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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 32.89% of Meadow Creek Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FELC, AAPL, AZN, WCMI, VOO, GOOG, TXN, DE, SCHW, NEE.
Started 10 new stock positions in DE, FELG, NEE, VOO, FELC, WM, TXN, SCHW, HAL, AZN.
Reduced shares in these 10 stocks: LLY, NVDA, RF, AstraZeneca, XOM, CTAS, MSFT, AVGO, CMI, HEI.A.
Sold out of its positions in ADBE, AstraZeneca, CTAS, CMI, DFAS, HEI.A, HLT, IQV, KKR, LPLA. PLTR, SHOP, VMC.
Meadow Creek Wealth Advisors was a net seller of stock by $-2.1M.
Meadow Creek Wealth Advisors has $155M in assets under management (AUM), dropping by -1.20%.
Central Index Key (CIK): 0001801107

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Portfolio Holdings for Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors holds 135 positions in its portfolio as reported in the March 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)	9.7	$15M		23k	653.21	View chart
Sonoco Products Company Common Stock (SON)	8.4	$13M		239k	54.09	View chart
Coca Cola Company Common Stock (KO)	7.0	$11M		143k	76.05	View chart
Nvidia Corporation Common Stock (NVDA)	4.1	$6.4M	-8%	37k	174.40	View chart
Apple Incorporated Common Stock (AAPL)	3.7	$5.7M	+9%	23k	253.79	View chart
Broadcom Incorporated Common Stock (AVGO)	2.9	$4.6M	-6%	15k	309.51	View chart
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)	2.9	$4.4M	+2%	174k	25.55	View chart
Microsoft Corporation Common Stock (MSFT)	2.7	$4.1M	-8%	11k	370.17	View chart
Jpmorgan Chase & Company Common Stock (JPM)	2.2	$3.4M		12k	294.17	View chart
Walmart Incorporated Common Stock (WMT)	2.1	$3.2M	-6%	26k	124.28	View chart
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)	1.8	$2.8M	+7%	149k	18.82	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	1.7	$2.7M		14k	191.92	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	1.7	$2.7M		24k	110.47	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.7	$2.6M	+2%	9.0k	287.56	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.7	$2.6M	+9%	12k	208.27	View chart
Johnson & Johnson Common Stock (JNJ)	1.3	$2.0M	+4%	8.1k	244.44	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.2	$1.8M	+21%	6.2k	286.86	View chart
Home Depot Incorporated Common Stock (HD)	1.1	$1.8M		5.4k	328.91	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.1	$1.8M	-18%	10k	169.66	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.1	$1.7M	+7%	3.0k	572.13	View chart
Eaton Corporation Foreign Ordinary Shares (ETN)	1.0	$1.5M	-4%	4.2k	357.63	View chart
Merck & Company Incorporated Common Stock (MRK)	1.0	$1.5M	+11%	12k	120.29	View chart
Chubb Limited Switz Foreign Ordinary Shares (CB)	0.9	$1.4M		4.3k	325.96	View chart
Eli Lilly & Company Common Stock (LLY)	0.9	$1.4M	-59%	1.5k	919.77	View chart
Costco Wholesale Corporation Common Stock (COST)	0.9	$1.3M		1.3k	996.75	View chart
Visa Incorporated Com Class A Common Stock (V)	0.9	$1.3M	-4%	4.4k	302.25	View chart
Procter & Gamble Company Common Stock (PG)	0.8	$1.3M	+3%	8.9k	144.44	View chart
Abbvie Incorporated Common Stock (ABBV)	0.8	$1.2M		5.6k	217.49	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.8	$1.2M		16k	77.59	View chart
Bank America Corporation Common Stock (BAC)	0.8	$1.2M		24k	48.75	View chart
Mcdonalds Corporation Common Stock (MCD)	0.8	$1.2M	+5%	3.8k	310.79	View chart
Chevron Corporation Common Stock (CVX)	0.7	$1.1M		5.5k	206.90	View chart
First Trust Long/short Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTLS)	0.7	$1.1M	+12%	16k	70.36	View chart
Motorola Solutions Incorporated Common Stock (MSI)	0.7	$1.1M	+9%	2.6k	433.91	View chart
Caterpillar Incorporated Common Stock (CAT)	0.6	$998k	-5%	1.4k	708.46	View chart
Marathon Pete Corporation Common Stock (MPC)	0.6	$984k		4.0k	244.18	View chart
Rtx Corporation Common Stock (RTX)	0.6	$907k		4.7k	192.90	View chart
First Trust Wcm International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (WCMI)	0.6	$892k	+106%	53k	16.77	View chart
Netflix Incorporated. Common Stock (NFLX)	0.6	$874k	-10%	9.1k	96.15	View chart
Union Pac Corporation Common Stock (UNP)	0.5	$823k	+11%	3.4k	242.60	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.5	$806k		696.00	1158.31	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IJH)	0.5	$794k	+6%	12k	67.53	View chart
Emerson Elec Company Common Stock (EMR)	0.5	$779k	+10%	5.9k	131.02	View chart
Analog Devices Incorporated Common Stock (ADI)	0.5	$761k	+6%	2.4k	318.14	View chart
Amgen Incorporated Common Stock (AMGN)	0.5	$747k	+14%	2.1k	351.85	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.5	$724k		1.5k	499.60	View chart
Kla Corporation Common Stock (KLAC)	0.4	$682k	-2%	463.00	1472.41	View chart
At&t Incorporated Common Stock (T)	0.4	$655k		23k	28.99	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.4	$633k	-3%	2.3k	270.54	View chart
Fidelity Enhanced Large Cap Core ETF Exchange Traded Funds (Country Baskets/iShares) - Domestic (FELC)	0.4	$630k	NEW	17k	36.27	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.4	$629k		13k	50.20	View chart
American Express Company Common Stock (AXP)	0.4	$596k		2.0k	302.48	View chart
Air Products And Chemicals Incorporated Common Stock (APD)	0.4	$593k	-5%	2.0k	290.44	View chart
Allstate Corporation Common Stock (ALL)	0.4	$574k		2.8k	207.34	View chart
Salesforce Incorporated Common Stock (CRM)	0.4	$571k	-11%	3.1k	186.67	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.4	$569k		673.00	845.99	View chart
Honeywell International Incorporated Common Stock (HON)	0.4	$553k		2.4k	226.03	View chart
Valero Energy Corporation Common Stock (VLO)	0.4	$547k		2.2k	247.08	View chart
International Business Machines Common Stock (IBM)	0.3	$539k	-5%	2.2k	242.39	View chart
Cme Group Incorporated Common Stock (CME)	0.3	$536k	+3%	1.8k	295.37	View chart
Tesla Incorporated Common Stock (TSLA)	0.3	$531k	-11%	1.4k	371.75	View chart
Equinix Incorporated Reit Real Estate Investment Trusts (EQIX)	0.3	$512k		522.00	980.24	View chart
Starbucks Corporation Common Stock (SBUX)	0.3	$495k		5.5k	89.59	View chart
Fifth Third Bancorp Common Stock (FITB)	0.3	$492k		11k	46.46	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.3	$492k	+11%	8.1k	60.65	View chart
Medtronic Foreign Ordinary Shares (MDT)	0.3	$487k		5.6k	86.66	View chart
Astrazeneca Plc Ord Foreign Ordinary Shares (AZN)	0.3	$477k	NEW	2.4k	197.22	View chart
Taiwan Semiconductor Manufact American Depository Receipts (TSM)	0.3	$463k	+3%	1.4k	337.95	View chart
Lam Research Corporation Common Stock (LRCX)	0.3	$463k	+13%	2.2k	213.66	View chart
Morgan Stanley Common Stock (MS)	0.3	$455k		2.8k	164.57	View chart
Target Corporation Common Stock (TGT)	0.3	$447k	+7%	3.7k	121.20	View chart
Philip Morris International Incorporated Common Stock (PM)	0.3	$442k	+34%	2.7k	165.34	View chart
State Street Spdr S&p 500 Etf Trust Exchange Traded Funds (Country Baskets/iShares) - Domestic (SPY)	0.3	$439k		674.00	650.73	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.3	$438k		724.00	604.39	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.3	$428k	+7%	2.7k	157.28	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO)	0.3	$426k	NEW	713.00	597.55	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$425k	+12%	4.1k	102.66	View chart
Brookfield Corporation Class A Ltd Vt Sh Foreign Ordinary Shares (BN)	0.3	$417k	+2%	10k	40.47	View chart
Danaher Corporation Del Common Stock (DHR)	0.3	$415k	+5%	2.2k	189.62	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.3	$409k	+3%	2.6k	159.72	View chart
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Funds (Country Baskets/iShares) .. (FDL)	0.3	$406k	+27%	8.0k	50.80	View chart
Johnson Controls Internation Foreign Ordinary Shares (JCI)	0.3	$398k	-2%	3.0k	130.95	View chart
Pepsico Incorporated Common Stock (PEP)	0.3	$395k	+12%	2.5k	155.29	View chart
Linde Foreign Ordinary Shares (LIN)	0.3	$393k	+10%	794.00	495.45	View chart
Gilead Sciences Incorporated Common Stock (GILD)	0.3	$392k	+27%	2.8k	139.37	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$383k		428.00	895.24	View chart
Southern Company Common Stock (SO)	0.2	$376k	+7%	3.9k	96.52	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.2	$369k	-8%	1.8k	203.18	View chart
Conocophillips Common Stock (COP)	0.2	$367k	-5%	2.8k	132.00	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$353k		404.00	872.90	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.2	$348k		735.00	473.24	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$344k		1.0k	343.22	View chart
Pfizer Incorporated Common Stock (PFE)	0.2	$344k		12k	28.08	View chart
Mckesson Corporation Common Stock (MCK)	0.2	$342k	+12%	395.00	865.36	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (USIG)	0.2	$331k		6.5k	51.23	View chart
Comcast Corporation New Class A Common Stock (CMCSA)	0.2	$331k	+7%	12k	28.71	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$328k	-23%	2.2k	147.11	View chart
Ishares Tr A Rate Cp Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (QLTA)	0.2	$328k		6.9k	47.59	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.2	$322k	+39%	672.00	479.20	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (LQD)	0.2	$321k		2.9k	108.99	View chart
Western Asset Investment Grade Closed End Funds - Taxable (PAI)	0.2	$319k		26k	12.10	View chart
S&p Global Incorporated Common Stock (SPGI)	0.2	$319k	+11%	749.00	425.34	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Funds (Country Baskets/iShares) - Domestic (AGG)	0.2	$315k		3.2k	99.27	View chart
Disney Walt Company Common Stock (DIS)	0.2	$313k	+4%	3.2k	96.38	View chart
Wells Fargo & Company Common Stock (WFC)	0.2	$310k	-14%	3.9k	79.61	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.2	$305k	-15%	2.4k	128.78	View chart
Bank New York Mellon Corporation Common Stock (BK)	0.2	$301k		2.5k	118.63	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.2	$290k	NEW	1.5k	194.14	View chart
ISHARES TR 10plus YR INVST GRD Exchange Traded Funds (Country Baskets/iShares) - Domestic (IGLB)	0.2	$288k		5.8k	49.63	View chart
Deere & Company Common Stock (DE)	0.2	$288k	NEW	511.00	563.30	View chart
Blackrock Incorporated Common Stock (BLK)	0.2	$287k		298.00	961.71	View chart
Entergy Corporation Common Stock (ETR)	0.2	$281k		2.5k	112.36	View chart
Autozone Incorporated Common Stock (AZO)	0.2	$277k	-13%	82.00	3377.78	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.2	$272k	-13%	769.00	353.86	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.2	$272k	-12%	399.00	681.64	View chart
Nxp Semiconductors N V Foreign Ordinary Shares (NXPI)	0.2	$271k	-14%	1.4k	196.86	View chart
Interactive Brokers Group Incorporated Com Class A Common Stock (IBKR)	0.2	$267k		4.0k	67.07	View chart
Intuit Common Stock (INTU)	0.2	$265k	-10%	613.00	432.38	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.2	$259k	-4%	2.8k	92.31	View chart
Regions Financial Corporation Common Stock (RF)	0.2	$245k	-69%	9.4k	26.12	View chart
Schwab Charles Corporation Common Stock (SCHW)	0.2	$244k	NEW	2.6k	93.99	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.2	$241k	NEW	2.6k	92.88	View chart
American Tower Corporation Reit Real Estate Investment Trusts (AMT)	0.2	$240k	-5%	1.4k	172.57	View chart
Te Connectivity Plc Ord Foreign Ordinary Shares (TEL)	0.2	$238k		1.1k	209.02	View chart
Digital Rlty Tr Incorporated Reit Real Estate Investment Trusts (DLR)	0.2	$238k		1.3k	180.21	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$224k		949.00	236.28	View chart
Fidelity Enhanced Large Cap Growth ETF Exchange Traded Funds (Country Baskets/iShares) - Domestic (FELG)	0.1	$216k	NEW	5.8k	37.49	View chart
Halliburton Company Common Stock (HAL)	0.1	$210k	NEW	5.4k	38.99	View chart
Manulife Finl Corporation Foreign Ordinary Shares (MFC)	0.1	$209k		6.1k	34.44	View chart
Waste Mgmt Incorporated Del Common Stock (WM)	0.1	$208k	NEW	906.00	229.79	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IWM)	0.1	$208k		838.00	248.00	View chart
Pnc Finl Svcs Group Incorporated Common Stock (PNC)	0.1	$208k		998.00	208.09	View chart
Ge Aerospace Common Stock (GE)	0.1	$206k		727.00	283.77	View chart
Nuveen Mun Cr Income Fd Com Sh Ben Int Closed End Investment Co. Non Tax Dividend (NZF)	0.1	$183k	-9%	15k	12.18	View chart
Blackrock Income Tr Incorporated Closed End Funds - Taxable (BKT)	0.1	$165k		16k	10.57	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 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
Meadow Creek Wealth Advisors 2019 Q4 filed Feb. 3, 2020

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