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 $323.2M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($37.5M, 11.60%), JEPQ ($35.3M, 10.91%), SPDW ($29.6M, 9.16%), RSP ($28.7M, 8.86%), SPLG ($24.5M, 7.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $37.5M | 11.60% | 372,395 | Added |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | $35.3M | 10.91% | 635,087 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $29.6M | 9.16% | 648,321 | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $28.7M | 8.86% | 149,294 | Trimmed |
| 5 | SPLG | SPDR SERIES TRUST | $24.5M | 7.59% | 320,506 | Trimmed |
| 6 | SPYV | SPDR SERIES TRUST | $23.5M | 7.26% | 415,019 | Added |
| 7 | USMV | ISHARES TR | $18.3M | 5.66% | 197,331 | Added |
| 8 | XLU | SELECT SECTOR SPDR TR | $17.0M | 5.25% | 369,793 | Trimmed |
| 9 | BIL | SPDR SERIES TRUST | $6.5M | 2.01% | 70,754 | Added |
| 10 | QINT | AMERICAN CENTY ETF TR | $6.1M | 1.88% | 92,800 | Trimmed |
| 11 | SPYG | SPDR SERIES TRUST | $5.5M | 1.69% | 55,747 | Added |
| 12 | AAPL | APPLE INC | $5.3M | 1.65% | 21,015 | Trimmed |
| 13 | IVV | ISHARES TR | $5.2M | 1.60% | 7,931 | Trimmed |
| 14 | EFAV | ISHARES TR | $4.9M | 1.51% | 53,459 | Trimmed |
| 15 | LDUR | PIMCO ETF TR | $4.8M | 1.47% | 49,576 | Added |
| 16 | USMC | PRINCIPAL EXCHANGE TRADED FD | $4.0M | 1.23% | 61,659 | Trimmed |
| 17 | MINT | PIMCO ETF TR | $3.9M | 1.20% | 38,595 | New |
| 18 | BOND | PIMCO ETF TR | $3.8M | 1.17% | 41,068 | Added |
| 19 | PYLD | PIMCO ETF TR | $3.2M | 0.98% | 120,551 | Added |
| 20 | SPSM | SPDR SERIES TRUST | $2.7M | 0.85% | 56,580 | Added |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.6M | 0.79% | 41,853 | Trimmed |
| 22 | IUSV | ISHARES TR | $2.6M | 0.79% | 24,966 | Trimmed |
| 23 | DE | DEERE & CO | $2.5M | 0.78% | 4,500 | Added |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.67% | 3 | Hold |
| 25 | GOOG | ALPHABET INC | $2.1M | 0.66% | 7,417 | Added |
Source: SEC Form 13F filings · as of 2026-03-31