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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, SON, KO, NVDA, MSFT, and represent 31.66% of Meadow Creek Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, NFLX, PLTR, GE, SHOP, MFC, DFAS, PNC, GOOG, AstraZeneca.
Started 6 new stock positions in DFAS, PLTR, GE, PNC, MFC, SHOP.
Reduced shares in these 10 stocks: VOO, AVGO, META, DASH, SHW, MDLZ, TT, MSFT, ORCL, FDL.
Sold out of its positions in DASH, MDLZ, SHW, VOO, TT.
Meadow Creek Wealth Advisors was a net buyer of stock by $1.5M.
Meadow Creek Wealth Advisors has $156M in assets under management (AUM), dropping by 3.82%.
Central Index Key (CIK): 0001801107

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Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 138 positions in its portfolio as reported in the December 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)	10.0	$16M	+9%	23k	684.94	View chart
Sonoco Products Company Common Stock (SON)	6.7	$10M		239k	43.64	View chart
Coca Cola Company Common Stock (KO)	6.4	$10M		143k	69.91	View chart
Nvidia Corporation Common Stock (NVDA)	4.8	$7.4M		40k	186.50	View chart
Microsoft Corporation Common Stock (MSFT)	3.8	$5.9M		12k	483.62	View chart
Apple Incorporated Common Stock (AAPL)	3.6	$5.6M		21k	271.86	View chart
Broadcom Incorporated Common Stock (AVGO)	3.5	$5.5M	-5%	16k	346.10	View chart
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)	2.8	$4.4M		169k	26.24	View chart
Eli Lilly & Company Common Stock (LLY)	2.6	$4.0M		3.7k	1074.68	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	2.4	$3.7M		12k	322.23	View chart
Walmart Incorporated Common Stock (WMT)	2.0	$3.1M		28k	111.41	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.8	$2.7M		8.8k	313.00	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	1.7	$2.7M		14k	191.56	View chart
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)	1.7	$2.7M		139k	19.07	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.7	$2.6M		11k	230.82	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	1.6	$2.5M		24k	101.98	View chart
Home Depot Incorporated Common Stock (HD)	1.2	$1.9M		5.5k	344.12	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.2	$1.8M	-13%	2.8k	660.09	View chart
Visa Incorporated Com Class A Common Stock (V)	1.0	$1.6M		4.6k	350.72	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.0	$1.6M	+10%	5.1k	313.80	View chart
Johnson & Johnson Common Stock (JNJ)	1.0	$1.6M	+6%	7.8k	206.95	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.0	$1.5M		13k	120.34	View chart
Eaton Corporation Foreign Ordinary Shares (ETN)	0.9	$1.4M	-3%	4.4k	318.48	View chart
Chubb Foreign Ordinary Shares (CB)	0.9	$1.4M		4.4k	312.15	View chart
Bank America Corporation Common Stock (BAC)	0.9	$1.3M		24k	55.00	View chart
Abbvie Incorporated Common Stock (ABBV)	0.8	$1.3M		5.7k	228.49	View chart
Procter And Gamble Company Common Stock (PG)	0.8	$1.2M		8.5k	143.31	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.8	$1.2M		15k	77.03	View chart
Merck & Company Incorporated Common Stock (MRK)	0.8	$1.2M		11k	105.26	View chart
Costco Wholesale Corporation Common Stock (COST)	0.7	$1.2M	-2%	1.4k	862.61	View chart
Mcdonalds Corporation Common Stock (MCD)	0.7	$1.1M		3.6k	305.63	View chart
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS)	0.6	$1.0M		14k	70.99	View chart
Netflix Incorporated Common Stock (NFLX)	0.6	$948k	+807%	10k	93.76	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.6	$934k	-5%	703.00	1329.12	View chart
Salesforce Incorporated Common Stock (CRM)	0.6	$920k	+11%	3.5k	264.91	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.6	$908k		2.4k	383.26	View chart
Rtx Corporation Common Stock (RTX)	0.6	$861k	+5%	4.7k	183.40	View chart
Caterpillar Incorporated Common Stock (CAT)	0.5	$856k		1.5k	572.87	View chart
Chevron Corporation Common Stock (CVX)	0.5	$846k		5.5k	152.41	View chart
Regions Financial Corporation Common Stock (RF)	0.5	$831k		31k	27.10	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.5	$822k	+9%	1.4k	570.81	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.5	$804k	-4%	2.4k	330.05	View chart
American Express Company Common Stock (AXP)	0.5	$730k	+4%	2.0k	369.95	View chart
Tesla Incorporated Common Stock (TSLA)	0.5	$729k	+17%	1.6k	449.72	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH)	0.5	$729k		11k	66.00	View chart
Emerson Elec Company Common Stock (EMR)	0.5	$712k		5.4k	132.72	View chart
Union Pac Corporation Common Stock (UNP)	0.5	$707k		3.1k	231.30	View chart
International Business Machines Common Stock (IBM)	0.4	$697k		2.4k	296.21	View chart
Marathon Pete Corporation Common Stock (MPC)	0.4	$663k		4.1k	162.63	View chart
Analog Devices Incorporated Common Stock (ADI)	0.4	$607k		2.2k	271.20	View chart
Amgen Incorporated Common Stock (AMGN)	0.4	$605k		1.8k	327.31	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.4	$582k	+3%	662.00	879.00	View chart
Allstate Corporation Common Stock (ALL)	0.4	$577k		2.8k	208.15	View chart
Kla Corporation Common Stock (KLAC)	0.4	$575k		473.00	1215.08	View chart
Oracle Corporation Common Stock (ORCL)	0.4	$570k	-14%	2.9k	194.91	View chart
At&t Incorporated Common Stock (T)	0.4	$559k		23k	24.84	View chart
Medtronic Foreign Ordinary Shares (MDT)	0.4	$549k		5.7k	96.07	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.3	$535k		2.2k	246.98	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.3	$515k	-5%	13k	40.73	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.3	$510k		2.0k	257.23	View chart
Morgan Stanley Common Stock (MS)	0.3	$490k		2.8k	177.53	View chart
Fifth Third Bancorp Common Stock (FITB)	0.3	$489k		11k	46.81	View chart
Cme Group Incorporated Common Stock (CME)	0.3	$480k		1.8k	273.10	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$479k		2.8k	171.05	View chart
Honeywell International Incorporated Common Stock (HON)	0.3	$477k		2.4k	195.09	View chart
Danaher Corporation Common Stock (DHR)	0.3	$476k	-2%	2.1k	228.94	View chart
Starbucks Corporation Common Stock (SBUX)	0.3	$464k		5.5k	84.21	View chart
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN)	0.3	$462k	-7%	10k	45.89	View chart
Abbott Labs Common Stock (ABT)	0.3	$460k	-12%	3.7k	125.28	View chart
Spdr S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY)	0.3	$459k		673.00	682.12	View chart
Intuit Common Stock (INTU)	0.3	$454k		685.00	662.42	View chart
First Trust Wcm International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (WCMI)	0.3	$438k	+24%	26k	17.01	View chart
Wells Fargo Company Common Stock (WFC)	0.3	$427k	+27%	4.6k	93.20	View chart
Astrazeneca American Depository Receipts	0.3	$418k	+38%	4.6k	91.93	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.3	$411k	-4%	2.5k	161.96	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.3	$401k	+10%	1.3k	303.89	View chart
Cintas Corporation Common Stock (CTAS)	0.3	$399k		2.1k	188.07	View chart
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX)	0.3	$398k		519.00	766.16	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.3	$394k	-2%	884.00	445.13	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.3	$392k	-9%	7.3k	53.94	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.2	$380k		2.5k	153.63	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$376k		428.00	878.96	View chart
Johnson Controls International Foreign Ordinary Shares (JCI)	0.2	$372k		3.1k	119.75	View chart
Valero Energy Corporation Common Stock (VLO)	0.2	$360k		2.2k	162.79	View chart
Disney Walt Company Common Stock (DIS)	0.2	$355k		3.1k	113.77	View chart
S&p Global Incorporated Common Stock (SPGI)	0.2	$352k		673.00	522.59	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$350k		723.00	483.67	View chart
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI)	0.2	$348k	-3%	1.6k	217.06	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.2	$342k	-4%	733.00	466.86	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$338k		1.0k	336.66	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG)	0.2	$336k	-9%	6.5k	51.77	View chart
Target Corporation Common Stock (TGT)	0.2	$334k		3.4k	97.75	View chart
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA)	0.2	$332k	-9%	6.9k	48.09	View chart
Western Asset Investment Grade Closed End Funds - Taxable (PAI)	0.2	$331k	-9%	27k	12.48	View chart
Lam Research Corporation Common Stock (LRCX)	0.2	$326k	-8%	1.9k	171.18	View chart
Pepsico Incorporated Common Stock (PEP)	0.2	$326k	-2%	2.3k	143.52	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD)	0.2	$326k	-9%	3.0k	110.19	View chart
Autozone Incorporated Common Stock (AZO)	0.2	$322k		95.00	3391.51	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.2	$321k		11k	29.89	View chart
Philip Morris International Incorporated Common Stock (PM)	0.2	$320k		2.0k	160.40	View chart
Southern Company Common Stock (SO)	0.2	$318k		3.6k	87.20	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG)	0.2	$316k	-9%	3.2k	99.88	View chart
Blackrock Incorporated Common Stock (BLK)	0.2	$315k		294.00	1070.34	View chart
Linde Foreign Ordinary Shares (LIN)	0.2	$307k	-3%	720.00	426.10	View chart
Pfizer Incorporated Common Stock (PFE)	0.2	$301k		12k	24.90	View chart
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB)	0.2	$294k	-9%	5.8k	50.45	View chart
Bank New York Mellon Corporation Common Stock (BK)	0.2	$294k		2.5k	116.09	View chart
Mckesson Corporation Common Stock (MCK)	0.2	$287k	+4%	350.00	820.29	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Funds (Country Baskets/iShares) .. (FDL)	0.2	$277k	-22%	6.3k	44.34	View chart
Conocophillips Common Stock (COP)	0.2	$275k	+5%	2.9k	93.61	View chart
Gilead Sciences Incorporated Common Stock (GILD)	0.2	$271k	+14%	2.2k	122.74	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.2	$268k	-8%	2.9k	91.21	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$267k	+13%	408.00	653.57	View chart
Cummins Incorporated Common Stock (CMI)	0.2	$264k	-13%	517.00	510.45	View chart
Te Connectivity Plc Ord Foreign Ordinary Shares (TEL)	0.2	$259k	+9%	1.1k	227.51	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.2	$259k	-16%	454.00	569.77	View chart
American Tower Corporation New Reit Real Estate Investment Trusts (AMT)	0.2	$258k		1.5k	175.56	View chart
Interactive Brokers Group Incorporated Com Class A Common Stock (IBKR)	0.2	$256k	-7%	4.0k	64.31	View chart
Heico Corporation New Class A Common Stock (HEI.A)	0.2	$252k	-3%	997.00	252.43	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.2	$243k	NEW	1.4k	177.75	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.2	$242k		482.00	502.65	View chart
Adobe Incorporated Common Stock (ADBE)	0.2	$239k	-6%	682.00	349.99	View chart
Hilton Worldwide Hldgs Incorporated Common Stock (HLT)	0.2	$237k	-22%	823.00	287.35	View chart
Entergy Corporation Common Stock (ETR)	0.2	$235k		2.5k	92.43	View chart
Kkr & Company Incorporated Common Stock (KKR)	0.1	$234k		1.8k	127.50	View chart
Iqvia Hldgs Incorporated Common Stock (IQV)	0.1	$229k		1.0k	225.41	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$228k		947.00	241.16	View chart
Ge Aerospace Common Stock (GE)	0.1	$221k	NEW	718.00	308.03	View chart
Shopify Incorporated Class A Sub Vtg Foreign Ordinary Shares (SHOP)	0.1	$220k	NEW	1.4k	160.97	View chart
Manulife Finl Corporation Foreign Ordinary Shares (MFC)	0.1	$220k	NEW	6.1k	36.28	View chart
Dimensional U.s. Small Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DFAS)	0.1	$209k	NEW	3.0k	69.67	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF)	0.1	$209k	-4%	17k	12.58	View chart
Pnc Finl Svcs Group Incorporated Common Stock (PNC)	0.1	$207k	NEW	992.00	208.73	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM)	0.1	$206k		838.00	246.16	View chart
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR)	0.1	$204k		1.3k	154.71	View chart
Lpl Finl Hldgs Incorporated Common Stock (LPLA)	0.1	$203k	-8%	568.00	357.17	View chart
Vulcan Matls Company Common Stock (VMC)	0.1	$203k	-5%	711.00	285.22	View chart
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT)	0.1	$172k	-8%	16k	11.04	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 Q4 filed Jan. 28, 2026
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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