13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealth Advisors of Iowa, LLC

$369M in tracked AUM across 90 positions as of Q2 2026.

WA
CIK 0001803005 · last filed Jun 30, 2026
Total AUM
$369M
as of Q2 2026
Holdings
90
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealth Advisors of Iowa, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JEPQ
J P MORGAN EXCHANGE TRADED F
$41M674K11.2%02
SPDW
SPDR INDEX SHS FDS
$35M697K9.5%03
RSP
INVESCO EXCHANGE TRADED FD T
$31M147K8.4%04
SPYM
SPDR SERIES TRUST
$31M351K8.3%05
SPYV
SPDR SERIES TRUST
$28M456K7.5%06
SGOV
ISHARES TR
$20M195K5.3%07
USMV
ISHARES TR
$19M197K5.2%08
SPYG
SPDR SERIES TRUST
$16M135K4.4%09
XLU
SELECT SECTOR SPDR TR
$15M332K4.1%10
SPMO
INVESCO EXCH TRADED FD TR II
$13M83K3.6%

Filing history

2026Q2Jun 30
$369M▲ 14.2%
90 positionsView →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 positionsLocked
Showing 12 of 25