2026 Q2 Portfolio Activity
In 2026 Q2, Wealth Advisors of Iowa, LLC maintained a portfolio of 92 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 3.63% of the total fund value. They heavily accumulated shares in SELECT SECTOR SPDR TR, increasing the position by 796.4%. The fund also reduced its exposure to ISHARES TR by 47.6%.
Position History
hover any row below to update
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Total Positions
92
Quarter
2026 Q2
Top Holding
JEPQ (11.2%)
Top 10 Concentration
67.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
Wealth Advisors of Iowa, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 11.22% | 10.91% |
#1
1
Prev: #2
|
8.0 |
—
|
38,926 | 6.1% |
P
S
|
674,013 | $41,424,808 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 9.51% | 9.16% |
#2
1
Prev: #3
|
7.3 |
—
|
48,417 | 7.5% |
P
S
|
696,738 | $35,108,666 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 8.44% | 8.86% |
#3
1
Prev: #4
|
4.9 |
—
|
-2,759 | -1.8% |
P
S
|
146,535 | $31,178,217 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 8.35% | 7.59% |
#4
1
Prev: #5
|
5.8 |
—
|
30,265 | 9.4% |
P
S
|
350,771 | $30,825,747 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 7.51% | 7.26% |
#5
1
Prev: #6
|
5.5 |
—
|
41,115 | 9.9% |
P
S
|
456,134 | $27,728,388 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SGOV
ISHARES TR
|
ETF | 5.32% | 11.60% |
#6
5
Prev: #1
|
2.1 |
—
|
-177,433 | -47.6% |
P
S
|
194,962 | $19,626,758 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
USMV
ISHARES TR
|
ETF | 5.16% | 5.66% |
#7
Prev: #7
|
2.6 |
—
|
82 | 0.0% |
P
S
|
197,413 | $19,042,413 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 4.35% | 1.69% |
#8
3
Prev: #11
|
4.7 |
—
|
79,253 | 142.2% |
P
S
|
135,000 | $16,063,631 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 4.07% | 5.25% |
#9
1
Prev: #8
|
2.1 |
—
|
-38,229 | -10.3% |
P
S
|
331,564 | $15,033,095 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 3.63% | — |
#10
Prev: #—
|
5.0 |
—
|
82,862 | — |
NEW
|
82,862 | $13,385,521 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 3.27% | 0.48% |
#11
23
Prev: #34
|
4.3 |
—
|
201,821 | 796.4% |
P
S
|
227,164 | $12,064,692 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 1.77% | 2.01% |
#12
3
Prev: #9
|
1.2 |
—
|
394 | 0.6% |
P
S
|
71,148 | $6,519,999 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AAPL
APPLE INC
|
Technology | 1.65% | 1.65% |
#13
1
Prev: #12
|
1.2 |
—
|
-25 | -0.1% |
P
S
|
20,990 | $6,073,484 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IVV
ISHARES TR
|
ETF | 1.55% | 1.60% |
#14
1
Prev: #13
|
1.1 |
—
|
-301 | -3.8% |
P
S
|
7,630 | $5,713,929 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
LDUR
PIMCO ETF TR
|
ETF | 1.30% | 1.47% |
#15
Prev: #15
|
1.0 |
—
|
763 | 1.5% |
P
S
|
50,339 | $4,812,926 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
QINT
AMERICAN CENTY ...
|
ETF | 1.29% | 1.88% |
#16
6
Prev: #10
|
0.5 |
—
|
-24,115 | -26.0% |
P
S
|
68,685 | $4,768,681 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
EFAV
ISHARES TR
|
ETF | 1.21% | 1.51% |
#17
3
Prev: #14
|
1.0 |
—
|
-2,444 | -4.6% |
P
S
|
51,015 | $4,474,509 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 1.14% | 0.85% |
#18
2
Prev: #20
|
3.0 |
—
|
16,134 | 28.5% |
P
S
|
72,714 | $4,193,397 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
USMC
PRINCIPAL EXCHA...
|
ETF | 1.14% | 1.23% |
#19
3
Prev: #16
|
1.0 |
—
|
-5,095 | -8.3% |
P
S
|
56,564 | $4,192,885 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BOND
PIMCO ETF TR
|
ETF | 1.04% | 1.17% |
#20
2
Prev: #18
|
0.9 |
—
|
439 | 1.1% |
P
S
|
41,507 | $3,827,319 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.87% | 0.98% |
#21
2
Prev: #19
|
0.8 |
—
|
167 | 0.1% |
P
S
|
120,718 | $3,201,455 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.82% | 0.65% |
#22
4
Prev: #26
|
2.8 |
—
|
13,053 | 28.9% |
P
S
|
58,143 | $3,010,627 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 0.79% | 0.79% |
#23
2
Prev: #21
|
0.8 |
—
|
-1,391 | -3.3% |
P
S
|
40,462 | $2,924,574 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
DE
DEERE & CO
|
Industrials | 0.77% | 0.78% |
#24
1
Prev: #23
|
0.8 |
—
|
1 | 0.0% |
P
S
|
4,501 | $2,854,893 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
IUSV
ISHARES TR
|
ETF | 0.71% | 0.79% |
#25
3
Prev: #22
|
0.8 |
—
|
-1,013 | -4.1% |
P
S
|
23,953 | $2,638,387 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.70% | 0.66% |
#26
1
Prev: #25
|
0.8 |
—
|
-92 | -1.2% |
P
S
|
7,325 | $2,588,112 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MINT
PIMCO ETF TR
|
ETF | 0.69% | 1.20% |
#27
10
Prev: #17
|
0.3 |
—
|
-13,283 | -34.4% |
P
S
|
25,312 | $2,551,703 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.61% | 0.67% |
#28
4
Prev: #24
|
1.2 |
—
|
no change | no change |
P
S
|
3 | $2,246,550 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.55% | 0.55% |
#29
2
Prev: #31
|
0.7 |
—
|
-60 | -0.7% |
P
S
|
8,539 | $2,035,188 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.54% | 0.57% |
#30
1
Prev: #29
|
0.7 |
—
|
1 | 0.0% |
P
S
|
2,525 | $2,006,931 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.54% | 0.58% |
#31
3
Prev: #28
|
2.2 |
—
|
277 | 5.4% |
P
S
|
5,360 | $1,999,204 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.54% | 0.56% |
#32
2
Prev: #30
|
0.7 |
—
|
-459 | -4.4% |
P
S
|
9,934 | $1,987,873 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.49% | 0.59% |
#33
6
Prev: #27
|
0.7 |
—
|
-5 | -0.3% |
P
S
|
1,915 | $1,791,515 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.48% | 0.53% |
#34
2
Prev: #32
|
0.7 |
—
|
-40 | -1.1% |
P
S
|
3,564 | $1,783,391 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.39% | 0.52% |
#35
2
Prev: #33
|
0.7 |
—
|
-23 | -0.6% |
P
S
|
3,873 | $1,426,737 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.36% | 0.13% |
#36
22
Prev: #58
|
3.1 |
—
|
9,181 | 209.9% |
P
S
|
13,554 | $1,330,975 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.35% | 0.28% |
#37
3
Prev: #40
|
2.1 |
—
|
197 | 12.6% |
P
S
|
1,759 | $1,295,630 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.33% | 0.29% |
#38
Prev: #38
|
0.6 |
—
|
-30 | -2.9% |
P
S
|
1,004 | $1,204,455 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.32% | 0.32% |
#39
2
Prev: #37
|
3.1 |
—
|
11,151 | 470.5% |
P
S
|
13,521 | $1,164,731 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.31% | 0.32% |
#40
4
Prev: #36
|
0.6 |
—
|
1 | 0.0% |
P
S
|
3,550 | $1,161,825 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.30% | 0.23% |
#41
4
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
1,054 | $1,122,805 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.30% | 0.28% |
#42
3
Prev: #39
|
0.6 |
—
|
-45 | -1.4% |
P
S
|
3,127 | $1,117,493 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.26% | 0.11% |
#43
20
Prev: #63
|
0.6 |
—
|
-50 | -3.0% |
P
S
|
1,628 | $945,721 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
V
VISA INC
|
Financial Services | 0.25% | 0.25% |
#44
Prev: #44
|
0.6 |
—
|
31 | 1.1% |
P
S
|
2,741 | $940,328 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.24% | 0.13% |
#45
12
Prev: #57
|
1.1 |
—
|
no change | no change |
P
S
|
1,245 | $900,135 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MUB
ISHARES TR
|
ETF | 0.24% | 0.27% |
#46
4
Prev: #42
|
0.6 |
—
|
7 | 0.1% |
P
S
|
8,319 | $895,329 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.23% | 0.27% |
#47
6
Prev: #41
|
0.6 |
—
|
-25 | -1.6% |
P
S
|
1,524 | $858,719 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
PMBS
PIMCO ETF TR
|
ETF | 0.22% | 0.26% |
#48
5
Prev: #43
|
0.6 |
—
|
-333 | -2.0% |
P
S
|
16,500 | $814,770 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
LNT
ALLIANT ENERGY ...
|
Utilities | 0.20% | 0.21% |
#49
3
Prev: #46
|
0.6 |
—
|
1 | 0.0% |
P
S
|
9,655 | $736,604 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.17% | 0.17% |
#50
2
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
1,690 | $626,384 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 |
Showing 1-50 of 92 holdings