Wealth Advisors of Iowa, LLC

Registered adviser

CIK

1803005

Location

WEST DES MOINES, IA

Portfolio Value

Small $369,194,024

Diversification

Diversified

Filing Date

Global Rank

#4,637 / 8,827 ▲ 19

Top Industry

Asset Management 23.8%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 115088

Roster of Nov 1, 2026

Regulatory AUM

$539,420,935

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$539,420,935	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$453,096,614	Individuals and high net worth (97%)
Apr 2024 to Mar 2025	$398,758,245	Individuals and high net worth (95%)
May 2023 to Mar 2024	$346,194,031	Individuals and high net worth (95%)
Apr 2023	$346,194,031	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$344,288,245	Individuals and high net worth (94%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.0% of the book (60%+)

Turnover

Medium turnover

39.2% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.7 quarters, but 5.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 83.0%; sector active share 71.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

20.2%

−1.3 pts

Top 5

65.3%

−3.2 pts

Top 10

85.0%

−0.8 pts

HHI

1,039

Diversified−91

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.8%	$313,044,488	45
Financial Services	5.5%	$20,216,213	7
Technology	3.6%	$13,469,968	9
Consumer Cyclical	1.5%	$5,471,784	6
Industrials	1.3%	$4,617,272	4
Communication Services	1.2%	$4,564,090	3
Consumer Defensive	0.9%	$3,163,520	6
Healthcare	0.8%	$2,979,095	6
Energy	0.3%	$931,015	3
Utilities	0.2%	$736,579	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+201,821	227,164	$12,064,680
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+79,253	135,000	$16,063,650
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+48,417	696,738	$35,108,627
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+41,115	456,134	$27,728,385
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+38,926	674,013	$41,424,838
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+30,265	350,771	$30,825,755
—		+16,134	72,714	$4,193,416
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+13,053	58,143	$3,010,644
VUG	VANGUARD GROWTH INDEX FUND	+11,151	13,521	$1,164,698
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+9,181	13,554	$1,331,002
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	+763	50,339	$4,812,911
BOND	PIMCO Active Bond Exchange-Traded Fund	+439	41,507	$3,827,360
—		+394	71,148	$6,520,002
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	+285	14,975	$305,040
MSFT	Microsoft Corp	+277	5,360	$1,999,387
QQQ	Invesco Qqq Trust, Series 1	+197	1,759	$1,295,327
PYLD		+167	120,718	$3,201,441
MRK	Merck & Co., Inc.	+166	2,592	$333,072
USMV	iShares MSCI USA Min Vol Factor ETF	+82	197,413	$19,042,457
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−177,433	194,962	$19,626,824
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−38,229	331,564	$15,033,111
QINT	American Century Quality Diversified International ETF	−24,115	68,685	$4,768,799
FENI	Fidelity Enhanced International ETF	−23,513	12,805	$513,864
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	−13,283	25,312	$2,551,702
USMC	Principal U.S. Mega-Cap ETF	−5,095	56,564	$4,192,919
RSP	Victory Portfolios II	−2,759	146,535	$31,178,251
EFAV	iShares MSCI EAFE Min Vol Factor ETF	−2,444	51,015	$4,474,525
JQUA	JPMorgan U.S. Quality Factor ETF	−1,391	40,462	$2,924,593
IUSV	iShares Core S&P U.S. Value ETF	−1,013	23,953	$2,638,422
QGRO	American Century U.S. Quality Growth ETF	−806	2,373	$280,132
PM	Philip Morris International Inc.	−728	1,213	$219,443
NVDA	Nvidia Corp	−459	9,934	$1,987,694
PMBS		−333	16,500	$814,770
VEA	Vanguard FTSE Developed Markets ETF	−312	7,126	$507,727
IVV	iShares Core S&P 500 ETF	−301	7,630	$5,714,030
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−293	13,715	$267,785
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
GOOG	Alphabet Inc.	−92	7,325	$2,588,142
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPMO	Invesco Ltd.	82,862	$13,385,527
ABBV	AbbVie Inc.	882	$221,946
UNP	Union Pacific Corp	800	$217,600
SCHD	Schwab U.S. Dividend Equity ETF	6,322	$200,470
DIA	Spdr Dow Jones Industrial Average ETF Trust	383	$200,075
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
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

90 tracked positions · $369,194,024 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

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	674,013	+38,926	$41,424,838	+17.5%	8	$53.47	11.22%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	696,738	+48,417	$35,108,627	+18.6%	8	$43.42	9.51%
RSP	Victory Portfolios II	Reduced	146,535	-2,759	$31,178,251	+8.8%	12	$156.42	8.44%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	350,771	+30,265	$30,825,755	+25.7%	8	$66.82	8.35%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	456,134	+41,115	$27,728,385	+18.1%	8	$52.42	7.51%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	194,962	-177,433	$19,626,824	−47.6%	4	unpriced	5.32%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	197,413	+82	$19,042,457	+4.1%	8	unpriced	5.16%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	135,000	+79,253	$16,063,650	+194.3%	18	unpriced	4.35%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Reduced	331,564	-38,229	$15,033,111	−11.4%	8	unpriced	4.07%
SPMO	Invesco Ltd. Financial Services	NEW	82,862	NEW	$13,385,527	NEW	1	$140.96	3.63%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	227,164	+201,821	$12,064,680	+677.1%	23	unpriced	3.27%
		Added	71,148	+394	$6,520,002	+0.6%	4	$91.54	1.77%
AAPL	Apple Inc. Technology	Reduced	20,990	-25	$6,073,666	+13.9%	26+	before history	1.65%
IVV	iShares Core S&P 500 ETF	Reduced	7,630	-301	$5,714,030	+10.3%	8	unpriced	1.55%
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	Added	50,339	+763	$4,812,911	+1.3%	4	$95.92	1.30%
QINT	American Century Quality Diversified International ETF	Reduced	68,685	-24,115	$4,768,799	−21.5%	4	$60.22	1.29%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Reduced	51,015	-2,444	$4,474,525	−8.4%	6	unpriced	1.21%
		Added	72,714	+16,134	$4,193,416	+53.4%	8	$47.08	1.14%
USMC	Principal U.S. Mega-Cap ETF	Reduced	56,564	-5,095	$4,192,919	+5.7%	9	$62.41	1.14%
BOND	PIMCO Active Bond Exchange-Traded Fund	Added	41,507	+439	$3,827,360	+1.0%	8	$92.76	1.04%
PYLD		Added	120,718	+167	$3,201,441	+1.4%	4	$26.61	0.87%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	58,143	+13,053	$3,010,644	+42.3%	15	unpriced	0.82%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	40,462	-1,391	$2,924,593	+14.0%	6	$57.30	0.79%
DE	Deere & Co Industrials	Added	4,501	+1	$2,855,119	+12.6%	18	$496.22	0.77%
IUSV	iShares Core S&P U.S. Value ETF	Reduced	23,953	-1,013	$2,638,422	+3.4%	8	unpriced	0.71%
GOOG	Alphabet Inc. Communication Services	Reduced	7,325	-92	$2,588,142	+21.6%	26+	before history	0.70%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Reduced	25,312	-13,283	$2,551,702	−34.3%	2	$100.53	0.69%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	3	0	$2,246,550	+4.3%	26+	before history	0.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,539	-60	$2,035,185	+13.6%	26+	before history	0.55%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	2,525	+1	$2,006,844	+9.2%	18	$271.99	0.54%
MSFT	Microsoft Corp Technology	Added	5,360	+277	$1,999,387	+6.3%	26+	before history	0.54%
NVDA	Nvidia Corp Technology	Reduced	9,934	-459	$1,987,694	+9.7%	15	unpriced	0.54%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,915	-5	$1,791,425	−6.4%	26+	before history	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,564	-40	$1,783,389	+3.3%	8	$444.69	0.48%
GLD	Spdr Gold Trust	Reduced	3,873	-23	$1,426,735	−14.9%	10	$313.43	0.39%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	13,554	+9,181	$1,331,002	+223.0%	2	$97.71	0.36%
QQQ	Invesco Qqq Trust, Series 1	Added	1,759	+197	$1,295,327	+43.7%	5	$565.73	0.35%
LLY	ELI LILLY & Co Healthcare	Reduced	1,004	-30	$1,204,227	+26.6%	16	$447.77	0.33%
VUG	VANGUARD GROWTH INDEX FUND	Added	13,521	+11,151	$1,164,698	+12.5%	8	unpriced	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,550	+1	$1,162,021	+11.3%	18	$168.81	0.31%
CAT	Caterpillar Inc Industrials	Held	1,054	0	$1,122,404	+50.3%	4	$498.70	0.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,127	-45	$1,117,495	+22.5%	8	$173.85	0.30%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,628	-50	$945,721	+177.0%	5	$115.10	0.26%
V	Visa Inc. Financial Services	Added	2,741	+31	$940,409	+14.8%	26+	before history	0.25%
AMAT	Applied Materials Inc Technology	Held	1,245	0	$900,135	+111.5%	5	$158.46	0.24%
MUB	iShares National Muni Bond ETF	Added	8,319	+7	$895,290	+1.5%	8	unpriced	0.24%
META	Meta Platforms, Inc. Communication Services	Reduced	1,524	-25	$858,453	−3.1%	26+	before history	0.23%
PMBS		Reduced	16,500	-333	$814,770	−2.4%	2	$49.98	0.22%
LNT	Alliant Energy Corp Utilities	Added	9,655	+1	$736,579	+6.3%	11	$49.90	0.20%
MAR	Marriott International Inc Consumer Cyclical	Held	1,690	0	$626,297	+13.3%	22	$147.40	0.17%

Showing the top 50 of 90 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.