Wealth Advisors of Iowa, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 74Value: $232.6MLatest: 2025Q1

Wealth Advisors of Iowa, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 74 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ADBE",
  "GOOGL",
  null,
  "AVGO",
  null,
  "WRB",
  null,
  null,
  null,
  "MCD",
  "ITW",
  "MUB",
  "META",
  "MSFT",
  null,
  null,
  "PEP",
  "IVV",
  "AAPL",
  "EFAV",
  "NVDA",
  "PG",
  "MRK",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  null,
  null,
  "AMZN",
  null,
  "VUG",
  "VTV",
  "V",
  "WMT",
  null,
  "LNT",
  null,
  "CRM",
  null,
  "IUSV",
  "SPYV",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CASY",
  "CVX",
  "KO",
  "STZ",
  "COST",
  "DE",
  null,
  "RSP",
  "USMV",
  "IWB",
  "MAR",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 74
Total Value: 232632725
Accession Number: 0001803005-25-000003
Form Type: 13F-HR
CIK: wealth-advisors-of-iowa
Manager Name: Wealth-Advisors-Of-Iowa

Data Enrichment

73% identified

54 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $232.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46137V357

RSP|46137V357

Shares:229.6K

Value:$39.8M

% of Portfolio:17.1% ($39.8M/$232.6M)

46641Q837

Shares:530.8K

Value:$26.9M

% of Portfolio:11.6% ($26.9M/$232.6M)

78464A854

SPLG|78464A854

Shares:329.5K

Value:$21.7M

% of Portfolio:9.3% ($21.7M/$232.6M)

46429B697

USMV|46429B697

Shares:195.8K

Value:$18.3M

% of Portfolio:7.9% ($18.3M/$232.6M)

78464A508

SPYV|78464A508

Shares:353.3K

Value:$18.0M

% of Portfolio:7.8% ($18.0M/$232.6M)

46641Q332

Shares:271.6K

Value:$15.5M

% of Portfolio:6.7% ($15.5M/$232.6M)

81369Y886

Shares:164.3K

Value:$13.0M

% of Portfolio:5.6% ($13.0M/$232.6M)

46429B689

EFAV|46429B689

Shares:146.8K

Value:$11.4M

% of Portfolio:4.9% ($11.4M/$232.6M)

464287200

IVV|464287200

Shares:8.8K

Value:$4.9M

% of Portfolio:2.1% ($4.9M/$232.6M)

Apple Inc.

AAPL|037833100

Shares:17.5K

Value:$3.9M

% of Portfolio:1.7% ($3.9M/$232.6M)

46654Q203

Shares:71.2K

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$232.6M)

69344A107

Shares:62.2K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$232.6M)

78464A409

SPYG|78464A409

Shares:38.2K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$232.6M)

78463X889

SPDW|78463X889

Shares:71.6K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$232.6M)

81369Y209

Shares:17.7K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$232.6M)

72201R775

Shares:26.4K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$232.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$232.6M)

464287663

IUSV|464287663

Shares:25.6K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$232.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$232.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.6K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$232.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	229.6K	QoQ +1.72% (+3.9K) YoY +7.76% (+16.5K)	All Managers (Combined)	$39.8M	17.1% ($39.8M/$232.6M)	QoQ +0.56% (+$224.4K) YoY +10.22% (+$3.7M)
(cusip46641Q837)✕	530.8K	QoQ NEW(+530.8K) YoY +4682.43% (+519.7K)	All Managers (Combined)	$26.9M	11.6% ($26.9M/$232.6M)	QoQ NEW(+$26.9M) YoY +4699.72% (+$26.3M)
(SPLGcusip78464A854)	329.5K	QoQ -2.31% (-7.8K) YoY -5.61% (-19.6K)	All Managers (Combined)	$21.7M	9.3% ($21.7M/$232.6M)	QoQ -6.82% (-$1.6M) YoY +0.87% (-$187.5K)
(USMVcusip46429B697)	195.8K	QoQ +2.32% (+4.4K) YoY +6.32% (+11.6K)	All Managers (Combined)	$18.3M	7.9% ($18.3M/$232.6M)	QoQ +7.93% (+$1.3M) YoY +19.14% (+$2.9M)
(SPYVcusip78464A508)	353.3K	QoQ +7.21% (+23.8K) YoY +12.13% (+38.2K)	All Managers (Combined)	$18.0M	7.8% ($18.0M/$232.6M)	QoQ +7.06% (+$1.2M) YoY +14.30% (+$2.3M)
(cusip46641Q332)✕	271.6K	QoQ +12.09% (+29.3K) YoY +95.07% (+132.3K)	All Managers (Combined)	$15.5M	6.7% ($15.5M/$232.6M)	QoQ +11.33% (+$1.6M) YoY +92.64% (+$7.5M)
(cusip81369Y886)✕	164.3K	QoQ +5.77% (+9.0K) YoY NEW(+164.3K)	All Managers (Combined)	$13.0M	5.6% ($13.0M/$232.6M)	QoQ +10.19% (+$1.2M) YoY NEW(+$13.0M)
(EFAVcusip46429B689)	146.8K	QoQ NEW(+146.8K) YoY +4035.63% (+143.3K)	All Managers (Combined)	$11.4M	4.9% ($11.4M/$232.6M)	QoQ NEW(+$11.4M) YoY +4446.39% (+$11.2M)
(IVVcusip464287200)	8.8K	QoQ -28.02% (-3.4K) YoY -28.21% (-3.4K)	All Managers (Combined)	$4.9M	2.1% ($4.9M/$232.6M)	QoQ -31.29% (-$2.2M) YoY -23.27% (-$1.5M)
Apple Inc.(AAPLcusip037833100)	17.5K	QoQ -1.60% (-286) YoY -4.51% (-829)	All Managers (Combined)	$3.9M	1.7% ($3.9M/$232.6M)	QoQ -12.71% (-$567.1K) YoY +23.68% (-$745.1K)
(cusip46654Q203)✕	71.2K	QoQ -48.04% (-65.9K) YoY +40.70% (+20.6K)	All Managers (Combined)	$3.7M	1.6% ($3.7M/$232.6M)	QoQ -52.28% (-$4.0M) YoY +34.32% (+$942.5K)
(cusip69344A107)✕	62.2K	QoQ +75.12% (+26.7K) YoY NEW(+62.2K)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$232.6M)	QoQ +75.76% (+$1.3M) YoY NEW(+$3.1M)
(SPYGcusip78464A409)	38.2K	QoQ -28.57% (-15.3K) YoY +8.91% (+3.1K)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$232.6M)	QoQ -34.69% (-$1.6M) YoY +19.66% (+$504.3K)
(SPDWcusip78463X889)	71.6K	QoQ -79.60% (-279.3K) YoY -78.23% (-257.2K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$232.6M)	QoQ -78.24% (-$9.4M) YoY -77.88% (-$9.2M)
(cusip81369Y209)✕	17.7K	QoQ NEW(+17.7K) YoY NEW(+17.7K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$232.6M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(cusip72201R775)✕	26.4K	QoQ +60.51% (+9.9K) YoY NEW(+26.4K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$232.6M)	QoQ +64.15% (+$952.6K) YoY NEW(+$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$232.6M)	QoQ +17.25% (+$352.6K) YoY +25.84% (+$492.0K)
(IUSVcusip464287663)	25.6K	QoQ +0.04% (-11) YoY -1.96% (-514)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$232.6M)	QoQ -0.27% (-$6.6K) YoY +0.03% (-$860)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.1K	QoQ -0.24% (-5) YoY -1.89% (-40)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$232.6M)	QoQ +2.97% (-$56.4K) YoY +26.64% (-$411.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.6K	QoQ -2.40% (-90) YoY -3.77% (-143)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$232.6M)	QoQ +14.66% (-$248.6K) YoY +21.87% (-$348.8K)