Wealth Advisors of Iowa, LLC

CIK 0001803005 • 6 13F filings • May 12, 2025 – Jul 30, 2026

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Filer information

Filed by: Wealth Advisors of Iowa, LLC, Chief Compliance Officer
Address: 1601 WEST LAKES PARKWAY, STE 200, WEST DES MOINES, IA, 50266
Phone: 515-219-4835
AUM: $304.5M

AUM over time

$369.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $304.5M79 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$399K	0.1%Prev: 0.1%	1,140 SH	Decreased-72 SH
ADVANCED MICRO DEVICES INC	COM	$338K	0.1%Prev: 0.1%	1,578 SH	Increased
ALLIANT ENERGY CORP	COM	$628K	0.2%Prev: 0.2%	9,654 SH	Decreased+1 SH
ALPHABET INC	CAP STK CL A	$978K	0.3%Prev: 0.3%	3,126 SH	Increased-428 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.8%Prev: 0.6%	7,373 SH	Increased-367 SH
AMAZON COM INC	COM	$2.1M	0.7%Prev: 0.7%	8,885 SH	Decreased-498 SH
AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$8.4M	2.8%Prev: 2.1%	130,578 SH	Increased+28,466 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$15.8M	5.2%Prev: 5.5%	137,853 SH	Decreased-2,853 SH
APPLE INC	COM	$6.0M	2.0%Prev: 1.9%	22,060 SH	Increased+717 SH
APPLIED MATLS INC	COM	$320K	0.1%Prev: 0.1%	1,245 SH	Increased
BERKLEY W R CORP	COM	$483K	0.2%Prev: 0.2%	6,882 SH	Decreased-138 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.7%Prev: 0.8%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.6%Prev: 0.6%	3,670 SH	Decreased-125 SH
BROADCOM INC	COM	$469K	0.2%Prev: 0.2%	1,354 SH	Decreased-537 SH
CASEYS GEN STORES INC	COM	$1.2M	0.4%Prev: 0.4%	2,243 SH	Decreased+41 SH
CATERPILLAR INC	COM	$603K	0.2%Prev: 0.1%	1,053 SH	Increased+585 SH
CHEVRON CORP NEW	COM	$211K	0.1%Prev: 0.1%	1,386 SH	Decreased
COCA COLA CO	COM	$216K	0.1%Prev: 0.1%	3,096 SH	Increased+5 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.5%Prev: 0.6%	1,881 SH	Decreased
DEERE & CO	COM	$938K	0.3%Prev: 0.2%	2,015 SH	Increased+590 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$232K	0.1%Prev: 0.1%	4,986 SH	Increased
ELI LILLY & CO	COM	$1.1M	0.4%Prev: 0.3%	1,024 SH	Increased
ENTERPRISE PRODS PARTNERS L	COM	$330K	0.1%Prev: 0.1%	10,304 SH	Increased+3 SH
EXXON MOBIL CORP	COM	$241K	0.1%Prev: 0.1%	2,001 SH	Decreased-274 SH
ILLINOIS TOOL WKS INC	COM	$207K	0.1%Prev: 0.1%	840 SH	Decreased-12 SH
INTERNATIONAL BUSINESS MACHS	COM	$420K	0.1%Prev: 0.1%	1,417 SH	Increased+7 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.7M	1.2%Prev: 1.3%	31,323 SH	Decreased+254 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$362K	0.1%Prev: 0.1%	18,513 SH	Increased+411 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$274K	0.1%Prev: 0.1%	13,888 SH	Decreased-298 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$300K	0.1%Prev: 0.1%	14,540 SH	Increased+3,600 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$28.7M	9.4%Prev: 9.6%	149,982 SH	Increased+810 SH
INVESCO QQQ TR	UNIT SER 1	$836K	0.3%Prev: 0.2%	1,362 SH	Increased+522 SH
ISHARES SILVER TR	ISHARES	$439K	0.1%Prev: 0.1%	6,822 SH	Increased
ISHARES TR	0-3 MNTH TREASRY	$1.6M	0.5%Prev: 0.3%	16,040 SH	Increased+5,949 SH
ISHARES TR	CORE S&P US VLU	$2.6M	0.8%Prev: 0.9%	25,057 SH	Increased+13 SH
ISHARES TR	CORE S&P500 ETF	$6.0M	2.0%Prev: 2.0%	8,719 SH	Increased-6 SH
ISHARES TR	MSCI EAFE MIN VL	$4.9M	1.6%Prev: 8.9%	57,007 SH	Decreased-251,729 SH
ISHARES TR	MSCI USA MIN VOL	$18.5M	6.1%Prev: 6.3%	196,636 SH	Increased+3,272 SH
ISHARES TR	NATIONAL MUN ETF	$890K	0.3%Prev: 0.3%	8,306 SH	Increased+10 SH
ISHARES TR	RUS 1000 ETF	$311K	0.1%Prev: 0.1%	832 SH	Increased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$36.0M	11.8%Prev: 11.7%	618,962 SH	Increased+21,516 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.1M	1.7%Prev: 2.3%	99,858 SH	Decreased-32,697 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$4.1M	1.4%Prev: 1.4%	65,337 SH	Decreased-1,231 SH
JOHNSON & JOHNSON	COM	$339K	0.1%Prev: 0.1%	1,637 SH	Increased+421 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.4%Prev: 0.3%	3,499 SH	Increased+323 SH
MARRIOTT INTL INC NEW	CL A	$524K	0.2%Prev: 0.1%	1,690 SH	Increased+61 SH
MCDONALDS CORP	COM	$250K	0.1%Prev: 0.1%	817 SH	Decreased-33 SH
MERCK & CO INC	COM	$251K	0.1%	2,385 SH	New
META PLATFORMS INC	CL A	$898K	0.3%Prev: 0.3%	1,361 SH	Decreased-7 SH
MICROSOFT CORP	COM	$2.7M	0.9%Prev: 0.9%	5,602 SH	Increased+672 SH
NETFLIX INC	COM	$205K	0.1%Prev: 0.1%	2,190 SH	Decreased+1,939 SH
NVIDIA CORPORATION	COM	$2.0M	0.6%Prev: 0.7%	10,584 SH	Decreased-561 SH
ORACLE CORP	COM	$208K	0.1%Prev: 0.1%	1,065 SH	Decreased
PEPSICO INC	COM	$277K	0.1%Prev: 0.1%	1,928 SH	Increased+83 SH
PGIM ETF TR	PGIM ULTRA SH BD	$369K	0.1%Prev: 0.2%	7,445 SH	Decreased-4,495 SH
PHILIP MORRIS INTL INC	COM	$264K	0.1%Prev: 0.1%	1,645 SH	Decreased-71 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.0M	0.6%Prev: 0.7%	21,183 SH	Increased+74 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$1.6M	0.5%Prev: 0.4%	16,860 SH	Increased+3,213 SH
PIMCO ETF TR	MULTISECTOR BD	$2.5M	0.8%Prev: 0.7%	95,152 SH	Increased+14,662 SH
PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$14.0M	4.6%Prev: 4.8%	205,062 SH	Decreased-2,600 SH
PROCTER AND GAMBLE CO	COM	$315K	0.1%Prev: 0.1%	2,198 SH	Decreased+87 SH
RTX CORPORATION	COM	$408K	0.1%Prev: 0.1%	2,223 SH	Increased+431 SH
SALESFORCE INC	COM	$774K	0.3%Prev: 0.2%	2,920 SH	Increased-7 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.7M	0.6%	37,844 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$16.1M	5.3%	377,695 SH	New
SPDR GOLD TR	GOLD SHS	$1.2M	0.4%Prev: 0.3%	3,128 SH	Increased+624 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$26.6M	8.7%Prev: 1.5%	599,350 SH	Increased+498,079 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.5M	0.5%Prev: 0.5%	31,849 SH	Increased+69 SH
SPDR SERIES TRUST	STATE STREET SPD	$57.6M	18.9%	827,618 SH	New
STARBUCKS CORP	COM	$233K	0.1%Prev: 0.1%	2,772 SH	Decreased-2,215 SH
STRIVE INC	CL A COM	$16K	0.0%	22,224 SH	New
STRYKER CORPORATION	COM	$625K	0.2%Prev: 0.2%	1,779 SH	Decreased+3 SH
TESLA INC	COM	$387K	0.1%Prev: 0.2%	861 SH	Decreased-154 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.4%Prev: 0.4%	2,370 SH	Increased+55 SH
VANGUARD INDEX FDS	VALUE ETF	$304K	0.1%Prev: 0.1%	1,590 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$459K	0.2%	7,349 SH	New
VILLAGE FARMS INTL INC	COM	$68K	0.0%Prev: 0.0%	18,575 SH	Increased
VISA INC	COM CL A	$888K	0.3%Prev: 0.3%	2,533 SH	Decreased-94 SH
WALMART INC	COM	$309K	0.1%Prev: 0.1%	2,776 SH	Increased

Sold (vs prior filing)

AT&T INC — $208K
NIKE INC — $204K
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $16.0M
SPDR SERIES TRUST — $976K
SPDR SERIES TRUST — $248K
SPDR SERIES TRUST — $25.1M
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $4.9M
SPDR SERIES TRUST — $21.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001803005-26-000001	$304.5M	View
Nov 14, 2025	Q3 2025	13F-HR	0001803005-25-000006	$293.7M	View
Jul 30, 2026	Q2 2026