Wealth Advisors of Iowa, LLC
91 holdingsFiling period: 2026-06-30Current AUM: $374.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JEPQ | J P Morgan Exchange Traded F | 674.0K | $41.4M | $39.8M | 10.62% | +38.9K | 2026-06-30 |
| 2 | SPDW | Spdr Index Shs Fds | 696.7K | $35.1M | $34.3M | 9.16% | +48.4K | 2026-06-30 |
| 3 | RSP | Invesco Exchange Traded FD T | 146.5K | $31.2M | $31.8M | 8.50% | -2,759 | 2026-06-30 |
| 4 | SPYM | Spdr Series Trust | 350.8K | $30.8M | $31.6M | 8.43% | +30.3K | 2026-06-30 |
| 5 | SPYV | Spdr Series Trust | 456.1K | $27.7M | $29.2M | 7.79% | +41.1K | 2026-06-30 |
| 6 | SGOV | iShares TR | 195.0K | $19.6M | $19.6M | 5.24% | -177,433 | 2026-06-30 |
| 7 | USMV | iShares TR | 197.4K | $19.0M | $20.4M | 5.45% | +82 | 2026-06-30 |
| 8 | SPYG | Spdr Series Trust | 135.0K | $16.1M | $16.1M | 4.31% | +79.3K | 2026-06-30 |
| 9 | XLU | Select Sector Spdr TR | 331.6K | $15.0M | $14.1M | 3.77% | -38,229 | 2026-06-30 |
| 10 | SPMO | Invesco Exch Traded FD TR II | 82.9K | $13.4M | $11.6M | 3.11% | -- | 2026-06-30 |
| 11 | XLE | Select Sector Spdr TR | 227.2K | $12.1M | $15.8M | 4.22% | +201.8K | 2026-06-30 |
| 12 | BIL | Spdr Series Trust | 71.1K | $6.5M | $6.5M | 1.74% | +394 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 21.0K | $6.1M | $7.2M | 1.93% | -25 | 2026-06-30 |
| 14 | IVV | iShares TR | 7.6K | $5.7M | $5.9M | 1.57% | -301 | 2026-06-30 |
| 15 | LDUR | PIMCO ETF TR | 50.3K | $4.8M | $4.8M | 1.27% | +763 | 2026-06-30 |
| 16 | QINT | American Centy ETF TR | 68.7K | $4.8M | $4.7M | 1.26% | -24,115 | 2026-06-30 |
| 17 | EFAV | iShares TR | 51.0K | $4.5M | $4.9M | 1.31% | -2,444 | 2026-06-30 |
| 18 | SPSM | Spdr Series Trust | 72.7K | $4.2M | $3.9M | 1.05% | +16.1K | 2026-06-30 |
| 19 | USMC | Principal Exchange Traded FD | 56.6K | $4.2M | $4.3M | 1.15% | -5,095 | 2026-06-30 |
| 20 | BOND | PIMCO ETF TR | 41.5K | $3.8M | $3.7M | 0.98% | +439 | 2026-06-30 |
| 21 | PYLD | PIMCO ETF TR | 120.7K | $3.2M | $3.1M | 0.82% | +167 | 2026-06-30 |
| 22 | SPEM | Spdr Index Shs Fds | 58.1K | $3.0M | $2.9M | 0.77% | +13.1K | 2026-06-30 |
| 23 | JQUA | J P Morgan Exchange Traded F | 40.5K | $2.9M | $3.1M | 0.83% | -1,391 | 2026-06-30 |
| 24 | DE | Deere & Co | 4.5K | $2.9M | $2.9M | 0.77% | +1 | 2026-06-30 |
| 25 | IUSV | iShares TR | 24.0K | $2.6M | $2.8M | 0.74% | -1,013 | 2026-06-30 |
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