Filed: 2/5/2026ACC: 0001803005-26-000001
📋 What this filing means
WEALTH ADVISORS OF IOWA, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $304.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$304.55M
Total AUM (reported)
4.03M
Total Shares
Allocation by class
STATE STREET SPD$57.65M18.9%
NASDAQ EQT PREM$35.97M11.8%
S&P500 EQL WGT$28.73M9.4%
COM$28.54M9.4%
PORTFOLIO DEVLPD$26.62M8.7%
MSCI USA MIN VOL$18.52M6.1%
STATE STREET UTI$16.12M5.3%
Portfolio Concentration
Top 3$91.32M30.0%
4–10$120.37M39.5%
11–25$53.87M17.7%
Rest$38.99M12.8%
Top 3 weight
30.0%
Top 10 weight
69.5%
Voting Authority Distribution
Total shares with voting rights: 4.03M
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
4.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings84
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares618.96K
TypeSH
Market value$35.97M
11.81%
Sole
0.00
Shared
0.00
None
618.96K
INVESCO EXCHANGE TRADED FD T
SOLEShares149.98K
TypeSH
Market value$28.73M
9.43%
Sole
0.00
Shared
0.00
None
149.98K
SPDR INDEX SHS FDS
SOLEShares599.35K
TypeSH
Market value$26.62M
8.74%
Sole
0.00
Shared
0.00
None
599.35K
SPDR SERIES TRUST
SOLEShares320.79K
TypeSH
Market value$25.73M
8.45%
Sole
0.00
Shared
0.00
None
320.79K
SPDR SERIES TRUST
SOLEShares383.54K
TypeSH
Market value$21.79M
7.15%
Sole
0.00
Shared
0.00
None
383.54K
ISHARES TR
SOLEShares196.64K
TypeSH
Market value$18.52M
6.08%
Sole
0.00
Shared
0.00
None
196.64K
SELECT SECTOR SPDR TR
SOLEShares377.69K
TypeSH
Market value$16.12M
5.29%
Sole
0.00
Shared
0.00
None
377.69K
AMERICAN CENTY ETF TR
SOLEShares137.85K
TypeSH
Market value$15.79M
5.18%
Sole
0.00
Shared
0.00
None
137.85K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares205.06K
TypeSH
Market value$14.04M
4.61%
Sole
0.00
Shared
0.00
None
205.06K
AMERICAN CENTY ETF TR
SOLEShares130.58K
TypeSH
Market value$8.38M
2.75%
Sole
0.00
Shared
0.00
None
130.58K
APPLE INC
SOLEShares22.06K
TypeSH
Market value$6.00M
1.97%
Sole
0.00
Shared
0.00
None
22.06K
ISHARES TR
SOLEShares8.72K
TypeSH
Market value$5.97M
1.96%
Sole
0.00
Shared
0.00
None
8.72K
J P MORGAN EXCHANGE TRADED F
SOLEShares99.86K
TypeSH
Market value$5.05M
1.66%
Sole
0.00
Shared
0.00
None
99.86K
SPDR SERIES TRUST
SOLEShares46.49K
TypeSH
Market value$4.96M
1.63%
Sole
0.00
Shared
0.00
None
46.49K
ISHARES TR
SOLEShares57.01K
TypeSH
Market value$4.92M
1.61%
Sole
0.00
Shared
0.00
None
57.01K
J P MORGAN EXCHANGE TRADED F
SOLEShares65.34K
TypeSH
Market value$4.13M
1.36%
Sole
0.00
Shared
0.00
None
65.34K
INVESCO EXCH TRADED FD TR II
SOLEShares31.32K
TypeSH
Market value$3.74M
1.23%
Sole
0.00
Shared
0.00
None
31.32K
MICROSOFT CORP
SOLEShares5.60K
TypeSH
Market value$2.71M
0.89%
Sole
0.00
Shared
0.00
None
5.60K
SPDR SERIES TRUST
SOLEShares29.16K
TypeSH
Market value$2.66M
0.87%
Sole
0.00
Shared
0.00
None
29.16K
ISHARES TR
SOLEShares25.06K
TypeSH
Market value$2.57M
0.84%
Sole
0.00
Shared
0.00
None
25.06K
PIMCO ETF TR
SOLEShares95.15K
TypeSH
Market value$2.54M
0.83%
Sole
0.00
Shared
0.00
None
95.15K
ALPHABET INC
SOLEShares7.37K
TypeSH
Market value$2.31M
0.76%
Sole
0.00
Shared
0.00
None
7.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.26M
0.74%
Sole
0.00
Shared
0.00
None
3.00
AMAZON COM INC
SOLEShares8.88K
TypeSH
Market value$2.05M
0.67%
Sole
0.00
Shared
0.00
None
8.88K
SPDR SERIES TRUST
SOLEShares42.57K
TypeSH
Market value$1.99M
0.66%
Sole
0.00
Shared
0.00
None
42.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 618.96K | SH | $35.97M 11.81% | 0.00 | 0.00 | 618.96K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 149.98K | SH | $28.73M 9.43% | 0.00 | 0.00 | 149.98K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 599.35K | SH | $26.62M 8.74% | 0.00 | 0.00 | 599.35K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 320.79K | SH | $25.73M 8.45% | 0.00 | 0.00 | 320.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 383.54K | SH | $21.79M 7.15% | 0.00 | 0.00 | 383.54K |
ISHARES TRSOLE | MSCI USA MIN VOL | 196.64K | SH | $18.52M 6.08% | 0.00 | 0.00 | 196.64K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 377.69K | SH | $16.12M 5.29% | 0.00 | 0.00 | 377.69K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 137.85K | SH | $15.79M 5.18% | 0.00 | 0.00 | 137.85K |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 205.06K | SH | $14.04M 4.61% | 0.00 | 0.00 | 205.06K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 130.58K | SH | $8.38M 2.75% | 0.00 | 0.00 | 130.58K |
APPLE INCSOLE | COM | 22.06K | SH | $6.00M 1.97% | 0.00 | 0.00 | 22.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.72K | SH | $5.97M 1.96% | 0.00 | 0.00 | 8.72K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 99.86K | SH | $5.05M 1.66% | 0.00 | 0.00 | 99.86K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 46.49K | SH | $4.96M 1.63% | 0.00 | 0.00 | 46.49K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 57.01K | SH | $4.92M 1.61% | 0.00 | 0.00 | 57.01K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 65.34K | SH | $4.13M 1.36% | 0.00 | 0.00 | 65.34K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 31.32K | SH | $3.74M 1.23% | 0.00 | 0.00 | 31.32K |
MICROSOFT CORPSOLE | COM | 5.60K | SH | $2.71M 0.89% | 0.00 | 0.00 | 5.60K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 29.16K | SH | $2.66M 0.87% | 0.00 | 0.00 | 29.16K |
ISHARES TRSOLE | CORE S&P US VLU | 25.06K | SH | $2.57M 0.84% | 0.00 | 0.00 | 25.06K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 95.15K | SH | $2.54M 0.83% | 0.00 | 0.00 | 95.15K |
ALPHABET INCSOLE | CAP STK CL C | 7.37K | SH | $2.31M 0.76% | 0.00 | 0.00 | 7.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.26M 0.74% | 0.00 | 0.00 | 3.00 |
AMAZON COM INCSOLE | COM | 8.88K | SH | $2.05M 0.67% | 0.00 | 0.00 | 8.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 42.57K | SH | $1.99M 0.66% | 0.00 | 0.00 | 42.57K |
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