Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Advisors of Iowa, LLC (CIK 1803005) reported $369.2M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JEPQ ($41.4M, 11.22%), SPDW ($35.1M, 9.51%), RSP ($31.2M, 8.44%), SPLG ($30.8M, 8.35%), SPYV ($27.7M, 7.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | $41.4M | 11.22% | 674,013 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $35.1M | 9.51% | 696,738 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $31.2M | 8.44% | 146,535 | Trimmed |
| 4 | SPLG | SPDR SERIES TRUST | $30.8M | 8.35% | 350,771 | Added |
| 5 | SPYV | SPDR SERIES TRUST | $27.7M | 7.51% | 456,134 | Added |
| 6 | SGOV | ISHARES TR | $19.6M | 5.32% | 194,962 | Trimmed |
| 7 | USMV | ISHARES TR | $19.0M | 5.16% | 197,413 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $16.1M | 4.35% | 135,000 | Added |
| 9 | XLU | SELECT SECTOR SPDR TR | $15.0M | 4.07% | 331,564 | Trimmed |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $13.4M | 3.63% | 82,862 | New |
| 11 | XLE | SELECT SECTOR SPDR TR | $12.1M | 3.27% | 227,164 | Added |
| 12 | BIL | SPDR SERIES TRUST | $6.5M | 1.77% | 71,148 | Added |
| 13 | AAPL | APPLE INC | $6.1M | 1.65% | 20,990 | Trimmed |
| 14 | IVV | ISHARES TR | $5.7M | 1.55% | 7,630 | Trimmed |
| 15 | LDUR | PIMCO ETF TR | $4.8M | 1.30% | 50,339 | Added |
| 16 | QINT | AMERICAN CENTY ETF TR | $4.8M | 1.29% | 68,685 | Trimmed |
| 17 | EFAV | ISHARES TR | $4.5M | 1.21% | 51,015 | Trimmed |
| 18 | USMC | PRINCIPAL EXCHANGE TRADED FD | $4.2M | 1.14% | 56,564 | Trimmed |
| 19 | SPSM | SPDR SERIES TRUST | $4.2M | 1.14% | 72,714 | Added |
| 20 | BOND | PIMCO ETF TR | $3.8M | 1.04% | 41,507 | Added |
| 21 | PYLD | PIMCO ETF TR | $3.2M | 0.87% | 120,718 | Added |
| 22 | SPEM | SPDR INDEX SHS FDS | $3.0M | 0.82% | 58,143 | Added |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.79% | 40,462 | Trimmed |
| 24 | DE | DEERE & CO | $2.9M | 0.77% | 4,501 | Added |
| 25 | IUSV | ISHARES TR | $2.6M | 0.71% | 23,953 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30