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Latest Wealth Advisors of Iowa, LLC Stock Portfolio

$369Million | No. of Holdings #90

Wealth Advisors of Iowa, LLC Performance

2026 Q2+6.02%
YTD+5.02%
2025+9.76%

About Wealth Advisors of Iowa, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wealth Advisors of Iowa, LLC reported an equity portfolio of $369.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Wealth Advisors of Iowa, LLC are , CWI, CSD. The fund has invested 11.2% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 9.5% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off NETFLIX INC. (NFLX) and VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in FIDELITY COVINGTON TRUST, ISHARES TR (DMXF) and PHILIP MORRIS INTL INC (PM). Wealth Advisors of Iowa, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), ABBVIE INC (ABBV) and UNION PAC CORP (UNP). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD INDEX FDS (VB) and VANGUARD WHITEHALL FDS (VIGI).
Wealth Advisors of Iowa, LLC Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$369Million
  as of Jul 30, 2026

Wealth Advisors of Iowa, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wealth Advisors of Iowa, LLC made a return of 6.02% in the last quarter. In trailing 12 months, it's portfolio return was 11.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii13,385,500
abbvie inc221,914
union pac corp217,600
schwab strategic tr200,471
state str spdr dow jones ind200,075
New stocks bought by Wealth Advisors of Iowa, LLC

Additions

Ticker% Inc.
select sector spdr tr796
vanguard index fds470
vanguard whitehall fds209
spdr series trust142
spdr index shs fds28.95
spdr series trust28.52
invesco qqq tr12.61
spdr series trust9.91
Additions to existing portfolio by Wealth Advisors of Iowa, LLC

Reductions

Ticker% Reduced
fidelity covington trust-64.74
ishares tr-47.65
philip morris intl inc-37.51
pimco etf tr-34.42
american centy etf tr-25.99
american centy etf tr-25.35
tesla inc-13.86
adobe inc-13.16
Wealth Advisors of Iowa, LLC reduced stake in above stock

Sold off

Ticker$ Sold
verizon communications inc-205,829
netflix inc.-210,569
Wealth Advisors of Iowa, LLC got rid off the above stocks

Sector Distribution

Wealth Advisors of Iowa, LLC has about 83.1% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Consumer Cyclical
  • Industrials
  • Communication Services
Sector%
Others83.1
Utilities6.6
Technology3.6
Consumer Cyclical1.5
Industrials1.3
Communication Services1.2

Market Cap. Distribution

Wealth Advisors of Iowa, LLC has about 16.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.1
MEGA-CAP14.3
LARGE-CAP2.6

Stocks belong to which Index?

About 16.2% of the stocks held by Wealth Advisors of Iowa, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.8
S&P 5009.8
RUSSELL 20006.4
Top 5 Winners (%)%
AMD
advanced micro devices inc
182.8 %
AMAT
applied matls inc
111.5 %
CAT
caterpillar inc
50.3 %
LLY
eli lilly & co
30.0 %
QQQ
invesco qqq tr
25.6 %
Top 5 Winners ($)$
j p morgan exchange traded f
3.9 M
BIL
spdr series trust
3.8 M
CWI
spdr index shs fds
3.2 M
CSD
invesco exchange traded fd t
3.1 M
BIL
spdr series trust
2.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.5 %
SLV
ishares silver tr
-21.5 %
CVX
chevron corporation
-19.7 %
XOM
exxon mobil corp
-19.1 %
CRM
salesforce inc
-15.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.8 M
XLB
select sector spdr tr
-1.0 M
GLD
spdr gold tr
-0.2 M
XLB
select sector spdr tr
-0.2 M
AMPS
ishares tr
-0.2 M

Wealth Advisors of Iowa, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealth Advisors of Iowa, LLC

Wealth Advisors of Iowa, LLC has 90 stocks in it's portfolio. About 67.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for Wealth Advisors of Iowa, LLC last quarter.

$369.19MTotal Value
92.00Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Wealth Advisors of Iowa, LLC, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Wealth Advisors of Iowa, LLC's holding in Ishares Tr over time
0.24%8,319
$895.3K
0.24%
increased 0.08 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Wealth Advisors of Iowa, LLC's holding in American Centy Etf Tr over time
1.29%68,685
$4.77M
1.29%
decreased 25.99 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Wealth Advisors of Iowa, LLC's holding in American Centy Etf Tr over time
0.08%2,373
$280.1K
0.08%
decreased 25.35 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Wealth Advisors of Iowa, LLC's holding in J P Morgan Exchange Traded F over time
0.79%40,462
$2.92M
0.79%
decreased 3.32 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Wealth Advisors of Iowa, LLC's holding in Spdr Series Trust over time
8.35%350,771
$30.83M
8.35%
increased 9.44 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Wealth Advisors of Iowa, LLC's holding in Spdr Series Trust over time
7.51%456,134
$27.73M
7.51%
increased 9.91 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Wealth Advisors of Iowa, LLC's holding in Spdr Series Trust over time
4.35%135,000
$16.06M
4.35%
increased 142.17 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Wealth Advisors of Iowa, LLC's holding in Spdr Series Trust over time
1.77%71,148
$6.52M
1.77%
increased 0.56 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Wealth Advisors of Iowa, LLC's holding in Spdr Series Trust over time
1.14%72,714
$4.19M
1.14%
increased 28.52 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Wealth Advisors of Iowa, LLC's holding in Spdr Series Trust over time
0.07%2,756
$273.9K
0.07%
decreased 0.79 percentreduced