Wealth Advisors of Iowa
Wealth Advisors of Iowa reported 90 stocks worth $369M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are JEPQ (11.2%), SPDW (9.5%) and RSP (8.4%). Compared with Q1 2026, the fund opened new positions in SPMO, ABBV and UNP, added to JEPQ, SPDW and SPYM, trimmed RSP, SGOV and XLU and sold out of NFLX and VZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JEPQ J P Morgan Exchange Traded F | $41.4M | 11.2% | 674K | +39K (+6%) | 8 of 8 | |
| 2 |  SPDW Spdr Developed | $35.1M | 9.5% | 697K | +48K (+7%) | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $31.2M | 8.4% | 147K | −2,759 (−2%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $30.8M | 8.3% | 351K | +30K (+9%) | 8 of 8 | |
| 5 |  SPYV State Street | $27.7M | 7.5% | 456K | +41K (+10%) | 8 of 8 | |
| 6 |  SGOV Ishares TR | $19.6M | 5.3% | 195K | −177K (−48%) | 4 of 8 | |
| 7 |  USMV Ishares TR | $19M | 5.2% | 197K | No change | 8 of 8 | |
| 8 |  SPYG Spdr Series Trust | $16.1M | 4.3% | 135K | +79K (+142%) | 8 of 8 | |
| 9 |  XLU Select Sector Spdr TR | $15M | 4.1% | 332K | −38K (−10%) | 8 of 8 | |
| 10 |  SPMO Invesco S&P | $13.4M | 3.6% | 83K | New position | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Advisors of Iowa 13F FAQ
What does Wealth Advisors of Iowa own?
Wealth Advisors of Iowa reported 90 stocks worth $369M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are JEPQ (11.2%), SPDW (9.5%) and RSP (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Advisors of Iowa buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 26 added to, 37 trimmed and 2 sold out. New positions include SPMO, ABBV and UNP. It sold all of NFLX and VZ.
When will Wealth Advisors of Iowa file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Advisors of Iowa's portfolio worth?
The Q2 2026 filing reports $369M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.