Wealth Advisors of Iowa, LLC

Q3 2025 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$293,713
Net value change ($000)
+26,158 (9.8%)
New positions
12
Sold out positions
4
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USMC 10,211 258.8%
JEPQ 9,720 39.4%
QINT 6,265 NEW
SPMO 3,761 NEW
XLU 2,453 18.1%
SPYV 2,243 11.9%
PYLD 2,160 NEW
SPYM 1,364 5.7%
QGRO 1,343 9.1%
LDUR 1,312 NEW
Top Reduces (Value $000, Stocks/ETFs)
JQUA -11,025 -72.5%
JPST -8,242 -55.1%
PULS -2,503 -80.8%
BUCK -1,836 -100.0%
BILS -728 -74.6%
CGMS -467 -100.0%
BOND -347 -15.0%
COST -270 -13.4%
DIS -206 -100.0%
SPEM -205 -12.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type