StockDriftsStockDriftsTop 50 Wealth Advisors of Iowa, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | 11.22% | 674.0K | $41.4M | +6.13%(+38.93K) | $54.17(+11.99%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 9.51% | 696.7K | $35.1M | +7.47%(+48.42K) | $42.51(+22.79%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.44% | 146.5K | $31.2M | -1.85%(-2.76K) | $155.25(+42.84%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 8.35% | 350.8K | $30.8M | +9.44%(+30.27K) | $54.29(+68.09%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 7.51% | 456.1K | $27.7M | +9.91%(+41.12K) | $44.78(+41.61%) | 2026-06-30 | |
| SGOV | ISHARES TR | 5.32% | 195.0K | $19.6M | -47.65%(-177.43K) | $100.53(+0.04%) | 2026-06-30 | |
| USMV | ISHARES TR | 5.16% | 197.4K | $19.0M | +0.04%(+82) | $72.28(+39.37%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.35% | 135.0K | $16.1M | +142.17%(+79.25K) | $97.79(+25.65%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 4.07% | 331.6K | $15.0M | -10.34%(-38.23K) | $37.96(+15.91%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.63% | 82.9K | $13.4M | new | $127.92(+19.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.85% | +6.33% | +35.95% |
| Top 20 Holdings Unweighted | +13.58% | +46.50% | +8.94% | +53.42% |
Wealth Advisors of Iowa, LLC reports $369.19M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are JEPQ (11.2%), SPDW (9.5%) and RSP (8.4%). The top 20 holdings account for 82.92% of reported assets. Its disclosed equity book has returned +35.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Advisors of Iowa, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803005). View Wealth Advisors of Iowa, LLC’s 13F filings on SEC