§ 13F · FUND PROFILE
Wealth Advisors of Iowa, LLC.
AUM · $369M (13F)Positions · 90Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | 674K | $41M | 11.2% | +6% |
| 2 | SPDW | SPDR INDEX SHS FDS | 697K | $35M | 9.5% | +7% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 147K | $31M | 8.4% | −2% |
| 4 | SPYM | SPDR SERIES TRUST | 351K | $31M | 8.3% | +9% |
| 5 | SPYV | SPDR SERIES TRUST | 456K | $28M | 7.5% | +10% |
| 6 | SGOV | ISHARES TR | 195K | $20M | 5.3% | −48% |
| 7 | USMV | ISHARES TR | 197K | $19M | 5.2% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 135K | $16M | 4.4% | +142% |
| 9 | XLU | SELECT SECTOR SPDR TR | 332K | $15M | 4.1% | −10% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 83K | $13M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Advisors of Iowa, LLC is a Other fund managing $369 million in assets. The fund runs a portfolio of 90 positions.
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