Wealth Advisors of Iowa, LLC

CIK

1803005

Location

WEST DES MOINES, IA

Portfolio Value

Micro $37,341,311

Diversification

Diversified

Filing Date

Global Rank

#6,826 / 8,232 ▲ 270

Top Industry

Consumer Electronics 15.6%

3Y Alpha vs SPY

-1.2%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.0%

SPY

+76.3%

Annualised alpha

-1.2%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.3%

−2.3 pts

Top 5

36.2%

−4.1 pts

Top 10

57.7%

−0.1 pts

HHI

485

Diversified−62

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$11,394,966	9
Consumer Cyclical	13.4%	$5,010,082	6
Financial Services	11.4%	$4,251,131	5
Industrials	9.9%	$3,712,311	3
Consumer Defensive	9.2%	$3,448,567	6
Unclassified	8.3%	$3,082,540	3
Healthcare	6.6%	$2,478,207	5
Communication Services	5.9%	$2,214,757	4
Energy	2.8%	$1,055,979	3
Utilities	1.9%	$692,771	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DE	Deere & Co	+2,485	4,500	$2,534,850
GLD	Spdr Gold Trust	+768	3,896	$1,676,409
SLV	iShares Silver Trust	+583	7,405	$504,576
PM	Philip Morris International Inc.	+296	1,941	$320,924
CASY	Caseys General Stores Inc	+281	2,524	$1,837,118
XOM	Exxon Mobil Corp	+236	2,237	$379,529
QQQ	Invesco Qqq Trust, Series 1	+200	1,562	$901,555
META	Meta Platforms, Inc.	+188	1,549	$886,229
V	Visa Inc.	+177	2,710	$819,070
KO	Coca Cola Co	+128	3,224	$245,185
JNJ	Johnson & Johnson	+125	1,762	$430,703
AMD	Advanced Micro Devices Inc	+100	1,678	$341,355
JPM	Jpmorgan Chase & Co	+50	3,549	$1,043,973
WMT	Walmart Inc.	+50	2,826	$351,215
AVGO	Broadcom Inc.	+47	1,401	$433,623
GOOGL	Alphabet Inc.	+46	3,172	$912,140
MRK	Merck & Co., Inc.	+41	2,426	$291,823
COST	Costco Wholesale Corp /New	+39	1,920	$1,913,145
WRB	Berkley W R Corp	+30	6,912	$458,127
IBM	International Business Machines Corp	+30	1,447	$350,738
CVX	Chevron Corp	+22	1,408	$291,315
TSLA	Tesla, Inc.	+19	880	$327,140
RTX	RTX Corp	+10	2,233	$430,745
LLY	ELI LILLY & Co	+10	1,034	$951,042
PEP	Pepsico Inc	+6	1,934	$300,330
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,045	21,015	$5,333,396
MSFT	Microsoft Corp	−519	5,083	$1,881,574
AMZN	Amazon Com Inc	−286	8,599	$1,790,913
NVDA	Nvidia Corp	−191	10,393	$1,812,539
EPD	Enterprise Products Partners L.P.	−126	10,178	$385,135
BRK-B	Berkshire Hathaway Inc	−66	3,604	$1,727,036
CRM	Salesforce, Inc.	−32	2,888	$539,102
SBUX	Starbucks Corp	−8	2,764	$247,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BMY	Bristol Myers Squibb Co	3,607	$218,764
VZ	Verizon Communications Inc	4,100	$205,820
WFC	Wells Fargo & Company/Mn	2,549	$202,925
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,065	$207,579
ITW	Illinois Tool Works Inc	840	$206,892
VFF	Village Farms International, Inc.	18,575	$67,798
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $37,341,311 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	21,015	-1,045	$5,333,396	−11.1%	14.28%
DE	Deere & Co Industrials	Added	4,500	+2,485	$2,534,850	+170.2%	6.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,920	+39	$1,913,145	+17.9%	5.12%
MSFT	Microsoft Corp Technology	Reduced	5,083	-519	$1,881,574	−30.5%	5.04%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	2,524	+281	$1,837,118	+48.2%	4.92%
NVDA	Nvidia Corp Technology	Reduced	10,393	-191	$1,812,539	−8.2%	4.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,599	-286	$1,790,913	−12.7%	4.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,604	-66	$1,727,036	−6.4%	4.63%
GLD	Spdr Gold Trust	Added	3,896	+768	$1,676,409	+35.2%	4.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,549	+50	$1,043,973	−7.4%	2.80%
LLY	ELI LILLY & Co Healthcare	Added	1,034	+10	$951,042	−13.6%	2.55%
GOOGL	Alphabet Inc. Communication Services	Added	3,172	+46	$912,140	−6.8%	2.44%
QQQ	Invesco Qqq Trust, Series 1	Added	1,562	+200	$901,555	+7.8%	2.41%
META	Meta Platforms, Inc. Communication Services	Added	1,549	+188	$886,229	−1.4%	2.37%
V	Visa Inc. Financial Services	Added	2,710	+177	$819,070	−7.8%	2.19%
CAT	Caterpillar Inc Industrials	Added	1,054	+1	$746,716	+23.8%	2.00%
LNT	Alliant Energy Corp Utilities	Held	9,654	0	$692,771	+10.4%	1.86%
SYK	Stryker Corp Healthcare	Added	1,783	+4	$585,875	−6.3%	1.57%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,690	0	$552,748	+5.4%	1.48%
CRM	Salesforce, Inc. Technology	Reduced	2,888	-32	$539,102	−30.3%	1.44%
SLV	iShares Silver Trust	Added	7,405	+583	$504,576	+14.8%	1.35%
WRB	Berkley W R Corp Financial Services	Added	6,912	+30	$458,127	−5.1%	1.23%
AVGO	Broadcom Inc. Technology	Added	1,401	+47	$433,623	−7.5%	1.16%
RTX	RTX Corp Industrials	Added	2,233	+10	$430,745	+5.7%	1.15%
JNJ	Johnson & Johnson Healthcare	Added	1,762	+125	$430,703	+27.1%	1.15%
AMAT	Applied Materials Inc /De Technology	Held	1,245	0	$425,528	+33.0%	1.14%
EPD	Enterprise Products Partners L.P. Energy	Reduced	10,178	-126	$385,135	+16.6%	1.03%
XOM	Exxon Mobil Corp Energy	Added	2,237	+236	$379,529	+57.6%	1.02%
WMT	Walmart Inc. Consumer Defensive	Added	2,826	+50	$351,215	+13.6%	0.94%
IBM	International Business Machines Corp Technology	Added	1,447	+30	$350,738	−16.4%	0.94%
AMD	Advanced Micro Devices Inc Technology	Added	1,678	+100	$341,355	+1.0%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Added	880	+19	$327,140	−15.5%	0.88%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,941	+296	$320,924	+21.6%	0.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,200	+2	$317,768	+0.9%	0.85%
PEP	Pepsico Inc Consumer Defensive	Added	1,934	+6	$300,330	+8.5%	0.80%
MRK	Merck & Co., Inc. Healthcare	Added	2,426	+41	$291,823	+16.2%	0.78%
CVX	Chevron Corp Energy	Added	1,408	+22	$291,315	+37.9%	0.78%
ADBE	Adobe Inc. Technology	Held	1,140	0	$277,111	−30.5%	0.74%
MCD	Mcdonalds Corp Consumer Cyclical	Added	819	+2	$254,537	+1.9%	0.68%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,764	-8	$247,626	+6.1%	0.66%
KO	Coca Cola Co Consumer Defensive	Added	3,224	+128	$245,185	+13.3%	0.66%
BMY	Bristol Myers Squibb Co Healthcare	NEW	3,607	NEW	$218,764	NEW	0.59%
NFLX	Netflix Inc Communication Services	Held	2,190	0	$210,568	+2.5%	0.56%
VZ	Verizon Communications Inc Communication Services	NEW	4,100	NEW	$205,820	NEW	0.55%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	2,549	NEW	$202,925	NEW	0.54%