Institutional Fund
Wealth Advisors Of Iowa, LLC
West Des Moines, IACIK 18030055 filings on record
Portfolio Value
$323.24M
Q1 2026
Holdings
87
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+6.1%
from $304.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.6%
- J P Morgan Exchange Traded F10.9%
- Spdr Index Shs Fds9.2%
- Invesco Exchange Traded Fd T8.9%
- Spdr Series Trust7.6%
- Spdr Series Trust7.3%
- Other44.6%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 372.4K | $37.49M | 11.6% | +356.4K | Added |
| 2 | J P Morgan Exchange Traded F | 635.1K | $35.26M | 10.9% | +16.1K | Added |
| 3 | Spdr Index Shs Fds | 648.3K | $29.60M | 9.2% | +49.0K | Added |
| 4 | Invesco Exchange Traded Fd T | 149.3K | $28.65M | 8.9% | −688 | Reduced |
| 5 | Spdr Series Trust | 320.5K | $24.53M | 7.6% | −284 | Reduced |
| 6 | Spdr Series Trust | 415.0K | $23.48M | 7.3% | +31.5K | Added |
| 7 | Ishares Tr | 197.3K | $18.30M | 5.7% | +695 | Added |
| 8 | Select Sector Spdr Tr | 369.8K | $16.97M | 5.2% | −7.9K | Reduced |
| 9 | Spdr Series Trust | 70.8K | $6.48M | 2.0% | +41.6K | Added |
| 10 | American Centy ETF Tr | 92.8K | $6.07M | 1.9% | −37.8K | Reduced |
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