Wealth Advisors of Iowa

WEST DES MOINES, IAfiles as Wealth Advisors of Iowa, LLC

$369m in 90 US stocks at the end of 30 June 2026. The top 10 are 67.6% of the money. It changed about 12.2% of the portfolio this quarter.

Value

$369m

Stocks

Top 10 share

67.6%

Turnover

12.2%

What changed this quarter

New

Bought for the first time this quarter.

Invesco Exch Traded FD TR IISPMO
3.6% of the fund
AbbVieABBV
<0.1% of the fund
Union PacificUNP
<0.1% of the fund
Schwab Strategic TRSCHD
<0.1% of the fund
State STR Spdr DOW Jones INDDIA
<0.1% of the fund

Added

Bought more of a stock they already held.

J P Morgan Exchange Traded FJEPQ
11.2% of the fund
+6%
Spdr Index SHS FDSSPDW
9.5% of the fund
+7%
Spdr Series TrustSPYM
8.3% of the fund
+9%
Spdr Series TrustSPYV
7.5% of the fund
+10%
Spdr Series TrustSPYG
4.4% of the fund
+142%
Select Sector Spdr TRXLE
3.3% of the fund
+796%
Spdr Series TrustSPSM
1.1% of the fund
+29%
Spdr Index SHS FDSSPEM
0.8% of the fund
+29%
MicrosoftMSFT
0.5% of the fund
+5%
Vanguard Whitehall FDSVYMI
0.4% of the fund
+210%
Invesco QQQ TRQQQ
0.4% of the fund
+13%
MerckMRK
<0.1% of the fund
+7%
ExxonMobil HoldingsXOM
<0.1% of the fund
+4%
PepsiCoPEP
<0.1% of the fund
+4%
ChevronCVX
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRSGOV
5.3% of the fund
-48%
Select Sector Spdr TRXLU
4.1% of the fund
-10%
Ishares TRIVV
1.5% of the fund
-4%
American Centy ETF TRQINT
1.3% of the fund
-26%
Ishares TREFAV
1.2% of the fund
-5%
Principal Exchange Traded FDUSMC
1.1% of the fund
-8%
J P Morgan Exchange Traded FJQUA
0.8% of the fund
-3%
Ishares TRIUSV
0.7% of the fund
-4%
Pimco ETF TRMINT
0.7% of the fund
-34%
NvidiaNVDA
0.5% of the fund
-4%
Eli LillyLLY
0.3% of the fund
-3%
Vanguard Index FDSVUG
0.3% of the fund
-5%
Advanced Micro DevicesAMD
0.3% of the fund
-3%
Fidelity Covington TrustFENI
0.1% of the fund
-65%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
-4%
SalesforceCRM
0.1% of the fund
-7%
TeslaTSLA
<0.1% of the fund
-14%
Procter & GamblePG
<0.1% of the fund
-6%
American Centy ETF TRQGRO
<0.1% of the fund
-25%
Invesco Exch TRD SLF IDX FDBSCQ
<0.1% of the fund
-2%
Philip Morris InternationalPM
<0.1% of the fund
-38%
AdobeADBE
<0.1% of the fund
-13%
McDonald'sMCD
<0.1% of the fund
-9%

Sold out

Sold their entire stake.

NetflixNFLX
-100%
Verizon CommunicationsVZ
-100%

Holdings

J P Morgan Exchange Traded FJEPQ
Share
11.2%
Value
$41m
Shares
674,013
+6%
Spdr Index SHS FDSSPDW
Share
9.5%
Value
$35m
Shares
696,738
+7%
Invesco Exchange Traded FD TRSP
Share
8.4%
Value
$31m
Shares
146,535
Held
Spdr Series TrustSPYM
Share
8.3%
Value
$31m
Shares
350,771
+9%
Spdr Series TrustSPYV
Share
7.5%
Value
$28m
Shares
456,134
+10%
Ishares TRSGOV
Share
5.3%
Value
$20m
Shares
194,962
-48%
Ishares TRUSMV
Share
5.2%
Value
$19m
Shares
197,413
Held
Spdr Series TrustSPYG
Share
4.4%
Value
$16m
Shares
135,000
+142%
Select Sector Spdr TRXLU
Share
4.1%
Value
$15m
Shares
331,564
-10%
Invesco Exch Traded FD TR IISPMO
Share
3.6%
Value
$13m
Shares
82,862
New
Select Sector Spdr TRXLE
Share
3.3%
Value
$12m
Shares
227,164
+796%
Spdr Series TrustBIL
Share
1.8%
Value
$7m
Shares
71,148
Held
AppleAAPL
Share
1.6%
Value
$6m
Shares
20,990
Held
Ishares TRIVV
Share
1.5%
Value
$6m
Shares
7,630
-4%
Pimco ETF TRLDUR
Share
1.3%
Value
$5m
Shares
50,339
Held
American Centy ETF TRQINT
Share
1.3%
Value
$5m
Shares
68,685
-26%
Ishares TREFAV
Share
1.2%
Value
$4m
Shares
51,015
-5%
Spdr Series TrustSPSM
Share
1.1%
Value
$4m
Shares
72,714
+29%
Principal Exchange Traded FDUSMC
Share
1.1%
Value
$4m
Shares
56,564
-8%
Pimco ETF TRBOND
Share
1.0%
Value
$4m
Shares
41,507
Held
Pimco ETF TRPYLD
Share
0.9%
Value
$3m
Shares
120,718
Held
Spdr Index SHS FDSSPEM
Share
0.8%
Value
$3m
Shares
58,143
+29%
J P Morgan Exchange Traded FJQUA
Share
0.8%
Value
$3m
Shares
40,462
-3%
DeereDE
Share
0.8%
Value
$3m
Shares
4,501
Held
Ishares TRIUSV
Share
0.7%
Value
$3m
Shares
23,953
-4%
AlphabetGOOG
Share
0.7%
Value
$3m
Shares
7,325
Held
Pimco ETF TRMINT
Share
0.7%
Value
$3m
Shares
25,312
-34%
Berkshire Hathaway INC DELBRK-A
Share
0.6%
Value
$2m
Shares
3
Held
Amazon.comAMZN
Share
0.6%
Value
$2m
Shares
8,539
Held
Caseys General StoresCASY
Share
0.5%
Value
$2m
Shares
2,525
Held
MicrosoftMSFT
Share
0.5%
Value
$2m
Shares
5,360
+5%
NvidiaNVDA
Share
0.5%
Value
$2m
Shares
9,934
-4%
Costco WholesaleCOST
Share
0.5%
Value
$2m
Shares
1,915
Held
Berkshire HathawayBRK-B
Share
0.5%
Value
$2m
Shares
3,564
Held
Spdr Gold TRGLD
Share
0.4%
Value
$1m
Shares
3,873
Held
Vanguard Whitehall FDSVYMI
Share
0.4%
Value
$1m
Shares
13,554
+210%
Invesco QQQ TRQQQ
Share
0.4%
Value
$1m
Shares
1,759
+13%
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,004
-3%
Vanguard Index FDSVUG
Share
0.3%
Value
$1m
Shares
13,521
-5%
JPMorgan ChaseJPM
Share
0.3%
Value
$1m
Shares
3,550
Held
CaterpillarCAT
Share
0.3%
Value
$1m
Shares
1,054
Held
AlphabetGOOGL
Share
0.3%
Value
$1m
Shares
3,127
Held
Advanced Micro DevicesAMD
Share
0.3%
Value
$945,721
Shares
1,628
-3%
VisaV
Share
0.3%
Value
$940,328
Shares
2,741
Held
Applied MaterialsAMAT
Share
0.2%
Value
$900,135
Shares
1,245
Held
Ishares TRMUB
Share
0.2%
Value
$895,329
Shares
8,319
Held
Meta PlatformsMETA
Share
0.2%
Value
$858,719
Shares
1,524
Held
Pimco ETF TRPMBS
Share
0.2%
Value
$814,770
Shares
16,500
Held
Alliant EnergyLNT
Share
0.2%
Value
$736,604
Shares
9,655
Held
Marriott InternationalMAR
Share
0.2%
Value
$626,384
Shares
1,690
Held
StrykerSYK
Share
0.2%
Value
$562,689
Shares
1,787
Held
BroadcomAVGO
Share
0.1%
Value
$529,228
Shares
1,401
Held
Fidelity Covington TrustFENI
Share
0.1%
Value
$513,865
Shares
12,805
-65%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$507,712
Shares
7,126
-4%
Vanguard Index FDSVOO
Share
0.1%
Value
$499,590
Shares
727
Held
Berkley W RWRB
Share
0.1%
Value
$487,503
Shares
6,912
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$447,461
Shares
1,762
Held
RTXRTX
Share
0.1%
Value
$422,248
Shares
2,225
Held
SalesforceCRM
Share
0.1%
Value
$421,786
Shares
2,692
-7%
International Business MachinesIBM
Share
0.1%
Value
$409,321
Shares
1,456
Held
Ishares Silver TRSLV
Share
0.1%
Value
$394,341
Shares
7,375
Held
Enterprise Products Partners L.P.EPD
Share
0.1%
Value
$374,896
Shares
10,198
Held
Vanguard Index FDSVTV
Share
<0.1%
Value
$346,604
Shares
1,590
Held
Ishares TRIWB
Share
<0.1%
Value
$340,600
Shares
832
Held
MerckMRK
Share
<0.1%
Value
$333,008
Shares
2,592
+7%
TeslaTSLA
Share
<0.1%
Value
$318,816
Shares
758
-14%
WalmartWMT
Share
<0.1%
Value
$318,213
Shares
2,810
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$316,814
Shares
2,317
+4%
Invesco Exch TRD SLF IDX FDBSCS
Share
<0.1%
Value
$304,967
Shares
14,975
Held
Procter & GamblePG
Share
<0.1%
Value
$304,430
Shares
2,076
-6%
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$290,191
Shares
1,226
Held
StarbucksSBUX
Share
<0.1%
Value
$282,487
Shares
2,764
Held
American Centy ETF TRQGRO
Share
<0.1%
Value
$280,099
Shares
2,373
-25%
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$274,280
Shares
4,986
Held
Spdr Series TrustBILS
Share
<0.1%
Value
$273,891
Shares
2,756
Held
PepsiCoPEP
Share
<0.1%
Value
$272,519
Shares
2,012
+4%
Invesco Exch TRD SLF IDX FDBSCR
Share
<0.1%
Value
$269,612
Shares
13,745
Held
Invesco Exch TRD SLF IDX FDBSCQ
Share
<0.1%
Value
$267,789
Shares
13,715
-2%
Coca-ColaKO
Share
<0.1%
Value
$257,572
Shares
3,169
Held
ChevronCVX
Share
<0.1%
Value
$239,321
Shares
1,444
+3%
Vanguard Index FDSVBR
Share
<0.1%
Value
$225,408
Shares
928
Held
AbbVieABBV
Share
<0.1%
Value
$221,914
Shares
882
New
Philip Morris InternationalPM
Share
<0.1%
Value
$219,444
Shares
1,213
-38%
Union PacificUNP
Share
<0.1%
Value
$217,600
Shares
800
New
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$210,780
Shares
2,551
Held
Bristol-Myers SquibbBMY
Share
<0.1%
Value
$209,715
Shares
3,640
Held
AdobeADBE
Share
<0.1%
Value
$202,970
Shares
990
-13%
McDonald'sMCD
Share
<0.1%
Value
$202,268
Shares
748
-9%
Schwab Strategic TRSCHD
Share
<0.1%
Value
$200,471
Shares
6,322
New
State STR Spdr DOW Jones INDDIA
Share
<0.1%
Value
$200,075
Shares
383
New

Company	Share of fund	Value	Shares	Change
J P Morgan Exchange Traded FJEPQ	11.2%	$41m	674,013	+6%
Spdr Index SHS FDSSPDW	9.5%	$35m	696,738	+7%
Invesco Exchange Traded FD TRSP	8.4%	$31m	146,535	Held
Spdr Series TrustSPYM	8.3%	$31m	350,771	+9%
Spdr Series TrustSPYV	7.5%	$28m	456,134	+10%
Ishares TRSGOV	5.3%	$20m	194,962	-48%
Ishares TRUSMV	5.2%	$19m	197,413	Held
Spdr Series TrustSPYG	4.4%	$16m	135,000	+142%
Select Sector Spdr TRXLU	4.1%	$15m	331,564	-10%
Invesco Exch Traded FD TR IISPMO	3.6%	$13m	82,862	New
Select Sector Spdr TRXLE	3.3%	$12m	227,164	+796%
Spdr Series TrustBIL	1.8%	$7m	71,148	Held
AppleAAPL	1.6%	$6m	20,990	Held
Ishares TRIVV	1.5%	$6m	7,630	-4%
Pimco ETF TRLDUR	1.3%	$5m	50,339	Held
American Centy ETF TRQINT	1.3%	$5m	68,685	-26%
Ishares TREFAV	1.2%	$4m	51,015	-5%
Spdr Series TrustSPSM	1.1%	$4m	72,714	+29%
Principal Exchange Traded FDUSMC	1.1%	$4m	56,564	-8%
Pimco ETF TRBOND	1.0%	$4m	41,507	Held
Pimco ETF TRPYLD	0.9%	$3m	120,718	Held
Spdr Index SHS FDSSPEM	0.8%	$3m	58,143	+29%
J P Morgan Exchange Traded FJQUA	0.8%	$3m	40,462	-3%
DeereDE	0.8%	$3m	4,501	Held
Ishares TRIUSV	0.7%	$3m	23,953	-4%
AlphabetGOOG	0.7%	$3m	7,325	Held
Pimco ETF TRMINT	0.7%	$3m	25,312	-34%
Berkshire Hathaway INC DELBRK-A	0.6%	$2m	3	Held
Amazon.comAMZN	0.6%	$2m	8,539	Held
Caseys General StoresCASY	0.5%	$2m	2,525	Held
MicrosoftMSFT	0.5%	$2m	5,360	+5%
NvidiaNVDA	0.5%	$2m	9,934	-4%
Costco WholesaleCOST	0.5%	$2m	1,915	Held
Berkshire HathawayBRK-B	0.5%	$2m	3,564	Held
Spdr Gold TRGLD	0.4%	$1m	3,873	Held
Vanguard Whitehall FDSVYMI	0.4%	$1m	13,554	+210%
Invesco QQQ TRQQQ	0.4%	$1m	1,759	+13%
Eli LillyLLY	0.3%	$1m	1,004	-3%
Vanguard Index FDSVUG	0.3%	$1m	13,521	-5%
JPMorgan ChaseJPM	0.3%	$1m	3,550	Held
CaterpillarCAT	0.3%	$1m	1,054	Held
AlphabetGOOGL	0.3%	$1m	3,127	Held
Advanced Micro DevicesAMD	0.3%	$945,721	1,628	-3%
VisaV	0.3%	$940,328	2,741	Held
Applied MaterialsAMAT	0.2%	$900,135	1,245	Held
Ishares TRMUB	0.2%	$895,329	8,319	Held
Meta PlatformsMETA	0.2%	$858,719	1,524	Held
Pimco ETF TRPMBS	0.2%	$814,770	16,500	Held
Alliant EnergyLNT	0.2%	$736,604	9,655	Held
Marriott InternationalMAR	0.2%	$626,384	1,690	Held
StrykerSYK	0.2%	$562,689	1,787	Held
BroadcomAVGO	0.1%	$529,228	1,401	Held
Fidelity Covington TrustFENI	0.1%	$513,865	12,805	-65%
Vanguard Tax-Managed FDSVEA	0.1%	$507,712	7,126	-4%
Vanguard Index FDSVOO	0.1%	$499,590	727	Held
Berkley W RWRB	0.1%	$487,503	6,912	Held
Johnson & JohnsonJNJ	0.1%	$447,461	1,762	Held
RTXRTX	0.1%	$422,248	2,225	Held
SalesforceCRM	0.1%	$421,786	2,692	-7%
International Business MachinesIBM	0.1%	$409,321	1,456	Held
Ishares Silver TRSLV	0.1%	$394,341	7,375	Held
Enterprise Products Partners L.P.EPD	0.1%	$374,896	10,198	Held
Vanguard Index FDSVTV	<0.1%	$346,604	1,590	Held
Ishares TRIWB	<0.1%	$340,600	832	Held
MerckMRK	<0.1%	$333,008	2,592	+7%
TeslaTSLA	<0.1%	$318,816	758	-14%
WalmartWMT	<0.1%	$318,213	2,810	Held
ExxonMobil HoldingsXOM	<0.1%	$316,814	2,317	+4%
Invesco Exch TRD SLF IDX FDBSCS	<0.1%	$304,967	14,975	Held
Procter & GamblePG	<0.1%	$304,430	2,076	-6%
Vanguard Specialized FundsVIG	<0.1%	$290,191	1,226	Held
StarbucksSBUX	<0.1%	$282,487	2,764	Held
American Centy ETF TRQGRO	<0.1%	$280,099	2,373	-25%
Dimensional ETF TrustDFUV	<0.1%	$274,280	4,986	Held
Spdr Series TrustBILS	<0.1%	$273,891	2,756	Held
PepsiCoPEP	<0.1%	$272,519	2,012	+4%
Invesco Exch TRD SLF IDX FDBSCR	<0.1%	$269,612	13,745	Held
Invesco Exch TRD SLF IDX FDBSCQ	<0.1%	$267,789	13,715	-2%
Coca-ColaKO	<0.1%	$257,572	3,169	Held
ChevronCVX	<0.1%	$239,321	1,444	+3%
Vanguard Index FDSVBR	<0.1%	$225,408	928	Held
AbbVieABBV	<0.1%	$221,914	882	New
Philip Morris InternationalPM	<0.1%	$219,444	1,213	-38%
Union PacificUNP	<0.1%	$217,600	800	New
Wells Fargo & CompanyWFC	<0.1%	$210,780	2,551	Held
Bristol-Myers SquibbBMY	<0.1%	$209,715	3,640	Held
AdobeADBE	<0.1%	$202,970	990	-13%
McDonald'sMCD	<0.1%	$202,268	748	-9%
Schwab Strategic TRSCHD	<0.1%	$200,471	6,322	New
State STR Spdr DOW Jones INDDIA	<0.1%	$200,075	383	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 38.0% since 30 June 2025.

Where the money is

Technology3.6%

Everyday goods1.4%

Industrials1.3%

Financial services1.2%

Media & telecom1.2%

Retail & consumer0.9%

Health care0.8%

Utilities0.3%

Energy0.2%

Other89.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.