Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $41.4M | 11.2% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $35.1M | 9.5% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $31.2M | 8.4% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $30.8M | 8.3% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $27.7M | 7.5% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $19.6M | 5.3% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $19M | 5.2% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $16.1M | 4.4% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $15M | 4.1% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $13.4M | 3.6% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $12.1M | 3.3% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $6.52M | 1.8% |
| Apple Inc.COM | COM | $6.07M | 1.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $5.71M | 1.5% |
| Pimco ETF TRENHNCD LW DUR AC | ENHNCD LW DUR AC | $4.81M | 1.3% |
| American Centy ETF TRQUALITY DIVRSFED | QUALITY DIVRSFED | $4.77M | 1.3% |
| iShares TRMSCI EAFE MIN VL | MSCI EAFE MIN VL | $4.47M | 1.2% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $4.19M | 1.1% |
| Principal Exchange Traded FDUS MEGA CP ETF | US MEGA CP ETF | $4.19M | 1.1% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $3.83M | 1.0% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $3.2M | 0.9% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $3.01M | 0.8% |
| J P Morgan Exchange Traded FUS QUALTY FCTR | US QUALTY FCTR | $2.92M | 0.8% |
| Deere & COCOM | COM | $2.85M | 0.8% |
| iShares TRCORE S&P US VLU | CORE S&P US VLU | $2.64M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.59M | 0.7% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $2.55M | 0.7% |
| Berkshire Hathaway Inc. DelCL A | CL A | $2.25M | 0.6% |
| Amazon Com Inc.COM | COM | $2.04M | 0.6% |
| Caseys Gen Stores Inc.COM | COM | $2.01M | 0.5% |
| Microsoft Corp.COM | COM | $2M | 0.5% |
| Nvidia CorporationCOM | COM | $1.99M | 0.5% |
| Costco Wholesale CorporationCOM | COM | $1.79M | 0.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.78M | 0.5% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $1.43M | 0.4% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $1.33M | 0.4% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $1.3M | 0.4% |
| Eli Lilly & COCOM | COM | $1.2M | 0.3% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $1.16M | 0.3% |
| JPMORGAN Chase & COCOM | COM | $1.16M | 0.3% |
| Caterpillar Inc.COM | COM | $1.12M | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.12M | 0.3% |
| Advanced Micro Devices Inc.COM | COM | $946K | 0.3% |
| Visa Inc.COM CL A | COM CL A | $940K | 0.3% |
| Applied Matls Inc.COM | COM | $900K | 0.2% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $895K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $859K | 0.2% |
| Pimco ETF TRMTG BKD SECS ACT | MTG BKD SECS ACT | $815K | 0.2% |
| Alliant Energy Corp.COM | COM | $737K | 0.2% |
| Marriott Intl Inc. NewCL A | CL A | $626K | 0.2% |
J P Morgan Exchange Traded FNASDAQ EQT PREM$41.4M
- Class
- NASDAQ EQT PREM
- Share
- 11.2%
SPDR Index Shs FdsST STR PO EX ETF$35.1M
- Class
- ST STR PO EX ETF
- Share
- 9.5%
Invesco Exchange Traded FD TS&P500 EQL WGT$31.2M
- Class
- S&P500 EQL WGT
- Share
- 8.4%
SPDR Series TrustST STR P500ETF$30.8M
- Class
- ST STR P500ETF
- Share
- 8.3%
SPDR Series TrustST STR P500VAL$27.7M
- Class
- ST STR P500VAL
- Share
- 7.5%
iShares TR0-3 MTH TREASURY$19.6M
- Class
- 0-3 MTH TREASURY
- Share
- 5.3%
iShares TRMSCI USA MIN ETF$19M
- Class
- MSCI USA MIN ETF
- Share
- 5.2%
SPDR Series TrustST STR P500GRW$16.1M
- Class
- ST STR P500GRW
- Share
- 4.4%
Select Sector SPDR TRST STR UTIL ETF$15M
- Class
- ST STR UTIL ETF
- Share
- 4.1%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$13.4M
- Class
- S&P 500 MOMNTM
- Share
- 3.6%
Select Sector SPDR TRST STR ENERG ETF$12.1M
- Class
- ST STR ENERG ETF
- Share
- 3.3%
SPDR Series TrustST STR BLO 1 ETF$6.52M
- Class
- ST STR BLO 1 ETF
- Share
- 1.8%
Apple Inc.COM$6.07M
- Class
- COM
- Share
- 1.6%
iShares TRCORE S&P500 ETF$5.71M
- Class
- CORE S&P500 ETF
- Share
- 1.5%
Pimco ETF TRENHNCD LW DUR AC$4.81M
- Class
- ENHNCD LW DUR AC
- Share
- 1.3%
American Centy ETF TRQUALITY DIVRSFED$4.77M
- Class
- QUALITY DIVRSFED
- Share
- 1.3%
iShares TRMSCI EAFE MIN VL$4.47M
- Class
- MSCI EAFE MIN VL
- Share
- 1.2%
SPDR Series TrustST STR SP600 SML$4.19M
- Class
- ST STR SP600 SML
- Share
- 1.1%
Principal Exchange Traded FDUS MEGA CP ETF$4.19M
- Class
- US MEGA CP ETF
- Share
- 1.1%
Pimco ETF TRACTIVE BD ETF$3.83M
- Class
- ACTIVE BD ETF
- Share
- 1.0%
Pimco ETF TRMULTISECTOR BD$3.2M
- Class
- MULTISECTOR BD
- Share
- 0.9%
SPDR Index Shs FdsST PORT MARK ETF$3.01M
- Class
- ST PORT MARK ETF
- Share
- 0.8%
J P Morgan Exchange Traded FUS QUALTY FCTR$2.92M
- Class
- US QUALTY FCTR
- Share
- 0.8%
Deere & COCOM$2.85M
- Class
- COM
- Share
- 0.8%
iShares TRCORE S&P US VLU$2.64M
- Class
- CORE S&P US VLU
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$2.59M
- Class
- CAP STK CL C
- Share
- 0.7%
Pimco ETF TRENHAN SHRT MA AC$2.55M
- Class
- ENHAN SHRT MA AC
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL A$2.25M
- Class
- CL A
- Share
- 0.6%
Amazon Com Inc.COM$2.04M
- Class
- COM
- Share
- 0.6%
Caseys Gen Stores Inc.COM$2.01M
- Class
- COM
- Share
- 0.5%
Microsoft Corp.COM$2M
- Class
- COM
- Share
- 0.5%
Nvidia CorporationCOM$1.99M
- Class
- COM
- Share
- 0.5%
Costco Wholesale CorporationCOM$1.79M
- Class
- COM
- Share
- 0.5%
Berkshire Hathaway Inc. DelCL B NEW$1.78M
- Class
- CL B NEW
- Share
- 0.5%
SPDR Gold TRGOLD SHS$1.43M
- Class
- GOLD SHS
- Share
- 0.4%
Vanguard Whitehall FdsINTL HIGH ETF$1.33M
- Class
- INTL HIGH ETF
- Share
- 0.4%
Invesco Qqq TRUNIT SER 1$1.3M
- Class
- UNIT SER 1
- Share
- 0.4%
Eli Lilly & COCOM$1.2M
- Class
- COM
- Share
- 0.3%
Vanguard Index FdsGROWTH ETF$1.16M
- Class
- GROWTH ETF
- Share
- 0.3%
JPMORGAN Chase & COCOM$1.16M
- Class
- COM
- Share
- 0.3%
Caterpillar Inc.COM$1.12M
- Class
- COM
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$1.12M
- Class
- CAP STK CL A
- Share
- 0.3%
Advanced Micro Devices Inc.COM$946K
- Class
- COM
- Share
- 0.3%
Visa Inc.COM CL A$940K
- Class
- COM CL A
- Share
- 0.3%
Applied Matls Inc.COM$900K
- Class
- COM
- Share
- 0.2%
iShares TRNATIONAL MUN ETF$895K
- Class
- NATIONAL MUN ETF
- Share
- 0.2%
Meta Platforms Inc.CL A$859K
- Class
- CL A
- Share
- 0.2%
Pimco ETF TRMTG BKD SECS ACT$815K
- Class
- MTG BKD SECS ACT
- Share
- 0.2%
Alliant Energy Corp.COM$737K
- Class
- COM
- Share
- 0.2%
Marriott Intl Inc. NewCL A$626K
- Class
- CL A
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 90 positions by value, with holdings of the same security combined. The 90 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1803005
- File number
- 028-20222
- Options
- 0 call, 0 put
- In the 25 largest
- 86.9%
- Prior quarter
- $323M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 2
Common questions
What are Wealth Advisors of Iowa’s 13F holdings worth?
$369 million across 90 positions for the quarter ended 30 June 2026.
What is Wealth Advisors of Iowa’s largest 13F holding?
J P MORGAN EXCHANGE TRADED F (NASDAQ EQT PREM) was the largest position at $41.4 million, or 11.2% of reported 13F value, as of 30 June 2026.
How concentrated is Wealth Advisors of Iowa’s 13F portfolio?
The ten largest positions accounted for 67.6% of reported value and the twenty-five largest for 86.9%, across 90 positions as of 30 June 2026.
Does Form 13F show everything Wealth Advisors of Iowa manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Wealth Advisors of Iowa file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.