Wealth Advisors of Iowa, LLC
CIK 0001803005 · WEST DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$369.2M
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
JEPQ
J P MORGAN EXCHANGE TRADED F
11.2%
SPDW
SPDR INDEX SHS FDS
9.5%
RSP
INVESCO EXCHANGE TRADED FD T
8.4%
SPYM
SPDR SERIES TRUST
8.3%
SPYV
SPDR SERIES TRUST
7.5%
SGOV
ISHARES TR
5.3%
USMV
ISHARES TR
5.2%
SPYG
SPDR SERIES TRUST
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.