WEALTH ADVISORS OF IOWA, LLC

Filed: 11/14/2025ACC: 0001803005-25-000006

📋 What this filing means

WEALTH ADVISORS OF IOWA, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $293.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$293.71M

Total AUM (reported)

3.49M

Total Shares

Allocation by class

NASDAQ EQT PREM$34.37M11.7%

S&P500 EQL WGT$28.30M9.6%

COM$27.16M9.2%

MSCI EAFE MIN VL$26.19M8.9%

PORTFOLIO S&P500$25.13M8.6%

PRTFLO S&P500 VL$21.13M7.2%

MSCI USA MIN VOL$18.40M6.3%

Portfolio Concentration

Top 3$88.85M30.3%

4–10$117.64M40.1%

11–25$52.31M17.8%

Rest$34.91M11.9%

Top 3 weight

30.3%

Top 10 weight

70.3%

Voting Authority Distribution

Total shares with voting rights: 3.49M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.49M

% of voting shares100.0%

Investment Discretion (by position count)

Sole83

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings83

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares597.45K

TypeSH

Market value$34.37M

11.70%

Sole

0.00

Shared

0.00

None

597.45K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares149.17K

TypeSH

Market value$28.30M

9.63%

Sole

0.00

Shared

0.00

None

149.17K

ISHARES TR

SOLE

MSCI EAFE MIN VL

Shares308.74K

TypeSH

Market value$26.19M

8.92%

Sole

0.00

Shared

0.00

None

308.74K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares320.80K

TypeSH

Market value$25.13M

8.56%

Sole

0.00

Shared

0.00

None

320.80K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares381.95K

TypeSH

Market value$21.13M

7.20%

Sole

0.00

Shared

0.00

None

381.95K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares193.36K

TypeSH

Market value$18.40M

6.26%

Sole

0.00

Shared

0.00

None

193.36K

AMERICAN CENTY ETF TR

SOLE

US QUALITY GROW

Shares140.71K

TypeSH

Market value$16.10M

5.48%

Sole

0.00

Shared

0.00

None

140.71K

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares183.47K

TypeSH

Market value$16.00M

5.45%

Sole

0.00

Shared

0.00

None

183.47K

PRINCIPAL EXCHANGE TRADED FD

SOLE

US MEGA CP ETF

Shares207.66K

TypeSH

Market value$14.16M

4.82%

Sole

0.00

Shared

0.00

None

207.66K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares132.56K

TypeSH

Market value$6.72M

2.29%

Sole

0.00

Shared

0.00

None

132.56K

AMERICAN CENTY ETF TR

SOLE

QUALITY DIVRSFED

Shares102.11K

TypeSH

Market value$6.26M

2.13%

Sole

0.00

Shared

0.00

None

102.11K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares8.72K

TypeSH

Market value$5.84M

1.99%

Sole

0.00

Shared

0.00

None

8.72K

APPLE INC

SOLE

COM

Shares21.34K

TypeSH

Market value$5.43M

1.85%

Sole

0.00

Shared

0.00

None

21.34K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares46.92K

TypeSH

Market value$4.90M

1.67%

Sole

0.00

Shared

0.00

None

46.92K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares101.27K

TypeSH

Market value$4.33M

1.48%

Sole

0.00

Shared

0.00

None

101.27K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares66.57K

TypeSH

Market value$4.19M

1.43%

Sole

0.00

Shared

0.00

None

66.57K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares31.07K

TypeSH

Market value$3.76M

1.28%

Sole

0.00

Shared

0.00

None

31.07K

MICROSOFT CORP

SOLE

COM

Shares4.93K

TypeSH

Market value$2.55M

0.87%

Sole

0.00

Shared

0.00

None

4.93K

ISHARES TR

SOLE

CORE S&P US VLU

Shares25.04K

TypeSH

Market value$2.50M

0.85%

Sole

0.00

Shared

0.00

None

25.04K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares3.00

TypeSH

Market value$2.26M

0.77%

Sole

0.00

Shared

0.00

None

3.00

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares80.49K

TypeSH

Market value$2.16M

0.74%

Sole

0.00

Shared

0.00

None

80.49K

NVIDIA CORPORATION

SOLE

COM

Shares11.14K

TypeSH

Market value$2.08M

0.71%

Sole

0.00

Shared

0.00

None

11.14K

AMAZON COM INC

SOLE

COM

Shares9.38K

TypeSH

Market value$2.06M

0.70%

Sole

0.00

Shared

0.00

None

9.38K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares43.08K

TypeSH

Market value$2.00M

0.68%

Sole

0.00

Shared

0.00

None

43.08K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares21.11K

TypeSH

Market value$1.97M

0.67%

Sole

0.00

Shared

0.00

None

21.11K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	597.45K	SH	$34.37M 11.70%	597.45K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	149.17K	SH	$28.30M 9.63%	149.17K
ISHARES TRSOLE	MSCI EAFE MIN VL	308.74K	SH	$26.19M 8.92%	308.74K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	320.80K	SH	$25.13M 8.56%	320.80K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	381.95K	SH	$21.13M 7.20%	381.95K
ISHARES TRSOLE	MSCI USA MIN VOL	193.36K	SH	$18.40M 6.26%	193.36K
AMERICAN CENTY ETF TRSOLE	US QUALITY GROW	140.71K	SH	$16.10M 5.48%	140.71K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	183.47K	SH	$16.00M 5.45%	183.47K
PRINCIPAL EXCHANGE TRADED FDSOLE	US MEGA CP ETF	207.66K	SH	$14.16M 4.82%	207.66K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	132.56K	SH	$6.72M 2.29%	132.56K
AMERICAN CENTY ETF TRSOLE	QUALITY DIVRSFED	102.11K	SH	$6.26M 2.13%	102.11K
ISHARES TRSOLE	CORE S&P500 ETF	8.72K	SH	$5.84M 1.99%	8.72K
APPLE INCSOLE	COM	21.34K	SH	$5.43M 1.85%	21.34K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	46.92K	SH	$4.90M 1.67%	46.92K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	101.27K	SH	$4.33M 1.48%	101.27K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	66.57K	SH	$4.19M 1.43%	66.57K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	31.07K	SH	$3.76M 1.28%	31.07K
MICROSOFT CORPSOLE	COM	4.93K	SH	$2.55M 0.87%	4.93K
ISHARES TRSOLE	CORE S&P US VLU	25.04K	SH	$2.50M 0.85%	25.04K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	3.00	SH	$2.26M 0.77%	3.00
PIMCO ETF TRSOLE	MULTISECTOR BD	80.49K	SH	$2.16M 0.74%	80.49K
NVIDIA CORPORATIONSOLE	COM	11.14K	SH	$2.08M 0.71%	11.14K
AMAZON COM INCSOLE	COM	9.38K	SH	$2.06M 0.70%	9.38K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	43.08K	SH	$2.00M 0.68%	43.08K
PIMCO ETF TRSOLE	ACTIVE BD ETF	21.11K	SH	$1.97M 0.67%	21.11K

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