0001803005-23-000003.txt : 20230725
0001803005-23-000003.hdr.sgml : 20230725
20230725100010
ACCESSION NUMBER: 0001803005-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230725
DATE AS OF CHANGE: 20230725
EFFECTIVENESS DATE: 20230725
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: 231106837
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
06-30-2023
06-30-2023
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 Masters
West Des Moines
IA
07-25-2023
0
59
138287205
false
INFORMATION TABLE
2
13fwaiq223.xml
13F2Q23
AMAZON COM INC
COM
023135106
1070125
8209
SH
SOLE
0
0
8209
APPLE INC
COM
037833100
3662333
18881
SH
SOLE
0
0
18881
BERKLEY W R CORP
COM
084423102
291725
4898
SH
SOLE
0
0
4898
BERKSHIRE HATHAWAY
COM
084670108
1553430
3
SH
SOLE
0
0
3
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1262041
3701
SH
SOLE
0
0
3701
BRISTOL-MYERS SQUIBB CO
COM
110122108
432323
6760
SH
SOLE
0
0
6760
CASEYS GEN STORES INC
COM
147528103
502393
2060
SH
SOLE
0
0
2060
CHEVRON CORP NEW
COM
166764100
279646
1777
SH
SOLE
0
0
1777
DEERE & CO
COM
244199105
545386
1346
SH
SOLE
0
0
1346
DISNEY WALT CO
COM
254687106
428008
4794
SH
SOLE
0
0
4794
ENTERPRISE PRODUCTS
Oil & Gas, Real Estate and REIT
293792107
270569
10268
SH
SOLE
0
0
10268
HOME DEPOT INC
COM
437076102
433961
1397
SH
SOLE
0
0
1397
INTERNATIONAL BUSINESS MACHS
COM
459200101
221693
1657
SH
SOLE
0
0
1657
ISHARES TR
CORE S&P500 ETF
464287200
6632452
14881
SH
SOLE
0
0
14881
ISHARES TR
RUS 1000 ETF
464287622
208336
855
SH
SOLE
0
0
855
ISHARES TR
CORE S&P US VLU
464287663
2101253
26850
SH
SOLE
0
0
26850
ISHARES TR
NATIONAL MUN ETF
464288414
1333711
12496
SH
SOLE
0
0
12496
JOHNSON & JOHNSON
COM
478160104
423748
2560
SH
SOLE
0
0
2560
LILLY ELI & CO
COM
532457108
412403
879
SH
SOLE
0
0
879
MARRIOTT INTL INC NEW
CL A
571903202
341433
1859
SH
SOLE
0
0
1859
MCDONALDS CORP
COM
580135101
396321
1328
SH
SOLE
0
0
1328
MICROSOFT CORP
COM
594918104
1776658
5217
SH
SOLE
0
0
5217
NIKE INC
CL B
654106103
335135
3036
SH
SOLE
0
0
3036
PEPSICO INC
COM
713448108
367754
1985
SH
SOLE
0
0
1985
PROCTER AND GAMBLE CO
COM
742718109
295554
1948
SH
SOLE
0
0
1948
STARBUCKS CORP
COM
855244109
374660
3782
SH
SOLE
0
0
3782
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
663630
14371
SH
SOLE
0
0
14371
VANGUARD INDEX FDS
GROWTH ETF
922908736
825692
2918
SH
SOLE
0
0
2918
TARGET CORP
COM
87612E106
679697
1390
SH
SOLE
0
0
1390
ADOBE SYSTEMS INCORPORATED
COM
00724F101
77671
14020
SH
SOLE
0
0
14020
ADVISORSHARES TR
PURE US CANNABIS
00768Y453
839411
6939
SH
SOLE
0
0
6939
ALPHABET INC
CAP STK CL C
02079K107
366282
3060
SH
SOLE
0
0
3060
ALPHABET INC
CAP STK CL A
02079K305
302986
1231
SH
SOLE
0
0
1231
CONSTELLATION BRANDS INC
CL A
21036P108
1190889
2212
SH
SOLE
0
0
2212
COSTCO WHSL CORP NEW
COM
22160K105
206517
5986
SH
SOLE
0
0
5986
EXXON MOBIL CORP
COM
30231G102
372458
3473
SH
SOLE
0
0
3473
META PLATFORMS INC
CL A
30303M102
306208
1067
SH
SOLE
0
0
1067
ISHARES TR
MSCIEAFE MIN VL
46429B689
330750
4900
SH
SOLE
0
0
4900
ISHARES TR
MSCI USA MIN VOL
46429B697
24270908
326529
SH
SOLE
0
0
326529
ISORAY INC
COM
46489V104
13360
20000
SH
SOLE
0
0
20000
JPMORGAN CHASE & CO
COM
46625H100
394101
2710
SH
SOLE
0
0
2710
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
773624
13982
SH
SOLE
0
0
13982
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
694061
14349
SH
SOLE
0
0
14349
LUMOS PHARMA
COM
55028X109
38606
11699
SH
SOLE
0
0
11699
MERCK & CO INC
COM
58933Y105
267725
2320
SH
SOLE
0
0
2320
NVIDIA CORPORATION
COM
67066G104
397747
940
SH
SOLE
0
0
940
PURPLE BIOTECH
COM
74638P109
18512
13270
SH
SOLE
0
0
13270
SPDR GOLD
COM
78463V107
273644
1535
SH
SOLE
0
0
1535
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
337034
9803
SH
SOLE
0
0
9803
SPDR INDEX SHS FDS
PORTFOLIO DEVELPD
78463X889
27292677
838743
SH
SOLE
0
0
838743
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1959543
32118
SH
SOLE
0
0
32118
SPDR SER TR
PRTFLO S&P500 VL
78464A508
13928474
322418
SH
SOLE
0
0
322418
SPDR SER TR
PORTFOLIO S&P500
78464A854
30350376
582429
SH
SOLE
0
0
582429
SPDR BLOOMBERG
MF Closed and MF Open
78468R663
236432
2575
SH
SOLE
0
0
2575
SPDR SER TR
PORTFOLIO S&P600
78468R853
945139
24334
SH
SOLE
0
0
24334
SALESFORCE INC
COM
79466L302
1023343
4844
SH
SOLE
0
0
4844
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2015435
24830
SH
SOLE
0
0
24830
VERIZON COMMUNICATIONS INC
COM
92343V104
281845
7578
SH
SOLE
0
0
7578
VISA INC
COM CL A
92826C839
659377
2777
SH
SOLE
0
0
2777