§ 13F · FUND PROFILE
Wealth Advisors of Iowa, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268M (13F)Positions · 75Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 372K | $37M | 11.6% | +2222% |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | 635K | $35M | 10.9% | +3% |
| 3 | SPDW | SPDR INDEX SHS FDS | 648K | $30M | 9.2% | +8% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 149K | $29M | 8.9% | ±0% |
| 5 | SPYM | SPDR SERIES TRUST | 321K | $25M | 7.6% | ±0% |
| 6 | SPYV | SPDR SERIES TRUST | 415K | $23M | 7.3% | +8% |
| 7 | USMV | ISHARES TR | 197K | $18M | 5.7% | ±0% |
| 8 | XLU | SELECT SECTOR SPDR TR | 370K | $17M | 5.2% | −2% |
| 9 | BIL | SPDR SERIES TRUST | 71K | $6M | 2.0% | +143% |
| 10 | QINT | AMERICAN CENTY ETF TR | 93K | $6M | 1.9% | −29% |
§ 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 $268 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed