Wealth Advisors of Iowa, LLC
CIK: 0001803005SEC EDGAR →
Portfolio Value
$304.5M
Holdings
84
As of
Q4 2025
New Positions
12
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 618,962 | $36.0M | 11.81% |
| 2 | INVESCO EXCHANGE TRADED FD T | 149,982 | $28.7M | 9.43% |
| 3 | SPDR INDEX SHS FDS | 599,350 | $26.6M | 8.74% |
| 4 | SPDR SERIES TRUST | 320,790 | $25.7M | 8.45% |
| 5 | SPDR SERIES TRUST | 383,536 | $21.8M | 7.15% |
| 6 | ISHARES TR | 196,636 | $18.5M | 6.08% |
| 7 | SELECT SECTOR SPDR TR | 377,695 | $16.1M | 5.29% |
| 8 | AMERICAN CENTY ETF TR | 137,853 | $15.8M | 5.18% |
| 9 | PRINCIPAL EXCHANGE TRADED FD | 205,062 | $14.0M | 4.61% |
| 10 | AMERICAN CENTY ETF TR | 130,578 | $8.4M | 2.75% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $262.5M | 86.2% |
| Technology | 11 | $14.0M | 4.6% |
| Unknown | 6 | $10.2M | 3.3% |
| Consumer Cyclical | 6 | $4.7M | 1.5% |
| Communication Services | 5 | $4.4M | 1.4% |
| Consumer Defensive | 6 | $2.8M | 0.9% |
| Healthcare | 4 | $2.3M | 0.8% |
| Industrials | 4 | $2.2M | 0.7% |
| Energy | 3 | $781K | 0.3% |
| Utilities | 1 | $627K | 0.2% |