Titelia

Holdings of Wealth Advisors of Iowa, LLC

83 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.9 % of the equity sleeve

Sector breakdown

  • Funds 19.3 %
  • Technology 3.6 %
  • Financials 1.9 %
  • Consumer discretionary 1.6 %
  • Communication 1.4 %
  • Industrials 1.2 %
  • Consumer staples 1.1 %
  • Health care 0.8 %
  • Utilities 0.2 %
  • Energy 0.1 %
  • Unattributed 69.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US83319.8M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 372,39537.5M $
2J P Morgan Exchange Traded Fund Trust 635,08735.3M $
3State Street SPDR Portfolio Developed World ex-US ETF 648,32129.6M $
4Invesco S&P 500 Equal Weight ETF 149,29428.7M $
5SPDR Series Trust 320,50624.5M $
6SPDR Series Trust 415,01923.5M $
7iShares MSCI USA Min Vol Factor ETF 197,33118.3M $
8State Street Utilities Select Sector SPDR ETF 369,79317M $
9SPDR Series Trust 70,7546.5M $
10American Century Quality Diversified International ETF 92,8006.1M $
11SPDR Series Trust 55,7475.5M $
12Apple Inc 21,0155.3M $
13iShares Core S&P 500 ETF 7,9315.2M $
14iShares MSCI EAFE Min Vol Factor ETF 53,4594.9M $
15PIMCO ETF TR 49,5764.8M $
16Principal U.S. Mega-Cap ETF 61,6594M $
17PIMCO Enhanced Short Maturity 38,5953.9M $
18PIMCO ETF Trust 41,0683.8M $
19PIMCO Multisector Bond Active 120,5513.2M $
20SPDR Series Trust 56,5802.7M $
21iShares Trust 24,9662.6M $
22Deere & Co 4,5002.5M $
23Berkshire Hathaway Inc 32.2M $
24Alphabet Inc 7,4172.1M $
25State Street SPDR Portfolio Emerging Markets ETF 45,0902.1M $
26Costco Wholesale Corp 1,9201.9M $
27Microsoft Corp 5,0831.9M $
28Casey's General Stores Inc 2,5241.8M $
29NVIDIA Corp 10,3931.8M $
30Amazon.com Inc 8,5991.8M $
31Berkshire Hathaway Inc 3,6041.7M $
32SPDR Gold Shares 3,8961.7M $
33Select Sector Spdr Trust 25,3431.6M $
34Fidelity Covington Trust 36,3181.4M $
35JPMorgan Chase & Co 3,5491M $
36Vanguard Growth ETF 2,3701M $
37Eli Lilly & Co 1,034951.2K $
38Alphabet Inc 3,172912.1K $
39Invesco QQQ Trust Series 1 1,562901.8K $
40Meta Platforms Inc 1,549886.4K $
41iShares National Muni Bond ETF 8,312882.3K $
42PIMCO FUNDS 16,833834.9K $
43Visa Inc 2,710819.2K $
44Caterpillar Inc 1,054747K $
45Alliant Energy Corp 9,654692.8K $
46Stryker Corp 1,783585.9K $
47Marriott International Inc/MD 1,690552.8K $
48Salesforce Inc 2,888539.2K $
49iShares Silver Trust 7,405504.6K $
50Vanguard FTSE Developed Markets ETF 7,438476.6K $
51W R Berkley Corp 6,912458.1K $
52Vanguard S&P 500 ETF 727434.5K $
53Broadcom Inc 1,401433.6K $
54RTX Corp 2,233430.8K $
55Johnson & Johnson 1,762430.7K $
56Applied Materials Inc 1,245425.5K $
57Vanguard Whitehall Funds 4,373412.1K $
58Enterprise Products Partners LP 10,178385.1K $
59Exxon Mobil Corp 2,237379.6K $
60Walmart Inc 2,826351.3K $
61International Business Machines Corp. 1,447350.7K $
62Advanced Micro Devices Inc 1,678341.4K $
63American Century US Quality Growth ETF 3,179333.9K $
64Tesla Inc 880327.1K $
65Philip Morris International Inc. 1,941321K $
66Procter & Gamble Co/The 2,200317.7K $
67Vanguard Value ETF 1,590312K $
68PepsiCo Inc 1,934300.4K $
69iShares Trust 832296.6K $
70Merck & Co Inc 2,426291.8K $
71Chevron Corp 1,408291.3K $
72Adobe Inc 1,140277.1K $
73SPDR Series Trust 2,778276.2K $
74VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,226263.6K $
75McDonald's Corp. 819254.4K $
76Starbucks Corp 2,764247.7K $
77Coca-Cola Co/The 3,224245.2K $
78DFA Dimensional US Marketwide Value ETF 4,986241.6K $
79Bristol-Myers Squibb Co 3,607218.8K $
80Netflix Inc 2,190210.6K $
81Verizon Communications Inc 4,100205.8K $
82Wells Fargo & Co 2,549202.9K $
83Vanguard Index Funds 928201.5K $