account_balance
Investment manager · 13F filer · SEC CIK 1803005
Wealth Advisors of Iowa, LLC
Reported value$369Mas of Jun 30, 2026
Positions90 5 new, 2 sold out
Top 10 weight67.6%JEPQ alone is 11%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
JEPQJ P Morgan Exchange Traded F
11.2%Added +6%
SPDWSPDR Index SHS FDS
9.5%Added +7%
RSPInvesco Exchange Traded Fd T
8.4%
SPYMSPDR Series Trust
8.3%Added +9%
SPYVSPDR Series Trust
7.5%Added +10%
SGOViShares Tr
5.3%Trimmed −48%
USMViShares Tr
5.2%
SPYGSPDR Series Trust
4.4%Added +142%
XLUSelect Sector SPDR Tr
4.1%Trimmed −10%
SPMOInvesco Exch Traded Fd Tr II
3.6%New
XLESelect Sector SPDR Tr
3.3%Added +796%
BILSPDR Series Trust
1.8%
JEPQJ P Morgan Exchange Traded F
11.2%Added +6%
SPDWSPDR Index SHS FDS
9.5%Added +7%
RSPInvesco Exchange Traded Fd T
8.4%
SPYMSPDR Series Trust
8.3%
SPYVSPDR Series Trust
7.5%+10%
SGOViShares Tr
5.3%
USMViShares Tr
5.2%
SPYGSPDR Series Trust
4.4%
XLU4.1%
SPMO
XLE3.3%
BIL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JEPQ J P Morgan Exchange Traded F 11.2% Added +6%
SPDW SPDR Index SHS FDS 9.5% Added +7%
RSP Invesco Exchange Traded Fd T 8.4% Held
SPYM SPDR Series Trust 8.3% Added +9%
SPYV SPDR Series Trust 7.5% Added +10%
SGOV iShares Tr 5.3% Trimmed −48%
USMV iShares Tr 5.2% Held
SPYG SPDR Series Trust 4.4% Added +142%
XLU Select Sector SPDR Tr 4.1% Trimmed −10%
SPMO Invesco Exch Traded Fd Tr II 3.6% New
XLE Select Sector SPDR Tr 3.3% Added +796%
BIL SPDR Series Trust 1.8% Held
What changed
Biggest moves since Mar 31, 2026
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