Wealth Advisors of Iowa, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Wealth Advisors of Iowa, LLC reported 84 stock positions worth $304.5 million. Its top holding was JPM Nasdaq Equity Premium (JEPQ) at 11.8% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 9.4%) and Ste STR SPDR PT DW Eu ETF (SPDW, 8.7%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 38 and reduced 30. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +492%) and the biggest sale iShares MSCI Eafe Min Vol Fa (EFAV, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $304.5M (Q4 2025)
- SEC Filing
- 0001803005-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 84 stocks · $304.5M
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 11.81% | 618,962 | $36.0M | Add +3.6% |
| RSP Invesco S&P 500 Equal Weight | 9.43% | 149,982 | $28.7M | Add +0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 8.74% | 599,350 | $26.6M | Add +491.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.45% | 320,790 | $25.7M | Reduce 0.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.15% | 383,536 | $21.8M | Add +0.4% |
| USMV iShares MSCI USA Min Vol Fac | 6.08% | 196,636 | $18.5M | Add +1.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.29% | 377,695 | $16.1M | Add +2.9% |
| QGRO American Century US Quality | 5.18% | 137,853 | $15.8M | Reduce -2.0% |
| USMC Principal US Mega-Cap ETF | 4.61% | 205,062 | $14.0M | Reduce -1.3% |
| QINT American Century QLTY Diver | 2.75% | 130,578 | $8.4M | Add +27.9% |
| AAPL Apple Inc. | 1.97% | 22,060 | $6.0M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 1.96% | 8,719 | $6.0M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 1.66% | 99,858 | $5.1M | Reduce -24.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.63% | 46,495 | $5.0M | Reduce -0.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.61% | 57,007 | $4.9M | Reduce -81.5% |
| JQUA JPMorgan US Quality Factor | 1.36% | 65,337 | $4.1M | Reduce -1.9% |
| SPMO Invesco S&P 500 Momentum ETF | 1.23% | 31,323 | $3.7M | Add +0.8% |
| MSFT Microsoft Corp. | 0.89% | 5,602 | $2.7M | Add +13.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.87% | 29,159 | $2.7M | Add +174.1% |
| IUSV iShares Core S&P U.S. Value | 0.84% | 25,057 | $2.6M | Add +0.1% |
| PYLD PIMCO Multisector Bond Actv | 0.83% | 95,152 | $2.5M | Add +18.2% |
| GOOG Alphabet Inc. Class C | 0.76% | 7,373 | $2.3M | Reduce -4.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.74% | 3 | $2.3M | No change |
| AMZN Amazon.com Inc. | 0.67% | 8,885 | $2.1M | Reduce -5.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.66% | 42,571 | $2.0M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.65% | 10,584 | $2.0M | Reduce -5.0% |
| BOND PIMCO Active Bond Exchange-T | 0.65% | 21,183 | $2.0M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 3,670 | $1.8M | Reduce -3.3% |
| XLE SS Energy Select Sector | 0.56% | 37,844 | $1.7M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.53% | 1,881 | $1.6M | No change |
| LDUR PIMCO Enhanced Low Duration | 0.53% | 16,860 | $1.6M | Add +23.5% |
| SGOV iShares 0-3 Month Treasury B | 0.53% | 16,040 | $1.6M | Add +59.0% |
| SPEM State Street SP PTF Em ETF | 0.49% | 31,849 | $1.5M | Add +0.2% |
| CASY Casey's General Stores Inc. | 0.41% | 2,243 | $1.2M | Add +1.9% |
| GLD SPDR Gold Shares | 0.41% | 3,128 | $1.2M | Add +24.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 2,370 | $1.2M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 0.37% | 3,499 | $1.1M | Add +10.2% |
| LLY Eli Lilly & Co. | 0.36% | 1,024 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,126 | $978K | Reduce -12.0% |
| DE Deere & Co. | 0.31% | 2,015 | $938K | Add +41.4% |
| META Meta Platforms Inc. Class A | 0.29% | 1,361 | $898K | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.29% | 8,306 | $890K | Add +0.1% |
| V Visa Inc. Class A | 0.29% | 2,533 | $888K | Reduce -3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 1,362 | $836K | Add +62.1% |
| CRM Salesforce Inc. | 0.25% | 2,920 | $774K | Reduce -0.2% |
| LNT Alliant Energy Corp. | 0.21% | 9,654 | $628K | Add +0.0% |
| SYK Stryker Corp. | 0.21% | 1,779 | $625K | Add +0.2% |
| CAT Caterpillar Inc. | 0.20% | 1,053 | $603K | Add +125.0% |
| MAR Marriott International Class A | 0.17% | 1,690 | $524K | Add +3.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.17% | 5,067 | $503K | Add +103.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.16% | 6,882 | $483K | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.15% | 1,354 | $469K | Reduce -28.4% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 7,349 | $459K | New |
| SLV iShares Silver Trust | 0.14% | 6,822 | $439K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,417 | $420K | Add +0.5% |
| RTX RTX Corp. | 0.13% | 2,223 | $408K | Add +24.1% |
| ADBE Adobe Inc. | 0.13% | 1,140 | $399K | Reduce -5.9% |
| TSLA Tesla Inc. | 0.13% | 861 | $387K | Reduce -15.2% |
| PULS Pgim Ultra Short Bond ETF | 0.12% | 7,445 | $369K | Reduce -37.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.12% | 18,513 | $362K | Add +2.3% |
| JNJ Johnson & Johnson | 0.11% | 1,637 | $339K | Add +34.6% |
| AMD Advanced Micro Devices | 0.11% | 1,578 | $338K | No change |
| EPD Enterprise Products Partners | 0.11% | 10,304 | $330K | Add +0.0% |
| AMAT Applied Materials Inc. | 0.11% | 1,245 | $320K | No change |
| PG The Procter & Gamble Co. | 0.10% | 2,198 | $315K | Add +4.1% |
| IWB iShares Russell 1000 ETF | 0.10% | 832 | $311K | No change |
| WMT Walmart Inc. | 0.10% | 2,776 | $309K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,590 | $304K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.10% | 14,540 | $300K | Add +32.9% |
| PEP Pepsico Inc. | 0.09% | 1,928 | $277K | Add +4.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.09% | 13,888 | $274K | Reduce -2.1% |
| PM Philip Morris International | 0.09% | 1,645 | $264K | Reduce -4.1% |
| MRK Merck & Co. Inc. | 0.08% | 2,385 | $251K | New |
| MCD McDonald's Corp. | 0.08% | 817 | $250K | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.08% | 2,001 | $241K | Reduce -12.0% |
| SBUX Starbucks Corp. | 0.08% | 2,772 | $233K | Reduce -44.4% |
| DFUV Dimensional US Marketwide Va | 0.08% | 4,986 | $232K | No change |
| KO The Coca-Cola Co. | 0.07% | 3,096 | $216K | Add +0.2% |
| CVX Chevron Corp. | 0.07% | 1,386 | $211K | No change |
| ORCL Oracle Corp. | 0.07% | 1,065 | $208K | No change |
| ITW Illinois Tool Works | 0.07% | 840 | $207K | Reduce -1.4% |
| NFLX Netflix Inc. | 0.07% | 2,190 | $205K | Reduce -12.8% |
| VFF Village Farms International | 0.02% | 18,575 | $68K | No change |
| STRIVE INC | 0.01% | 22,224 | $16K | New |
Portfolio Sells Q3 2025 → Q4 2025
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -81.5% | 1.61% | −7.30 |
| JPST JPMorgan Ultra-Short Income | Reduce -24.7% | 1.66% | −0.63 |
| QGRO American Century US Quality | Reduce -2.0% | 5.18% | −0.30 |
| USMC Principal US Mega-Cap ETF | Reduce -1.3% | 4.61% | −0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce 0.0% | 8.45% | −0.11 |
| PULS Pgim Ultra Short Bond ETF | Reduce -37.6% | 0.12% | −0.08 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| JQUA JPMorgan US Quality Factor | Reduce -1.9% | 1.36% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| SBUX Starbucks Corp. | Reduce -44.4% | 0.08% | −0.07 |
| NVDA Nvidia Corp. | Reduce -5.0% | 0.65% | −0.06 |
| AVGO Broadcom Inc. | Reduce -28.4% | 0.15% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.29% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.61% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 1.63% | −0.04 |
| NFLX Netflix Inc. | Reduce -12.8% | 0.07% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 0.67% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.96% | −0.03 |
| TSLA Tesla Inc. | Reduce -15.2% | 0.13% | −0.03 |
| WRB WR Berkley Corp. | Reduce -2.0% | 0.16% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.2% | 0.66% | −0.02 |
| XLE SS Energy Select Sector | Reduce -0.2% | 0.56% | −0.02 |
| ADBE Adobe Inc. | Reduce -5.9% | 0.13% | −0.01 |
| V Visa Inc. Class A | Reduce -3.6% | 0.29% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -12.0% | 0.08% | −0.01 |
| PM Philip Morris International | Reduce -4.1% | 0.09% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.4% | 0.07% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.08% | −0.01 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -2.1% | 0.09% | −0.01 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.25% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -12.0% | 0.32% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 0.76% | +0.12 |
Portfolio Buys Q3 2025 → Q4 2025
| SPDW Ste STR SPDR PT DW Eu ETF | Add +491.8% | 8.74% | +7.26 |
| QINT American Century QLTY Diver | Add +27.9% | 2.75% | +0.62 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +174.1% | 0.87% | +0.54 |
| SGOV iShares 0-3 Month Treasury B | Add +59.0% | 0.53% | +0.18 |
| VEA Vanguard Ftse Developed ETF | New | 0.15% | +0.15 |
| CAT Caterpillar Inc. | Add +125.0% | 0.20% | +0.12 |
| AAPL Apple Inc. | Add +3.4% | 1.97% | +0.12 |
| JEPQ JPM Nasdaq Equity Premium | Add +3.6% | 11.81% | +0.11 |
| GLD SPDR Gold Shares | Add +24.9% | 0.41% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +62.1% | 0.27% | +0.10 |
| PYLD PIMCO Multisector Bond Actv | Add +18.2% | 0.83% | +0.10 |
| DE Deere & Co. | Add +41.4% | 0.31% | +0.09 |
| LDUR PIMCO Enhanced Low Duration | Add +23.5% | 0.53% | +0.08 |
| MRK Merck & Co. Inc. | New | 0.08% | +0.08 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +103.0% | 0.17% | +0.08 |
| JNJ Johnson & Johnson | Add +34.6% | 0.11% | +0.03 |
| RTX RTX Corp. | Add +24.1% | 0.13% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +10.2% | 0.37% | +0.03 |
| MAR Marriott International Class A | Add +3.7% | 0.17% | +0.03 |
| BSCS Invesco Bulletshares 2028 CB | Add +32.9% | 0.10% | +0.02 |
| MSFT Microsoft Corp. | Add +13.6% | 0.89% | +0.02 |
| STRIVE INC | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +4.5% | 0.09% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.14% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.4% | 0.38% | +0.00 |
| KO The Coca-Cola Co. | Add +0.2% | 0.07% | +0.00 |
| EPD Enterprise Products Partners | Add +0.0% | 0.11% | −0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +2.3% | 0.12% | −0.00 |
| PG The Procter & Gamble Co. | Add +4.1% | 0.10% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.84% | −0.01 |
| MUB iShares National Muni Bond E | Add +0.1% | 0.29% | −0.01 |
| LNT Alliant Energy Corp. | Add +0.0% | 0.21% | −0.02 |
| CASY Casey's General Stores Inc. | Add +1.9% | 0.41% | −0.02 |
| SPEM State Street SP PTF Em ETF | Add +0.2% | 0.49% | −0.02 |
| SYK Stryker Corp. | Add +0.2% | 0.21% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Add +0.3% | 0.65% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.4% | 7.15% | −0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +0.8% | 1.23% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.9% | 5.29% | −0.15 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.7% | 6.08% | −0.18 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 9.43% | −0.20 |
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 |