0% 0.17% −0.02
CVX Chevron Corp. Add +0.5% 0.18% −0.02
PEP Pepsico Inc. Add +0.5% 0.16% −0.02
LNT Alliant Energy Corp. Add +0.1% 0.32% −0.03
MRK Merck & Co. Inc. Add +0.5% 0.16% −0.03
DE Deere & Co. Add +4.9% 0.30% −0.04
CRM Salesforce Inc. Add +0.2% 0.43% −0.12
RSP Invesco S&P 500 Equal Weight Add +0.8% 19.68% −2.27

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