Wealth Advisors of Iowa, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Wealth Advisors of Iowa, LLC reported 64 stock positions worth $198.3 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, 11.7%) and iShares MSCI USA Min Vol Fac (USMV, 8.6%). Compared with Q3 2024, it opened 4 new positions, sold out of 9, added to 31 and reduced 20. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +46%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $198.3M (Q4 2024)
- SEC Filing
- 0001803005-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 64 stocks · $198.3M
| RSP Invesco S&P 500 Equal Weight | 19.94% | 225,709 | $39.6M | Add +3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.73% | 337,299 | $23.3M | Add +0.9% |
| USMV iShares MSCI USA Min Vol Fac | 8.57% | 191,357 | $17.0M | Reduce -12.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 8.50% | 329,558 | $16.9M | Add +2.3% |
| JEPI JPMorgan Equity Premium Inco | 7.03% | 242,254 | $13.9M | Add +4.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.04% | 350,881 | $12.0M | Add +3.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.93% | 155,314 | $11.8M | Add +0.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 3.90% | 137,091 | $7.7M | Add +17.8% |
| IVV iShares Core S&P 500 ETF | 3.61% | 12,172 | $7.2M | Reduce -0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.37% | 53,468 | $4.7M | Add +46.3% |
| AAPL Apple Inc. | 2.25% | 17,804 | $4.5M | Reduce -1.1% |
| USMC Principal US Mega-Cap ETF | 1.26% | 41,501 | $2.5M | Add +87.9% |
| IUSV iShares Core S&P U.S. Value | 1.19% | 25,567 | $2.4M | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.03% | 3 | $2.0M | No change |
| MSFT Microsoft Corp. | 1.02% | 4,779 | $2.0M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.96% | 2,072 | $1.9M | Add +1.4% |
| PULS Pgim Ultra Short Bond ETF | 0.89% | 35,520 | $1.8M | Add +39.9% |
| AMZN Amazon.com Inc. | 0.88% | 7,944 | $1.7M | Add +0.5% |
| XLE SS Energy Select Sector | 0.85% | 19,791 | $1.7M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 3,739 | $1.7M | Add +2.4% |
| BOND PIMCO Active Bond Exchange-T | 0.75% | 16,422 | $1.5M | Add +66.9% |
| GOOG Alphabet Inc. Class C | 0.68% | 7,077 | $1.3M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.60% | 8,869 | $1.2M | Add +9.5% |
| SPEM State Street SP PTF Em ETF | 0.58% | 29,808 | $1.1M | Add +27.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.53% | 23,300 | $1.0M | Reduce -5.1% |
| CRM Salesforce Inc. | 0.51% | 3,052 | $1.0M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.50% | 2,419 | $993K | No change |
| V Visa Inc. Class A | 0.42% | 2,620 | $828K | Add +1.0% |
| CASY Casey's General Stores Inc. | 0.40% | 1,998 | $792K | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.37% | 3,099 | $743K | Add +8.1% |
| LLY Eli Lilly & Co. | 0.35% | 899 | $694K | Reduce -11.2% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,339 | $632K | Add +7.0% |
| LNT Alliant Energy Corp. | 0.31% | 10,534 | $623K | Add +0.1% |
| DE Deere & Co. | 0.30% | 1,412 | $598K | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.29% | 5,349 | $570K | Reduce -40.8% |
| META Meta Platforms Inc. Class A | 0.28% | 942 | $551K | Add +5.8% |
| ADBE Adobe Inc. | 0.26% | 1,140 | $507K | Add +4.6% |
| MAR Marriott International Class A | 0.22% | 1,569 | $438K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.20% | 6,882 | $403K | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.18% | 1,550 | $359K | Add +33.6% |
| PG The Procter & Gamble Co. | 0.18% | 2,138 | $358K | No change |
| TSLA Tesla Inc. | 0.17% | 852 | $344K | New |
| CGMS Cap Group US Multi-Sect Bond | 0.17% | 12,331 | $336K | Add +22.6% |
| WMT Walmart Inc. | 0.17% | 3,663 | $331K | Add +35.6% |
| SBUX Starbucks Corp. | 0.16% | 3,573 | $326K | Reduce -2.7% |
| EPD Enterprise Products Partners | 0.16% | 10,290 | $323K | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 2,781 | $310K | Reduce -37.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,383 | $304K | Reduce -6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 1,587 | $269K | New |
| IWB iShares Russell 1000 ETF | 0.14% | 832 | $268K | Reduce -2.7% |
| PEP Pepsico Inc. | 0.13% | 1,751 | $266K | Reduce -0.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.13% | 13,524 | $263K | New |
| GLD SPDR Gold Shares | 0.13% | 1,070 | $259K | Add +3.9% |
| STZ Constellation Brands Inc. Class A | 0.12% | 1,121 | $248K | No change |
| DFUV Dimensional US Marketwide Va | 0.12% | 5,986 | $245K | No change |
| MRK Merck & Co. Inc. | 0.12% | 2,397 | $238K | Add +0.6% |
| MCD McDonald's Corp. | 0.12% | 811 | $235K | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.12% | 2,184 | $235K | Add +0.5% |
| CVX Chevron Corp. | 0.11% | 1,500 | $217K | Add +2.8% |
| T AT&T Inc. | 0.11% | 9,417 | $214K | New |
| ITW Illinois Tool Works | 0.11% | 840 | $213K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,436 | $208K | Reduce -33.0% |
| AMAT Applied Materials Inc. | 0.10% | 1,245 | $202K | No change |
| MSOS Advisorshares Pure US Cann | 0.03% | 14,020 | $53K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| USMV iShares MSCI USA Min Vol Fac | Reduce -12.3% | 8.57% | −1.57 |
| MUB iShares National Muni Bond E | Reduce -40.8% | 0.29% | −0.21 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.14 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.13 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.13 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.12 |
| KR Kroger Co. | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.11 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -11.2% | 0.35% | −0.11 |
| JNJ Johnson & Johnson | Reduce -33.0% | 0.10% | −0.07 |
| DIS The Walt Disney Co. | Reduce -37.4% | 0.16% | −0.06 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.2% | 1.19% | −0.05 |
| XLE SS Energy Select Sector | Reduce -1.7% | 0.85% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.02% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -5.1% | 0.53% | −0.04 |
| LUMO Lumos Pharma Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.13% | −0.02 |
| SBUX Starbucks Corp. | Reduce -2.7% | 0.16% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -6.2% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.12% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -2.7% | 0.14% | −0.00 |
| DE Deere & Co. | Reduce -0.6% | 0.30% | −0.00 |
| WRB WR Berkley Corp. | Reduce -1.3% | 0.20% | +0.00 |
| CASY Casey's General Stores Inc. | Reduce -1.9% | 0.40% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 3.61% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.68% | +0.07 |
| AAPL Apple Inc. | Reduce -1.1% | 2.25% | +0.11 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +46.3% | 2.37% | +0.83 |
| JEPQ JPM Nasdaq Equity Premium | Add +17.8% | 3.90% | +0.64 |
| USMC Principal US Mega-Cap ETF | Add +87.9% | 1.26% | +0.62 |
| BOND PIMCO Active Bond Exchange-T | Add +66.9% | 0.75% | +0.28 |
| PULS Pgim Ultra Short Bond ETF | Add +39.9% | 0.89% | +0.24 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.9% | 11.73% | +0.24 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.14% | +0.14 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.88% | +0.13 |
| T AT&T Inc. | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +9.5% | 0.60% | +0.10 |
| CRM Salesforce Inc. | Add +0.8% | 0.51% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +27.5% | 0.58% | +0.09 |
| AVGO Broadcom Inc. | Add +33.6% | 0.18% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +8.1% | 0.37% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +3.5% | 19.94% | +0.06 |
| WMT Walmart Inc. | Add +35.6% | 0.17% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +7.0% | 0.32% | +0.06 |
| V Visa Inc. Class A | Add +1.0% | 0.42% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.96% | +0.04 |
| CGMS Cap Group US Multi-Sect Bond | Add +22.6% | 0.17% | +0.03 |
| META Meta Platforms Inc. Class A | Add +5.8% | 0.28% | +0.02 |
| EPD Enterprise Products Partners | Add +0.0% | 0.16% | +0.01 |
| GLD SPDR Gold Shares | Add +3.9% | 0.13% | +0.00 |
| CVX Chevron Corp. | Add +2.8% | 0.11% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 0.85% | −0.00 |
| LNT Alliant Energy Corp. | Add +0.1% | 0.31% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.12% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +4.2% | 7.03% | −0.02 |
| MRK Merck & Co. Inc. | Add +0.6% | 0.12% | −0.02 |
| ADBE Adobe Inc. | Add +4.6% | 0.26% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.3% | 8.50% | −0.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.3% | 5.93% | −0.44 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.5% | 6.04% | −0.44 |
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 |