Wealth Advisors of Iowa, LLC

CIK

1803005

Location

WEST DES MOINES, IA

Portfolio Value

Micro $41,245,795

Diversification

Diversified

Filing Date

Global Rank

#7,160 / 8,517 ▲ 151

Top Industry

Consumer Electronics 16.0%

3Y Alpha vs SPY

+9.6%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+118.6%

SPY

+75.3%

Annualised alpha

+9.2%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.7%

+1.5 pts

Top 5

36.3%

−7.3 pts

Top 10

56.4%

−6.1 pts

HHI

493

Diversified−54

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$13,469,968	9
Consumer Cyclical	13.3%	$5,471,784	6
Industrials	11.2%	$4,617,272	4
Financial Services	11.1%	$4,584,136	5
Unclassified	8.0%	$3,316,478	4
Consumer Defensive	7.7%	$3,163,520	6
Healthcare	7.2%	$2,979,095	6
Communication Services	4.8%	$1,975,948	2
Energy	2.3%	$931,015	3
Utilities	1.8%	$736,579	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+277	5,360	$1,999,387
QQQ	Invesco Qqq Trust, Series 1	+197	1,759	$1,295,327
MRK	Merck & Co., Inc.	+166	2,592	$333,072
XOM	ExxonMobil Holdings Corp	+80	2,317	$316,780
PEP	Pepsico Inc	+78	2,012	$272,424
CVX	Chevron Corp	+36	1,444	$239,357
BMY	Bristol Myers Squibb Co	+33	3,640	$209,736
V	Visa Inc.	+31	2,741	$940,409
EPD	Enterprise Products Partners L.P.	+20	10,198	$374,878
IBM	International Business Machines Corp	+9	1,456	$409,441
SYK	Stryker Corp	+4	1,787	$562,619
WFC	Wells Fargo & Company/Mn	+2	2,551	$210,814
DE	Deere & Co	+1	4,501	$2,855,119
JPM	Jpmorgan Chase & Co	+1	3,550	$1,162,021
CASY	Caseys General Stores Inc	+1	2,525	$2,006,844
LNT	Alliant Energy Corp	+1	9,655	$736,579
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−7,462	3,127	$1,117,495
PM	Philip Morris International Inc.	−728	1,213	$219,443
NVDA	Nvidia Corp	−459	9,934	$1,987,694
CRM	Salesforce, Inc.	−196	2,692	$421,728
ADBE	Adobe Inc.	−150	990	$202,969
PG	PROCTER & GAMBLE Co	−124	2,076	$304,424
TSLA	Tesla, Inc.	−122	758	$318,814
MCD	Mcdonalds Corp	−71	748	$202,191
AMZN	Amazon Com Inc	−60	8,539	$2,035,185
KO	Coca Cola Co	−55	3,169	$257,544
AMD	Advanced Micro Devices Inc	−50	1,628	$945,721
BRK-B	Berkshire Hathaway Inc	−43	3,564	$1,783,389
LLY	ELI LILLY & Co	−30	1,004	$1,204,227
SLV	iShares Silver Trust	−30	7,375	$394,341
META	Meta Platforms, Inc.	−25	1,524	$858,453
AAPL	Apple Inc.	−25	20,990	$6,073,666
GLD	Spdr Gold Trust	−23	3,873	$1,426,735
WMT	Walmart Inc.	−16	2,810	$318,260
RTX	RTX Corp	−8	2,225	$422,149
COST	Costco Wholesale Corp /New	−5	1,915	$1,791,425
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	882	$221,946
UNP	Union Pacific Corp	800	$217,600
DIA	Spdr Dow Jones Industrial Average ETF Trust	383	$200,075
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	70,754	$6,483,896
VEA	Vanguard FTSE Developed Markets ETF	7,438	$476,627
VIG	Vanguard Dividend Appreciation ETF	1,226	$263,663
NFLX	Netflix Inc	2,190	$210,568
VZ	Verizon Communications Inc	4,100	$205,820
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $41,245,795 total · filing declares 90 positions · $369,194,607 · as of Jun 30, 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	20,990	-25	$6,073,666	+13.9%	14.73%
DE	Deere & Co Industrials	Added	4,501	+1	$2,855,119	+12.6%	6.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,539	-60	$2,035,185	+13.6%	4.93%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	2,525	+1	$2,006,844	+9.2%	4.87%
MSFT	Microsoft Corp Technology	Added	5,360	+277	$1,999,387	+6.3%	4.85%
NVDA	Nvidia Corp Technology	Reduced	9,934	-459	$1,987,694	+9.7%	4.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,915	-5	$1,791,425	−6.4%	4.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,564	-43	$1,783,389	−54.1%	4.32%
GLD	Spdr Gold Trust	Reduced	3,873	-23	$1,426,735	−14.9%	3.46%
QQQ	Invesco Qqq Trust, Series 1	Added	1,759	+197	$1,295,327	+43.7%	3.14%
LLY	ELI LILLY & Co Healthcare	Reduced	1,004	-30	$1,204,227	+26.6%	2.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,550	+1	$1,162,021	+11.3%	2.82%
CAT	Caterpillar Inc Industrials	Held	1,054	0	$1,122,404	+50.3%	2.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,127	-7,462	$1,117,495	−63.2%	2.71%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,628	-50	$945,721	+177.0%	2.29%
V	Visa Inc. Financial Services	Added	2,741	+31	$940,409	+14.8%	2.28%
AMAT	Applied Materials Inc /De Technology	Held	1,245	0	$900,135	+111.5%	2.18%
META	Meta Platforms, Inc. Communication Services	Reduced	1,524	-25	$858,453	−3.1%	2.08%
LNT	Alliant Energy Corp Utilities	Added	9,655	+1	$736,579	+6.3%	1.79%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,690	0	$626,297	+13.3%	1.52%
SYK	Stryker Corp Healthcare	Added	1,787	+4	$562,619	−4.0%	1.36%
AVGO	Broadcom Inc. Technology	Held	1,401	0	$529,227	+22.0%	1.28%
WRB	Berkley W R Corp Financial Services	Held	6,912	0	$487,503	+6.4%	1.18%
JNJ	Johnson & Johnson Healthcare	Held	1,762	0	$447,495	+3.9%	1.08%
RTX	RTX Corp Industrials	Reduced	2,225	-8	$422,149	−2.0%	1.02%
CRM	Salesforce, Inc. Technology	Reduced	2,692	-196	$421,728	−21.8%	1.02%
IBM	International Business Machines Corp Technology	Added	1,456	+9	$409,441	+16.7%	0.99%
SLV	iShares Silver Trust	Reduced	7,375	-30	$394,341	−21.8%	0.96%
EPD	Enterprise Products Partners L.P. Energy	Added	10,198	+20	$374,878	−2.7%	0.91%
MRK	Merck & Co., Inc. Healthcare	Added	2,592	+166	$333,072	+14.1%	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	758	-122	$318,814	−2.5%	0.77%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,810	-16	$318,260	−9.4%	0.77%
XOM	ExxonMobil Holdings Corp Energy	Added	2,317	+80	$316,780	−16.5%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,076	-124	$304,424	−4.2%	0.74%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,764	0	$282,453	+14.1%	0.68%
PEP	Pepsico Inc Consumer Defensive	Added	2,012	+78	$272,424	−9.3%	0.66%
KO	Coca Cola Co Consumer Defensive	Reduced	3,169	-55	$257,544	+5.0%	0.62%
CVX	Chevron Corp Energy	Added	1,444	+36	$239,357	−17.8%	0.58%
ABBV	AbbVie Inc. Healthcare	NEW	882	NEW	$221,946	NEW	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,213	-728	$219,443	−31.6%	0.53%
UNP	Union Pacific Corp Industrials	NEW	800	NEW	$217,600	NEW	0.53%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,551	+2	$210,814	+3.9%	0.51%
BMY	Bristol Myers Squibb Co Healthcare	Added	3,640	+33	$209,736	−4.1%	0.51%
ADBE	Adobe Inc. Technology	Reduced	990	-150	$202,969	−26.8%	0.49%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	748	-71	$202,191	−20.6%	0.49%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	383	NEW	$200,075	NEW	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.