Wealth Advisors of Iowa, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Wealth Advisors of Iowa, LLC reported 87 stock positions worth $323.2 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 11.6% of the portfolio, followed by JPM Nasdaq Equity Premium (JEPQ, 10.9%) and Ste STR SPDR PT DW Eu ETF (SPDW, 9.2%). Compared with Q4 2025, it opened 10 new positions, sold out of 7, added to 45 and reduced 22. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +2222%) and the biggest sale American Century US Quality (QGRO, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001803005
- Portfolio Value
- $323.2M (Q1 2026)
- SEC Filing
- 0001803005-26-000002 ↗ filed May 13, 2026
Holdings Value
Holdings 87 stocks · $323.2M
| SGOV iShares 0-3 Month Treasury B | 11.60% | 372,395 | $37.5M | Add +2221.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 10.91% | 635,087 | $35.3M | Add +2.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.16% | 648,321 | $29.6M | Add +8.2% |
| RSP Invesco S&P 500 Equal Weight | 8.86% | 149,294 | $28.7M | Reduce -0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.59% | 320,506 | $24.5M | Reduce -0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.26% | 415,019 | $23.5M | Add +8.2% |
| USMV iShares MSCI USA Min Vol Fac | 5.66% | 197,331 | $18.3M | Add +0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.25% | 369,793 | $17.0M | Reduce -2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.01% | 70,754 | $6.5M | Add +142.7% |
| QINT American Century QLTY Diver | 1.88% | 92,800 | $6.1M | Reduce -28.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.69% | 55,747 | $5.5M | Add +19.9% |
| AAPL Apple Inc. | 1.65% | 21,015 | $5.3M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 1.60% | 7,931 | $5.2M | Reduce -9.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.51% | 53,459 | $4.9M | Reduce -6.2% |
| LDUR PIMCO Enhanced Low Duration | 1.47% | 49,576 | $4.8M | Add +194.1% |
| USMC Principal US Mega-Cap ETF | 1.23% | 61,659 | $4.0M | Reduce -69.9% |
| MINT PIMCO Enhanced Short Maturit | 1.20% | 38,595 | $3.9M | New |
| BOND PIMCO Active Bond Exchange-T | 1.17% | 41,068 | $3.8M | Add +93.9% |
| PYLD PIMCO Multisector Bond Actv | 0.98% | 120,551 | $3.2M | Add +26.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.85% | 56,580 | $2.7M | Add +32.9% |
| JQUA JPMorgan US Quality Factor | 0.79% | 41,853 | $2.6M | Reduce -35.9% |
| IUSV iShares Core S&P U.S. Value | 0.79% | 24,966 | $2.6M | Reduce -0.4% |
| DE Deere & Co. | 0.78% | 4,500 | $2.5M | Add +123.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.67% | 3 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 0.66% | 7,417 | $2.1M | Add +0.6% |
| SPEM State Street SP PTF Em ETF | 0.65% | 45,090 | $2.1M | Add +41.6% |
| COST Costco Wholesale Corp. | 0.59% | 1,920 | $1.9M | Add +2.1% |
| MSFT Microsoft Corp. | 0.58% | 5,083 | $1.9M | Reduce -9.3% |
| CASY Casey's General Stores Inc. | 0.57% | 2,524 | $1.8M | Add +12.5% |
| NVDA Nvidia Corp. | 0.56% | 10,393 | $1.8M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.55% | 8,599 | $1.8M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 3,604 | $1.7M | Reduce -1.8% |
| GLD SPDR Gold Shares | 0.52% | 3,896 | $1.7M | Add +24.6% |
| XLE SS Energy Select Sector | 0.48% | 25,343 | $1.6M | Reduce -33.0% |
| FENI Fidelity Enhanced Intl ETF | 0.42% | 36,318 | $1.4M | New |
| JPM JPMorgan Chase & Co. | 0.32% | 3,549 | $1.0M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 2,370 | $1.0M | No change |
| LLY Eli Lilly & Co. | 0.29% | 1,034 | $951K | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,172 | $912K | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,562 | $902K | Add +14.7% |
| META Meta Platforms Inc. Class A | 0.27% | 1,549 | $886K | Add +13.8% |
| MUB iShares National Muni Bond E | 0.27% | 8,312 | $882K | Add +0.1% |
| PMBS PIMCO MBS Active ETF | 0.26% | 16,833 | $835K | New |
| V Visa Inc. Class A | 0.25% | 2,710 | $819K | Add +7.0% |
| CAT Caterpillar Inc. | 0.23% | 1,054 | $747K | Add +0.1% |
| LNT Alliant Energy Corp. | 0.21% | 9,654 | $693K | No change |
| SYK Stryker Corp. | 0.18% | 1,783 | $586K | Add +0.2% |
| MAR Marriott International Class A | 0.17% | 1,690 | $553K | No change |
| CRM Salesforce Inc. | 0.17% | 2,888 | $539K | Reduce -1.1% |
| SLV iShares Silver Trust | 0.16% | 7,405 | $505K | Add +8.6% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 7,438 | $477K | Add +1.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.14% | 6,912 | $458K | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.13% | 727 | $434K | New |
| AVGO Broadcom Inc. | 0.13% | 1,401 | $434K | Add +3.5% |
| RTX RTX Corp. | 0.13% | 2,233 | $431K | Add +0.5% |
| JNJ Johnson & Johnson | 0.13% | 1,762 | $431K | Add +7.6% |
| AMAT Applied Materials Inc. | 0.13% | 1,245 | $426K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.13% | 4,373 | $412K | New |
| EPD Enterprise Products Partners | 0.12% | 10,178 | $385K | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.12% | 2,237 | $380K | Add +11.8% |
| WMT Walmart Inc. | 0.11% | 2,826 | $351K | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,447 | $351K | Add +2.1% |
| AMD Advanced Micro Devices | 0.11% | 1,678 | $341K | Add +6.3% |
| QGRO American Century US Quality | 0.10% | 3,179 | $334K | Reduce -97.7% |
| TSLA Tesla Inc. | 0.10% | 880 | $327K | Add +2.2% |
| PM Philip Morris International | 0.10% | 1,941 | $321K | Add +18.0% |
| PG The Procter & Gamble Co. | 0.10% | 2,200 | $318K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,590 | $312K | No change |
| PEP Pepsico Inc. | 0.09% | 1,934 | $300K | Add +0.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.09% | 14,690 | $300K | Add +1.0% |
| IWB iShares Russell 1000 ETF | 0.09% | 832 | $297K | No change |
| MRK Merck & Co. Inc. | 0.09% | 2,426 | $292K | Add +1.7% |
| CVX Chevron Corp. | 0.09% | 1,408 | $291K | Add +1.6% |
| ADBE Adobe Inc. | 0.09% | 1,140 | $277K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.09% | 2,778 | $276K | Reduce -45.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.08% | 14,008 | $274K | Reduce -24.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.08% | 13,735 | $270K | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,226 | $264K | New |
| MCD McDonald's Corp. | 0.08% | 819 | $254K | Add +0.2% |
| SBUX Starbucks Corp. | 0.08% | 2,764 | $248K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.08% | 3,224 | $245K | Add +4.1% |
| DFUV Dimensional US Marketwide Va | 0.07% | 4,986 | $242K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 3,607 | $219K | New |
| NFLX Netflix Inc. | 0.07% | 2,190 | $211K | No change |
| VZ Verizon Communications Inc. | 0.06% | 4,100 | $206K | New |
| WFC Wells Fargo & Co. | 0.06% | 2,549 | $203K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 928 | $202K | New |
Portfolio Sells Q4 2025 → Q1 2026
| QGRO American Century US Quality | Reduce -97.7% | 0.10% | −5.08 |
| USMC Principal US Mega-Cap ETF | Reduce -69.9% | 1.23% | −3.38 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −1.66 |
| SPMO Invesco S&P 500 Momentum ETF | Sold out | 0.00% | −1.23 |
| QINT American Century QLTY Diver | Reduce -28.9% | 1.88% | −0.87 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.1% | 7.59% | −0.86 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.5% | 8.86% | −0.57 |
| JQUA JPMorgan US Quality Factor | Reduce -35.9% | 0.79% | −0.56 |
| IVV iShares Core S&P 500 ETF | Reduce -9.0% | 1.60% | −0.36 |
| AAPL Apple Inc. | Reduce -4.7% | 1.65% | −0.32 |
| MSFT Microsoft Corp. | Reduce -9.3% | 0.58% | −0.31 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 0.55% | −0.12 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -6.2% | 1.51% | −0.10 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.56% | −0.09 |
| CRM Salesforce Inc. | Reduce -1.1% | 0.17% | −0.09 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -45.2% | 0.09% | −0.08 |
| XLE SS Energy Select Sector | Reduce -33.0% | 0.48% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.53% | −0.07 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.07 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.4% | 0.79% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.1% | 5.25% | −0.04 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -24.3% | 0.08% | −0.03 |
| VFF Village Farms International | Sold out | 0.00% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -1.1% | 0.08% | −0.01 |
| STRIVE INC | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -0.3% | 0.08% | 0.00 |
| EPD Enterprise Products Partners | Reduce -1.2% | 0.12% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +2221.7% | 11.60% | +11.07 |
| MINT PIMCO Enhanced Short Maturit | New | 1.20% | +1.20 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +142.7% | 2.01% | +1.13 |
| LDUR PIMCO Enhanced Low Duration | Add +194.1% | 1.47% | +0.94 |
| BOND PIMCO Active Bond Exchange-T | Add +93.9% | 1.17% | +0.53 |
| DE Deere & Co. | Add +123.3% | 0.78% | +0.48 |
| FENI Fidelity Enhanced Intl ETF | New | 0.42% | +0.42 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.2% | 9.16% | +0.42 |
| PMBS PIMCO MBS Active ETF | New | 0.26% | +0.26 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +32.9% | 0.85% | +0.19 |
| SPEM State Street SP PTF Em ETF | Add +41.6% | 0.65% | +0.16 |
| CASY Casey's General Stores Inc. | Add +12.5% | 0.57% | +0.16 |
| PYLD PIMCO Multisector Bond Actv | Add +26.7% | 0.98% | +0.14 |
| VOO Vanguard S&P 500 ETF | New | 0.13% | +0.13 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.13% | +0.13 |
| GLD SPDR Gold Shares | Add +24.6% | 0.52% | +0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +8.2% | 7.26% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | New | 0.08% | +0.08 |
| BMY Bristol-Myers Squibb Co. | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.06% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +19.9% | 1.69% | +0.06 |
| COST Costco Wholesale Corp. | Add +2.1% | 0.59% | +0.06 |
| XOM Exxon Mobil Corp. | Add +11.8% | 0.12% | +0.04 |
| CAT Caterpillar Inc. | Add +0.1% | 0.23% | +0.03 |
| JNJ Johnson & Johnson | Add +7.6% | 0.13% | +0.02 |
| CVX Chevron Corp. | Add +1.6% | 0.09% | +0.02 |
| PM Philip Morris International | Add +18.0% | 0.10% | +0.01 |
| SLV iShares Silver Trust | Add +8.6% | 0.16% | +0.01 |
| MRK Merck & Co. Inc. | Add +1.7% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +1.8% | 0.11% | +0.01 |
| KO The Coca-Cola Co. | Add +4.1% | 0.08% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.7% | 0.28% | +0.00 |
| PEP Pepsico Inc. | Add +0.3% | 0.09% | +0.00 |
| RTX RTX Corp. | Add +0.5% | 0.13% | −0.00 |
| MCD McDonald's Corp. | Add +0.2% | 0.08% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.2% | 0.15% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.10% | −0.01 |
| AMD Advanced Micro Devices | Add +6.3% | 0.11% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +1.0% | 0.09% | −0.01 |
| WRB WR Berkley Corp. | Add +0.4% | 0.14% | −0.02 |
| MUB iShares National Muni Bond E | Add +0.1% | 0.27% | −0.02 |
| AVGO Broadcom Inc. | Add +3.5% | 0.13% | −0.02 |
| META Meta Platforms Inc. Class A | Add +13.8% | 0.27% | −0.02 |
| SYK Stryker Corp. | Add +0.2% | 0.18% | −0.02 |
| TSLA Tesla Inc. | Add +2.2% | 0.10% | −0.03 |
| IBM Intl Business Machines Corp. | Add +2.1% | 0.11% | −0.03 |
| V Visa Inc. Class A | Add +7.0% | 0.25% | −0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.28% | −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 |