Institutional Manager · CIK 0001803005

Wealth Advisors of Iowa, LLC

WEST DES MOINES, IA · File #028-20222

Latest AUM

$304.5M

Positions

Top-10 Concentration

71.9%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	SPDR INDEX SHS FDS	78463X889	+498,079	+$22.1M	+$164,041
REDUCE	ISHARES TR	46429B689	-251,729	-$21.7M	+$438,160
ADD	SELECT SECTOR SPDR TR	81369Y886	+194,225	+$8.3M	-$8.2M
ADD	AMERICAN CENTY ETF TR	025072406	+28,466	+$1.8M	+$292,075
ADD	SPDR SERIES TRUST	78468R663	+18,522	+$1.7M	-$3,936
REDUCE	J P MORGAN EXCHANGE TRADED F	46641Q837	-32,697	-$1.7M	-$18,569
ADD	J P MORGAN EXCHANGE TRADED F	46654Q203	+21,516	+$1.3M	+$358,431
ADD	SELECT SECTOR SPDR TR	81369Y506	+18,886	+$844,402	-$846,086
ADD	ISHARES TR	46436E718	+5,949	+$597,156	-$3,258
NEW	VANGUARD TAX-MANAGED FDS	921943858	+7,349	+$459,112	$0

Sector Allocation

Financials

11.7%$35.5M

Technology

4.2%$12.7M

Consumer Discretionary

0.9%$2.9M

Healthcare

0.8%$2.3M

Industrials

0.6%$1.9M

Communication Services

0.4%$1.1M

Consumer Staples

0.3%$802,349

Utilities

0.2%$627,582

Energy

0.1%$452,141

Filing History

Feb 5, 202613F HOLDINGS REPORTQ/E Dec 202584 pos · $304.5M
Nov 14, 202513F HOLDINGS REPORTQ/E Sep 202583 pos · $293.7M
Aug 12, 202513F HOLDINGS REPORTQ/E Jun 202575 pos · $267.6M
May 12, 202513F HOLDINGS REPORTQ/E Mar 202574 pos · $232.6M
Feb 11, 202513F HOLDINGS REPORTQ/E Dec 202464 pos · $198.3M
Nov 12, 202413F HOLDINGS REPORTQ/E Sep 202469 pos · $196.4M
Aug 13, 202413F HOLDINGS REPORTQ/E Jun 202453 pos · $179.2M
May 7, 202413F HOLDINGS REPORTQ/E Mar 202463 pos · $164.4M
Nov 7, 202313F HOLDINGS REPORTQ/E Dec 202359 pos · $142.2M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	J P MORGAN EXCHANGE TRADED F	46654Q203	618,962	$36.0M	12.22%
2	INVESCO EXCHANGE TRADED FD T	IVZ	149,982	$28.7M	9.76%
3	SPDR INDEX SHS FDS	78463X889	599,350	$26.6M	9.04%
4	SPDR SERIES TRUST	78464A854	320,790	$25.7M	8.74%
5	SPDR SERIES TRUST	78464A508	383,536	$21.8M	7.40%
6	ISHARES TR	46429B697	196,636	$18.5M	6.29%
7	SELECT SECTOR SPDR TR	81369Y886	377,695	$16.1M	5.48%
8	AMERICAN CENTY ETF TR	025072307	137,853	$15.8M	5.36%
9	PRINCIPAL EXCHANGE TRADED FD	74255Y870	205,062	$14.0M	4.77%
10	AMERICAN CENTY ETF TR	025072406	130,578	$8.4M	2.85%
11	APPLE INC	AAPL	22,060	$6.0M	2.04%
12	ISHARES TR	464287200	8,719	$6.0M	2.03%
13	J P MORGAN EXCHANGE TRADED F	46641Q837	99,858	$5.1M	1.72%
14	SPDR SERIES TRUST	78464A409	46,495	$5.0M	1.69%
15	ISHARES TR	46429B689	57,007	$4.9M	1.67%
16	J P MORGAN EXCHANGE TRADED F	46641Q761	65,337	$4.1M	1.40%
17	INVESCO EXCH TRADED FD TR II	IVZ	31,323	$3.7M	1.27%
18	MICROSOFT CORP	MSFT	5,602	$2.7M	0.92%
19	SPDR SERIES TRUST	78468R663	29,159	$2.7M	0.91%
20	ISHARES TR	464287663	25,057	$2.6M	0.87%