Wealth Advisors of Iowa, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Wealth Advisors of Iowa, LLC reported 75 stock positions worth $267.6 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.2% of the portfolio, followed by iShares MSCI Eafe Min Vol Fa (EFAV, 9.8%) and JPM Nasdaq Equity Premium (JEPQ, 9.2%). Compared with Q1 2025, it opened 9 new positions, sold out of 8, added to 33 and reduced 18. The biggest buy was JPM Nasdaq Equity Premium (JEPQ, shares +536%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $267.6M (Q2 2025)
- SEC Filing
- 0001803005-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 75 stocks · $267.6M
| RSP Invesco S&P 500 Equal Weight | 10.22% | 150,461 | $27.3M | Reduce -34.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 9.81% | 312,395 | $26.3M | Add +112.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 9.21% | 453,041 | $24.6M | Add +536.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.88% | 326,972 | $23.8M | Reduce -0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.06% | 360,928 | $18.9M | Add +2.1% |
| USMV iShares MSCI USA Min Vol Fac | 6.83% | 194,616 | $18.3M | Reduce -0.6% |
| JQUA JPMorgan US Quality Factor | 5.69% | 253,334 | $15.2M | Add +703.5% |
| JPST JPMorgan Ultra-Short Income | 5.59% | 295,328 | $15.0M | Reduce -44.4% |
| QGRO American Century US Quality | 5.51% | 135,207 | $14.8M | Add +2738.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.06% | 165,893 | $13.5M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 2.03% | 8,743 | $5.4M | Reduce -0.2% |
| AAPL Apple Inc. | 1.62% | 21,129 | $4.3M | Add +20.6% |
| USMC Principal US Mega-Cap ETF | 1.47% | 63,077 | $3.9M | Add +85.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.46% | 40,928 | $3.9M | Add +7.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.19% | 78,468 | $3.2M | Add +9.7% |
| PULS Pgim Ultra Short Bond ETF | 1.16% | 62,256 | $3.1M | Add +0.1% |
| IUSV iShares Core S&P U.S. Value | 0.91% | 25,592 | $2.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.88% | 4,711 | $2.3M | Reduce -0.4% |
| BOND PIMCO Active Bond Exchange-T | 0.87% | 25,142 | $2.3M | Reduce -4.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.82% | 3 | $2.2M | No change |
| COST Costco Wholesale Corp. | 0.75% | 2,031 | $2.0M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.74% | 8,990 | $2.0M | Add +9.6% |
| BUCK Simplify Treasury Option Inc. | 0.69% | 77,656 | $1.8M | Add +114.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 3,609 | $1.8M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.65% | 11,023 | $1.7M | Add +20.1% |
| SPEM State Street SP PTF Em ETF | 0.63% | 39,618 | $1.7M | Add +1.5% |
| XLE SS Energy Select Sector | 0.60% | 18,958 | $1.6M | Reduce -6.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.53% | 33,245 | $1.4M | Add +11.0% |
| GOOG Alphabet Inc. Class C | 0.49% | 7,329 | $1.3M | Add +3.6% |
| CASY Casey's General Stores Inc. | 0.42% | 2,202 | $1.1M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 2,419 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.38% | 1,361 | $1.0M | Add +32.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.36% | 9,811 | $976K | New |
| JPM JPMorgan Chase & Co. | 0.35% | 3,200 | $928K | Add +3.3% |
| MUB iShares National Muni Bond E | 0.34% | 8,793 | $919K | Reduce -7.3% |
| V Visa Inc. Class A | 0.34% | 2,566 | $911K | Reduce -4.6% |
| CRM Salesforce Inc. | 0.31% | 3,040 | $829K | No change |
| LLY Eli Lilly & Co. | 0.30% | 1,038 | $809K | No change |
| GLD SPDR Gold Shares | 0.29% | 2,504 | $763K | Add +118.7% |
| DE Deere & Co. | 0.27% | 1,425 | $725K | No change |
| SYK Stryker Corp. | 0.26% | 1,773 | $701K | Add +0.2% |
| LNT Alliant Energy Corp. | 0.22% | 9,652 | $584K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,246 | $572K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.19% | 6,882 | $506K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.17% | 16,918 | $467K | Reduce -16.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 840 | $463K | New |
| SBUX Starbucks Corp. | 0.17% | 4,988 | $457K | Add +39.6% |
| MAR Marriott International Class A | 0.17% | 1,619 | $442K | Add +3.2% |
| ADBE Adobe Inc. | 0.16% | 1,140 | $441K | No change |
| AVGO Broadcom Inc. | 0.16% | 1,550 | $427K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,401 | $413K | Add +0.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.14% | 18,600 | $363K | Add +1.6% |
| EPD Enterprise Products Partners | 0.12% | 10,297 | $319K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.12% | 1,998 | $318K | Reduce -2.9% |
| PM Philip Morris International | 0.11% | 1,638 | $298K | Add +0.2% |
| NFLX Netflix Inc. | 0.11% | 219 | $293K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.11% | 14,629 | $287K | Add +14.1% |
| IWB iShares Russell 1000 ETF | 0.11% | 832 | $282K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,590 | $281K | No change |
| WMT Walmart Inc. | 0.10% | 2,771 | $271K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.10% | 841 | $267K | Add +2.9% |
| MCD McDonald's Corp. | 0.09% | 816 | $238K | No change |
| RTX RTX Corp. | 0.09% | 1,626 | $237K | Add +0.1% |
| PEP Pepsico Inc. | 0.09% | 1,778 | $235K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.09% | 1,065 | $233K | New |
| AMAT Applied Materials Inc. | 0.09% | 1,245 | $228K | New |
| AMD Advanced Micro Devices | 0.08% | 1,578 | $224K | New |
| SLV iShares Silver Trust | 0.08% | 6,822 | $224K | New |
| KO The Coca-Cola Co. | 0.08% | 3,089 | $219K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.08% | 1,989 | $214K | Reduce -9.2% |
| DFUV Dimensional US Marketwide Va | 0.08% | 4,986 | $211K | No change |
| ITW Illinois Tool Works | 0.08% | 840 | $208K | No change |
| NKE Nike Inc. Class B | 0.08% | 2,920 | $207K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 1,663 | $206K | New |
| MSOS Advisorshares Pure US Cann | 0.01% | 10,020 | $24K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| RSP Invesco S&P 500 Equal Weight | Reduce -34.5% | 10.22% | −6.88 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −6.67 |
| JPST JPMorgan Ultra-Short Income | Reduce -44.4% | 5.59% | −5.96 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.11 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 6.83% | −1.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.8% | 8.88% | −0.43 |
| XLE SS Energy Select Sector | Reduce -6.9% | 0.60% | −0.22 |
| BOND PIMCO Active Bond Exchange-T | Reduce -4.6% | 0.87% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.66% | −0.18 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.11 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.75% | −0.09 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 2.03% | −0.09 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -7.3% | 0.34% | −0.09 |
| V Visa Inc. Class A | Reduce -4.6% | 0.34% | −0.06 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -16.5% | 0.17% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -9.2% | 0.08% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.12% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.09% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.08% | −0.01 |
| WMT Walmart Inc. | Reduce -0.7% | 0.10% | −0.00 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.88% | +0.11 |
Portfolio Buys Q1 2025 → Q2 2025
| JEPQ JPM Nasdaq Equity Premium | Add +536.0% | 9.21% | +7.63 |
| QGRO American Century US Quality | Add +2738.7% | 5.51% | +5.32 |
| JQUA JPMorgan US Quality Factor | Add +703.5% | 5.69% | +4.92 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +112.8% | 9.81% | +4.90 |
| USMC Principal US Mega-Cap ETF | Add +85.6% | 1.47% | +0.65 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.36% | +0.36 |
| BUCK Simplify Treasury Option Inc. | Add +114.7% | 0.69% | +0.30 |
| NVDA Nvidia Corp. | Add +20.1% | 0.65% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.17% | +0.17 |
| GLD SPDR Gold Shares | Add +118.7% | 0.29% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.2% | 1.46% | +0.14 |
| META Meta Platforms Inc. Class A | Add +32.5% | 0.38% | +0.12 |
| NFLX Netflix Inc. | New | 0.11% | +0.11 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | New | 0.08% | +0.08 |
| NKE Nike Inc. Class B | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | New | 0.08% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +9.7% | 1.19% | +0.07 |
| AMZN Amazon.com Inc. | Add +9.6% | 0.74% | +0.07 |
| SBUX Starbucks Corp. | Add +39.6% | 0.17% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.3% | 0.35% | +0.02 |
| CASY Casey's General Stores Inc. | Add +2.6% | 0.42% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +3.6% | 0.49% | +0.01 |
| TSLA Tesla Inc. | Add +2.9% | 0.10% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.15% | +0.01 |
| MAR Marriott International Class A | Add +3.2% | 0.17% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +11.0% | 0.53% | +0.00 |
| PM Philip Morris International | Add +0.2% | 0.11% | 0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +14.1% | 0.11% | −0.00 |
| RTX RTX Corp. | Add +0.1% | 0.09% | −0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.6% | 0.14% | −0.02 |
| SYK Stryker Corp. | Add +0.2% | 0.26% | −0.02 |
| SPEM State Street SP PTF Em ETF | Add +1.5% | 0.63% | −0.03 |
| EPD Enterprise Products Partners | Add +0.0% | 0.12% | −0.03 |
| LNT Alliant Energy Corp. | Add +0.0% | 0.22% | −0.05 |
| AAPL Apple Inc. | Add +20.6% | 1.62% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.91% | −0.11 |
| PULS Pgim Ultra Short Bond ETF | Add +0.1% | 1.16% | −0.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.0% | 5.06% | −0.51 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.1% | 7.06% | −0.70 |
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 |