Wealth Advisors of Iowa, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Wealth Advisors of Iowa, LLC reported 74 stock positions worth $232.6 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 17.1% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 11.6%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 9.3%). Compared with Q4 2024, it opened 13 new positions, sold out of 3, added to 30 and reduced 19. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $232.6M (Q1 2025)
- SEC Filing
- 0001803005-25-000003 ↗ filed May 12, 2025
Holdings Value
Holdings 74 stocks · $232.6M
| RSP Invesco S&P 500 Equal Weight | 17.10% | 229,611 | $39.8M | Add +1.7% |
| JPST JPMorgan Ultra-Short Income | 11.55% | 530,755 | $26.9M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.31% | 329,486 | $21.7M | Reduce -2.3% |
| USMV iShares MSCI USA Min Vol Fac | 7.88% | 195,803 | $18.3M | Add +2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.76% | 353,323 | $18.0M | Add +7.2% |
| JEPI JPMorgan Equity Premium Inco | 6.67% | 271,552 | $15.5M | Add +12.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.57% | 164,286 | $13.0M | Add +5.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 4.92% | 146,815 | $11.4M | New |
| IVV iShares Core S&P 500 ETF | 2.12% | 8,761 | $4.9M | Reduce -28.0% |
| AAPL Apple Inc. | 1.67% | 17,518 | $3.9M | Reduce -1.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.59% | 71,229 | $3.7M | Reduce -48.0% |
| PULS Pgim Ultra Short Bond ETF | 1.33% | 62,205 | $3.1M | Add +75.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.32% | 38,187 | $3.1M | Reduce -28.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.12% | 71,561 | $2.6M | Reduce -79.6% |
| XLV SS Health Care Select Sector | 1.11% | 17,694 | $2.6M | New |
| BOND PIMCO Active Bond Exchange-T | 1.05% | 26,359 | $2.4M | Add +60.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.03% | 3 | $2.4M | No change |
| IUSV iShares Core S&P U.S. Value | 1.01% | 25,578 | $2.4M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.84% | 2,067 | $2.0M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 3,649 | $1.9M | Reduce -2.4% |
| USMC Principal US Mega-Cap ETF | 0.83% | 33,979 | $1.9M | Reduce -18.1% |
| XLE SS Energy Select Sector | 0.82% | 20,358 | $1.9M | Add +2.9% |
| JQUA JPMorgan US Quality Factor | 0.77% | 31,527 | $1.8M | New |
| MSFT Microsoft Corp. | 0.76% | 4,729 | $1.8M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.67% | 8,204 | $1.6M | Add +3.3% |
| SPEM State Street SP PTF Em ETF | 0.66% | 39,030 | $1.5M | Add +30.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.52% | 29,953 | $1.2M | Add +28.6% |
| GOOG Alphabet Inc. Class C | 0.48% | 7,077 | $1.1M | No change |
| MUB iShares National Muni Bond E | 0.43% | 9,486 | $1.0M | Add +77.3% |
| NVDA Nvidia Corp. | 0.43% | 9,182 | $995K | Add +3.5% |
| V Visa Inc. Class A | 0.41% | 2,690 | $943K | Add +2.7% |
| CASY Casey's General Stores Inc. | 0.40% | 2,147 | $932K | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 2,419 | $897K | No change |
| BUCK Simplify Treasury Option Inc. | 0.38% | 36,174 | $893K | New |
| LLY Eli Lilly & Co. | 0.37% | 1,038 | $857K | Add +15.5% |
| CRM Salesforce Inc. | 0.35% | 3,040 | $816K | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,099 | $760K | No change |
| DE Deere & Co. | 0.29% | 1,425 | $669K | Add +0.9% |
| SYK Stryker Corp. | 0.28% | 1,769 | $659K | New |
| LNT Alliant Energy Corp. | 0.27% | 9,651 | $621K | Reduce -8.4% |
| META Meta Platforms Inc. Class A | 0.25% | 1,027 | $592K | Add +9.0% |
| CGMS Cap Group US Multi-Sect Bond | 0.24% | 20,255 | $553K | Add +64.3% |
| GOOGL Alphabet Inc. Class A | 0.22% | 3,246 | $502K | Reduce -2.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.21% | 6,882 | $490K | No change |
| QGRO American Century US Quality | 0.19% | 4,763 | $446K | New |
| ADBE Adobe Inc. | 0.19% | 1,140 | $437K | No change |
| MAR Marriott International Class A | 0.16% | 1,569 | $374K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.15% | 18,309 | $357K | Add +35.4% |
| EPD Enterprise Products Partners | 0.15% | 10,293 | $351K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.15% | 2,058 | $351K | Reduce -3.7% |
| SBUX Starbucks Corp. | 0.15% | 3,573 | $350K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,392 | $346K | Add +0.7% |
| GLD SPDR Gold Shares | 0.14% | 1,145 | $330K | Add +7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,590 | $275K | Add +0.2% |
| PEP Pepsico Inc. | 0.12% | 1,785 | $268K | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.11% | 2,191 | $261K | Add +0.3% |
| AVGO Broadcom Inc. | 0.11% | 1,550 | $260K | No change |
| PM Philip Morris International | 0.11% | 1,635 | $260K | New |
| CVX Chevron Corp. | 0.11% | 1,547 | $259K | Add +3.1% |
| IWB iShares Russell 1000 ETF | 0.11% | 832 | $255K | No change |
| MCD McDonald's Corp. | 0.11% | 816 | $255K | Add +0.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.11% | 12,817 | $251K | New |
| WMT Walmart Inc. | 0.11% | 2,789 | $245K | Reduce -23.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.10% | 11,174 | $231K | New |
| KO The Coca-Cola Co. | 0.10% | 3,097 | $222K | New |
| MRK Merck & Co. Inc. | 0.09% | 2,413 | $217K | Add +0.7% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 3,547 | $216K | New |
| RTX RTX Corp. | 0.09% | 1,625 | $215K | New |
| TSLA Tesla Inc. | 0.09% | 817 | $212K | Reduce -4.1% |
| ITW Illinois Tool Works | 0.09% | 840 | $208K | No change |
| STZ Constellation Brands Inc. Class A | 0.09% | 1,121 | $206K | No change |
| DFUV Dimensional US Marketwide Va | 0.09% | 4,986 | $205K | Reduce -16.7% |
| JNJ Johnson & Johnson | 0.09% | 1,216 | $202K | Reduce -15.3% |
| MSOS Advisorshares Pure US Cann | 0.01% | 10,020 | $26K | Reduce -28.5% |
Portfolio Sells Q4 2024 → Q1 2025
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -79.6% | 1.12% | −4.92 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.3% | 9.31% | −2.41 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -48.0% | 1.59% | −2.31 |
| IVV iShares Core S&P 500 ETF | Reduce -28.0% | 2.12% | −1.50 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -28.6% | 1.32% | −1.05 |
| AAPL Apple Inc. | Reduce -1.6% | 1.67% | −0.58 |
| USMC Principal US Mega-Cap ETF | Reduce -18.1% | 0.83% | −0.43 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.76% | −0.25 |
| CRM Salesforce Inc. | Reduce -0.4% | 0.35% | −0.16 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.84% | −0.12 |
| T AT&T Inc. | Sold out | 0.00% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 0.22% | −0.10 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Reduce -4.1% | 0.09% | −0.08 |
| WMT Walmart Inc. | Reduce -23.9% | 0.11% | −0.06 |
| LNT Alliant Energy Corp. | Reduce -8.4% | 0.27% | −0.05 |
| DFUV Dimensional US Marketwide Va | Reduce -16.7% | 0.09% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.15% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 0.84% | −0.02 |
| JNJ Johnson & Johnson | Reduce -15.3% | 0.09% | −0.02 |
| MSOS Advisorshares Pure US Cann | Reduce -28.5% | 0.01% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| JPST JPMorgan Ultra-Short Income | New | 11.55% | +11.55 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 4.92% | +4.92 |
| XLV SS Health Care Select Sector | New | 1.11% | +1.11 |
| JQUA JPMorgan US Quality Factor | New | 0.77% | +0.77 |
| PULS Pgim Ultra Short Bond ETF | Add +75.1% | 1.33% | +0.44 |
| BUCK Simplify Treasury Option Inc. | New | 0.38% | +0.38 |
| BOND PIMCO Active Bond Exchange-T | Add +60.5% | 1.05% | +0.30 |
| SYK Stryker Corp. | New | 0.28% | +0.28 |
| QGRO American Century US Quality | New | 0.19% | +0.19 |
| MUB iShares National Muni Bond E | Add +77.3% | 0.43% | +0.14 |
| PM Philip Morris International | New | 0.11% | +0.11 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.11% | +0.11 |
| BSCP Invesco Bulletshares 2025 CB | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | New | 0.10% | +0.10 |
| BMY Bristol-Myers Squibb Co. | New | 0.09% | +0.09 |
| RTX RTX Corp. | New | 0.09% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +30.9% | 0.66% | +0.08 |
| CGMS Cap Group US Multi-Sect Bond | Add +64.3% | 0.24% | +0.07 |
| BSCQ Invesco Bulletshares 2026 CB | Add +35.4% | 0.15% | +0.02 |
| LLY Eli Lilly & Co. | Add +15.5% | 0.37% | +0.02 |
| GLD SPDR Gold Shares | Add +7.0% | 0.14% | +0.01 |
| CVX Chevron Corp. | Add +3.1% | 0.11% | +0.00 |
| CASY Casey's General Stores Inc. | Add +7.5% | 0.40% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +28.6% | 0.52% | −0.00 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.15% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.11% | −0.01 |
| MCD McDonald's Corp. | Add +0.6% | 0.11% | −0.01 |
| EPD Enterprise Products Partners | Add +0.0% | 0.15% | −0.01 |
| V Visa Inc. Class A | Add +2.7% | 0.41% | −0.01 |
| DE Deere & Co. | Add +0.9% | 0.29% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.12% | −0.02 |
| PEP Pepsico Inc. | Add +1.9% | 0.12% | −0.02 |
| META Meta Platforms Inc. Class A | Add +9.0% | 0.25% | −0.02 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.09% | −0.03 |
| XLE SS Energy Select Sector | Add +2.9% | 0.82% | −0.04 |
| NVDA Nvidia Corp. | Add +3.5% | 0.43% | −0.17 |
| IUSV iShares Core S&P U.S. Value | Add +0.0% | 1.01% | −0.18 |
| AMZN Amazon.com Inc. | Add +3.3% | 0.67% | −0.21 |
| JEPI JPMorgan Equity Premium Inco | Add +12.1% | 6.67% | −0.36 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +5.8% | 5.57% | −0.36 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.3% | 7.88% | −0.68 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +7.2% | 7.76% | −0.74 |
| RSP Invesco S&P 500 Equal Weight | Add +1.7% | 17.10% | −2.85 |
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 |