13FBOX
Wealth Advisors of Iowa, LLC · 13F Holdings
Options Calculator Rankings

Wealth Advisors of Iowa, LLC

No.5103
Latest AUM (Q2 2026)
$369.2M
QoQ Change Q1 2026
+$46.0M+14.2%
Holdings
90
New Buys
5
Adds
34
Reduces
37
Exits
2
Unchanged
14
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JJ P MORGAN EXCHANGE TRADED FJEPQ
11.22%10.91%$41.4M674,013$35.3M635,087+38,926+6.13%Add
SSPDR INDEX SHS FDSSPDW
9.51%9.16%$35.1M696,738$29.6M648,321+48,417+7.47%Add
IINVESCO EXCHANGE TRADED FD TRSP
8.44%8.86%$31.2M146,535$28.7M149,294-2,759-1.85%Reduce
SSTATE STREETSPYM
8.35%7.59%$30.8M350,771$24.5M320,506+30,265+9.44%Add
SSTATE STREETSPYV
7.51%7.26%$27.7M456,134$23.5M415,019+41,115+9.91%Add
IISHARES TRSGOV
5.32%11.6%$19.6M194,962$37.5M372,395-177,433-47.65%Reduce
IISHARES TRUSMV
5.16%5.66%$19.0M197,413$18.3M197,331+82+0.04%Add
SSPDR SERIES TRUSTSPYG
4.35%1.69%$16.1M135,000$5.5M55,747+79,253+142.17%Add
SSELECT SECTOR SPDR TRXLU
4.07%5.25%$15.0M331,564$17.0M369,793-38,229-10.34%Reduce
IINVESCO EXCH TRADED FD TR IISPMO
3.63%$13.4M82,862$00+82,862New Buy
SSELECT SECTOR SPDR TRXLE
3.27%0.48%$12.1M227,164$1.6M25,343+201,821+796.36%Add
SSPDR SERIES TRUSTBIL
1.77%2.01%$6.5M71,148$6.5M70,754+394+0.56%Add
APPLE INCAAPL
1.65%1.65%$6.1M20,990$5.3M21,015-25-0.12%Reduce
IISHARES TRIVV
1.55%1.6%$5.7M7,630$5.2M7,931-301-3.80%Reduce
PPIMCO ETF TRLDUR
1.3%1.47%$4.8M50,339$4.8M49,576+763+1.54%Add
AAMERICAN CENTY ETF TRDXIV
1.29%1.88%$4.8M68,685$6.1M92,800-24,115-25.99%Reduce
IISHARES TREFAV
1.21%1.51%$4.5M51,015$4.9M53,459-2,444-4.57%Reduce
SSTATE STREETSPSM
1.14%0.85%$4.2M72,714$2.7M56,580+16,134+28.52%Add
PPRINCIPAL U.S. MEGA-CAP ETFUSMC
1.14%1.23%$4.2M56,564$4.0M61,659-5,095-8.26%Reduce
PPimco Active Bond ETFBOND
1.04%1.17%$3.8M41,507$3.8M41,068+439+1.07%Add
PPIMCO ETF TRPYLD
0.87%0.98%$3.2M120,718$3.2M120,551+167+0.14%Add
SSPDR INDEX SHS FDSSPEM
0.82%0.65%$3.0M58,143$2.1M45,090+13,053+28.95%Add
JJ P MORGAN EXCHANGE TRADED FJQUA
0.79%0.79%$2.9M40,462$2.6M41,853-1,391-3.32%Reduce
DEERE & CODE
0.77%0.78%$2.9M4,501$2.5M4,500+1+0.02%Add
IISHARES TRIUSV
0.71%0.79%$2.6M23,953$2.6M24,966-1,013-4.06%Reduce
AAlphabet Inc Class CGOOG
0.7%0.66%$2.6M7,325$2.1M7,417-92-1.24%Reduce
PPIMCO ETF TRMINT
0.69%1.2%$2.6M25,312$3.9M38,595-13,283-34.42%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
0.61%0.67%$2.2M3$2.2M300.00%Unchanged
AMAZON COM INCAMZN
0.55%0.55%$2.0M8,539$1.8M8,599-60-0.70%Reduce
CASEYS GEN STORES INCCASY
0.54%0.57%$2.0M2,525$1.8M2,524+1+0.04%Add
MICROSOFT CORPMSFT
0.54%0.58%$2.0M5,360$1.9M5,083+277+5.45%Add
NVIDIA CORPORATIONNVDA
0.54%0.56%$2.0M9,934$1.8M10,393-459-4.42%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.49%0.59%$1.8M1,915$1.9M1,920-5-0.26%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.48%0.53%$1.8M3,564$1.7M3,604-40-1.11%Reduce
SSPDR GOLD TRGLD
0.39%0.52%$1.4M3,873$1.7M3,896-23-0.59%Reduce
VVANGUARD WHITEHALL FDSVYMI
0.36%0.13%$1.3M13,554$412,1124,373+9,181+209.95%Add
IINVESCO QQQ TRVOO
0.35%0.28%$1.3M1,759$901,7931,562+197+12.61%Add
ELI LILLY & COLLY
0.33%0.29%$1.2M1,004$951,2131,034-30-2.90%Reduce
VVANGUARD INDEX FDSVUG
0.32%0.32%$1.2M13,521$1.0M2,370+11,151+470.51%Add
JPMORGAN CHASE & COJPM
0.31%0.32%$1.2M3,550$1.0M3,549+1+0.03%Add
CATERPILLAR INCCAT
0.3%0.23%$1.1M1,054$746,9691,05400.00%Unchanged
ALPHABET INCGOOGL
0.3%0.28%$1.1M3,127$912,0893,172-45-1.42%Reduce
ADVANCED MICRO DEVICES INCAMD
0.26%0.11%$945,7211,628$341,3561,678-50-2.98%Reduce
VISA INCV
0.25%0.25%$940,3282,741$819,1612,710+31+1.14%Add
APPLIED MATLS INCAMAT
0.24%0.13%$900,1351,245$425,5291,24500.00%Unchanged
IISHARES TRGVI
0.24%0.27%$895,3298,319$882,2758,312+7+0.08%Add
META PLATFORMS INCMETA
0.23%0.27%$858,7191,524$886,4071,549-25-1.61%Reduce
PPIMCO ETF TRPMBS
0.22%0.26%$814,77016,500$834,91716,833-333-1.98%Reduce
ALLIANT ENERGY CORP COMLNT
0.2%0.21%$736,6049,655$692,8059,654+1+0.01%Add
MARRIOTT INTL INC NEWMAR
0.17%0.17%$626,3841,690$552,7781,69000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

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