0001803005-23-000002.txt : 20230509
0001803005-23-000002.hdr.sgml : 20230509
20230509103734
ACCESSION NUMBER: 0001803005-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230509
DATE AS OF CHANGE: 20230509
EFFECTIVENESS DATE: 20230509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wealth Advisors of Iowa, LLC
CENTRAL INDEX KEY: 0001803005
IRS NUMBER: 421478310
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20222
FILM NUMBER: 23900627
BUSINESS ADDRESS:
STREET 1: 1601 WEST LAKES PARKWAY
STREET 2: STE 200
CITY: WEST DES MOINES
STATE: IA
ZIP: 50266
BUSINESS PHONE: 5152007812
MAIL ADDRESS:
STREET 1: 1601 WEST LAKES PARKWAY
STREET 2: STE 200
CITY: WEST DES MOINES
STATE: IA
ZIP: 50266
13F-HR
1
primary_doc.xml
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0001803005
XXXXXXXX
03-31-2023
03-31-2023
Wealth Advisors of Iowa, LLC
1601 WEST LAKES PARKWAY
STE 200
WEST DES MOINES
IA
50266
13F HOLDINGS REPORT
028-20222
000115088
801-118210
N
Kellie Masters
Chief Compliance Officer
515-219-4835
Kellie Master
West Des Moines
IA
05-09-2023
0
57
127990735
false
INFORMATION TABLE
2
13fwaiq1234.xml
WAI13F
AMAZON COM INC
COM
023135106
833449
8069
SH
SOLE
0
0
8069
APPLE INC
COM
037833100
3060291
18559
SH
SOLE
0
0
18559
BERKLEY W R CORP
COM
084423102
304949
4898
SH
SOLE
0
0
4898
BERKSHIRE HATHAWAY
COM
084670108
1396800
3
SH
SOLE
0
0
3
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1096443
3551
SH
SOLE
0
0
3551
BRISTOL-MYERS SQUIBB CO
COM
110122108
466352
6729
SH
SOLE
0
0
6729
CASEYS GEN STORES INC
COM
147528103
401899
1857
SH
SOLE
0
0
1857
CHEVRON CORP NEW
COM
166764100
288513
1768
SH
SOLE
0
0
1768
DEERE & CO
COM
244199105
555736
1346
SH
SOLE
0
0
1346
DISNEY WALT CO
COM
254687106
481124
4805
SH
SOLE
0
0
4805
ENTERPRISE PRODUCTS
Oil & Gas, Real Estate and REIT
293792107
317657
12265
SH
SOLE
0
0
12265
HOME DEPOT INC
COM
437076102
353631
1198
SH
SOLE
0
0
1198
INTERNATIONAL BUSINESS MACHS
COM
459200101
214968
1640
SH
SOLE
0
0
1640
ISHARES TR
CORE S&P500 ETF
464287200
6127995
14907
SH
SOLE
0
0
14907
ISHARES TR
CORE S&P US VLU
464287663
2093850
28380
SH
SOLE
0
0
28380
ISHARES TR
NATIONAL MUN ETF
464288414
1344922
12483
SH
SOLE
0
0
12483
JOHNSON & JOHNSON
COM
478160104
396700
2559
SH
SOLE
0
0
2559
LILLY ELI & CO
COM
532457108
301554
878
SH
SOLE
0
0
878
MARRIOTT INTL INC NEW
CL A
571903202
333503
2009
SH
SOLE
0
0
2009
MCDONALDS CORP
COM
580135101
339197
1213
SH
SOLE
0
0
1213
MICROSOFT CORP
COM
594918104
1457022
5054
SH
SOLE
0
0
5054
NIKE INC
CL B
654106103
372387
3036
SH
SOLE
0
0
3036
PEPSICO INC
COM
713448108
361362
1982
SH
SOLE
0
0
1982
PROCTER AND GAMBLE CO
COM
742718109
289502
1947
SH
SOLE
0
0
1947
STARBUCKS CORP
COM
855244109
393788
3782
SH
SOLE
0
0
3782
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
649452
14378
SH
SOLE
0
0
14378
VANGUARD INDEX FDS
GROWTH ETF
922908736
561888
2253
SH
SOLE
0
0
2253
TARGET CORP
COM
87612E106
212846
1285
SH
SOLE
0
0
1285
ADOBE SYSTEMS INCORPORATED
COM
00724F101
556860
1445
SH
SOLE
0
0
1445
ADVISORSHARES TR
PURE US CANNABIS
00768Y453
79774
14020
SH
SOLE
0
0
14020
ALPHABET INC
CAP STK CL C
02079K107
815256
7839
SH
SOLE
0
0
7839
ALPHABET INC
CAP STK CL A
02079K305
317413
3060
SH
SOLE
0
0
3060
CONSTELLATION BRANDS INC
CL A
21036P108
278070
1231
SH
SOLE
0
0
1231
COSTCO WHSL CORP NEW
COM
22160K105
1047822
2109
SH
SOLE
0
0
2109
EXXON MOBIL CORP
COM
30231G102
402108
3667
SH
SOLE
0
0
3667
META PLATFORMS INC
CL A
30303M102
226140
1067
SH
SOLE
0
0
1067
ISHARES TR
MSCIEAFE MIN VL
46429B689
331485
4900
SH
SOLE
0
0
4900
ISHARES TR
MSCI USA MIN VOL
46429B697
28560440
392638
SH
SOLE
0
0
392638
ISORAY INC
COM
46489V104
12760
20000
SH
SOLE
0
0
20000
JPMORGAN CHASE & CO
COM
46625H100
376165
2887
SH
SOLE
0
0
2887
LUMOS PHARMA
COM
55028X109
38723
11699
SH
SOLE
0
0
11699
MERCK & CO INC
COM
58933Y105
245528
2308
SH
SOLE
0
0
2308
NVIDIA CORPORATION
COM
67066G104
390338
1405
SH
SOLE
0
0
1405
PURPLE BIOTECH
COM
74638P109
22384
12505
SH
SOLE
0
0
12505
SPDR GOLD
COM
78463V107
274830
1500
SH
SOLE
0
0
1500
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
345712
10130
SH
SOLE
0
0
10130
SPDR INDEX SHS FDS
PORTFOLIO DEVELPD
78463X889
19726109
614138
SH
SOLE
0
0
614138
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1859700
33593
SH
SOLE
0
0
33593
SPDR SER TR
PRTFLO S&P500 VL
78464A508
13866801
340540
SH
SOLE
0
0
340540
SPDR SER TR
PORTFOLIO S&P400
78464A847
5226208
118939
SH
SOLE
0
0
118939
SPDR SER TR
PORTFOLIO S&P500
78464A854
17784613
369358
SH
SOLE
0
0
369358
SPDR BLOOMBERG
MF Closed and MF Open
78468R663
201900
2199
SH
SOLE
0
0
2199
SPDR SER TR
PORTFOLIO S&P600
78468R853
5987042
158513
SH
SOLE
0
0
158513
SALESFORCE INC
COM
79466L302
1088002
5446
SH
SOLE
0
0
5446
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2007717
24239
SH
SOLE
0
0
24239
VERIZON COMMUNICATIONS INC
COM
92343V104
287320
7388
SH
SOLE
0
0
7388
VISA INC
COM CL A
92826C839
625735
2775
SH
SOLE
0
0
2775