13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Advisors of Iowa, LLC

$323M in tracked AUM across 87 positions as of Q1 2026.

WA
CIK 0001803005 · last filed Mar 31, 2026
Total AUM
$323M
as of Q1 2026
Holdings
87
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wealth Advisors of Iowa, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$37M372K11.6%02
JEPQ
J P MORGAN EXCHANGE TRADED F
$35M635K10.9%03
SPDW
SPDR INDEX SHS FDS
$30M648K9.2%04
RSP
INVESCO EXCHANGE TRADED FD T
$29M149K8.9%05
SPYM
SPDR SERIES TRUST
$25M321K7.6%06
SPYV
SPDR SERIES TRUST
$23M415K7.3%07
USMV
ISHARES TR
$18M197K5.7%08
XLU
SELECT SECTOR SPDR TR
$17M370K5.2%09
BIL
SPDR SERIES TRUST
$6M71K2.0%10
QINT
AMERICAN CENTY ETF TR
$6M93K1.9%

Filing history

2026Q1Mar 31
$323M▲ 6.1%
87 positionsView →2025Q4Dec 31
$305M▲ 3.7%
84 positionsView →2025Q3Sep 30
$294M▲ 9.8%
83 positionsView →2025Q2Jun 30
$268M▲ 15.0%
75 positionsLocked2025Q1Mar 31
$233M▲ 17.3%
74 positionsLocked2024Q4Dec 31
$198M▲ 0.9%
64 positionsLocked2024Q3Sep 30
$196M▲ 9.6%
69 positionsLocked2024Q2Jun 30
$179M▲ 9.0%
52 positionsLocked2024Q1Mar 31
$164M▲ 10.4%
63 positionsLocked2023Q4Dec 31
$149M▲ 4.8%
59 positionsLocked2023Q3Sep 30
$142M▲ 2.8%
59 positionsLocked2023Q2Jun 30
$138M▲ 8.0%
59 positionsLocked
Showing 12 of 24