Wealth Advisors of Iowa, LLC
•CIK: 1803005•Filing: Q4 2025
**Wealth Advisors of Iowa, LLC** manages $305M across a portfolio of 84 positions, exhibiting a clear focus on income-generating and defensive equity strategies. The top holdings reveal significant allocations to covered call and dividend-focused ETFs, notably JEPQ at $36.0M and RSP at $28.7M. Further concentration is evident in broad market income plays, including SPDW ($26.6M) and SPYM ($25.7M). This structure suggests a mandate prioritizing consistent yield generation within the current market environment.
Total AUM
$304.5M
QoQ Performance
+3.7%
Positions
61
Top 10 Concentration
69.5%
Latest Filing
Q4 2025
Top Holdings Allocation
JEPQ
RSP
SPDW
SPYM
SPYV
USMV
XLU
QGRO
JEPQ11.8%
RSP9.4%
SPDW8.7%
SPYM8.4%
SPYV7.2%
USMV6.1%
XLU5.3%
QGRO5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.0%
Technology5.7%
Financial2.0%
ETF2.0%
Consumer1.8%
Industrial0.6%
Healthcare0.6%
Consumer Staples0.2%
Changes from Q3 2025
NEW3 new positions
↑40 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023