Wealth Advisors of Iowa, LLC
Wealth Advisors of Iowa, LLC is an investment advisory firm headquartered in West Des Moines, Iowa. The firm provides financial advisory and investment management services, focusing on serving individual and institutional clients. Registered as an SEC investment adviser, Wealth Advisors of Iowa manages portfolios with a mix of exchange-traded funds (ETFs), equities, and other securities. The firm was founded in 2020 and employs a team of financial professionals dedicated to portfolio construction, wealth management, and long-term investment planning.
Investment Strategy
Wealth Advisors of Iowa, LLC primarily builds diversified client portfolios using exchange-traded funds (ETFs) and equities with a focus on broad market exposure, risk mitigation, and balancing growth and income objectives. Their reported 13F filings reveal significant allocations to S&P 500 equal weight and sector strategies, equity premium funds, and minimum volatility products. The firm aims to deliver consistent returns by staying invested in diversified indices and opportunistically adjusting exposures based on market conditions while retaining a long-term perspective.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 10.22% | $27.3M | 150,461 | $156.15 | $181.74 | -$12.4M |
E EFAV | ISHARES TR | 9.81% | $26.3M | 312,395 | $81.17 | $84.06 | +$14.8M |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 9.21% | $24.6M | 453,041 | $54.52 | $54.40 | +$21.0M |
S SPLG | SPDR SERIES TRUST | 8.88% | $23.8M | 326,972 | $67.52 | $72.69 | +$2.1M |
S SPYV | SPDR SERIES TRUST | 7.06% | $18.9M | 360,928 | $52.70 | $52.34 | +$846.8K |