Wealth Advisors of Iowa, LLC - Portfolio overview

Wealth Advisors of Iowa, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 10.40%
2. JEPQ - J P MORGAN EXCHANGE TRADED F, 9.78%
3. SPDW - SPDR INDEX SHS FDS, 8.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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