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Latest Wealth Advisors of Iowa, LLC Stock Portfolio

$323Million– No. of Holdings #87

Wealth Advisors of Iowa, LLC Performance:
2026 Q1: -0.94%YTD: -0.94%2025: 9.76%
Performance for 2026 Q1 is -0.94%, and YTD is -0.94%, and 2025 is 9.76%.

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wealth Advisors of Iowa, LLC reported an equity portfolio of $323.2 Millions as of 31 Mar, 2026.

The top stock holdings of Wealth Advisors of Iowa, LLC are DMXF, , CWI. The fund has invested 11.6% of it's portfolio in ISHARES TR and 10.9% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), INVESCO EXCH TRADED FD TR II (CGW) and PGIM ETF TR (PAB) stocks. They significantly reduced their stock positions in AMERICAN CENTY ETF TR (AEMB), PRINCIPAL EXCHANGE TRADED FD (BTEC) and SPDR SERIES TRUST (BIL). Wealth Advisors of Iowa, LLC opened new stock positions in PIMCO ETF TR (BOND), FIDELITY COVINGTON TRUST and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), PIMCO ETF TR (BOND) and SPDR SERIES TRUST (BIL).
Wealth Advisors of Iowa, LLC Equity Portfolio Value
Last Reported on: 13 May, 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 -0.94% in the last quarter. In trailing 12 months, it's portfolio return was 9.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pimco etf tr3,881,500
fidelity covington trust1,351,040
pimco etf tr834,917
vanguard index fds434,468
vanguard whitehall fds412,112
vanguard specialized funds263,645
bristol-myers squibb co218,760
verizon communications inc205,829
New stocks bought by Wealth Advisors of Iowa, LLC

Additions

Ticker% Inc.
ishares tr2,221
pimco etf tr194
spdr series trust142
deere & co123
pimco etf tr93.87
spdr index shs fds41.57
spdr series trust32.91
pimco etf tr26.69
Additions to existing portfolio by Wealth Advisors of Iowa, LLC

Reductions

Ticker% Reduced
american centy etf tr-97.69
principal exchange traded fd-69.93
spdr series trust-45.17
j p morgan exchange traded f-35.94
select sector spdr tr-33.03
american centy etf tr-28.93
invesco exch trd slf idx fd-24.33
microsoft corp-9.26
Wealth Advisors of Iowa, LLC reduced stake in above stock

Sold off

Ticker$ Sold
j p morgan exchange traded f-5,051,810
invesco exch traded fd tr ii-3,737,460
strive inc-16,401
village farms intl inc-67,799
pgim etf tr-369,210
oracle corp-207,579
illinois tool wks inc-206,892
Wealth Advisors of Iowa, LLC got rid off the above stocks

Sector Distribution

Wealth Advisors of Iowa, LLC has about 82.1% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
Sector%
Others82.1
Utilities7.4
Technology3.5
Consumer Cyclical1.6
Communication Services1.3
Industrials1.1
Consumer Defensive1.1

Market Cap. Distribution

Wealth Advisors of Iowa, LLC has about 10.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.1
MEGA-CAP8.1
MID-CAP7.2
LARGE-CAP2.6

Stocks belong to which Index?

About 17.2% 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%
Others82.8
S&P 50010
RUSSELL 20007.2
Top 5 Winners (%)%
XOM
exxon mobil corp
38.0 %
CVX
chevron corporation
35.3 %
AMAT
applied matls inc
33.0 %
XLB
select sector spdr tr
30.9 %
CASY
caseys gen stores inc
29.4 %
Top 5 Winners ($)$
XLB
select sector spdr tr
1.2 M
CWI
spdr index shs fds
0.8 M
XLB
select sector spdr tr
0.5 M
CASY
caseys gen stores inc
0.4 M
DE
deere & co
0.3 M
Top 5 Losers (%)%
ADBE
adobe inc
-30.6 %
CRM
salesforce inc
-29.4 %
MSFT
microsoft corp
-22.4 %
IBM
international business machs
-18.1 %
TSLA
tesla inc
-17.2 %
Top 5 Losers ($)$
j p morgan exchange traded f
-1.6 M
BIL
spdr series trust
-1.2 M
AEMB
american centy etf tr
-0.7 M
MSFT
microsoft corp
-0.6 M
BTEC
principal exchange traded fd
-0.6 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 87 stocks in it's portfolio. About 70.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Wealth Advisors of Iowa, LLC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions