Wealth Advisors of Iowa, LLC

Q2 2026 13F Holdings

  • Location
    west des moines, IA
  • Num holdings

    90

  • Value ($000)

    $369,195

  • Date Filed
    07/30/2026
  • Form type
    13F-HR
  • CIK
    0001803005
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
$41.42M
11 %

674,013

SPDW

SPDR INDEX SHS FDS

ST STR PO EX ETF
$35.11M
10 %

696,738

RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$31.18M
8 %

146,535

KRE

SPDR SERIES TRUST

ST STR P500ETF
$30.83M
8 %

350,771

SPYV

SPDR SERIES TRUST

ST STR P500VAL
$27.73M
8 %

456,134

SGOV

ISHARES TR

0-3 MTH TREASURY
$19.63M
5 %

194,962

USMV

ISHARES TR

MSCI USA MIN ETF
$19.04M
5 %

197,413

KRE

SPDR SERIES TRUST

ST STR P500GRW
$16.06M
4 %

135,000

XLU

SELECT SECTOR SPDR TR

ST STR UTIL ETF
$15.03M
4 %

331,564

SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
$13.39M
4 %

82,862

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