Wealth Advisors of Iowa, LLC reported 46 positions worth $44.59M for the quarter ended Jun 30, 2026, up 9.5% on the prior quarter. It opened 2 new positions, added to 15, trimmed 21 and exited 2. Its largest holding is Apple Inc. at 13.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABBV AbbVie Inc. | +882 | – | $221.91K | 0.498% |
| UNP Union Pacific Corp | +800 | – | $217.60K | 0.488% |
| MSFT Microsoft Corp | +277 | +5.4% | $103.32K | 4.48% |
| MRK Merck & Co., Inc. | +166 | +6.8% | $21.33K | 0.747% |
| XOM ExxonMobil Holdings Corp | +80 | +3.6% | $10.94K | 0.711% |
| V Visa Inc. | +31 | +1.1% | $10.63K | 2.11% |
| PEP Pepsico Inc | +78 | +4.0% | $10.56K | 0.611% |
| CVX Chevron Corp | +36 | +2.6% | $5.97K | 0.537% |
| IBM International Business Machines Corp | +9 | +0.6% | $2.53K | 0.918% |
| BMY Bristol Myers Squibb Co | +33 | +0.9% | $1.90K | 0.47% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NFLX Netflix Inc | -2,190 | -100.0% | $210.57K | Exited |
| VZ Verizon Communications Inc | -4,100 | -100.0% | $205.83K | Exited |
| PM Philip Morris International Inc. | -728 | -37.5% | $131.70K | 0.492% |
| NVDA Nvidia Corp | -459 | -4.4% | $91.85K | 4.46% |
| TSLA Tesla, Inc. | -122 | -13.9% | $51.31K | 0.715% |
| LLY ELI LILLY & Co | -30 | -2.9% | $35.99K | 2.7% |
| GOOG Alphabet Inc. | -92 | -1.2% | $32.51K | 5.8% |
| ADBE Adobe Inc. | -150 | -13.2% | $30.75K | 0.455% |
| CRM Salesforce, Inc. | -196 | -6.8% | $30.71K | 0.946% |
| AMD Advanced Micro Devices Inc | -50 | -3.0% | $29.05K | 2.12% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 21.0K | $6.07M | 13.62% | -25 | -0.1% | Reduced | 0% |
| 2 | DE Deere & Co | Industrials | 4,501 | $2.85M | 6.4% | +1 | +0.0% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 7,325 | $2.59M | 5.8% | -92 | -1.2% | Reduced | 0% |
| 4 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.25M | 5.04% | 0 | 0.0% | Unchanged | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 8,539 | $2.04M | 4.56% | -60 | -0.7% | Reduced | 0% |
| 6 | CASY Caseys General Stores Inc | Consumer Staples | 2,525 | $2.01M | 4.5% | +1 | +0.0% | Added | 0.01% |
| 7 | MSFT Microsoft Corp | Technology | 5,360 | $2.00M | 4.48% | +277 | +5.4% | Added | 0% |
| 8 | NVDA Nvidia Corp | Technology | 9,934 | $1.99M | 4.46% | -459 | -4.4% | Reduced | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 1,915 | $1.79M | 4.02% | -5 | -0.3% | Reduced | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,564 | $1.78M | 4% | -40 | -1.1% | Reduced | 0% |
| 11 | GLD Spdr Gold Trust | Financial Services | 3,873 | $1.43M | 3.2% | -23 | -0.6% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 1,004 | $1.20M | 2.7% | -30 | -2.9% | Reduced | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 3,550 | $1.16M | 2.61% | +1 | +0.0% | Added | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 1,054 | $1.12M | 2.52% | 0 | 0.0% | Unchanged | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 3,127 | $1.12M | 2.51% | -45 | -1.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Wealth Advisors of Iowa.
As of its Q2 2026 13F filing, Wealth Advisors of Iowa, LLC’s five largest positions were Apple Inc. (AAPL) at 13.6%, Deere & Co (DE) at 6.4%, Alphabet Inc. (GOOG) at 5.8%, Berkshire Hathaway Inc (BRK-A) at 5.0%, Amazon Com Inc (AMZN) at 4.6% of the reported portfolio.
Wealth Advisors of Iowa, LLC reported a 13F portfolio worth $44.59M across 46 positions for Q2 2026. That is up 9.5% from the previous quarter.
Its largest purchases by value were AbbVie Inc. ($221.91K), Union Pacific Corp ($217.60K), Microsoft Corp ($103.32K). It opened 2 new positions.
Its largest sales by value were Netflix Inc ($210.57K), Verizon Communications Inc ($205.83K), Philip Morris International Inc. ($131.70K). It exited 2 positions entirely.
From the Form 13F-HR reports Wealth Advisors of Iowa, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.