Wealth Advisors of Iowa, LLC

Q1 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$323,244
Net value change ($000)
+18,695 (6.1%)
New positions
10
Sold out positions
7
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 35,875 2228.3%
MINT 3,881 NEW
BIL 3,819 143.3%
LDUR 3,132 193.6%
SPDW 2,979 11.2%
BOND 1,818 92.2%
SPYV 1,693 7.8%
DE 1,597 170.3%
FENI 1,351 NEW
XLU 846 5.2%
Top Reduces (Value $000, Stocks/ETFs)
QGRO -15,453 -97.9%
USMC -10,072 -71.8%
JPST -5,052 -100.0%
SPMO -3,737 -100.0%
QINT -2,311 -27.6%
JQUA -1,562 -37.8%
SPYM -1,202 -4.7%
MSFT -827 -30.5%
IVV -791 -13.2%
JEPQ -714 -2.0%
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