Wealth Advisors of Iowa, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Wealth Advisors of Iowa, LLC reported 83 stock positions worth $293.7 million. Its top holding was JPM Nasdaq Equity Premium (JEPQ) at 11.7% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 9.6%) and iShares MSCI Eafe Min Vol Fa (EFAV, 8.9%). Compared with Q2 2025, it opened 12 new positions, sold out of 4, added to 36 and reduced 21. The biggest buy was Principal US Mega-Cap ETF (USMC, shares +229%) and the biggest sale JPMorgan US Quality Factor (JQUA, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $293.7M (Q3 2025)
- SEC Filing
- 0001803005-25-000006 ↗ filed Nov 14, 2025
Holdings Value
Holdings 83 stocks · $293.7M
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 11.70% | 597,446 | $34.4M | Add +31.9% |
| RSP Invesco S&P 500 Equal Weight | 9.63% | 149,172 | $28.3M | Reduce -0.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 8.92% | 308,736 | $26.2M | Reduce -1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.56% | 320,804 | $25.1M | Reduce -1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.20% | 381,955 | $21.1M | Add +5.8% |
| USMV iShares MSCI USA Min Vol Fac | 6.26% | 193,364 | $18.4M | Reduce -0.6% |
| QGRO American Century US Quality | 5.48% | 140,706 | $16.1M | Add +4.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.45% | 183,470 | $16.0M | Add +10.6% |
| USMC Principal US Mega-Cap ETF | 4.82% | 207,662 | $14.2M | Add +229.2% |
| JPST JPMorgan Ultra-Short Income | 2.29% | 132,555 | $6.7M | Reduce -55.1% |
| QINT American Century QLTY Diver | 2.13% | 102,112 | $6.3M | New |
| IVV iShares Core S&P 500 ETF | 1.99% | 8,725 | $5.8M | Reduce -0.2% |
| AAPL Apple Inc. | 1.85% | 21,343 | $5.4M | Add +1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.67% | 46,920 | $4.9M | Add +14.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.48% | 101,271 | $4.3M | Add +29.1% |
| JQUA JPMorgan US Quality Factor | 1.43% | 66,568 | $4.2M | Reduce -73.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.28% | 31,069 | $3.8M | New |
| MSFT Microsoft Corp. | 0.87% | 4,930 | $2.6M | Add +4.7% |
| IUSV iShares Core S&P U.S. Value | 0.85% | 25,044 | $2.5M | Reduce -2.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.77% | 3 | $2.3M | No change |
| PYLD PIMCO Multisector Bond Actv | 0.74% | 80,490 | $2.2M | New |
| NVDA Nvidia Corp. | 0.71% | 11,145 | $2.1M | Add +1.1% |
| AMZN Amazon.com Inc. | 0.70% | 9,383 | $2.1M | Add +4.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.68% | 43,077 | $2.0M | Add +29.6% |
| BOND PIMCO Active Bond Exchange-T | 0.67% | 21,109 | $2.0M | Reduce -16.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 3,795 | $1.9M | Add +5.2% |
| GOOG Alphabet Inc. Class C | 0.64% | 7,740 | $1.9M | Add +5.6% |
| COST Costco Wholesale Corp. | 0.59% | 1,881 | $1.7M | Reduce -7.4% |
| XLE SS Energy Select Sector | 0.58% | 18,958 | $1.7M | No change |
| SPEM State Street SP PTF Em ETF | 0.51% | 31,780 | $1.5M | Reduce -19.8% |
| LDUR PIMCO Enhanced Low Duration | 0.45% | 13,647 | $1.3M | New |
| CASY Casey's General Stores Inc. | 0.42% | 2,202 | $1.2M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 2,315 | $1.1M | Reduce -4.3% |
| SGOV iShares 0-3 Month Treasury B | 0.35% | 10,091 | $1.0M | New |
| META Meta Platforms Inc. Class A | 0.34% | 1,368 | $1.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.34% | 3,176 | $1.0M | Reduce -0.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.33% | 10,637 | $976K | New |
| V Visa Inc. Class A | 0.31% | 2,627 | $897K | Add +2.4% |
| GLD SPDR Gold Shares | 0.30% | 2,504 | $890K | No change |
| MUB iShares National Muni Bond E | 0.30% | 8,296 | $883K | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 0.29% | 3,554 | $864K | Add +9.5% |
| LLY Eli Lilly & Co. | 0.27% | 1,024 | $781K | Reduce -1.4% |
| CRM Salesforce Inc. | 0.24% | 2,927 | $694K | Reduce -3.7% |
| SYK Stryker Corp. | 0.22% | 1,776 | $657K | Add +0.2% |
| DE Deere & Co. | 0.22% | 1,425 | $652K | No change |
| LNT Alliant Energy Corp. | 0.22% | 9,653 | $651K | Add +0.0% |
| AVGO Broadcom Inc. | 0.21% | 1,891 | $624K | Add +22.0% |
| PULS Pgim Ultra Short Bond ETF | 0.20% | 11,940 | $595K | Reduce -80.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.18% | 7,020 | $538K | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 840 | $504K | No change |
| TSLA Tesla Inc. | 0.15% | 1,015 | $451K | Add +20.7% |
| ADBE Adobe Inc. | 0.15% | 1,212 | $428K | Add +6.3% |
| MAR Marriott International Class A | 0.14% | 1,629 | $424K | Add +0.6% |
| SBUX Starbucks Corp. | 0.14% | 4,987 | $422K | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,410 | $398K | Add +0.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.12% | 18,102 | $354K | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.11% | 2,111 | $324K | Add +5.7% |
| EPD Enterprise Products Partners | 0.11% | 10,301 | $322K | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.10% | 832 | $304K | No change |
| NFLX Netflix Inc. | 0.10% | 251 | $301K | Add +14.6% |
| RTX RTX Corp. | 0.10% | 1,792 | $300K | Add +10.2% |
| ORCL Oracle Corp. | 0.10% | 1,065 | $300K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,590 | $297K | No change |
| SLV iShares Silver Trust | 0.10% | 6,822 | $289K | No change |
| WMT Walmart Inc. | 0.10% | 2,776 | $286K | Add +0.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.10% | 14,186 | $280K | Reduce -3.0% |
| PM Philip Morris International | 0.09% | 1,716 | $278K | Add +4.8% |
| PEP Pepsico Inc. | 0.09% | 1,845 | $259K | Add +3.8% |
| MCD McDonald's Corp. | 0.09% | 850 | $258K | Add +4.2% |
| XOM Exxon Mobil Corp. | 0.09% | 2,275 | $257K | Add +14.4% |
| AMD Advanced Micro Devices | 0.09% | 1,578 | $255K | No change |
| AMAT Applied Materials Inc. | 0.09% | 1,245 | $255K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.08% | 2,496 | $248K | Reduce -74.6% |
| JNJ Johnson & Johnson | 0.08% | 1,216 | $225K | New |
| BSCS Invesco Bulletshares 2028 CB | 0.08% | 10,940 | $225K | New |
| CAT Caterpillar Inc. | 0.08% | 468 | $223K | New |
| DFUV Dimensional US Marketwide Va | 0.08% | 4,986 | $223K | No change |
| ITW Illinois Tool Works | 0.08% | 852 | $222K | Add +1.4% |
| CVX Chevron Corp. | 0.07% | 1,386 | $215K | New |
| T AT&T Inc. | 0.07% | 7,364 | $208K | New |
| KO The Coca-Cola Co. | 0.07% | 3,091 | $205K | Add +0.1% |
| NKE Nike Inc. Class B | 0.07% | 2,920 | $204K | No change |
| VFF Village Farms International | 0.02% | 18,575 | $58K | New |
Portfolio Sells Q2 2025 → Q3 2025
| JQUA JPMorgan US Quality Factor | Reduce -73.7% | 1.43% | −4.26 |
| JPST JPMorgan Ultra-Short Income | Reduce -55.1% | 2.29% | −3.30 |
| PULS Pgim Ultra Short Bond ETF | Reduce -80.8% | 0.20% | −0.96 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.2% | 8.92% | −0.90 |
| BUCK Simplify Treasury Option Inc. | Sold out | 0.00% | −0.69 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 9.63% | −0.59 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 6.26% | −0.56 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.9% | 8.56% | −0.33 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -74.6% | 0.08% | −0.28 |
| BOND PIMCO Active Bond Exchange-T | Reduce -16.0% | 0.67% | −0.20 |
| CGMS Cap Group US Multi-Sect Bond | Sold out | 0.00% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -7.4% | 0.59% | −0.16 |
| SPEM State Street SP PTF Em ETF | Reduce -19.8% | 0.51% | −0.13 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Reduce -3.7% | 0.24% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.1% | 0.85% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -5.7% | 0.30% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 1.99% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 0.27% | −0.04 |
| SBUX Starbucks Corp. | Reduce -0.0% | 0.14% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.3% | 0.38% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.7% | 0.12% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -3.0% | 0.10% | −0.01 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.34% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| USMC Principal US Mega-Cap ETF | Add +229.2% | 4.82% | +3.35 |
| JEPQ JPM Nasdaq Equity Premium | Add +31.9% | 11.70% | +2.49 |
| QINT American Century QLTY Diver | New | 2.13% | +2.13 |
| SPMO Invesco S&P 500 Momentum ETF | New | 1.28% | +1.28 |
| PYLD PIMCO Multisector Bond Actv | New | 0.74% | +0.74 |
| LDUR PIMCO Enhanced Low Duration | New | 0.45% | +0.45 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +10.6% | 5.45% | +0.38 |
| SGOV iShares 0-3 Month Treasury B | New | 0.35% | +0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.33% | +0.33 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +29.1% | 1.48% | +0.29 |
| AAPL Apple Inc. | Add +1.0% | 1.85% | +0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +14.6% | 1.67% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +5.6% | 0.64% | +0.16 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +29.6% | 0.68% | +0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.8% | 7.20% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +9.5% | 0.29% | +0.08 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| T AT&T Inc. | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +1.1% | 0.71% | +0.06 |
| TSLA Tesla Inc. | Add +20.7% | 0.15% | +0.05 |
| AVGO Broadcom Inc. | Add +22.0% | 0.21% | +0.05 |
| VFF Village Farms International | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +10.2% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Add +14.4% | 0.09% | +0.01 |
| LNT Alliant Energy Corp. | Add +0.0% | 0.22% | +0.00 |
| PEP Pepsico Inc. | Add +3.8% | 0.09% | +0.00 |
| MCD McDonald's Corp. | Add +4.2% | 0.09% | −0.00 |
| ITW Illinois Tool Works | Add +1.4% | 0.08% | −0.00 |
| WMT Walmart Inc. | Add +0.2% | 0.10% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 0.65% | −0.01 |
| WRB WR Berkley Corp. | Add +2.0% | 0.18% | −0.01 |
| MSFT Microsoft Corp. | Add +4.7% | 0.87% | −0.01 |
| NFLX Netflix Inc. | Add +14.6% | 0.10% | −0.01 |
| PG The Procter & Gamble Co. | Add +5.7% | 0.11% | −0.01 |
| EPD Enterprise Products Partners | Add +0.0% | 0.11% | −0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.07% | −0.01 |
| PM Philip Morris International | Add +4.8% | 0.09% | −0.02 |
| IBM Intl Business Machines Corp. | Add +0.6% | 0.14% | −0.02 |
| ADBE Adobe Inc. | Add +6.3% | 0.15% | −0.02 |
| MAR Marriott International Class A | Add +0.6% | 0.14% | −0.02 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.34% | −0.03 |
| QGRO American Century US Quality | Add +4.1% | 5.48% | −0.03 |
| V Visa Inc. Class A | Add +2.4% | 0.31% | −0.04 |
| AMZN Amazon.com Inc. | Add +4.4% | 0.70% | −0.04 |
| SYK Stryker Corp. | Add +0.2% | 0.22% | −0.04 |
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 |