Wealth Advisors of Iowa, LLC
Long book
$323.2M
Q1 2026
Positions
87
Top-10 weight
70%
concentration
Last quarter
+8.6%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsWealth Advisors of Iowa, LLC is a wealth-management firm allocating client money, running a $323.2M US long book across 87 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES 0-3 MONTH TREASURY B, JPM NASDAQ EQUITY PREMIUM, STE STR SPDR PT DW EU ETF, INVESCO S&P 500 EQUAL WEIGHT, STE STR SPDR PT S&P 500 ETF.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.9%
Q2 2024
+5.1%
Q3 2024
-0.6%
Q4 2024
-0.4%
Q1 2025
+4.9%
Q2 2025
+5.5%
Q3 2025
+2.4%
Q4 2025
-1.1%
Q1 2026
+8.6%
Sector allocation
Technology 40%
Consumer discretionary 17%
Financials 14%
Industrials 10%
Healthcare 6%
Services media 4%
Utilities 3%
Consumer staples 2%
Long book by quarter
What does Wealth Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 21.0K | $5.3M | 1.6% | -4.7% |
| DE DEERE & CO | Industrials | 4.5K | $2.5M | 0.8% | +123.3% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 3 | $2.2M | 0.7% | Held |
| GOOG ALPHABET INC-CL C | Technology | 7.4K | $2.1M | 0.7% | +0.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.9K | $1.9M | 0.6% | +2.1% |
| MSFT MICROSOFT CORP | Technology | 5.1K | $1.9M | 0.6% | -9.3% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 2.5K | $1.8M | 0.6% | +12.5% |
| NVDA NVIDIA CORP | Technology | 10.4K | $1.8M | 0.6% | -1.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.6K | $1.8M | 0.6% | -3.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.6K | $1.7M | 0.5% | -1.8% |
| JPM JPMORGAN CHASE & CO | Financials | 3.5K | $1.0M | 0.3% | +1.4% |
| LLY ELI LILLY & CO | Healthcare | 1.0K | $951K | 0.3% | +1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 3.2K | $912K | 0.3% | +1.5% |
| META META PLATFORMS INC-CLASS A | Technology | 1.5K | $886K | 0.3% | +13.8% |
| V VISA INC-CLASS A SHARES | Services media | 2.7K | $819K | 0.3% | +7.0% |
| CAT CATERPILLAR INC | Industrials | 1.1K | $747K | 0.2% | +0.1% |
| LNT ALLIANT ENERGY CORP | Utilities | 9.7K | $693K | 0.2% | Held |
| SYK STRYKER CORP | Healthcare | 1.8K | $586K | 0.2% | +0.2% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 1.7K | $553K | 0.2% | Held |
| CRM SALESFORCE INC | Technology | 2.9K | $539K | 0.2% | -1.1% |
| WRB WR BERKLEY CORP | Financials | 6.9K | $458K | 0.1% | +0.4% |
| AVGO BROADCOM INC | Technology | 1.4K | $434K | 0.1% | +3.5% |
| RTX RTX CORP | Industrials | 2.2K | $431K | 0.1% | +0.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.8K | $431K | 0.1% | +7.6% |
| AMAT APPLIED MATERIALS INC | Technology | 1.2K | $426K | 0.1% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 10.2K | $385K | 0.1% | -1.2% |
| XOM EXXON MOBIL CORP | Energy | 2.2K | $380K | 0.1% | +11.8% |
| WMT WALMART INC | Consumer discretionary | 2.8K | $351K | 0.1% | +1.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.4K | $351K | 0.1% | +2.1% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.7K | $341K | 0.1% | +6.3% |
| TSLA TESLA INC | Industrials | 880 | $327K | 0.1% | +2.2% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 1.9K | $321K | 0.1% | +18.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.2K | $318K | 0.1% | +0.1% |
| PEP PEPSICO INC | Consumer staples | 1.9K | $300K | 0.1% | +0.3% |
| MRK MERCK & CO. INC. | Healthcare | 2.4K | $292K | 0.1% | +1.7% |
| CVX CHEVRON CORP | Energy | 1.4K | $291K | 0.1% | +1.6% |
| ADBE ADOBE INC | Technology | 1.1K | $277K | 0.1% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 819 | $254K | 0.1% | +0.2% |
| SBUX STARBUCKS CORP | Consumer discretionary | 2.8K | $248K | 0.1% | -0.3% |
| KO COCA-COLA CO/THE | Consumer staples | 3.2K | $245K | 0.1% | +4.1% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 3.6K | $219K | 0.1% | New |
| NFLX NETFLIX INC | Services media | 2.2K | $211K | 0.1% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 4.1K | $206K | 0.1% | New |
| WFC WELLS FARGO & CO | Financials | 2.5K | $203K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 87 | $323.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 84 | $304.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 83 | $293.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 75 | $267.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 74 | $232.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 64 | $198.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 69 | $196.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 53 | $179.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 63 | $164.4M | canonical | SEC ↗ |