Wealth Advisors of Iowa, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$646.5M
Holdings
87
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Held since at least Q1 2024
11.6%
02
$JEPQ
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
10.9%
03
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
9.2%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
8.9%
05
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
7.6%
06
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
7.3%
07
$USMV
ISHARES TR
Held since at least Q1 2024
5.7%
08
$XLU
SELECT SECTOR SPDR TR
Held since at least Q1 2024
5.2%
09
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
10
$QINT
AMERICAN CENTY ETF TR
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:02 UTC.