13F-HR filed by Wealth Advisors of Iowa, LLC
Wealth Advisors of Iowa, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 84 holding rows worth $304,548,579.
- Accession
- 0001803005-26-000001
- Filer
- CIK 1803005
- Filed
- 2026-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 84 entries on the cover page, a total value of $304,548,579 stated on the cover page (in dollars after the unit check, H1), rows summing to $304,548,579 with VALUE read as dollars as filed, 13F file number 028-20222. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 618,962 | $35,974,032 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 149,982 | $28,730,650 | dollars as filed | |
| SPDW | 78463X889 | COM | 599,350 | $26,617,136 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 320,790 | $25,733,767 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 383,536 | $21,788,680 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 196,636 | $18,515,286 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 377,695 | $16,123,800 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072307 | US QUALITY GROW | 137,853 | $15,786,883 | dollars as filed | |
| PRINCIPAL EXCHANGE-TRA | 74255Y870 | USMC | 205,062 | $14,036,509 | dollars as filed | |
| AMERICAN CENTURY ETF TR QUALITY DIVERSIFIED INTL | 025072406 | ETF | 130,578 | $8,384,439 | dollars as filed | |
| Apple Inc | 037833100 | COM | 22,060 | $5,997,296 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,719 | $5,972,027 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 99,858 | $5,051,806 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 46,495 | $4,960,971 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 57,007 | $4,916,810 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 65,337 | $4,128,008 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 31,323 | $3,737,463 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,602 | $2,709,397 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 29,159 | $2,664,551 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 25,057 | $2,569,329 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 95,152 | $2,538,658 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,373 | $2,313,764 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3 | $2,264,400 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,885 | $2,050,837 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 42,571 | $1,994,870 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 10,584 | $1,974,002 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 21,183 | $1,971,734 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,670 | $1,844,727 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 37,844 | $1,692,024 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,881 | $1,622,096 | dollars as filed | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 16,860 | $1,617,628 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 16,040 | $1,610,082 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 31,849 | $1,490,850 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 2,243 | $1,240,177 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,128 | $1,239,658 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,370 | $1,156,403 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,499 | $1,127,398 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,024 | $1,100,665 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,126 | $978,322 | dollars as filed | |
| Deere & Company | 244199105 | COM | 2,015 | $937,916 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,361 | $898,485 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 8,306 | $889,705 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,533 | $888,282 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,362 | $836,455 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,920 | $773,596 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 9,654 | $627,582 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,779 | $625,405 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,053 | $603,297 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,690 | $524,287 | dollars as filed | |
| SPDR SERIES TRUST | 78468R523 | ST STR BL 12 ETF | 5,067 | $502,749 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 6,882 | $482,566 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,354 | $468,619 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 7,349 | $459,112 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 6,822 | $439,474 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,417 | $419,835 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,223 | $407,632 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,140 | $398,989 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 861 | $387,209 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 7,445 | $369,210 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 18,513 | $362,392 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,637 | $338,699 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,578 | $337,945 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 10,304 | $330,355 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,245 | $319,953 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,198 | $315,024 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 832 | $310,608 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,776 | $309,247 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,590 | $303,758 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 14,540 | $299,524 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,928 | $276,694 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 13,888 | $274,153 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,645 | $263,829 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,385 | $251,041 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 817 | $249,561 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,001 | $240,844 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2,772 | $233,404 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 4,986 | $232,298 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,096 | $216,408 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,386 | $211,297 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,065 | $207,579 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 840 | $206,892 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,190 | $205,334 | dollars as filed | |
| VILLAGE FARMS INTL INC | 92707Y108 | COM | 18,575 | $67,799 | dollars as filed | |
| STRIVE INC | 862945102 | CL A COM | 22,224 | $16,401 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803005-26-000001 | this filing | 2026-02-05 | acceptance time not in the bulk data set |