Wealth Advisors of Iowa, LLC holds a focused book of 90 stocks worth $369.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed Invesco S&P 500 Equal Weight. Their largest long position is JPM Nasdaq Equity Premium at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Advisors of Iowa, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $593.5B |
| UBS Group AG | 80 / 80 | $151.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $105.9B |
| LPL Financial LLC | 80 / 80 | $103.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $94.6B |
| Cetera Investment Advisers | 80 / 80 | $25.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $22.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.5B |
Ranked by how many of Wealth Advisors of Iowa, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $41.4M | 674.0K | 11.2% | ▲+6.1% Added · +39K sh | |
| 2 | SPDR Index SHS FDS ST STR PO EX ETF | $35.1M | 696.7K | 9.5% | ▲+7.5% Added · +48K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 EQL WGT | $31.2M | 146.5K | 8.4% | ▼−1.8% Reduced · −3K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $30.8M | 350.8K | 8.3% | ▲+9.4% Added · +30K sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $27.7M | 456.1K | 7.5% | ▲+9.9% Added · +41K sh | |
| 6 | Ishares TR 0-3 MTH TREASURY | $19.6M | 195.0K | 5.3% | ▼−48% Reduced · −177K sh | |
| 7 | Ishares TR MSCI USA MIN ETF | $19.0M | 197.4K | 5.2% | ▲~0% Added · +82 sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $16.1M | 135.0K | 4.4% | ▲+142% Added · +79K sh | |
| 9 | Select Sector SPDR TR ST STR UTIL ETF | $15.0M | 331.6K | 4.1% | ▼−10% Reduced · −38K sh | |
| 10 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $13.4M | 82.9K | 3.6% | ▲New New position | |
| 11 | Select Sector SPDR TR ST STR ENERG ETF | $12.1M | 227.2K | 3.3% | ▲+796% Added · +202K sh | |
| 12 | SPDR Series Trust ST STR BLO 1 ETF | $6.5M | 71.1K | 1.8% | ▲+0.6% Added · +394 sh | |
| 13 | Apple Inc COM | $6.1M | 21.0K | 1.6% | ▼−0.1% Reduced · −25 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $5.7M | 7.6K | 1.5% | ▼−3.8% Reduced · −301 sh | |
| 15 | Pimco ETF TR ENHNCD LW DUR AC | $4.8M | 50.3K | 1.3% | ▲+1.5% Added · +763 sh | |
| 16 | American Centy ETF TR QUALITY DIVRSFED | $4.8M | 68.7K | 1.3% | ▼−26% Reduced · −24K sh | |
| 17 | Ishares TR MSCI EAFE MIN VL | $4.5M | 51.0K | 1.2% | ▼−4.6% Reduced · −2K sh | |
| 18 | SPDR Series Trust ST STR SP600 SML | $4.2M | 72.7K | 1.1% | ▲+29% Added · +16K sh | |
| 19 | Principal Exchange Traded FD US MEGA CP ETF | $4.2M | 56.6K | 1.1% | ▼−8.3% Reduced · −5K sh | |
| 20 | Pimco ETF TR ACTIVE BD ETF | $3.8M | 41.5K | 1.0% | ▲+1.1% Added · +439 sh | |
| 21 | Pimco ETF TR MULTISECTOR BD | $3.2M | 120.7K | 0.9% | ▲+0.1% Added · +167 sh | |
| 22 | SPDR Index SHS FDS ST PORT MARK ETF | $3.0M | 58.1K | 0.8% | ▲+29% Added · +13K sh | |
| 23 | J P Morgan Exchange Traded F US QUALTY FCTR | $2.9M | 40.5K | 0.8% | ▼−3.3% Reduced · −1K sh | |
| 24 | Deere & Co COM | $2.9M | 4.5K | 0.8% | ▲~0% Added · +1 sh | |
| 25 | Ishares TR CORE S&P US VLU | $2.6M | 24.0K | 0.7% | ▼−4.0% Reduced · −1K sh | |
| 26 | Alphabet Inc CAP STK CL C | $2.6M | 7.3K | 0.7% | ▼−1.2% Reduced · −92 sh | |
| 27 | Pimco ETF TR ENHAN SHRT MA AC | $2.6M | 25.3K | 0.7% | ▼−34% Reduced · −13K sh | |
| 28 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.6% | —Held | |
| 29 | Amazon Com Inc COM | $2.0M | 8.5K | 0.6% | ▼−0.7% Reduced · −60 sh | |
| 30 | Caseys Gen Stores Inc COM | $2.0M | 2.5K | 0.5% | ▲~0% Added · +1 sh | |
| 31 | Microsoft Corp COM | $2.0M | 5.4K | 0.5% | ▲+5.4% Added · +277 sh | |
| 32 | Nvidia Corporation COM | $2.0M | 9.9K | 0.5% | ▼−4.4% Reduced · −459 sh | |
| 33 | Costco Wholesale Corporation COM | $1.8M | 1.9K | 0.5% | ▼−0.3% Reduced · −5 sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.6K | 0.5% | ▼−1.1% Reduced · −40 sh | |
| 35 | SPDR Gold TR GOLD SHS | $1.4M | 3.9K | 0.4% | ▼−0.6% Reduced · −23 sh | |
| 36 | Vanguard Whitehall FDS INTL HIGH ETF | $1.3M | 13.6K | 0.4% | ▲+210% Added · +9K sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $1.3M | 1.8K | 0.4% | ▲+13% Added · +197 sh | |
| 38 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.3% | ▼−2.9% Reduced · −30 sh | |
| 39 | Vanguard Index FDS GROWTH ETF | $1.2M | 13.5K | 0.3% | ▲+471% Added · +11K sh | |
| 40 | JPMorgan Chase & Co COM | $1.2M | 3.5K | 0.3% | ▲~0% Added · +1 sh | |
| 41 | Caterpillar Inc COM | $1.1M | 1.1K | 0.3% | —Held | |
| 42 | Alphabet Inc CAP STK CL A | $1.1M | 3.1K | 0.3% | ▼−1.4% Reduced · −45 sh | |
| 43 | Advanced Micro Devices Inc COM | $946K | 1.6K | 0.3% | ▼−3.0% Reduced · −50 sh | |
| 44 | Visa Inc COM CL A | $940K | 2.7K | 0.3% | ▲+1.1% Added · +31 sh | |
| 45 | Applied Matls Inc COM | $900K | 1.2K | 0.2% | —Held | |
| 46 | Ishares TR NATIONAL MUN ETF | $895K | 8.3K | 0.2% | ▲+0.1% Added · +7 sh | |
| 47 | Meta Platforms Inc CL A | $859K | 1.5K | 0.2% | ▼−1.6% Reduced · −25 sh | |
| 48 | Pimco ETF TR MTG BKD SECS ACT | $815K | 16.5K | 0.2% | ▼−2.0% Reduced · −333 sh | |
| 49 | Alliant Energy Corp COM | $737K | 9.7K | 0.2% | ▲~0% Added · +1 sh | |
| 50 | Marriott Intl Inc New CL A | $626K | 1.7K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803005/holdings"
Use Arkolith to show Wealth Advisors of Iowa, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 90 | $369.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 87 | $323.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 84 | $304.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 83 | $293.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 75 | $267.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 74 | $232.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 64 | $198.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 69 | $196.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.