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The Analysis of Wealth Advisors of Iowa, LLC's Holdings & P&L

Currently, Wealth Advisors of Iowa, LLC holds 87 types of securities in its portfolio with a total value $323.2M. In the most recent quarter, they have increased their positions in SGOV (+356.4K shares, valued at $35.9M), MINT (+38.6K shares, valued at $3.9M), BIL (+41.6K shares, valued at $3.8M); decreased their positions in QGRO (-134.7K shares, valued at $14.1M), USMC (-143.4K shares, valued at $9.2M), QINT (-37.8K shares, valued at $2.5M); initiated new positions in MINT (+38.6K shares, valued at $3.9M), FENI (+36.3K shares, valued at $1.4M), PMBS (+16.8K shares, valued at $834.9K).

1M P&L

+8.3M+2.79%

3M P&L

+3.1M+1.03%

HY P&L

+11.6M+3.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A256.9M

89.3%

2Consumer Electronics5.3M

1.9%

3Farm & Heavy Construction Machinery3.3M

1.1%

Top Industries by Stock Count

1N/A41 stocks

51.9%

2Drug Manufacturers - General3 stocks

3.8%

3Semiconductors2 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR372.4K shares2221.66%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F635.1K shares2.61%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS648.3K shares8.17%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T149.3K shares-0.46%2026-03-312026-05-13

SPYM SPDR SERIES TRUST320.5K shares-0.09%2026-03-312026-05-13

SPYV SPDR SERIES TRUST415.0K shares8.21%2026-03-312026-05-13

USMV ISHARES TR197.3K shares0.35%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR369.8K shares-2.09%2026-03-312026-05-13

Sponsored

BIL SPDR SERIES TRUST70.8K shares142.65%2026-03-312026-05-13

QINT AMERICAN CENTY ETF TR92.8K shares-28.93%2026-03-312026-05-13

SPYG SPDR SERIES TRUST55.7K shares19.90%2026-03-312026-05-13

AAPL APPLE INC21.0K shares-4.74%2026-03-312026-05-13

IVV ISHARES TR7.9K shares-9.04%2026-03-312026-05-13

EFAV ISHARES TR53.5K shares-6.22%2026-03-312026-05-13

LDUR PIMCO ETF TR49.6K shares194.05%2026-03-312026-05-13

USMC PRINCIPAL EXCHANGE TRADED FD61.7K shares-69.93%2026-03-312026-05-13

Sponsored

MINT PIMCO ETF TR38.6K sharesnew addition2026-03-312026-05-13

BOND PIMCO ETF TR41.1K shares93.87%2026-03-312026-05-13

PYLD PIMCO ETF TR120.6K shares26.69%2026-03-312026-05-13

SPSM SPDR SERIES TRUST56.6K shares32.91%2026-03-312026-05-13

JQUA J P MORGAN EXCHANGE TRADED F41.9K shares-35.94%2026-03-312026-05-13

IUSV ISHARES TR25.0K shares-0.36%2026-03-312026-05-13

DE DEERE & CO4.5K shares123.33%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC7.4K shares0.60%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS45.1K shares41.57%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.9K shares2.07%2026-03-312026-05-13

MSFT MICROSOFT CORP5.1K shares-9.26%2026-03-312026-05-13

CASY CASEYS GEN STORES INC2.5K shares12.53%2026-03-312026-05-13

NVDA NVIDIA CORPORATION10.4K shares-1.80%2026-03-312026-05-13

AMZN AMAZON COM INC8.6K shares-3.22%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares-1.80%2026-03-312026-05-13

Sponsored

GLD SPDR GOLD TR3.9K shares24.55%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR25.3K shares-33.03%2026-03-312026-05-13

FENI FIDELITY COVINGTON TRUST36.3K sharesnew addition2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.5K shares1.43%2026-03-312026-05-13

VUG VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-05-13

LLY ELI LILLY & CO1.0K shares0.98%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.2K shares1.47%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.6K shares14.68%2026-03-312026-05-13

Sponsored

META META PLATFORMS INC1.5K shares13.81%2026-03-312026-05-13

MUB ISHARES TR8.3K shares0.07%2026-03-312026-05-13

PMBS PIMCO ETF TR16.8K sharesnew addition2026-03-312026-05-13

V VISA INC2.7K shares6.99%2026-03-312026-05-13

CAT CATERPILLAR INC1.1K shares0.09%2026-03-312026-05-13

LNT ALLIANT ENERGY CORP9.7K shares0.00%2026-03-312026-05-13

SYK STRYKER CORPORATION1.8K shares0.22%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW1.7K shares0.00%2026-03-312026-05-13

Sponsored

CRM SALESFORCE INC2.9K shares-1.10%2026-03-312026-05-13

SLV ISHARES SILVER TR7.4K shares8.55%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS7.4K shares1.21%2026-03-312026-05-13

WRB BERKLEY W R CORP6.9K shares0.44%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS727 sharesnew addition2026-03-312026-05-13

BROADCOM INC BROADCOM INC1.4K shares3.47%2026-03-312026-05-13

RTX RTX CORPORATION2.2K shares0.45%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.8K shares7.64%2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC1.2K shares0.00%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS4.4K sharesnew addition2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L10.2K shares-1.22%2026-03-312026-05-13

XOM EXXON MOBIL CORP2.2K shares11.79%2026-03-312026-05-13

WMT WALMART INC2.8K shares1.80%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.4K shares2.12%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.7K shares6.34%2026-03-312026-05-13

QGRO AMERICAN CENTY ETF TR3.2K shares-97.69%2026-03-312026-05-13

Sponsored

TSLA TESLA INC880 shares2.21%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC1.9K shares17.99%2026-03-312026-05-13

PG PROCTER & GAMBLE CO2.2K shares0.09%2026-03-312026-05-13

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC1.9K shares0.31%2026-03-312026-05-13

BSCS INVESCO EXCH TRD SLF IDX FD14.7K shares1.03%2026-03-312026-05-13

IWB ISHARES TR832 shares0.00%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC2.4K shares1.72%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION1.4K shares1.59%2026-03-312026-05-13

ADBE ADOBE INC1.1K shares0.00%2026-03-312026-05-13

BILS SPDR SERIES TRUST2.8K shares-45.17%2026-03-312026-05-13

BSCQ INVESCO EXCH TRD SLF IDX FD14.0K shares-24.33%2026-03-312026-05-13

BSCR INVESCO EXCH TRD SLF IDX FD13.7K shares-1.10%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS1.2K sharesnew addition2026-03-312026-05-13

MCD MCDONALDS CORP819 shares0.24%2026-03-312026-05-13

SBUX STARBUCKS CORP2.8K shares-0.29%2026-03-312026-05-13

Sponsored

KO COCA COLA CO3.2K shares4.13%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST5.0K shares0.00%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-05-13

NFLX NETFLIX INC.2.2K shares0.00%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO2.5K sharesnew addition2026-03-312026-05-13

VBR VANGUARD INDEX FDS928 sharesnew addition2026-03-312026-05-13

SGOV

ISHARES TR

2221.66%

Shares372.4K

Event2026-03-31

Filed2026-05-13

JEPQ

J P MORGAN EXCHANGE TRADED F

2.61%

Shares635.1K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

8.17%

Shares648.3K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

-0.46%

Shares149.3K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

-0.09%

Shares320.5K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

8.21%

Shares415.0K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES TR

0.35%

Shares197.3K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

-2.09%

Shares369.8K

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

142.65%

Shares70.8K

Event2026-03-31

Filed2026-05-13

QINT

AMERICAN CENTY ETF TR

-28.93%

Shares92.8K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

19.90%

Shares55.7K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-4.74%

Shares21.0K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-9.04%

Shares7.9K

Event2026-03-31

Filed2026-05-13

EFAV

ISHARES TR

-6.22%

Shares53.5K

Event2026-03-31

Filed2026-05-13

LDUR

PIMCO ETF TR

194.05%

Shares49.6K

Event2026-03-31

Filed2026-05-13

USMC

PRINCIPAL EXCHANGE TRADED FD

-69.93%

Shares61.7K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ETF TR

New

Shares38.6K

Event2026-03-31

Filed2026-05-13

BOND

PIMCO ETF TR

93.87%

Shares41.1K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

26.69%

Shares120.6K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

32.91%

Shares56.6K

Event2026-03-31

Filed2026-05-13

JQUA

J P MORGAN EXCHANGE TRADED F

-35.94%

Shares41.9K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

-0.36%

Shares25.0K

Event2026-03-31

Filed2026-05-13

DEERE & CO

123.33%

Shares4.5K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.60%

Shares7.4K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

41.57%

Shares45.1K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

2.07%

Shares1.9K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-9.26%

Shares5.1K

Event2026-03-31

Filed2026-05-13

CASY

CASEYS GEN STORES INC

12.53%

Shares2.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-1.80%

Shares10.4K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-3.22%

Shares8.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-1.80%

Shares3.6K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

24.55%

Shares3.9K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

-33.03%

Shares25.3K

Event2026-03-31

Filed2026-05-13

FENI

FIDELITY COVINGTON TRUST

New

Shares36.3K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.43%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.98%

Shares1.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

1.47%

Shares3.2K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

14.68%

Shares1.6K

Event2026-03-31

Filed2026-05-13