Wealth Advisors of Iowa, LLC logo

Wealth Advisors of Iowa, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Wealth Advisors of Iowa, LLC with $293.7M in long positions as of Q3 2025, 87% allocated to ETF, and 70% concentrated in top 10 positions.

Portfolio Value
$293.7M
Top 10 Concentration
70%
Top Sector
ETF (87%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 86.90%ETFTechnology: 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%
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%

Industry Breakdown

31 industries across all sectors

ETF: 86.93%ETFConsumer Electronics: 1.85%Insurance - Diversified: 1.42%Internet Content & Information: 1.28%Specialty Retail: 1.13%Software - Infrastructure: 1.12%25 more: 5.67%
ETF
ETF
86.93%
Consumer Electronics
Technology
1.85%
Insurance - Diversified
Financial Services
1.42%
Internet Content & Information
Communication Services
1.28%
Specialty Retail
Consumer Cyclical
1.13%
Software - Infrastructure
Technology
1.12%
Semiconductors
Technology
1.09%
Discount Stores
Consumer Defensive
0.69%
Drug Manufacturers - General
Healthcare
0.34%
Banks - Diversified
Financial Services
0.34%
Financial - Credit Services
Financial Services
0.31%
Agricultural - Machinery
Industrials
0.30%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 10.31%Mega Cap (> $200B)Large Cap ($10B - $200B): 2.14%Small Cap ($300M - $2B): 0.02%N/A (ETF or Unknown): 87.53%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.98%
International
0.02%
Countries
2
Largest Int'l Market
Canada - 0.02%
United States of America
99.98% ($293.7M)
82 holdings
Canada
0.02% ($58.1K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
9.2 quarters
Avg. Top 20
11.3 quarters
Avg. All Positions
10.1 quarters
Median Holding Period
9 quarters
Persistence Rate
67.47%
Persistent Holdings Weight
83.68%
Persistent Positions
56
Longest Held
Johnson & Johnson logo
Johnson & JohnsonJNJ - 22 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.72%
Avg. Position Weight
1.20%
Largest Position
J.P. Morgan Nasdaq Equity Premium Income ETF logo
J.P. Morgan Nasdaq Equity Premium Income ETFJEPQ - 11.70%
Largest Ownership Stake
Village Farms International, Inc. Common Shares logo
Village Farms International, Inc. Common SharesVFF - 0.02%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q1 2020)

Avg. New Position
1.55%
Avg. Ownership Stake
0.19%
Largest Position
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.BRK.A - 89.97% (Q1 2022)
Largest Ownership Stake
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.BRK.A - 0.26% (Q1 2020)

Portfolio Turnover

Current Quarter

Turnover Ratio
11.8%
Value Traded
$34.60M
Positions Added
7
Positions Exited
4

Historical (Since Q1 2020)

Avg. Turnover Ratio
24.6%
Avg. Positions Added
6
Avg. Positions Exited
6
Highest Turnover
51.6%
Q2 2024
Lowest Turnover
3.8%
Q4 2024

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