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Meadow Creek Wealth Advisors

Latest statistics and disclosures from Meadow Creek Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, KO, SON, NVDA, MSFT, and represent 31.10% of Meadow Creek Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVI, FDL, IVV, AAPL, CMI, ETR, GOOGL, TEL, VMC, DASH.
Started 10 new stock positions in VMC, FDL, IWM, DASH, ETR, TEL, RDVI, CMI, GEV, IQV.
Reduced shares in these 10 stocks: JEPI, , AVGO, PGR, SPOT, SCHD, , , LLY, SCHW.
Sold out of its positions in CPRT, DE, EQR, JEPI, MMC, MELI, PYPL, PGR, SCHW, SCHD. NOW, UPS, WM, ACN, SPOT.
Meadow Creek Wealth Advisors was a net seller of stock by $-2.9M.
Meadow Creek Wealth Advisors has $151M in assets under management (AUM), dropping by 1.72%.
Central Index Key (CIK): 0001801107

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Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 137 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)	9.2	$14M		21k	663.98	View chart
Coca Cola Company Common Stock (KO)	6.4	$9.7M		143k	67.59	View chart
Sonoco Products Company Common Stock (SON)	6.4	$9.6M		239k	40.16	View chart
Nvidia Corporation Common Stock (NVDA)	4.8	$7.3M	-2%	40k	181.81	View chart
Microsoft Corporation Common Stock (MSFT)	4.2	$6.4M		13k	511.61	View chart
Broadcom Incorporated Common Stock (AVGO)	3.9	$5.9M	-5%	17k	354.15	View chart
Apple Incorporated Common Stock (AAPL)	3.4	$5.1M	+5%	21k	247.45	View chart
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)	2.8	$4.2M	NEW	168k	25.29	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	2.3	$3.5M	-2%	12k	298.55	View chart
Eli Lilly & Company Common Stock (LLY)	2.0	$3.0M	-7%	3.7k	819.38	View chart
Walmart Incorporated Common Stock (WMT)	2.0	$3.0M	-4%	28k	106.47	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	1.7	$2.6M	-3%	14k	187.06	View chart
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)	1.7	$2.6M	+4%	137k	19.10	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.6	$2.4M	-4%	11k	214.47	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	1.5	$2.3M	-4%	24k	97.09	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.5	$2.3M		3.2k	712.07	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.5	$2.2M	+12%	8.9k	251.46	View chart
Home Depot Incorporated Common Stock (HD)	1.4	$2.2M	-2%	5.6k	387.41	View chart
Eaton Corporation Foreign Ordinary Shares (ETN)	1.1	$1.7M	-6%	4.6k	375.55	View chart
Visa Incorporated Com Class A Common Stock (V)	1.0	$1.6M	-8%	4.7k	335.41	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.9	$1.4M	-3%	13k	110.64	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$1.4M	+4%	7.3k	192.12	View chart
Netflix Incorporated Common Stock (NFLX)	0.9	$1.3M	-9%	1.1k	1183.59	View chart
Abbvie Incorporated Common Stock (ABBV)	0.9	$1.3M	+5%	5.7k	226.87	View chart
Costco Wholesale Corporation Common Stock (COST)	0.9	$1.3M		1.4k	925.91	View chart
Procter And Gamble Company Common Stock (PG)	0.8	$1.3M	-8%	8.4k	149.60	View chart
Bank America Corporation Common Stock (BAC)	0.8	$1.2M		24k	50.44	View chart
Chubb Foreign Ordinary Shares (CB)	0.8	$1.2M		4.4k	268.26	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.8	$1.2M	-3%	4.6k	251.88	View chart
Mcdonalds Corporation Common Stock (MCD)	0.7	$1.1M	-7%	3.6k	305.33	View chart
Oracle Corporation Common Stock (ORCL)	0.7	$1.1M	+21%	3.4k	313.00	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.7	$1.1M	-3%	15k	69.09	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.7	$1.0M		2.4k	437.15	View chart
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS)	0.6	$973k	+6%	14k	68.62	View chart
Merck & Company Incorporated Common Stock (MRK)	0.6	$936k	-5%	11k	83.92	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.6	$927k		742.00	1248.77	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.6	$906k	+8%	2.5k	356.61	View chart
Chevron Corporation Common Stock (CVX)	0.6	$842k	+7%	5.6k	151.71	View chart
Caterpillar Incorporated Common Stock (CAT)	0.5	$813k	-4%	1.5k	540.96	View chart
Salesforce Incorporated Common Stock (CRM)	0.5	$763k		3.1k	246.00	View chart
Marathon Pete Corporation Common Stock (MPC)	0.5	$743k		4.1k	181.15	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.5	$722k		1.3k	549.81	View chart
Regions Financial Corporation Common Stock (RF)	0.5	$716k		31k	23.35	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH)	0.5	$708k	+5%	11k	64.34	View chart
Rtx Corporation Common Stock (RTX)	0.5	$698k	-7%	4.4k	157.05	View chart
Emerson Elec Company Common Stock (EMR)	0.5	$690k	+10%	5.4k	128.89	View chart
Union Pac Corporation Common Stock (UNP)	0.5	$684k		3.1k	224.02	View chart
International Business Machines Common Stock (IBM)	0.4	$647k	-11%	2.3k	275.97	View chart
American Express Company Common Stock (AXP)	0.4	$608k	+13%	1.9k	323.12	View chart
Tesla Incorporated Common Stock (TSLA)	0.4	$593k		1.4k	428.75	View chart
At&t Incorporated Common Stock (T)	0.4	$580k		22k	26.20	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.4	$557k	-4%	2.0k	280.16	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.4	$550k	-4%	2.2k	253.14	View chart
Medtronic Foreign Ordinary Shares (MDT)	0.4	$548k	+9%	5.8k	95.05	View chart
Amgen Incorporated Common Stock (AMGN)	0.4	$547k		1.8k	295.81	View chart
Analog Devices Incorporated Common Stock (ADI)	0.4	$544k	+31%	2.3k	241.61	View chart
Allstate Corporation Common Stock (ALL)	0.4	$541k		2.8k	194.88	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.4	$541k		13k	40.36	View chart
Abbott Labs Common Stock (ABT)	0.4	$535k	-8%	4.2k	127.62	View chart
Kla Corporation Common Stock (KLAC)	0.3	$520k		473.00	1098.80	View chart
Honeywell International Incorporated Common Stock (HON)	0.3	$497k	-12%	2.4k	203.17	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.3	$483k		637.00	758.09	View chart
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN)	0.3	$481k	+67%	11k	44.02	View chart
Starbucks Corporation Common Stock (SBUX)	0.3	$465k		5.5k	84.34	View chart
Cme Group Incorporated Common Stock (CME)	0.3	$465k		1.8k	262.53	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$459k		2.8k	164.08	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.3	$454k	-6%	907.00	500.08	View chart
Danaher Corporation Common Stock (DHR)	0.3	$449k	+18%	2.1k	210.94	View chart
Intuit Common Stock (INTU)	0.3	$446k		690.00	646.99	View chart
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY)	0.3	$444k		672.00	660.72	View chart
Morgan Stanley Common Stock (MS)	0.3	$442k		2.8k	160.02	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO)	0.3	$433k		713.00	607.39	View chart
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX)	0.3	$425k		523.00	812.77	View chart
Fifth Third Bancorp Common Stock (FITB)	0.3	$422k		11k	40.36	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.3	$407k	-6%	2.7k	153.36	View chart
Cintas Corporation Common Stock (CTAS)	0.3	$391k		2.1k	184.36	View chart
Autozone Incorporated Common Stock (AZO)	0.3	$385k	-2%	96.00	4007.91	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG)	0.2	$376k		7.2k	52.52	View chart
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA)	0.2	$372k		7.6k	48.83	View chart
Western Asset Investment Grade Closed End Funds - Taxable (PAI)	0.2	$371k		29k	12.69	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD)	0.2	$367k		3.3k	112.42	View chart
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI)	0.2	$360k		1.7k	217.41	View chart
Southern Company Common Stock (SO)	0.2	$358k	+4%	3.6k	98.43	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.2	$357k	+2%	1.2k	299.84	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$357k		723.00	493.25	View chart
Pepsico Incorporated Common Stock (PEP)	0.2	$356k	-6%	2.3k	152.67	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG)	0.2	$355k	-2%	3.5k	101.10	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.2	$352k		2.5k	142.57	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$347k	-6%	8.0k	43.39	View chart
Valero Energy Corporation Common Stock (VLO)	0.2	$346k		2.2k	156.39	View chart
First Trust Wcm International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (WCMI)	0.2	$346k	+3%	21k	16.68	View chart
Blackrock Incorporated Common Stock (BLK)	0.2	$344k		294.00	1171.36	View chart
Johnson Controls International Foreign Ordinary Shares (JCI)	0.2	$343k		3.1k	109.37	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Funds (Country Baskets/iShares) .. (FDL)	0.2	$343k	NEW	8.1k	42.37	View chart
Disney Walt Company Common Stock (DIS)	0.2	$343k	+8%	3.1k	109.88	View chart
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB)	0.2	$335k		6.4k	52.12	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$332k		1.0k	330.59	View chart
Linde Foreign Ordinary Shares (LIN)	0.2	$330k		744.00	443.95	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.2	$325k		543.00	598.59	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.2	$323k	-10%	3.2k	101.17	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.2	$321k		765.00	419.60	View chart
S&p Global Incorporated Common Stock (SPGI)	0.2	$321k		680.00	472.05	View chart
Target Corporation Common Stock (TGT)	0.2	$313k	-2%	3.5k	90.07	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$311k		428.00	726.16	View chart
Comcast Corporation New Class A Common Stock (CMCSA)	0.2	$309k	-18%	11k	29.26	View chart
Philip Morris International Incorporated Common Stock (PM)	0.2	$309k	-2%	2.0k	155.98	View chart
Wells Fargo Company Common Stock (WFC)	0.2	$303k	-5%	3.6k	84.00	View chart
Lam Research Corporation Common Stock (LRCX)	0.2	$296k	-21%	2.1k	142.37	View chart
Interactive Brokers Group Incorporated Com Class A Common Stock (IBKR)	0.2	$294k	-6%	4.3k	68.52	View chart
Pfizer Incorporated Common Stock (PFE)	0.2	$290k	-11%	12k	24.23	View chart
American Tower Corporation New Reit Real Estate Investment Trusts (AMT)	0.2	$286k		1.5k	191.46	View chart
Astrazeneca American Depository Receipts (AZN)	0.2	$275k		3.3k	83.83	View chart
Hilton Worldwide Hldgs Incorporated Common Stock (HLT)	0.2	$273k	-6%	1.1k	257.54	View chart
Bank New York Mellon Corporation Common Stock (BK)	0.2	$270k	+7%	2.5k	106.72	View chart
Mckesson Corporation Common Stock (MCK)	0.2	$259k	-21%	334.00	775.44	View chart
Cummins Incorporated Common Stock (CMI)	0.2	$252k	NEW	597.00	422.67	View chart
Heico Corporation New Class A Common Stock (HEI.A)	0.2	$249k	-4%	1.0k	239.54	View chart
Entergy Corporation Common Stock (ETR)	0.2	$245k	NEW	2.6k	96.02	View chart
Conocophillips Common Stock (COP)	0.2	$241k	+19%	2.8k	86.91	View chart
Adobe Incorporated Common Stock (ADBE)	0.2	$240k		730.00	329.23	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.2	$235k	-13%	480.00	488.81	View chart
Te Connectivity Plc Ord Foreign Ordinary Shares (TEL)	0.2	$233k	NEW	1.0k	224.19	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.2	$230k		947.00	243.10	View chart
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR)	0.2	$229k		1.3k	173.96	View chart
Gilead Sciences Incorporated Common Stock (GILD)	0.2	$228k		1.9k	117.85	View chart
Vulcan Matls Company Common Stock (VMC)	0.1	$224k	NEW	755.00	296.23	View chart
Doordash Incorporated Class A Common Stock (DASH)	0.1	$218k	NEW	818.00	266.67	View chart
Sherwin Williams Company Common Stock (SHW)	0.1	$217k		655.00	331.46	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF)	0.1	$217k		17k	12.45	View chart
Kkr & Company Incorporated Common Stock (KKR)	0.1	$216k	-12%	1.8k	117.53	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.1	$216k	NEW	358.00	602.00	View chart
Iqvia Hldgs Incorporated Common Stock (IQV)	0.1	$212k	NEW	1.0k	205.75	View chart
Mondelez International Incorporated Class A Common Stock (MDLZ)	0.1	$208k	-16%	3.4k	61.60	View chart
Lpl Finl Hldgs Incorporated Common Stock (LPLA)	0.1	$207k		620.00	333.43	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM)	0.1	$205k	NEW	838.00	245.06	View chart
Trane Technologies Foreign Ordinary Shares (TT)	0.1	$205k	-16%	492.00	415.92	View chart
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT)	0.1	$192k		17k	11.22	View chart

Past Filings by Meadow Creek Wealth Advisors

SEC 13F filings are viewable for Meadow Creek Wealth Advisors going back to 2019

Meadow Creek Wealth Advisors 2025 Q3 filed Oct. 27, 2025
Meadow Creek Wealth Advisors 2025 Q2 filed July 30, 2025
Meadow Creek Wealth Advisors 2025 Q1 filed April 28, 2025
Meadow Creek Wealth Advisors 2024 Q4 filed Jan. 27, 2025
Meadow Creek Wealth Advisors 2024 Q3 filed Oct. 22, 2024
Meadow Creek Wealth Advisors 2024 Q2 filed July 17, 2024
Meadow Creek Wealth Advisors 2024 Q1 filed April 19, 2024
Meadow Creek Wealth Advisors 2023 Q4 filed Jan. 18, 2024
Meadow Creek Wealth Advisors 2022 Q3 filed Oct. 14, 2022
Meadow Creek Wealth Advisors 2022 Q2 filed July 12, 2022
Meadow Creek Wealth Advisors 2022 Q1 filed April 13, 2022
Meadow Creek Wealth Advisors 2021 Q4 filed Feb. 9, 2022
Meadow Creek Wealth Advisors 2019 Q4 restated filed May 7, 2020
Meadow Creek Wealth Advisors 2019 Q4 filed Feb. 3, 2020

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