Wealth Advisors of Iowa, LLC
CIK
1803005
Location
WEST DES MOINES, IA
Portfolio Value
Micro
$3,448,567
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 30.5% | $11,394,966 |
| Consumer Cyclical | 13.4% | $5,010,082 |
| Financial Services | 11.4% | $4,251,131 |
| Industrials | 9.9% | $3,712,311 |
| Consumer Defensive | 9.2% | $3,448,567 |
| Unclassified | 8.3% | $3,082,540 |
| Healthcare | 6.6% | $2,478,207 |
| Communication Services | 5.9% | $2,214,757 |
| Energy | 2.8% | $1,055,979 |
| Utilities | 1.9% | $692,771 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
6 positions ·
$3,448,567 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,920 | $1,913,145 | 55.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,826 | $351,215 | 10.18% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,941 | $320,924 | 9.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,200 | $317,768 | 9.21% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,934 | $300,330 | 8.71% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,224 | $245,185 | 7.11% |