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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001803005

Wealth Advisors of Iowa, LLC

WEST DES MOINES, IA · File #028-20222

Latest AUM
$304.5M
Positions
84
Top-10 Concentration
71.9%
Filings
12

Sector Allocation

Financials
11.7%$35.5M
Technology
4.2%$12.7M
Healthcare
0.8%$2.3M
Industrials
0.6%$1.9M
Consumer Staples
0.3%$802,349
Utilities
0.2%$627,582
Energy
0.1%$452,141

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1J P MORGAN EXCHANGE TRADED F46654Q203618,962$36.0M12.22%
2INVESCO EXCHANGE TRADED FD TIVZ149,982$28.7M9.76%
3SPDR INDEX SHS FDS78463X889599,350$26.6M9.04%
4SPDR SERIES TRUST78464A854320,790$25.7M8.74%
5SPDR SERIES TRUST78464A508383,536$21.8M7.40%
6ISHARES TR46429B697196,636$18.5M6.29%
7SELECT SECTOR SPDR TR81369Y886377,695$16.1M5.48%
8AMERICAN CENTY ETF TR025072307137,853$15.8M5.36%
9PRINCIPAL EXCHANGE TRADED FD74255Y870205,062$14.0M4.77%
10AMERICAN CENTY ETF TR025072406130,578$8.4M2.85%
11APPLE INCAAPL22,060$6.0M2.04%
12ISHARES TR4642872008,719$6.0M2.03%
13J P MORGAN EXCHANGE TRADED F46641Q83799,858$5.1M1.72%
14SPDR SERIES TRUST78464A40946,495$5.0M1.69%
15ISHARES TR46429B68957,007$4.9M1.67%
16J P MORGAN EXCHANGE TRADED F46641Q76165,337$4.1M1.40%
17INVESCO EXCH TRADED FD TR IIIVZ31,323$3.7M1.27%
18MICROSOFT CORPMSFT5,602$2.7M0.92%
19SPDR SERIES TRUST78468R66329,159$2.7M0.91%
20ISHARES TR46428766325,057$2.6M0.87%