Wealth Advisors of Iowa, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Wealth Advisors of Iowa, LLC reported 69 stock positions worth $196.4 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 19.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 11.5%) and iShares MSCI USA Min Vol Fac (USMV, 10.1%). Compared with Q2 2024, it opened 24 new positions, sold out of 7, added to 14 and reduced 18. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $196.4M (Q3 2024)
- SEC Filing
- 0001803005-24-000005 ↗ filed Nov 12, 2024
Holdings Value
Holdings 69 stocks · $196.4M
| RSP Invesco S&P 500 Equal Weight | 19.89% | 218,043 | $39.1M | Add +1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.49% | 334,362 | $22.6M | New |
| USMV iShares MSCI USA Min Vol Fac | 10.14% | 218,147 | $19.9M | New |
| SPYV SS SPDR P S&P 500 Value ETF | 8.67% | 322,286 | $17.0M | New |
| JEPI JPMorgan Equity Premium Inco | 7.04% | 232,500 | $13.8M | Add +5.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.48% | 338,926 | $12.7M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 6.37% | 154,795 | $12.5M | New |
| IVV iShares Core S&P 500 ETF | 3.58% | 12,199 | $7.0M | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 3.25% | 116,354 | $6.4M | New |
| AAPL Apple Inc. | 2.13% | 17,994 | $4.2M | Add +0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.54% | 36,554 | $3.0M | Reduce -95.0% |
| IUSV iShares Core S&P U.S. Value | 1.25% | 25,621 | $2.4M | New |
| MSFT Microsoft Corp. | 1.06% | 4,832 | $2.1M | Reduce -2.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.06% | 3 | $2.1M | Reduce -99.9% |
| COST Costco Wholesale Corp. | 0.92% | 2,043 | $1.8M | Reduce -2.6% |
| XLE SS Energy Select Sector | 0.90% | 20,131 | $1.8M | Reduce -92.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 3,650 | $1.7M | New |
| AMZN Amazon.com Inc. | 0.75% | 7,901 | $1.5M | Reduce -0.3% |
| PULS Pgim Ultra Short Bond ETF | 0.64% | 25,391 | $1.3M | New |
| USMC Principal US Mega-Cap ETF | 0.64% | 22,084 | $1.3M | Add +261.6% |
| GOOG Alphabet Inc. Class C | 0.61% | 7,155 | $1.2M | Reduce -30.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.57% | 24,544 | $1.1M | New |
| NVDA Nvidia Corp. | 0.50% | 8,098 | $983K | Add +9.4% |
| MUB iShares National Muni Bond E | 0.50% | 9,042 | $982K | New |
| SPEM State Street SP PTF Em ETF | 0.49% | 23,384 | $965K | Reduce -93.3% |
| BOND PIMCO Active Bond Exchange-T | 0.47% | 9,837 | $931K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 2,419 | $929K | New |
| LLY Eli Lilly & Co. | 0.46% | 1,012 | $897K | Add +6.1% |
| CRM Salesforce Inc. | 0.42% | 3,028 | $829K | Add +0.1% |
| CASY Casey's General Stores Inc. | 0.39% | 2,036 | $765K | Reduce -0.1% |
| V Visa Inc. Class A | 0.36% | 2,594 | $713K | Add +1.0% |
| LNT Alliant Energy Corp. | 0.33% | 10,526 | $639K | Reduce -6.2% |
| JPM JPMorgan Chase & Co. | 0.31% | 2,868 | $605K | Reduce -1.0% |
| DE Deere & Co. | 0.30% | 1,421 | $593K | No change |
| ADBE Adobe Inc. | 0.29% | 1,090 | $564K | No change |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,122 | $518K | New |
| META Meta Platforms Inc. Class A | 0.26% | 890 | $510K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 4,439 | $427K | Reduce -0.7% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.20% | 6,972 | $396K | No change |
| MAR Marriott International Class A | 0.20% | 1,569 | $390K | No change |
| PG The Procter & Gamble Co. | 0.19% | 2,138 | $370K | No change |
| SBUX Starbucks Corp. | 0.18% | 3,673 | $358K | Add +3.4% |
| JNJ Johnson & Johnson | 0.18% | 2,145 | $348K | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,475 | $326K | Add +0.8% |
| EPD Enterprise Products Partners | 0.15% | 10,286 | $299K | Add +0.0% |
| PEP Pepsico Inc. | 0.15% | 1,760 | $299K | Add +0.3% |
| STZ Constellation Brands Inc. Class A | 0.15% | 1,121 | $289K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.14% | 10,062 | $280K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.14% | 3,550 | $272K | New |
| MRK Merck & Co. Inc. | 0.14% | 2,383 | $271K | Add +0.5% |
| IWB iShares Russell 1000 ETF | 0.14% | 855 | $269K | New |
| BMY Bristol-Myers Squibb Co. | 0.14% | 5,143 | $266K | Add +0.6% |
| NKE Nike Inc. Class B | 0.13% | 2,953 | $261K | No change |
| AMD Advanced Micro Devices | 0.13% | 1,578 | $259K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 2,173 | $255K | Reduce -1.4% |
| AMAT Applied Materials Inc. | 0.13% | 1,245 | $252K | No change |
| MCD McDonald's Corp. | 0.13% | 823 | $251K | Reduce -30.7% |
| GLD SPDR Gold Shares | 0.13% | 1,030 | $250K | No change |
| DFUV Dimensional US Marketwide Va | 0.13% | 5,986 | $250K | Reduce -24.8% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 4,853 | $232K | New |
| KR Kroger Co. | 0.12% | 4,000 | $229K | New |
| VZ Verizon Communications Inc. | 0.11% | 4,915 | $221K | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.11% | 3,068 | $220K | New |
| ITW Illinois Tool Works | 0.11% | 840 | $220K | New |
| WMT Walmart Inc. | 0.11% | 2,702 | $218K | New |
| CVX Chevron Corp. | 0.11% | 1,459 | $215K | Reduce -30.6% |
| AVGO Broadcom Inc. | 0.10% | 1,160 | $200K | New |
| MSOS Advisorshares Pure US Cann | 0.05% | 14,020 | $101K | No change |
| LUMO Lumos Pharma Inc. | 0.02% | 11,699 | $45K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -95.0% | 1.54% | −21.72 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −14.56 |
| XLE SS Energy Select Sector | Reduce -92.4% | 0.90% | −10.79 |
| SPEM State Street SP PTF Em ETF | Reduce -93.3% | 0.49% | −6.41 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.83 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -99.9% | 1.06% | −0.78 |
| GOOG Alphabet Inc. Class C | Reduce -30.4% | 0.61% | −0.44 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -2.0% | 1.06% | −0.17 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.13 |
| RTX RTX Corp. | Sold out | 0.00% | −0.13 |
| T AT&T Inc. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.75% | −0.11 |
| CVX Chevron Corp. | Reduce -30.6% | 0.11% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.6% | 0.92% | −0.07 |
| CASY Casey's General Stores Inc. | Reduce -0.1% | 0.39% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -24.8% | 0.13% | −0.04 |
| MCD McDonald's Corp. | Reduce -30.7% | 0.13% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.22% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.31% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.13% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -5.8% | 0.11% | −0.01 |
| PPBT Purple Biotech Ltd. | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.18% | −0.00 |
| LNT Alliant Energy Corp. | Reduce -6.2% | 0.33% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 11.49% | +11.49 |
| USMV iShares MSCI USA Min Vol Fac | New | 10.14% | +10.14 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 8.67% | +8.67 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 6.48% | +6.48 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 6.37% | +6.37 |
| IVV iShares Core S&P 500 ETF | New | 3.58% | +3.58 |
| JEPQ JPM Nasdaq Equity Premium | New | 3.25% | +3.25 |
| IUSV iShares Core S&P U.S. Value | New | 1.25% | +1.25 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.86% | +0.86 |
| PULS Pgim Ultra Short Bond ETF | New | 0.64% | +0.64 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.57% | +0.57 |
| MUB iShares National Muni Bond E | New | 0.50% | +0.50 |
| BOND PIMCO Active Bond Exchange-T | New | 0.47% | +0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.47% | +0.47 |
| USMC Principal US Mega-Cap ETF | Add +261.6% | 0.64% | +0.46 |
| GOOGL Alphabet Inc. Class A | New | 0.26% | +0.26 |
| RSP Invesco S&P 500 Equal Weight | Add +1.6% | 19.89% | +0.20 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.14% | +0.14 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.14% | +0.14 |
| IWB iShares Russell 1000 ETF | New | 0.14% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | New | 0.12% | +0.12 |
| KR Kroger Co. | New | 0.12% | +0.12 |
| KO The Coca-Cola Co. | New | 0.11% | +0.11 |
| ITW Illinois Tool Works | New | 0.11% | +0.11 |
| WMT Walmart Inc. | New | 0.11% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | Add +5.3% | 7.04% | +0.11 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| AAPL Apple Inc. | Add +0.6% | 2.13% | +0.03 |
| SBUX Starbucks Corp. | Add +3.4% | 0.18% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.8% | 0.17% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.6% | 0.14% | +0.02 |
| PEP Pepsico Inc. | Add +0.3% | 0.15% | −0.01 |
| NVDA Nvidia Corp. | Add +9.4% | 0.50% | −0.01 |
| CRM Salesforce Inc. | Add +0.1% | 0.42% | −0.01 |
| V Visa Inc. Class A | Add +1.0% | 0.36% | −0.01 |
| EPD Enterprise Products Partners | Add +0.0% | 0.15% | −0.01 |
| LLY Eli Lilly & Co. | Add +6.1% | 0.46% | −0.03 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.14% | −0.03 |
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 |