Filed: 5/13/2026ACC: 0001803005-26-000002
📋 What this filing means
WEALTH ADVISORS OF IOWA, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $323.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$323.24M
Total AUM (reported)
4.20M
Total Shares
Allocation by class
STATE STREET SPD$94.68M29.3%
0-3 MNTH TREASRY$37.49M11.6%
NASDAQ EQT PREM$35.26M10.9%
COM$29.36M9.1%
S&P500 EQL WGT$28.65M8.9%
MSCI USA MIN VOL$18.30M5.7%
STATE STREET UTI$16.97M5.2%
Portfolio Concentration
Top 3$102.34M31.7%
4–10$124.49M38.5%
11–25$55.07M17.0%
Rest$41.34M12.8%
Top 3 weight
31.7%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 4.20M
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
4.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
ISHARES TR
SOLEShares372.39K
TypeSH
Market value$37.49M
11.60%
Sole
0.00
Shared
0.00
None
372.39K
J P MORGAN EXCHANGE TRADED F
SOLEShares635.09K
TypeSH
Market value$35.26M
10.91%
Sole
0.00
Shared
0.00
None
635.09K
SPDR INDEX SHS FDS
SOLEShares648.32K
TypeSH
Market value$29.60M
9.16%
Sole
0.00
Shared
0.00
None
648.32K
INVESCO EXCHANGE TRADED FD T
SOLEShares149.29K
TypeSH
Market value$28.65M
8.86%
Sole
0.00
Shared
0.00
None
149.29K
SPDR SERIES TRUST
SOLEShares320.51K
TypeSH
Market value$24.53M
7.59%
Sole
0.00
Shared
0.00
None
320.51K
SPDR SERIES TRUST
SOLEShares415.02K
TypeSH
Market value$23.48M
7.26%
Sole
0.00
Shared
0.00
None
415.02K
ISHARES TR
SOLEShares197.33K
TypeSH
Market value$18.30M
5.66%
Sole
0.00
Shared
0.00
None
197.33K
SELECT SECTOR SPDR TR
SOLEShares369.79K
TypeSH
Market value$16.97M
5.25%
Sole
0.00
Shared
0.00
None
369.79K
SPDR SERIES TRUST
SOLEShares70.75K
TypeSH
Market value$6.48M
2.01%
Sole
0.00
Shared
0.00
None
70.75K
AMERICAN CENTY ETF TR
SOLEShares92.80K
TypeSH
Market value$6.07M
1.88%
Sole
0.00
Shared
0.00
None
92.80K
SPDR SERIES TRUST
SOLEShares55.75K
TypeSH
Market value$5.46M
1.69%
Sole
0.00
Shared
0.00
None
55.75K
APPLE INC
SOLEShares21.02K
TypeSH
Market value$5.33M
1.65%
Sole
0.00
Shared
0.00
None
21.02K
ISHARES TR
SOLEShares7.93K
TypeSH
Market value$5.18M
1.60%
Sole
0.00
Shared
0.00
None
7.93K
ISHARES TR
SOLEShares53.46K
TypeSH
Market value$4.88M
1.51%
Sole
0.00
Shared
0.00
None
53.46K
PIMCO ETF TR
SOLEShares49.58K
TypeSH
Market value$4.75M
1.47%
Sole
0.00
Shared
0.00
None
49.58K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares61.66K
TypeSH
Market value$3.97M
1.23%
Sole
0.00
Shared
0.00
None
61.66K
PIMCO ETF TR
SOLEShares38.59K
TypeSH
Market value$3.88M
1.20%
Sole
0.00
Shared
0.00
None
38.59K
PIMCO ETF TR
SOLEShares41.07K
TypeSH
Market value$3.79M
1.17%
Sole
0.00
Shared
0.00
None
41.07K
PIMCO ETF TR
SOLEShares120.55K
TypeSH
Market value$3.16M
0.98%
Sole
0.00
Shared
0.00
None
120.55K
SPDR SERIES TRUST
SOLEShares56.58K
TypeSH
Market value$2.73M
0.85%
Sole
0.00
Shared
0.00
None
56.58K
J P MORGAN EXCHANGE TRADED F
SOLEShares41.85K
TypeSH
Market value$2.57M
0.79%
Sole
0.00
Shared
0.00
None
41.85K
ISHARES TR
SOLEShares24.97K
TypeSH
Market value$2.55M
0.79%
Sole
0.00
Shared
0.00
None
24.97K
DEERE & CO
SOLEShares4.50K
TypeSH
Market value$2.53M
0.78%
Sole
0.00
Shared
0.00
None
4.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.15M
0.67%
Sole
0.00
Shared
0.00
None
3.00
ALPHABET INC
SOLEShares7.42K
TypeSH
Market value$2.13M
0.66%
Sole
0.00
Shared
0.00
None
7.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 372.39K | SH | $37.49M 11.60% | 0.00 | 0.00 | 372.39K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 635.09K | SH | $35.26M 10.91% | 0.00 | 0.00 | 635.09K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 648.32K | SH | $29.60M 9.16% | 0.00 | 0.00 | 648.32K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 149.29K | SH | $28.65M 8.86% | 0.00 | 0.00 | 149.29K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 320.51K | SH | $24.53M 7.59% | 0.00 | 0.00 | 320.51K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 415.02K | SH | $23.48M 7.26% | 0.00 | 0.00 | 415.02K |
ISHARES TRSOLE | MSCI USA MIN VOL | 197.33K | SH | $18.30M 5.66% | 0.00 | 0.00 | 197.33K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 369.79K | SH | $16.97M 5.25% | 0.00 | 0.00 | 369.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 70.75K | SH | $6.48M 2.01% | 0.00 | 0.00 | 70.75K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 92.80K | SH | $6.07M 1.88% | 0.00 | 0.00 | 92.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.75K | SH | $5.46M 1.69% | 0.00 | 0.00 | 55.75K |
APPLE INCSOLE | COM | 21.02K | SH | $5.33M 1.65% | 0.00 | 0.00 | 21.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.93K | SH | $5.18M 1.60% | 0.00 | 0.00 | 7.93K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 53.46K | SH | $4.88M 1.51% | 0.00 | 0.00 | 53.46K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 49.58K | SH | $4.75M 1.47% | 0.00 | 0.00 | 49.58K |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 61.66K | SH | $3.97M 1.23% | 0.00 | 0.00 | 61.66K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 38.59K | SH | $3.88M 1.20% | 0.00 | 0.00 | 38.59K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 41.07K | SH | $3.79M 1.17% | 0.00 | 0.00 | 41.07K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 120.55K | SH | $3.16M 0.98% | 0.00 | 0.00 | 120.55K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 56.58K | SH | $2.73M 0.85% | 0.00 | 0.00 | 56.58K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 41.85K | SH | $2.57M 0.79% | 0.00 | 0.00 | 41.85K |
ISHARES TRSOLE | CORE S&P US VLU | 24.97K | SH | $2.55M 0.79% | 0.00 | 0.00 | 24.97K |
DEERE & COSOLE | COM | 4.50K | SH | $2.53M 0.78% | 0.00 | 0.00 | 4.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 0.67% | 0.00 | 0.00 | 3.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.42K | SH | $2.13M 0.66% | 0.00 | 0.00 | 7.42K |
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