Wealth Advisors Of Iowa, LLC Portfolio Holdings

Wealth Advisors Of Iowa, LLC

$294 Billion
Q3 2025

Wealth Advisors Of Iowa, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $34.4B, Invesco S&P 500 Equal Weight E with a value of $28.3B, Ishares Msci Eafe Min Vol Fact with a value of $26.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.1B, and Spdr Portfolio S&P 500 Value E with a value of $21.1B.

Examining the 13F form we can see an increase of $61.1B in the current position value, from $233B to 294B.

Below you can find more details about Wealth Advisors Of Iowa, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion

ETFs: $255 Billion

Technology: $13 Billion

Financial Services: $6.61 Billion

Consumer Cyclical: $5.06 Billion

Communication Services: $4.26 Billion

Consumer Defensive: $3.15 Billion

Healthcare: $1.66 Billion

Industrials: $1.4 Billion

Other: $1.44 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$34.4 Billion 11.7% of portfolio	597,446	Q3 2025 Added 738.77%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$28.3 Billion 9.63% of portfolio	149,172	Q3 2025 Reduced 35.03%
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$26.2 Billion 8.92% of portfolio	308,736	Q3 2025 Added 110.29%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$25.1 Billion 8.56% of portfolio	320,804	Q3 2025 Reduced 2.64%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$21.1 Billion 7.2% of portfolio	381,955	Q3 2025 Added 8.1%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$18.4 Billion 6.26% of portfolio	193,364	Q3 2025 Reduced 1.25%
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$16.1 Billion 5.48% of portfolio	140,706	Q3 2025 Added 2,854.15%
XLU Utilities Sector Spdr ETFs	$0	$16 Billion 5.45% of portfolio	183,470	Q3 2025 Added 11.68%
USMC Principal ETF U S Mega Cap ETFs	$0	$14.2 Billion 4.82% of portfolio	207,662	Q3 2025 Added 511.15%

JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$6.72 Billion 2.29% of portfolio	132,555	Q3 2025 Reduced 75.03%
QINT American Centy ETF Tr Quality ETFs	$0	$6.26 Billion 2.13% of portfolio	102,112	Q3 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.84 Billion 1.99% of portfolio	8,725	Q3 2025 Reduced 0.41%
AAPL Apple Inc. Technology	$4.3T	$5.43 Billion 1.85% of portfolio	21,343	Q3 2025 Added 21.83%
SPYG Spdr Portfolio ETFs	$0	$4.9 Billion 1.67% of portfolio	46,920	Q3 2025 Added 22.87%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.33 Billion 1.48% of portfolio	101,271	Q3 2025 Added 41.52%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$4.19 Billion 1.43% of portfolio	66,568	Q3 2025 Added 111.15%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$3.76 Billion 1.28% of portfolio	31,069	Q3 2025 New
MSFT Microsoft Corp Technology	$3.78T	$2.55 Billion 0.87% of portfolio	4,930	Q3 2025 Added 4.25%

IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$2.5 Billion 0.85% of portfolio	25,044	Q3 2025 Reduced 2.09%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$2.26 Billion 0.77% of portfolio	3	Q3 2024 Reduced 99.92%
Pimco ETF Tr	-	$2.16 Billion 0.74% of portfolio	-	Q3 2025 New
NVDA Nvidia Corp Technology	$465B	$2.08 Billion 0.71% of portfolio	11,145	Q3 2025 Added 21.38%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$2.06 Billion 0.7% of portfolio	9,383	Q3 2025 Added 14.37%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$2 Billion 0.68% of portfolio	43,077	Q3 2025 Added 43.82%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$1.97 Billion 0.67% of portfolio	21,109	Q3 2025 Reduced 19.92%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.91 Billion 0.65% of portfolio	3,795	Q3 2025 Added 4.0%
GOOG Alphabet Inc. Communication Services	$1.74T	$1.89 Billion 0.64% of portfolio	7,740	Q3 2025 Added 9.37%
COST Costco Wholesale Corp Consumer Defensive	$404B	$1.74 Billion 0.59% of portfolio	1,881	Q3 2025 Reduced 9.0%
XLE Energy Sector Spdr ETFs	$0	$1.69 Billion 0.58% of portfolio	18,958	Q3 2025 Reduced 6.88%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.49 Billion 0.51% of portfolio	31,780	Q3 2025 Reduced 18.58%
LDUR Pimco Enhanced Low Duration Ac ETFs	$0	$1.31 Billion 0.45% of portfolio	13,647	Q3 2025 New
CASY Caseys General Stores Inc Consumer Cyclical	$20.1B	$1.25 Billion 0.42% of portfolio	2,202	Q3 2025 Added 2.56%
VUG Vanguard Growth ETF ETFs	$0	$1.11 Billion 0.38% of portfolio	2,315	Q3 2025 Reduced 4.3%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.02 Billion 0.35% of portfolio	10,091	Q3 2025 New
META Meta Platforms, Inc. Communication Services	$1.37T	$1 Billion 0.34% of portfolio	1,368	Q3 2025 Added 33.2%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1 Billion 0.34% of portfolio	3,176	Q3 2025 Added 2.48%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$976 Million 0.33% of portfolio	10,637	Q3 2025 New
V Visa Inc. Financial Services	$533B	$897 Million 0.31% of portfolio	2,627	Q3 2025 Reduced 2.34%
MUB Ishares National Muni Bond ETF ETFs	$0	$883 Million 0.3% of portfolio	8,296	Q3 2025 Reduced 12.54%
GLD Spdr Gold Trust ETFs	$130B	$890 Million 0.3% of portfolio	2,504	Q3 2025 Added 118.69%
GOOGL Alphabet Inc. Communication Services	$1.65T	$864 Million 0.29% of portfolio	3,554	Q3 2025 Added 9.49%
LLY Eli Lilly & CO Healthcare	$971B	$781 Million 0.27% of portfolio	1,024	Q3 2025 Reduced 1.35%
CRM Salesforce, Inc. Technology	$237B	$694 Million 0.24% of portfolio	2,927	Q3 2025 Reduced 3.72%
DE Deere & CO Industrials	$144B	$652 Million 0.22% of portfolio	1,425	Q1 2025 Added 0.92%
LNT Alliant Energy Corp Utilities	$16.9B	$651 Million 0.22% of portfolio	9,653	Q3 2025 Added 0.02%
SYK Stryker Corp Healthcare	$136B	$657 Million 0.22% of portfolio	1,776	Q3 2025 Added 0.4%
AVGO Broadcom Inc. Technology	$139B	$624 Million 0.21% of portfolio	1,891	Q3 2025 Added 22.0%
PULS Pgim ETF Tr ETFs	$0	$595 Million 0.2% of portfolio	11,940	Q3 2025 Reduced 80.81%
WRB Berkley W R Corp Financial Services	$20.5B	$538 Million 0.18% of portfolio	7,020	Q3 2025 Added 2.01%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$504 Million 0.17% of portfolio	840	Q3 2025 New

Summary

Portfolio
No. of Stocks 83
Current Value $294 Billion
Prior Value $233 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 18 stocks
Additional Purchases 39 stocks
Sold out of 0 stocks
Reduced holdings in 20 stocks

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Wealth Advisors Of Iowa, LLC Portfolio Holdings