Filed: 8/12/2025ACC: 0001803005-25-000004
📋 What this filing means
WEALTH ADVISORS OF IOWA, LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $267.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$267.56M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
S&P500 EQL WGT$27.34M10.2%
MSCI EAFE MIN VL$26.26M9.8%
NASDAQ EQT PREM$24.65M9.2%
COM$24.36M9.1%
PORTFOLIO S&P500$23.77M8.9%
PRTFLO S&P500 VL$18.89M7.1%
MSCI USA MIN VOL$18.27M6.8%
Portfolio Concentration
Top 3$78.25M29.2%
4–10$119.41M44.6%
11–25$42.47M15.9%
Rest$27.43M10.3%
Top 3 weight
29.2%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 3.36M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings75
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares150.46K
TypeSH
Market value$27.34M
10.22%
Sole
0.00
Shared
0.00
None
150.46K
ISHARES TR
SOLEShares312.39K
TypeSH
Market value$26.26M
9.81%
Sole
0.00
Shared
0.00
None
312.39K
J P MORGAN EXCHANGE TRADED F
SOLEShares453.04K
TypeSH
Market value$24.65M
9.21%
Sole
0.00
Shared
0.00
None
453.04K
SPDR SERIES TRUST
SOLEShares326.97K
TypeSH
Market value$23.77M
8.88%
Sole
0.00
Shared
0.00
None
326.97K
SPDR SERIES TRUST
SOLEShares360.93K
TypeSH
Market value$18.89M
7.06%
Sole
0.00
Shared
0.00
None
360.93K
ISHARES TR
SOLEShares194.62K
TypeSH
Market value$18.27M
6.83%
Sole
0.00
Shared
0.00
None
194.62K
J P MORGAN EXCHANGE TRADED F
SOLEShares253.33K
TypeSH
Market value$15.21M
5.69%
Sole
0.00
Shared
0.00
None
253.33K
J P MORGAN EXCHANGE TRADED F
SOLEShares295.33K
TypeSH
Market value$14.97M
5.59%
Sole
0.00
Shared
0.00
None
295.33K
AMERICAN CENTY ETF TR
SOLEShares135.21K
TypeSH
Market value$14.75M
5.51%
Sole
0.00
Shared
0.00
None
135.21K
SELECT SECTOR SPDR TR
SOLEShares165.89K
TypeSH
Market value$13.55M
5.06%
Sole
0.00
Shared
0.00
None
165.89K
ISHARES TR
SOLEShares8.74K
TypeSH
Market value$5.43M
2.03%
Sole
0.00
Shared
0.00
None
8.74K
APPLE INC
SOLEShares21.13K
TypeSH
Market value$4.34M
1.62%
Sole
0.00
Shared
0.00
None
21.13K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares63.08K
TypeSH
Market value$3.95M
1.47%
Sole
0.00
Shared
0.00
None
63.08K
SPDR SERIES TRUST
SOLEShares40.93K
TypeSH
Market value$3.90M
1.46%
Sole
0.00
Shared
0.00
None
40.93K
SPDR INDEX SHS FDS
SOLEShares78.47K
TypeSH
Market value$3.18M
1.19%
Sole
0.00
Shared
0.00
None
78.47K
PGIM ETF TR
SOLEShares62.26K
TypeSH
Market value$3.10M
1.16%
Sole
0.00
Shared
0.00
None
62.26K
ISHARES TR
SOLEShares25.59K
TypeSH
Market value$2.42M
0.91%
Sole
0.00
Shared
0.00
None
25.59K
MICROSOFT CORP
SOLEShares4.71K
TypeSH
Market value$2.34M
0.88%
Sole
0.00
Shared
0.00
None
4.71K
PIMCO ETF TR
SOLEShares25.14K
TypeSH
Market value$2.32M
0.87%
Sole
0.00
Shared
0.00
None
25.14K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.19M
0.82%
Sole
0.00
Shared
0.00
None
3.00
COSTCO WHSL CORP NEW
SOLEShares2.03K
TypeSH
Market value$2.01M
0.75%
Sole
0.00
Shared
0.00
None
2.03K
AMAZON COM INC
SOLEShares8.99K
TypeSH
Market value$1.97M
0.74%
Sole
0.00
Shared
0.00
None
8.99K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares77.66K
TypeSH
Market value$1.84M
0.69%
Sole
0.00
Shared
0.00
None
77.66K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.61K
TypeSH
Market value$1.75M
0.66%
Sole
0.00
Shared
0.00
None
3.61K
NVIDIA CORPORATION
SOLEShares11.02K
TypeSH
Market value$1.74M
0.65%
Sole
0.00
Shared
0.00
None
11.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 150.46K | SH | $27.34M 10.22% | 0.00 | 0.00 | 150.46K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 312.39K | SH | $26.26M 9.81% | 0.00 | 0.00 | 312.39K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 453.04K | SH | $24.65M 9.21% | 0.00 | 0.00 | 453.04K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 326.97K | SH | $23.77M 8.88% | 0.00 | 0.00 | 326.97K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 360.93K | SH | $18.89M 7.06% | 0.00 | 0.00 | 360.93K |
ISHARES TRSOLE | MSCI USA MIN VOL | 194.62K | SH | $18.27M 6.83% | 0.00 | 0.00 | 194.62K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 253.33K | SH | $15.21M 5.69% | 0.00 | 0.00 | 253.33K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 295.33K | SH | $14.97M 5.59% | 0.00 | 0.00 | 295.33K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 135.21K | SH | $14.75M 5.51% | 0.00 | 0.00 | 135.21K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 165.89K | SH | $13.55M 5.06% | 0.00 | 0.00 | 165.89K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.74K | SH | $5.43M 2.03% | 0.00 | 0.00 | 8.74K |
APPLE INCSOLE | COM | 21.13K | SH | $4.34M 1.62% | 0.00 | 0.00 | 21.13K |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 63.08K | SH | $3.95M 1.47% | 0.00 | 0.00 | 63.08K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 40.93K | SH | $3.90M 1.46% | 0.00 | 0.00 | 40.93K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 78.47K | SH | $3.18M 1.19% | 0.00 | 0.00 | 78.47K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 62.26K | SH | $3.10M 1.16% | 0.00 | 0.00 | 62.26K |
ISHARES TRSOLE | CORE S&P US VLU | 25.59K | SH | $2.42M 0.91% | 0.00 | 0.00 | 25.59K |
MICROSOFT CORPSOLE | COM | 4.71K | SH | $2.34M 0.88% | 0.00 | 0.00 | 4.71K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 25.14K | SH | $2.32M 0.87% | 0.00 | 0.00 | 25.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.19M 0.82% | 0.00 | 0.00 | 3.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.03K | SH | $2.01M 0.75% | 0.00 | 0.00 | 2.03K |
AMAZON COM INCSOLE | COM | 8.99K | SH | $1.97M 0.74% | 0.00 | 0.00 | 8.99K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | TREASURY OPT INC | 77.66K | SH | $1.84M 0.69% | 0.00 | 0.00 | 77.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.61K | SH | $1.75M 0.66% | 0.00 | 0.00 | 3.61K |
NVIDIA CORPORATIONSOLE | COM | 11.02K | SH | $1.74M 0.65% | 0.00 | 0.00 | 11.02K |
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