Wealth Advisors of Iowa, LLC ETF holdings
West Des Moines, IA
Reported $326.4M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$326.4M
ETFs held
46
Change from prior quarter
+14.7%
With price moves
ETFs as a share of its 13F
88.4%
of $369.2M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $41.4M | 674,013 | +38,926 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $35.1M | 696,738 | +48,417 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $31.2M | 146,535 | −2,759 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $30.8M | 350,771 | +30,265 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $27.7M | 456,134 | +41,115 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $19.6M | 194,962 | −177,433 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $19.0M | 197,413 | +82 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $16.1M | 135,000 | +79,253 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $15.0M | 331,564 | −38,229 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $13.4M | 82,862 | New position |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803005. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Advisors of Iowa, LLC own?
Wealth Advisors of Iowa, LLC reported 46 ETF positions worth $326.4M in its Form 13F for June 30, 2026. The largest was JEPQ, at $41.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.