13F Filings History of Wealth Advisors of Iowa, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$304,548,579
Signature - Title
Kellie Masters - Chief Compliance Officer
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisors of Iowa, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisors of Iowa, LLC reported 84 stock holdings with total value $304,548,579 as of Q4 2025. Top holdings included JEPQ, RSP, SPDW, SPYM, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $304,548,579 +$41,228,846 -$25,767,574 +$15,461,272 JEPQ, RSP, SPDW, SPYM, SPYV 13F-HR 05 Feb 2026, 09:11
Q3 2025 83 $293,713,134 +$41,146,862 -$28,048,252 +$13,098,610 JEPQ, RSP, EFAV, SPLG, SPYV 13F-HR 14 Nov 2025, 09:32
Q2 2025 75 $267,555,307 +$71,501,713 -$46,589,715 +$24,911,998 RSP, EFAV, JEPQ, SPLG, SPYV 13F-HR 12 Aug 2025, 09:10
Q1 2025 74 $232,632,725 +$54,819,633 -$18,789,487 +$36,030,146 RSP, JPST, SPLG, USMV, SPYV 13F-HR 12 May 2025, 12:08
Q4 2024 64 $198,307,973 +$9,784,646 -$5,409,272 +$4,375,374 RSP, SPLG, USMV, SPYV, JEPI 13F-HR 11 Feb 2025, 12:20
Q3 2024 69 $196,441,815 +$112,715,895 -$36,719,987 +$75,995,908 RSP, SPLG, USMV, SPYV, JEPI 13F-HR 12 Nov 2024, 09:18
Q2 2024 52 $106,195,459 +$31,635,719 -$82,815,082 -$51,179,363 RSP, XLE, JEPI, SPEM, AAPL 13F-HR 13 Aug 2024, 10:16
Q1 2024 63 $164,407,061 +$22,113,386 -$18,932,134 +$3,181,252 RSP, SPLG, SPYV, USMV, SPDW 13F-HR 07 May 2024, 14:28
Q4 2023 59 $148,963,567 +$7,604,419 -$13,558,114 -$5,953,695 USMV, SPLG, RSP, SPYV, SPDW 13F-HR 08 Feb 2024, 11:12
Q3 2023 59 $142,173,672 +$26,778,049 -$17,669,449 +$9,108,600 SPLG, USMV, RSP, SPYV, SPDW 13F-HR 07 Nov 2023, 12:15
Q2 2023 59 $134,990,034 +$20,716,108 -$17,391,074 +$3,325,034 SPLG, SPDW, USMV, SPYV, IVV 13F-HR 25 Jul 2023, 10:00
Q1 2023 57 $127,990,735 +$28,472,153 -$27,957,291 +$514,862 USMV, SPDW, SPLG, SPYV, IVV 13F-HR 09 May 2023, 10:37
Q4 2022 65 $122,348,439 +$23,343,027 -$17,190,409 +$6,152,618 USMV, SPLG, SPYV, SPDW, IVV 13F-HR 10 Feb 2023, 12:26
Q3 2022 55 $107,063,000 +$28,784,898 -$114,345,504 -$85,560,606 USMV, SPLG, IVV, SPYV, VEA 13F-HR 15 Nov 2022, 10:53
Q2 2022 55 $182,853,000 $0 $0 $0 SPTS, IVV, SPLG, USMV, SPYV New Holdings 28 Jul 2022, 14:38
Q2 2022 55 $182,853,000 $0 $0 $0 SPTS, IVV, SPLG, USMV, SPYV New Holdings 28 Jul 2022, 14:38
Q2 2022 86 $200,903,000 $0 $0 $0 SPTS, IVV, SPLG, USMV, SPYD 13F-HR 27 Jul 2022, 10:33
Q1 2022 61 $196,981,000 +$86,626,097 -$65,521,741 +$21,104,356 IVV, SPLG, SPTS, USMV, SPYD 13F-HR 10 May 2022, 15:01
Q4 2021 59 $182,840,000 +$4,180,142 -$19,428,116 -$15,247,974 IVV, USMV, VGSH, VEA, IUSG 13F-HR 14 Feb 2022, 13:34
Q3 2021 58 $183,380,000 +$77,596,517 -$82,897,125 -$5,300,608 IVV, USMV, VGSH, VEA, IUSG 13F-HR 09 Nov 2021, 11:41
Q2 2021 54 $191,626,000 +$8,498,268 -$6,167,590 +$2,330,678 IEMG, VEA, RSP, IVV, IUSV 13F-HR 26 Jul 2021, 09:35
Q1 2021 52 $172,372,000 +$67,226,481 -$56,116,100 +$11,110,381 IEMG, VEA, RSP, IVV, IUSV 13F-HR 29 Apr 2021, 10:42
Q4 2020 41 $161,445,000 +$42,464,141 -$40,342,936 +$2,121,205 VGSH, USMV, IVV, IEMG, IUSV 13F-HR 12 Feb 2021, 10:35
Q3 2020 31 $143,081,000 +$48,008,936 -$33,880,066 +$14,128,870 VGSH, USMV, IVV, IUSV, GLD 13F-HR 28 Oct 2020, 12:16
Q2 2020 29 $132,712,000 +$21,086,169 -$28,100,888 -$7,014,719 USMV, VGSH, QQQ, GLD, IJH 13F-HR 07 Aug 2020, 11:12
Q1 2020 26 $124,730,000 $0 $0 $0 USMV, VGSH, QQQ, EFAV, AGG 13F-HR 28 Apr 2020, 11:05