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Wealth Advisors of Iowa, LLC
Period ended Jun 30, 2026 · Latest filing Jul 30, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $369,194,607
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM · 46654Q203 · shares: $41,424,808
- SPDR INDEX SHS FDS · ST STR PO EX ETF · 78463X889 · shares: $35,108,666
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $31,178,217
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $30,825,747
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $27,728,388
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $19,626,758
- ISHARES TR · MSCI USA MIN ETF · 46429B697 · shares: $19,042,413
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $16,063,631
- SELECT SECTOR SPDR TR · ST STR UTIL ETF · 81369Y886 · shares: $15,033,095
- INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM · 46138E339 · shares: $13,385,521
Reported holdings
90 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 674,013 shares | $41,424,808 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 696,738 shares | $35,108,666 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 146,535 shares | $31,178,217 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 350,771 shares | $30,825,747 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 456,134 shares | $27,728,388 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 194,962 shares | $19,626,758 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 197,413 shares | $19,042,413 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 135,000 shares | $16,063,631 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 331,564 shares | $15,033,095 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 82,862 shares | $13,385,521 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 227,164 shares | $12,064,692 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 71,148 shares | $6,519,999 |
| APPLE INC | COM | 037833100 | — | 20,990 shares | $6,073,484 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 7,630 shares | $5,713,929 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | — | 50,339 shares | $4,812,926 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 | — | 68,685 shares | $4,768,681 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 51,015 shares | $4,474,509 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 72,714 shares | $4,193,397 |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | — | 56,564 shares | $4,192,885 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 41,507 shares | $3,827,319 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 120,718 shares | $3,201,455 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 58,143 shares | $3,010,627 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 40,462 shares | $2,924,574 |
| DEERE & CO | COM | 244199105 | — | 4,501 shares | $2,854,893 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 23,953 shares | $2,638,387 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 7,325 shares | $2,588,112 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 25,312 shares | $2,551,703 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 3 shares | $2,246,550 |
| AMAZON COM INC | COM | 023135106 | — | 8,539 shares | $2,035,188 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 2,525 shares | $2,006,931 |
| MICROSOFT CORP | COM | 594918104 | — | 5,360 shares | $1,999,204 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 9,934 shares | $1,987,873 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,915 shares | $1,791,515 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,564 shares | $1,783,391 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,873 shares | $1,426,737 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 13,554 shares | $1,330,975 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,759 shares | $1,295,630 |
| ELI LILLY & CO | COM | 532457108 | — | 1,004 shares | $1,204,455 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 13,521 shares | $1,164,731 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,550 shares | $1,161,825 |
| CATERPILLAR INC | COM | 149123101 | — | 1,054 shares | $1,122,805 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,127 shares | $1,117,493 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,628 shares | $945,721 |
| VISA INC | COM CL A | 92826C839 | — | 2,741 shares | $940,328 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,245 shares | $900,135 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 8,319 shares | $895,329 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,524 shares | $858,719 |
| PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 | — | 16,500 shares | $814,770 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 9,655 shares | $736,604 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,690 shares | $626,384 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,787 shares | $562,689 |
| BROADCOM INC | COM | 11135F101 | — | 1,401 shares | $529,228 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 12,805 shares | $513,865 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 7,126 shares | $507,712 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 727 shares | $499,590 |
| BERKLEY W R CORP | COM | 084423102 | — | 6,912 shares | $487,503 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,762 shares | $447,461 |
| RTX CORPORATION | COM | 75513E101 | — | 2,225 shares | $422,248 |
| SALESFORCE INC | COM | 79466L302 | — | 2,692 shares | $421,786 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,456 shares | $409,321 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 7,375 shares | $394,341 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 10,198 shares | $374,896 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 1,590 shares | $346,604 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 832 shares | $340,600 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,592 shares | $333,008 |
| TESLA INC | COM | 88160R101 | — | 758 shares | $318,816 |
| WALMART INC | COM | 931142103 | — | 2,810 shares | $318,213 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 2,317 shares | $316,814 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 14,975 shares | $304,967 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,076 shares | $304,430 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,226 shares | $290,191 |
| STARBUCKS CORP | COM | 855244109 | — | 2,764 shares | $282,487 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | — | 2,373 shares | $280,099 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 4,986 shares | $274,280 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | — | 2,756 shares | $273,891 |
| PEPSICO INC | COM | 713448108 | — | 2,012 shares | $272,519 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 13,745 shares | $269,612 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | — | 13,715 shares | $267,789 |
| COCA COLA CO | COM | 191216100 | — | 3,169 shares | $257,572 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,444 shares | $239,321 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 928 shares | $225,408 |
| ABBVIE INC | COM | 00287Y109 | — | 882 shares | $221,914 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,213 shares | $219,444 |
| UNION PAC CORP | COM | 907818108 | — | 800 shares | $217,600 |
| WELLS FARGO & CO | COM | 949746101 | — | 2,551 shares | $210,780 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 3,640 shares | $209,715 |
| ADOBE INC | COM | 00724F101 | — | 990 shares | $202,970 |
| MCDONALDS CORP | COM | 580135101 | — | 748 shares | $202,268 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 6,322 shares | $200,471 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 383 shares | $200,075 |