Wealth Advisors of Iowa, LLC

Q4 2025 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$304,549
Net value change ($000)
+10,836 (3.7%)
New positions
3
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPDW 22,284 514.3%
QINT 2,119 33.8%
BIL 1,689 173.1%
JEPQ 1,609 4.7%
SPYV 655 3.1%
SPYM 602 2.4%
SGOV 594 58.5%
AAPL 562 10.3%
VEA 459 NEW
RSP 433 1.5%
Top Reduces (Value $000, Stocks/ETFs)
EFAV -21,273 -81.2%
JPST -1,673 -24.9%
QGRO -310 -1.9%
PULS -226 -38.0%
T -208 -100.0%
NKE -204 -100.0%
SBUX -189 -44.8%
AVGO -155 -24.8%
USMC -120 -0.8%
COST -119 -6.8%
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