Wealth Advisors of Iowa, LLC: 13F holdings
CIK 18030052026Q2
| Positions | 90 |
|---|
| Reported value | $369.2m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 90 (+3 vs prior quarter) |
|---|
| Reported value | $369.2m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JEPQ J P MORGAN EXCHANGE TRADED F | 674,013 | $41.4m | 11.2% |
| EWU SPDR INDEX SHS FDS | 696,738 | $35.1m | 9.5% |
| RSP INVESCO EXCHANGE TRADED FD T | 146,535 | $31.2m | 8.4% |
| SPYM SPDR SERIES TRUST | 350,771 | $30.8m | 8.3% |
| SPYV SPDR SERIES TRUST | 456,134 | $27.7m | 7.5% |
| SGOV ISHARES TR | 194,962 | $19.6m | 5.3% |
| USMV ISHARES TR | 197,413 | $19.0m | 5.2% |
| SPYG SPDR SERIES TRUST | 135,000 | $16.1m | 4.4% |
| XLU SELECT SECTOR SPDR TR | 331,564 | $15.0m | 4.1% |
| SPMO INVESCO EXCH TRADED FD TR II | 82,862 | $13.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803005")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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