Wealth Advisors of Iowa, LLC

CIK 0001803005 · Q1 2026

13F Equity AUM

$323.2M

+6.1% QoQ

Positions

+3 QoQ

AUM Rank

#5,655

Top 45%

Skill Alpha (FF)

-4.8%/yr

Underperformer

Rank #7,349 · Top 89%

vs S&P -10.4%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 48.1%Top 10: 70.2%Top 20: 83.5%

SGOV11.6%

JEPQ10.9%

SPDW9.2%

RSP8.9%

SPYM7.6%

SPYV7.3%

USMV5.7%

XLU5.3%

BIL2.0%

QINT1.9%

Others (77)29.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.1%

Technology3.5%

Other7.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 87Median: 0.25%Avg: 1.15%

0–0.5%

54(8.2%)

0.5–1%

15(10.1%)

1–3%

10(15.4%)

3–5%

0(0.0%)

5%+

8(66.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 86Unique: 1vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.8%

1.6%

1.7%

2.5%

1.7%

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New10Increased45Decreased22Exited7

New Positions

MINT1.2%

+39K

FENI0.4%

+36K

PMBS0.3%

+17K

VOO0.1%

+727

VYMI0.1%

+4K

VIG0.1%

+1K

BMY0.1%

+4K

BAC0.1%

+4K

VBR0.1%

+928

WFC0.1%

+3K

Increased

SGOV11.6%

+356K(+2222%)

SPDW9.2%

+49K(+8%)

BIL2.0%

+42K(+143%)

LDUR1.5%

+33K(+194%)

SPYV7.3%

+31K(+8%)

PYLD1.0%

+25K(+27%)

BOND1.2%

+20K(+94%)

JEPQ10.9%

+16K(+3%)

SPSM0.8%

+14K(+33%)

SPEM0.7%

+13K(+42%)

Decreased

USMC1.2%

-143,403(-70%)

QGRO0.1%

-134,674(-98%)

QINT1.9%

-37,778(-29%)

JQUA0.8%

-23,484(-36%)

XLE0.5%

-12,501(-33%)

XLU5.3%

-7,902(-2%)

BSCQ0.1%

-4,505(-24%)

EFAV1.5%

-3,548(-6%)

BILS0.1%

-2,289(-45%)

AAPL1.6%

-1,045(-5%)

Exited

-99,858

-31,323

-7,445

-1,065

-840

-18,575

-22,224

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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