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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, AAPL, and represent 32.94% of Meadow Creek Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI, IAU, KLAC, MU, VOO, AMD, PREF, SNOW, SNDK, AMAT.
Started 19 new stock positions in SNOW, AMAT, CSX, SNDK, PANW, DFAS, CIEN, DELL, IAU, HONA. GLW, PGR, AMD, WDC, CMI, HEI.A, VTI, MU, HON.
Reduced shares in these 10 stocks: NVDA, GOOGL, MSFT, AAPL, AMZN, AVGO, Honeywell International, META, JPM, ABT.
Sold out of its positions in ABT, AMT, AZO, CMCSA, DIS, HCA, HAL, Honeywell International, INTU, LOW. MCK, ORCL, SCHW, WM, TEL.
Meadow Creek Wealth Advisors was a net seller of stock by $-4.0M.
Meadow Creek Wealth Advisors has $164M in assets under management (AUM), dropping by 5.99%.
Central Index Key (CIK): 0001801107

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Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 139 positions in its portfolio as reported in the June 2026 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)	10.5	$17M		23k	748.88	View chart
Sonoco Products Company Common Stock (SON)	8.2	$14M		239k	56.35	View chart
Coca Cola Company Common Stock (KO)	7.1	$12M		143k	81.27	View chart
Nvidia Corporation Common Stock (NVDA)	3.6	$6.0M	-18%	30k	200.09	View chart
Apple Incorporated Common Stock (AAPL)	3.5	$5.7M	-12%	20k	289.36	View chart
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)	3.3	$5.3M	+4%	182k	29.40	View chart
Broadcom Incorporated Common Stock (AVGO)	3.0	$5.0M	-10%	13k	377.75	View chart
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)	2.0	$3.4M	+18%	176k	19.06	View chart
Jpmorgan Chase & Company Common Stock (JPM)	2.0	$3.3M	-11%	10k	327.34	View chart
Microsoft Corporation Common Stock (MSFT)	2.0	$3.3M	-21%	8.8k	373.01	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	1.9	$3.1M	+3%	25k	124.76	View chart
Walmart Common Stock (WMT)	1.8	$2.9M	-2%	26k	113.26	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	1.7	$2.8M	-5%	13k	212.77	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.4	$2.3M	+5%	6.6k	353.33	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.4	$2.3M	-27%	6.5k	357.37	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.3	$2.2M	-24%	9.2k	238.34	View chart
Johnson & Johnson Common Stock (JNJ)	1.2	$2.0M		8.0k	253.97	View chart
Vanguard Total Stock Market Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VTI)	1.2	$2.0M	NEW	5.5k	370.04	View chart
Home Depot Incorporated Common Stock (HD)	1.1	$1.8M	-3%	5.2k	352.70	View chart
Eaton Corporation Foreign Ordinary Shares (ETN)	1.1	$1.8M		4.2k	426.07	View chart
Eli Lilly & Company Common Stock (LLY)	1.0	$1.7M	-5%	1.4k	1199.43	View chart
Cisco Systems Incorporated Common Stock (CSCO)	1.0	$1.7M	-6%	15k	117.46	View chart
Caterpillar Incorporated Common Stock (CAT)	1.0	$1.7M	+11%	1.6k	1064.90	View chart
Chubb Foreign Ordinary Shares (CB)	0.9	$1.5M		4.3k	340.78	View chart
Merck & Company Incorporated Common Stock (MRK)	0.8	$1.4M	-12%	11k	128.50	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.8	$1.3M	-6%	9.8k	136.72	View chart
Bank Of Amer Corporation Common Stock (BAC)	0.8	$1.3M	-5%	23k	56.98	View chart
Ishares Gold Tr Ishares Exchange Traded Funds (Country Baskets/iShares) - Domestic (IAU)	0.8	$1.3M	NEW	17k	75.51	View chart
Kla Corporation Common Stock (KLAC)	0.8	$1.3M	+807%	4.2k	301.71	View chart
First Trust Wcm International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (WCMI)	0.8	$1.3M	+21%	65k	19.57	View chart
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS)	0.7	$1.2M	+3%	17k	73.80	View chart
Abbvie Incorporated Common Stock (ABBV)	0.7	$1.2M	-13%	4.9k	251.64	View chart
Visa Incorporated Com Class A Common Stock (V)	0.7	$1.2M	-21%	3.5k	343.11	View chart
Meta Platforms Incorporated Class A Common Stock (META)	0.7	$1.1M	-32%	2.0k	563.29	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO)	0.7	$1.1M	+129%	1.6k	686.81	View chart
Procter & Gamble Company Common Stock (PG)	0.7	$1.1M	-16%	7.4k	146.64	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.7	$1.1M		2.6k	415.23	View chart
Mcdonalds Corporation Common Stock (MCD)	0.6	$1.0M		3.9k	270.31	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH)	0.6	$1.0M	+12%	13k	77.11	View chart
Costco Wholesale Corporation Common Stock (COST)	0.6	$1.0M	-18%	1.1k	935.84	View chart
Chevron Corporation Common Stock (CVX)	0.6	$972k	+5%	5.9k	165.76	View chart
Lam Research Corporation Common Stock (LRCX)	0.6	$930k		2.1k	433.33	View chart
Rtx Corporation Common Stock (RTX)	0.6	$922k	+3%	4.9k	189.73	View chart
Marathon Pete Corporation Common Stock (MPC)	0.6	$914k	-11%	3.6k	255.67	View chart
Union Pac Corporation Common Stock (UNP)	0.6	$909k		3.3k	271.98	View chart
Analog Devices Incorporated Common Stock (ADI)	0.5	$877k	-7%	2.2k	397.17	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.5	$807k	-12%	606.00	1331.19	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.5	$795k	-18%	1.9k	415.53	View chart
Micron Technology Incorporated Common Stock (MU)	0.5	$783k	NEW	678.00	1154.29	View chart
Fidelity Enhanced Large Cap Core Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FELC)	0.5	$778k	+6%	19k	41.91	View chart
Emerson Elec Company Common Stock (EMR)	0.4	$683k	-19%	4.8k	143.15	View chart
Air Products And Chemicals Incorporated Common Stock (APD)	0.4	$614k	+2%	2.1k	293.13	View chart
Amgen Incorporated Common Stock (AMGN)	0.4	$609k	-20%	1.7k	362.12	View chart
Allstate Corporation Common Stock (ALL)	0.4	$599k	-9%	2.5k	237.94	View chart
Fifth Third Bancorp Common Stock (FITB)	0.4	$593k		11k	56.37	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.4	$584k	NEW	1.0k	580.91	View chart
Morgan Stanley Common Stock (MS)	0.3	$568k		2.7k	209.04	View chart
Netflix Incorporated. Common Stock (NFLX)	0.3	$552k	-14%	7.7k	71.40	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.3	$552k	+4%	13k	42.34	View chart
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX)	0.3	$509k	-6%	488.00	1042.39	View chart
State Street Spdr S&p 500 Etf Trust Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY)	0.3	$504k		675.00	747.28	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$500k	+14%	2.7k	184.79	View chart
Target Corporation Common Stock (TGT)	0.3	$492k	+2%	3.8k	130.61	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.3	$487k	+9%	1.6k	298.07	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.3	$484k	-34%	943.00	513.51	View chart
Tesla Incorporated Common Stock (TSLA)	0.3	$484k	-19%	1.2k	420.60	View chart
Astrazeneca Plc Ord Foreign Ordinary Shares (AZN)	0.3	$472k	+3%	2.5k	189.62	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.3	$465k	+14%	2.1k	223.95	View chart
Snowflake Incorporated Common Stock (SNOW)	0.3	$457k	NEW	1.8k	254.50	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.3	$456k	-3%	388.00	1174.86	View chart
Taiwan Semiconductor Manufact American Depository Receipts (TSM)	0.3	$455k	-30%	953.00	477.57	View chart
Philip Morris International Incorporated Common Stock (PM)	0.3	$451k	-6%	2.5k	180.91	View chart
International Business Machines Common Stock (IBM)	0.3	$447k	-28%	1.6k	281.21	View chart
Johnson Controls Internation Foreign Ordinary Shares (JCI)	0.3	$443k		3.0k	146.11	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.3	$431k	+16%	845.00	509.46	View chart
Cme Group Incorporated Common Stock (CME)	0.3	$410k	+2%	1.9k	220.84	View chart
Valero Energy Corporation Common Stock (VLO)	0.2	$409k	-29%	1.6k	260.44	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Funds (Country Baskets/iShares) .. (FDL)	0.2	$407k	+4%	8.4k	48.66	View chart
American Express Company Common Stock (AXP)	0.2	$404k	-39%	1.2k	338.25	View chart
Starbucks Corporation Common Stock (SBUX)	0.2	$403k	-28%	3.9k	102.19	View chart
Salesforce Incorporated Common Stock (CRM)	0.2	$401k	-16%	2.6k	156.66	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$400k	-4%	409.00	978.12	View chart
Nuveen Municipal Credit Income Fund Closed End Investment Co. Non Tax Dividend (NZF)	0.2	$390k	+105%	31k	12.68	View chart
Linde Foreign Ordinary Shares (LIN)	0.2	$384k	-6%	740.00	518.60	View chart
Sandisk Corporation Common Stock (SNDK)	0.2	$373k	NEW	164.00	2273.73	View chart
Fidelity Enhanced Large Cap Growth Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FELG)	0.2	$369k	+46%	8.4k	43.75	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.2	$368k	-5%	2.4k	151.52	View chart
Southern Company Common Stock (SO)	0.2	$365k	-2%	3.8k	95.71	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.2	$364k	NEW	504.00	723.00	View chart
Ge Aerospace Common Stock (GE)	0.2	$354k	+30%	947.00	373.73	View chart
Pepsico Common Stock (PEP)	0.2	$352k	+2%	2.6k	135.40	View chart
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI)	0.2	$351k	-9%	1.2k	281.03	View chart
Medtronic Foreign Ordinary Shares (MDT)	0.2	$348k	-20%	4.5k	78.23	View chart
Bank Of Ny Mellon Corporation Common Stock (BNY)	0.2	$348k	-5%	2.4k	144.61	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG)	0.2	$328k		6.4k	51.29	View chart
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA)	0.2	$324k		6.8k	47.52	View chart
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN)	0.2	$323k	-26%	7.6k	42.59	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD)	0.2	$318k		2.9k	109.07	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.2	$318k	-53%	314.00	1011.37	View chart
Wells Fargo & Company Common Stock (WFC)	0.2	$317k		3.8k	82.64	View chart
Western Asset Investment Grade Closed End Funds - Taxable (PAI)	0.2	$317k		26k	12.12	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG)	0.2	$314k		3.2k	98.98	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$311k	-12%	879.00	354.24	View chart
Interactive Brokers Group Incorporated Com Class A Common Stock (IBKR)	0.2	$307k	-11%	3.5k	87.04	View chart
Western Digital Corporation Common Stock (WDC)	0.2	$300k	NEW	470.00	638.72	View chart
Conocophillips Common Stock (COP)	0.2	$299k	+3%	2.9k	103.96	View chart
Csx Corporation Common Stock (CSX)	0.2	$290k	NEW	6.1k	47.53	View chart
Danaher Corporation Del Common Stock (DHR)	0.2	$288k	-30%	1.5k	190.51	View chart
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB)	0.2	$287k		5.7k	50.04	View chart
Entergy Corporation Common Stock (ETR)	0.2	$287k		2.5k	114.86	View chart
Pfizer Incorporated Common Stock (PFE)	0.2	$286k	-3%	12k	24.08	View chart
Gilead Sciences Incorporated Common Stock (GILD)	0.2	$284k	-20%	2.2k	126.34	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$283k	-39%	4.9k	57.62	View chart
Blackrock Incorporated Common Stock (BLK)	0.2	$282k		293.00	961.56	View chart
S&p Global Incorporated Common Stock (SPGI)	0.2	$272k	-10%	668.00	407.26	View chart
Cummins Incorporated Common Stock (CMI)	0.2	$270k	NEW	378.00	713.21	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.2	$259k	+27%	509.00	508.96	View chart
Ciena Corporation Common Stock (CIEN)	0.2	$257k	NEW	524.00	490.56	View chart
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR)	0.2	$253k	+6%	1.4k	179.58	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM)	0.2	$252k		838.00	300.45	View chart
At&t Incorporated Common Stock (T)	0.2	$252k	-46%	12k	20.70	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.2	$249k	-25%	2.0k	123.11	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.2	$249k	-4%	735.00	338.39	View chart
Manulife Finl Corporation Foreign Ordinary Shares (MFC)	0.1	$246k		6.1k	40.51	View chart
Regions Financial Corporation Common Stock (RF)	0.1	$244k	-13%	8.1k	30.20	View chart
Dell Technologies Incorporated Class C Common Stock (DELL)	0.1	$239k	NEW	553.00	431.46	View chart
Corning Incorporated Common Stock (GLW)	0.1	$237k	NEW	929.00	255.43	View chart
Deere & Company Common Stock (DE)	0.1	$233k	-27%	368.00	634.33	View chart
Pnc Finl Svcs Group Incorporated Common Stock (PNC)	0.1	$230k	-6%	932.00	246.22	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.1	$224k	-33%	448.00	500.39	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.1	$220k	-3%	2.5k	87.77	View chart
Heico Corporation New Class A Common Stock (HEI.A)	0.1	$220k	NEW	852.00	257.91	View chart
Dimensional U.s. Small Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DFAS)	0.1	$215k	NEW	2.6k	82.34	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.1	$214k	-17%	2.3k	92.09	View chart
Progressive Corporation Common Stock (PGR)	0.1	$214k	NEW	978.00	218.45	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$211k	NEW	620.00	341.02	View chart
Honeywell International Common Stock (HON)	0.1	$205k	NEW	916.00	224.02	View chart
Honeywell Aerospace Common Stock (HONA)	0.1	$201k	NEW	910.00	221.08	View chart
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT)	0.1	$164k		15k	10.72	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 2026 Q2 filed Aug. 14, 2026
Meadow Creek Wealth Advisors 2026 Q1 filed April 30, 2026
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

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