Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors as of March 31, 2026

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