WEALTH ADVISORS OF IOWA, LLC

Filed: 5/12/2025ACC: 0001803005-25-000003

📋 What this filing means

WEALTH ADVISORS OF IOWA, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $232.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$232.63M

Total AUM (reported)

2.97M

Total Shares

Allocation by class

S&P500 EQL WGT$39.78M17.1%

ULTRA SHRT ETF$26.87M11.6%

PORTFOLIO S&P500$21.67M9.3%

COM$21.11M9.1%

MSCI USA MIN VOL$18.34M7.9%

PRTFLO S&P500 VL$18.04M7.8%

EQUITY PREMIUM$15.52M6.7%

Portfolio Concentration

Top 3$88.31M38.0%

4–10$85.11M36.6%

11–25$35.08M15.1%

Rest$24.13M10.4%

Top 3 weight

38.0%

Top 10 weight

74.5%

Voting Authority Distribution

Total shares with voting rights: 2.97M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.97M

% of voting shares100.0%

Investment Discretion (by position count)

Sole74

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings74

Rows:

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares229.61K

TypeSH

Market value$39.78M

17.10%

Sole

0.00

Shared

0.00

None

229.61K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares530.75K

TypeSH

Market value$26.87M

11.55%

Sole

0.00

Shared

0.00

None

530.75K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares329.49K

TypeSH

Market value$21.67M

9.31%

Sole

0.00

Shared

0.00

None

329.49K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares195.80K

TypeSH

Market value$18.34M

7.88%

Sole

0.00

Shared

0.00

None

195.80K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares353.32K

TypeSH

Market value$18.04M

7.76%

Sole

0.00

Shared

0.00

None

353.32K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares271.55K

TypeSH

Market value$15.52M

6.67%

Sole

0.00

Shared

0.00

None

271.55K

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares164.29K

TypeSH

Market value$12.95M

5.57%

Sole

0.00

Shared

0.00

None

164.29K

ISHARES TR

SOLE

MSCI EAFE MIN VL

Shares146.81K

TypeSH

Market value$11.44M

4.92%

Sole

0.00

Shared

0.00

None

146.81K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares8.76K

TypeSH

Market value$4.92M

2.12%

Sole

0.00

Shared

0.00

None

8.76K

APPLE INC

SOLE

COM

Shares17.52K

TypeSH

Market value$3.89M

1.67%

Sole

0.00

Shared

0.00

None

17.52K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares71.23K

TypeSH

Market value$3.69M

1.59%

Sole

0.00

Shared

0.00

None

71.23K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares62.20K

TypeSH

Market value$3.09M

1.33%

Sole

0.00

Shared

0.00

None

62.20K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares38.19K

TypeSH

Market value$3.07M

1.32%

Sole

0.00

Shared

0.00

None

38.19K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares71.56K

TypeSH

Market value$2.61M

1.12%

Sole

0.00

Shared

0.00

None

71.56K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares17.69K

TypeSH

Market value$2.58M

1.11%

Sole

0.00

Shared

0.00

None

17.69K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares26.36K

TypeSH

Market value$2.44M

1.05%

Sole

0.00

Shared

0.00

None

26.36K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares3.00

TypeSH

Market value$2.40M

1.03%

Sole

0.00

Shared

0.00

None

3.00

ISHARES TR

SOLE

CORE S&P US VLU

Shares25.58K

TypeSH

Market value$2.36M

1.01%

Sole

0.00

Shared

0.00

None

25.58K

COSTCO WHSL CORP NEW

SOLE

COM

Shares2.07K

TypeSH

Market value$1.95M

0.84%

Sole

0.00

Shared

0.00

None

2.07K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.65K

TypeSH

Market value$1.94M

0.84%

Sole

0.00

Shared

0.00

None

3.65K

PRINCIPAL EXCHANGE TRADED FD

SOLE

US MEGA CP ETF

Shares33.98K

TypeSH

Market value$1.93M

0.83%

Sole

0.00

Shared

0.00

None

33.98K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares20.36K

TypeSH

Market value$1.90M

0.82%

Sole

0.00

Shared

0.00

None

20.36K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares31.53K

TypeSH

Market value$1.78M

0.77%

Sole

0.00

Shared

0.00

None

31.53K

MICROSOFT CORP

SOLE

COM

Shares4.73K

TypeSH

Market value$1.78M

0.76%

Sole

0.00

Shared

0.00

None

4.73K

AMAZON COM INC

SOLE

COM

Shares8.20K

TypeSH

Market value$1.56M

0.67%

Sole

0.00

Shared

0.00

None

8.20K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	229.61K	SH	$39.78M 17.10%	229.61K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	530.75K	SH	$26.87M 11.55%	530.75K
SPDR SER TRSOLE	PORTFOLIO S&P500	329.49K	SH	$21.67M 9.31%	329.49K
ISHARES TRSOLE	MSCI USA MIN VOL	195.80K	SH	$18.34M 7.88%	195.80K
SPDR SER TRSOLE	PRTFLO S&P500 VL	353.32K	SH	$18.04M 7.76%	353.32K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	271.55K	SH	$15.52M 6.67%	271.55K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	164.29K	SH	$12.95M 5.57%	164.29K
ISHARES TRSOLE	MSCI EAFE MIN VL	146.81K	SH	$11.44M 4.92%	146.81K
ISHARES TRSOLE	CORE S&P500 ETF	8.76K	SH	$4.92M 2.12%	8.76K
APPLE INCSOLE	COM	17.52K	SH	$3.89M 1.67%	17.52K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	71.23K	SH	$3.69M 1.59%	71.23K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	62.20K	SH	$3.09M 1.33%	62.20K
SPDR SER TRSOLE	PRTFLO S&P500 GW	38.19K	SH	$3.07M 1.32%	38.19K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	71.56K	SH	$2.61M 1.12%	71.56K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	17.69K	SH	$2.58M 1.11%	17.69K
PIMCO ETF TRSOLE	ACTIVE BD ETF	26.36K	SH	$2.44M 1.05%	26.36K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	3.00	SH	$2.40M 1.03%	3.00
ISHARES TRSOLE	CORE S&P US VLU	25.58K	SH	$2.36M 1.01%	25.58K
COSTCO WHSL CORP NEWSOLE	COM	2.07K	SH	$1.95M 0.84%	2.07K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.65K	SH	$1.94M 0.84%	3.65K
PRINCIPAL EXCHANGE TRADED FDSOLE	US MEGA CP ETF	33.98K	SH	$1.93M 0.83%	33.98K
SELECT SECTOR SPDR TRSOLE	ENERGY	20.36K	SH	$1.90M 0.82%	20.36K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	31.53K	SH	$1.78M 0.77%	31.53K
MICROSOFT CORPSOLE	COM	4.73K	SH	$1.78M 0.76%	4.73K
AMAZON COM INCSOLE	COM	8.20K	SH	$1.56M 0.67%	8.20K

Page 1 of 3