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 Market Cap. of $200 Billions or more
