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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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