Wealth Advisors of Iowa, LLC

Q2 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$369,195
Net value change ($000)
+45,951 (14.2%)
New positions
5
Sold out positions
2
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPMO 13,386 NEW
SPYG 10,606 194.3%
XLE 10,512 676.9%
SPYM 6,294 25.7%
JEPQ 6,165 17.5%
SPDW 5,513 18.6%
SPYV 4,246 18.1%
RSP 2,526 8.8%
SPSM 1,459 53.4%
VYMI 919 223.1%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -17,858 -47.6%
XLU -1,937 -11.4%
MINT -1,329 -34.2%
QINT -1,304 -21.5%
FENI -837 -62.0%
EFAV -410 -8.4%
GLD -249 -14.9%
NFLX -211 -100.0%
VZ -206 -100.0%
COST -121 -6.3%
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