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Kellie Masters

Wealth Advisors Of Iowa, Llc

Assets Managed
$323.244M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
6.14%(2Q avg: 4.92%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Advisors Of Iowa, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Wealth Advisors Of Iowa, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 323.244M in assets, with a quarterly growth rate of 6.14% and a 2-quarter average growth rate of 4.92%. The portfolio is managed by Kellie Masters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 2221.67%
11.6%
$37.485M
372,395 shares@ $100.67 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 2.61%
10.91%
$35.26M
635,087 shares@ $55.52 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 8.18%
9.16%
$29.596M
648,321 shares@ $45.65 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.45%
8.87%
$28.652M
149,294 shares@ $191.92 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.08%
7.59%
$24.532M
320,506 shares@ $76.54 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 8.21%
7.27%
$23.482M
415,019 shares@ $56.59 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 0.36%
5.67%
$18.301M
197,331 shares@ $92.75 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Decreased -2.09%
5.25%
$16.97M
369,793 shares@ $45.9 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 142.65%
2.01%
$6.484M
70,754 shares@ $91.65 avg price
QINT
American Century Qlty Diver
Recent Activity
Decreased -28.93%
1.88%
$6.073M
92,800 shares@ $65.44 avg price

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