Wealth Advisors of Iowa, LLC

RIA/Wealth

Wealth Advisors of Iowa, LLC is a RIA/Wealth based in West Des Moines, IA led by Kellie Marie Masters, reporting $453.1M in AUM as of Q3 2025 with 87% ETF concentration and 70% concentrated in top 10 holdings.

CCOKellie Marie Masters

Portfolio Value: $293.7M
Positions: 83
Top Holding: JEPQ at 11.7%
Last Reported: Q3 2025

Address1601 West Lakes Parkway, Suite 200, West Des Moines, IA, 50266, United States

Top Holdings

Largest long holdings in Wealth Advisors of Iowa, LLC's portfolio (70.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 J.P. Morgan Nasdaq Equity Premium Income JEPQ	ETF ETF	$34.4M	11.70%	+$8.3M Bought	— 597.4K shares	Q2 2023 Held for 2y 5m
2 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$28.3M	9.63%	-$244.5K Sold	— 149.2K shares	Q3 2023 Held for 2y 2m
3 EFAV iShares MSCI EAFE Min Vol Factor EFAV	ETF ETF	$26.2M	8.92%	-$310.4K Sold	— 308.7K shares	Q4 2022 Held for 2y 11m
4 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$25.1M	8.56%	-$483.2K Sold	— 320.8K shares	Q4 2021 Held for 3y 11m
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$21.1M	7.20%	+$1.2M Bought	— 382.0K shares	Q1 2022 Held for 3y 8m
6 iShares MSCI USA Min Vol Factor USMV	ETF ETF	$18.4M	6.26%	-$119.1K Sold	— 193.4K shares	Q1 2020 Held for 5y 8m
7 American Century U.S. Quality Growth QGRO	ETF ETF	$16.1M	5.48%	+$629.1K Bought	— 140.7K shares	Q1 2025 Held for 8 months
8 Utilities Select Sector SPDR Fund XLU	ETF ETF	$16.0M	5.45%	+$1.5M Bought	— 183.5K shares	Q3 2024 Held for 1y 2m
9 Principal U.S. Mega-Cap ETF USMC	ETF ETF	$14.2M	4.82%	+$9.9M Bought	— 207.7K shares	Q2 2024 Held for 1y 5m
10 JPMorgan Ultra-Short Income JPST	ETF ETF	$6.7M	2.29%	-$8.3M Sold	— 132.6K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Advisors of Iowa, LLC's latest filing

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Market Value

$293.7M

Prior: $267.6M

Q/Q Change

+9.78%

+$26.2M

Net Flows % of MV

+3.83%

Turnover Ratio

11.78%

New Purchases

7 stocks

$14.8M

Added To

36 stocks

+$24.5M

Sold Out Of

4 stocks

$2.5M

Reduced Holdings

21 stocks

-$25.5M

Increased Positions

Position	Shares Δ	Change
1 American Century Quality Diversified International QINT	New	0 → 102.1K +$6.3M
2 Invesco S&P 500 Momentum SPMO	New	0 → 31.1K +$3.8M
3 PYLD PIMCO Multi Sector Bond Active PYLD	New	0 → 80.5K +$2.2M
4 LDUR PIMCO Enhanced Low Duration Active Fund LDUR	New	0 → 13.6K +$1.3M
5 iShares 0-3 Month Treasury Bond SGOV	New	0 → 10.1K +$1.0M

Decreased Positions

Position	Shares Δ	Change
1 BUCK Simplify Stable Income BUCK	Sold	77.7K → 0 −$1.8M
2 Capital Group U.S. Multi-Sector Income CGMS	Sold	16.9K → 0 −$467.3K
3 Walt Disney DIS	Sold	1.7K → 0 −$206.2K
4 AdvisorShares Pure US Cannabis MSOS	Sold	10.0K → 0 −$24.1K
5 PULS PGIM Ultra Short Bond PULS	-80.82%	62.3K → 11.9K −$2.5M

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Analytics

Portfolio insights and performance metrics for Wealth Advisors of Iowa, LLC

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Sector Allocation

ETF

86.90%

Technology

4.40%

Financial Services

2.20%

Consumer Cyclical

1.70%

Communication Services

1.50%

Consumer Defensive

1.10%

Healthcare

0.60%

Industrials

0.50%

Energy

0.30%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

10.31%

Large Cap ($10B - $200B)

2.14%

Small Cap ($300M - $2B)

0.02%

N/A (ETF or Unknown)

87.53%

Portfolio Concentration

Top 10 Holdings %

70.3%

Top 20 Holdings %

84.62%

Top 50 Holdings %

96.83%

Top 100 Holdings %

100.0%