Institutional
Wealth Advisors of Iowa, LLC
CIK 0001803005
$323.2M
Reported AUM
87
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Wealth Advisors of Iowa, LLC · Q1 2026
AI · grounded in 13F
Wealth Advisors of Iowa, LLC closed its position in JPST, reducing exposure by $5.05M. The fund also exited SPMO for $3.74M and established a new position in MINT worth $3.88M. Other activity included accumulating shares of SGOV by 2,221.66% and LDUR by 194.05%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $37.5M | 11.60% | +356,355 | +2221.7% |
| 2 | JEPQ | J P MORGAN EXCHANGE TRADED F | $35.3M | 10.91% | +16,125 | +2.6% |
| 3 | SPDW | SPDR INDEX SHS FDS | $29.6M | 9.16% | +48,971 | +8.2% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $28.7M | 8.86% | -688 | -0.5% |
| 5 | SPYM | SPDR SERIES TRUST | $24.5M | 7.59% | -284 | -0.1% |
| 6 | SPYV | SPDR SERIES TRUST | $23.5M | 7.26% | +31,483 | +8.2% |
| 7 | USMV | ISHARES TR | $18.3M | 5.66% | +695 | +0.4% |
| 8 | XLU | SELECT SECTOR SPDR TR | $17.0M | 5.25% | -7,902 | -2.1% |
| 9 | BIL | SPDR SERIES TRUST | $6.5M | 2.01% | +41,595 | +142.6% |
| 10 | QINT | AMERICAN CENTY ETF TR | $6.1M | 1.88% | -37,778 | -28.9% |
| 11 | SPYG | SPDR SERIES TRUST | $5.5M | 1.69% | +9,252 | +19.9% |
| 12 | AAPL | APPLE INC | $5.3M | 1.65% | -1,045 | -4.7% |
| 13 | IVV | ISHARES TR | $5.2M | 1.60% | -788 | -9.0% |
| 14 | EFAV | ISHARES TR | $4.9M | 1.51% | -3,548 | -6.2% |
| 15 | LDUR | PIMCO ETF TR | $4.8M | 1.47% | +32,716 | +194.0% |
| 16 | USMC | PRINCIPAL EXCHANGE TRADED FD | $4.0M | 1.23% | -143,403 | -69.9% |
| 17 | MINT | PIMCO ETF TR | $3.9M | 1.20% | +38,595 | NEW |
| 18 | BOND | PIMCO ETF TR | $3.8M | 1.17% | +19,885 | +93.9% |
| 19 | PYLD | PIMCO ETF TR | $3.2M | 0.98% | +25,399 | +26.7% |
| 20 | SPSM | SPDR SERIES TRUST | $2.7M | 0.85% | +14,009 | +32.9% |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.6M | 0.79% | -23,484 | -35.9% |
| 22 | IUSV | ISHARES TR | $2.6M | 0.79% | -91 | -0.4% |
| 23 | DE | DEERE & CO | $2.5M | 0.78% | +2,485 | +123.3% |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.67% | — | HELD |
| 25 | GOOG | ALPHABET INC | $2.1M | 0.66% | +44 | +0.6% |
| 26 | SPEM | SPDR INDEX SHS FDS | $2.1M | 0.65% | +13,241 | +41.6% |
| 27 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 0.59% | +39 | +2.1% |
| 28 | MSFT | MICROSOFT CORP | $1.9M | 0.58% | -519 | -9.3% |
| 29 | CASY | CASEYS GEN STORES INC | $1.8M | 0.57% | +281 | +12.5% |
| 30 | NVDA | NVIDIA CORPORATION | $1.8M | 0.56% | -191 | -1.8% |
| 31 | AMZN | AMAZON COM INC | $1.8M | 0.55% | -286 | -3.2% |
| 32 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.53% | -66 | -1.8% |
| 33 | GLD | SPDR GOLD TR | $1.7M | 0.52% | +768 | +24.6% |
| 34 | XLE | SELECT SECTOR SPDR TR | $1.6M | 0.48% | -12,501 | -33.0% |
| 35 | FENI | FIDELITY COVINGTON TRUST | $1.4M | 0.42% | +36,318 | NEW |
| 36 | JPM | JPMORGAN CHASE & CO | $1.0M | 0.32% | +50 | +1.4% |
| 37 | VUG | VANGUARD INDEX FDS | $1.0M | 0.32% | — | HELD |
| 38 | LLY | ELI LILLY & CO | $951K | 0.29% | +10 | +1.0% |
| 39 | GOOGL | ALPHABET INC | $912K | 0.28% | +46 | +1.5% |
| 40 | QQQ | INVESCO QQQ TR | $902K | 0.28% | +200 | +14.7% |
| 41 | META | META PLATFORMS INC | $886K | 0.27% | +188 | +13.8% |
| 42 | MUB | ISHARES TR | $882K | 0.27% | +6 | +0.1% |
| 43 | PMBS | PIMCO ETF TR | $835K | 0.26% | +16,833 | NEW |
| 44 | V | VISA INC | $819K | 0.25% | +177 | +7.0% |
| 45 | CAT | CATERPILLAR INC | $747K | 0.23% | +1 | +0.1% |
| 46 | LNT | ALLIANT ENERGY CORP | $693K | 0.21% | — | HELD |
| 47 | SYK | STRYKER CORPORATION | $586K | 0.18% | +4 | +0.2% |
| 48 | MAR | MARRIOTT INTL INC NEW | $553K | 0.17% | — | HELD |
| 49 | CRM | SALESFORCE INC | $539K | 0.17% | -32 | -1.1% |
| 50 | SLV | ISHARES SILVER TR | $505K | 0.16% | +583 | +8.5% |
| 51 | VEA | VANGUARD TAX-MANAGED FDS | $477K | 0.15% | +89 | +1.2% |
| 52 | WRB | BERKLEY W R CORP | $458K | 0.14% | +30 | +0.4% |
| 53 | VOO | VANGUARD INDEX FDS | $434K | 0.13% | +727 | NEW |
| 54 | AVGO | BROADCOM INC | $434K | 0.13% | +47 | +3.5% |
| 55 | RTX | RTX CORPORATION | $431K | 0.13% | +10 | +0.4% |
| 56 | JNJ | JOHNSON & JOHNSON | $431K | 0.13% | +125 | +7.6% |
| 57 | AMAT | APPLIED MATLS INC | $426K | 0.13% | — | HELD |
| 58 | VYMI | VANGUARD WHITEHALL FDS | $412K | 0.13% | +4,373 | NEW |
| 59 | EPD | ENTERPRISE PRODS PARTNERS L | $385K | 0.12% | -126 | -1.2% |
| 60 | XOM | EXXON MOBIL CORP | $380K | 0.12% | +236 | +11.8% |
| 61 | WMT | WALMART INC | $351K | 0.11% | +50 | +1.8% |
| 62 | IBM | INTERNATIONAL BUSINESS MACHS | $351K | 0.11% | +30 | +2.1% |
| 63 | AMD | ADVANCED MICRO DEVICES INC | $341K | 0.11% | +100 | +6.3% |
| 64 | QGRO | AMERICAN CENTY ETF TR | $334K | 0.10% | -134,674 | -97.7% |
| 65 | TSLA | TESLA INC | $327K | 0.10% | +19 | +2.2% |
| 66 | PM | PHILIP MORRIS INTL INC | $321K | 0.10% | +296 | +18.0% |
| 67 | PG | PROCTER & GAMBLE CO | $318K | 0.10% | +2 | +0.1% |
| 68 | VTV | VANGUARD INDEX FDS | $312K | 0.10% | — | HELD |
| 69 | PEP | PEPSICO INC | $300K | 0.09% | +6 | +0.3% |
| 70 | BSCS | INVESCO EXCH TRD SLF IDX FD | $300K | 0.09% | +150 | +1.0% |
| 71 | IWB | ISHARES TR | $297K | 0.09% | — | HELD |
| 72 | MRK | MERCK & CO INC | $292K | 0.09% | +41 | +1.7% |
| 73 | CVX | CHEVRON CORPORATION | $291K | 0.09% | +22 | +1.6% |
| 74 | ADBE | ADOBE INC | $277K | 0.09% | — | HELD |
| 75 | BILS | SPDR SERIES TRUST | $276K | 0.09% | -2,289 | -45.2% |
| 76 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $274K | 0.08% | -4,505 | -24.3% |
| 77 | BSCR | INVESCO EXCH TRD SLF IDX FD | $270K | 0.08% | -153 | -1.1% |
| 78 | VIG | VANGUARD SPECIALIZED FUNDS | $264K | 0.08% | +1,226 | NEW |
| 79 | MCD | MCDONALDS CORP | $254K | 0.08% | +2 | +0.2% |
| 80 | SBUX | STARBUCKS CORP | $248K | 0.08% | -8 | -0.3% |
| 81 | KO | COCA COLA CO | $245K | 0.08% | +128 | +4.1% |
| 82 | DFUV | DIMENSIONAL ETF TRUST | $242K | 0.07% | — | HELD |
| 83 | BMY | BRISTOL-MYERS SQUIBB CO | $219K | 0.07% | +3,607 | NEW |
| 84 | NFLX | NETFLIX INC. | $211K | 0.07% | — | HELD |
| 85 | VZ | VERIZON COMMUNICATIONS INC | $206K | 0.06% | +4,100 | NEW |
| 86 | WMT2 | WELLS FARGO & CO | $203K | 0.06% | +2,549 | NEW |
| 87 | VBR | VANGUARD INDEX FDS | $202K | 0.06% | +928 | NEW |
| 88 | JPST | J P MORGAN EXCHANGE TRADED F | — | — | -99,858 | EXITED |
| 89 | SPMO | INVESCO EXCH TRADED FD TR II | — | — | -31,323 | EXITED |
| 90 | PULS | PGIM ETF TR | — | — | -7,445 | EXITED |
| 91 | ORCL | ORACLE CORP | — | — | -1,065 | EXITED |
| 92 | ITW | ILLINOIS TOOL WKS INC | — | — | -840 | EXITED |
| 93 | VFF | VILLAGE FARMS INTL INC | — | — | -18,575 | EXITED |
| 94 | ASST | STRIVE INC | — | — | -22,224 | EXITED |
Source: SEC EDGAR · accession 0001803005-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.