Institutions / Wealth Advisors of Iowa, LLC
Wealth Advisors of Iowa, LLC
CIK 1803005 · Institution · as of Dec 31, 2025
Portfolio value
$304.55M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $35.97M | 11.8% |
| Invesco Exchange Traded Fd T | $28.73M | 9.4% |
| SPDR Index Shs Fds | $26.62M | 8.7% |
| SPDR Series Trust | $25.73M | 8.4% |
| SPDR Series Trust | $21.79M | 7.2% |
| iShares MSCI UAE ETF | $18.52M | 6.1% |
| Select Sector SPDR Tr | $16.12M | 5.3% |
| American Centy ETF Tr | $15.79M | 5.2% |
| Principal Exchange Traded Fd | $14.04M | 4.6% |
| American Centy ETF Tr | $8.38M | 2.8% |
| Apple Inc. | $6.00M | 2.0% |
| iShares Tr | $5.97M | 2.0% |
| J P Morgan Exchange Traded F | $5.05M | 1.7% |
| SPDR Series Trust | $4.96M | 1.6% |
| iShares Tr | $4.92M | 1.6% |
| J P Morgan Exchange Traded F | $4.13M | 1.4% |
| Invesco Exch Traded Fd Tr II | $3.74M | 1.2% |
| Microsoft Corp | $2.71M | 0.9% |
| SPDR Series Trust | $2.66M | 0.9% |
| iShares Tr | $2.57M | 0.8% |
| PIMCO ETF Tr | $2.54M | 0.8% |
| Alphabet Inc. | $2.31M | 0.8% |
| Berkshire Hathaway Inc Del | $2.26M | 0.7% |
| Amazon.com Inc | $2.05M | 0.7% |
| SPDR Series Trust | $1.99M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.