Wealth Advisors of Iowa, LLC
Wealth Advisors of Iowa, LLC reported 90 positions worth $369.2M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: JEPQ (11.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JEPQ | SH | $41.4M | 11.22% | 674,013 | — | — | |
| ▸ 2 | SPDW | SH | $35.1M | 9.51% | 696,738 | — | — | |
| ▸ 3 | RSP | SH | $31.2M | 8.44% | 146,535 | — | — | |
| ▸ 4 | SPYM | SH | $30.8M | 8.35% | 350,771 | — | — | |
| ▸ 5 | SPYV | SH | $27.7M | 7.51% | 456,134 | — | — | |
| ▸ 6 | SGOV | SH | $19.6M | 5.32% | 194,962 | — | — | |
| ▸ 7 | USMV | SH | $19.0M | 5.16% | 197,413 | — | — | |
| ▸ 8 | SPYG | SH | $16.1M | 4.35% | 135,000 | — | — | |
| ▸ 9 | XLU | SH | $15.0M | 4.07% | 331,564 | — | — | |
| ▸ 10 | SPMO | SH | $13.4M | 3.63% | 82,862 | — | — |
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Frequently Asked Questions
What stocks does Wealth Advisors of Iowa, LLC hold as of Q2 2026?
Wealth Advisors of Iowa, LLC reported 90 positions worth $369.2M in its Q2 2026 13F filing. Largest positions: JEPQ (11.2%), SPDW (9.5%), RSP (8.4%), SPYM (8.3%) and SPYV (7.5%).
What did Wealth Advisors of Iowa, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Advisors of Iowa, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.