WEALTH ADVISORS OF IOWA, LLC

Filed: 2/11/2025ACC: 0001803005-25-000001

📋 What this filing means

WEALTH ADVISORS OF IOWA, LLC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $198.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$198.31M

Total AUM (reported)

2.42M

Total Shares

Allocation by class

S&P500 EQL WGT$39.55M19.9%

PORTFOLIO S&P500$23.25M11.7%

COM$21.37M10.8%

MSCI USA MIN VOL$16.99M8.6%

PRTFLO S&P500 VL$16.85M8.5%

EQUITY PREMIUM$13.94M7.0%

PORTFOLIO DEVLPD$11.98M6.0%

Portfolio Concentration

Top 3$79.80M40.2%

4–10$74.12M37.4%

11–25$28.38M14.3%

Rest$16.02M8.1%

Top 3 weight

40.2%

Top 10 weight

77.6%

Voting Authority Distribution

Total shares with voting rights: 2.42M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.42M

% of voting shares100.0%

Investment Discretion (by position count)

Sole64

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings64

Rows:

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares225.71K

TypeSH

Market value$39.55M

19.94%

Sole

0.00

Shared

0.00

None

225.71K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares337.30K

TypeSH

Market value$23.25M

11.73%

Sole

0.00

Shared

0.00

None

337.30K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares191.36K

TypeSH

Market value$16.99M

8.57%

Sole

0.00

Shared

0.00

None

191.36K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares329.56K

TypeSH

Market value$16.85M

8.50%

Sole

0.00

Shared

0.00

None

329.56K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares242.25K

TypeSH

Market value$13.94M

7.03%

Sole

0.00

Shared

0.00

None

242.25K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares350.88K

TypeSH

Market value$11.98M

6.04%

Sole

0.00

Shared

0.00

None

350.88K

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares155.31K

TypeSH

Market value$11.76M

5.93%

Sole

0.00

Shared

0.00

None

155.31K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares137.09K

TypeSH

Market value$7.73M

3.90%

Sole

0.00

Shared

0.00

None

137.09K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares12.17K

TypeSH

Market value$7.17M

3.61%

Sole

0.00

Shared

0.00

None

12.17K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares53.47K

TypeSH

Market value$4.70M

2.37%

Sole

0.00

Shared

0.00

None

53.47K

APPLE INC

SOLE

COM

Shares17.80K

TypeSH

Market value$4.46M

2.25%

Sole

0.00

Shared

0.00

None

17.80K

PRINCIPAL EXCHANGE TRADED FD

SOLE

US MEGA CP ETF

Shares41.50K

TypeSH

Market value$2.49M

1.26%

Sole

0.00

Shared

0.00

None

41.50K

ISHARES TR

SOLE

CORE S&P US VLU

Shares25.57K

TypeSH

Market value$2.37M

1.19%

Sole

0.00

Shared

0.00

None

25.57K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares3.00

TypeSH

Market value$2.04M

1.03%

Sole

0.00

Shared

0.00

None

3.00

MICROSOFT CORP

SOLE

COM

Shares4.78K

TypeSH

Market value$2.01M

1.02%

Sole

0.00

Shared

0.00

None

4.78K

COSTCO WHSL CORP NEW

SOLE

COM

Shares2.07K

TypeSH

Market value$1.90M

0.96%

Sole

0.00

Shared

0.00

None

2.07K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares35.52K

TypeSH

Market value$1.76M

0.89%

Sole

0.00

Shared

0.00

None

35.52K

AMAZON COM INC

SOLE

COM

Shares7.94K

TypeSH

Market value$1.74M

0.88%

Sole

0.00

Shared

0.00

None

7.94K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares19.79K

TypeSH

Market value$1.70M

0.85%

Sole

0.00

Shared

0.00

None

19.79K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.74K

TypeSH

Market value$1.69M

0.85%

Sole

0.00

Shared

0.00

None

3.74K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares16.42K

TypeSH

Market value$1.48M

0.75%

Sole

0.00

Shared

0.00

None

16.42K

ALPHABET INC

SOLE

CAP STK CL C

Shares7.08K

TypeSH

Market value$1.35M

0.68%

Sole

0.00

Shared

0.00

None

7.08K

NVIDIA CORPORATION

SOLE

COM

Shares8.87K

TypeSH

Market value$1.19M

0.60%

Sole

0.00

Shared

0.00

None

8.87K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares29.81K

TypeSH

Market value$1.14M

0.58%

Sole

0.00

Shared

0.00

None

29.81K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares23.30K

TypeSH

Market value$1.05M

0.53%

Sole

0.00

Shared

0.00

None

23.30K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	225.71K	SH	$39.55M 19.94%	225.71K
SPDR SER TRSOLE	PORTFOLIO S&P500	337.30K	SH	$23.25M 11.73%	337.30K
ISHARES TRSOLE	MSCI USA MIN VOL	191.36K	SH	$16.99M 8.57%	191.36K
SPDR SER TRSOLE	PRTFLO S&P500 VL	329.56K	SH	$16.85M 8.50%	329.56K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	242.25K	SH	$13.94M 7.03%	242.25K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	350.88K	SH	$11.98M 6.04%	350.88K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	155.31K	SH	$11.76M 5.93%	155.31K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	137.09K	SH	$7.73M 3.90%	137.09K
ISHARES TRSOLE	CORE S&P500 ETF	12.17K	SH	$7.17M 3.61%	12.17K
SPDR SER TRSOLE	PRTFLO S&P500 GW	53.47K	SH	$4.70M 2.37%	53.47K
APPLE INCSOLE	COM	17.80K	SH	$4.46M 2.25%	17.80K
PRINCIPAL EXCHANGE TRADED FDSOLE	US MEGA CP ETF	41.50K	SH	$2.49M 1.26%	41.50K
ISHARES TRSOLE	CORE S&P US VLU	25.57K	SH	$2.37M 1.19%	25.57K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	3.00	SH	$2.04M 1.03%	3.00
MICROSOFT CORPSOLE	COM	4.78K	SH	$2.01M 1.02%	4.78K
COSTCO WHSL CORP NEWSOLE	COM	2.07K	SH	$1.90M 0.96%	2.07K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	35.52K	SH	$1.76M 0.89%	35.52K
AMAZON COM INCSOLE	COM	7.94K	SH	$1.74M 0.88%	7.94K
SELECT SECTOR SPDR TRSOLE	ENERGY	19.79K	SH	$1.70M 0.85%	19.79K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.74K	SH	$1.69M 0.85%	3.74K
PIMCO ETF TRSOLE	ACTIVE BD ETF	16.42K	SH	$1.48M 0.75%	16.42K
ALPHABET INCSOLE	CAP STK CL C	7.08K	SH	$1.35M 0.68%	7.08K
NVIDIA CORPORATIONSOLE	COM	8.87K	SH	$1.19M 0.60%	8.87K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	29.81K	SH	$1.14M 0.58%	29.81K
SPDR SER TRSOLE	PORTFOLIO S&P600	23.30K	SH	$1.05M 0.53%	23.30K

Page 1 of 3