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Meadow Creek Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Meadow Creek Wealth Advisors LLC

Investment Activity

  • Meadow Creek Wealth Advisors LLC has $154.54 million in total holdings as of March 31, 2026.
  • Meadow Creek Wealth Advisors LLC owns shares of 135 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 4.61% of the portfolio was purchased this quarter.
  • About 5.95% of the portfolio was sold this quarter.
  • This quarter, Meadow Creek Wealth Advisors LLC has purchased 138 new stocks and bought additional shares in 59 stocks.
  • Meadow Creek Wealth Advisors LLC sold shares of 54 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Sonoco Products
$12,926,753
CocaCola
$10,878,192
NVIDIA
$6,372,786
Apple
$5,725,995

Largest New Holdings this Quarter

316092113 - Fidelity Enhanced Large Cap Core ETF
$629,720 Holding
G0593M107 - AstraZeneca
$476,484 Holding
922908363 - Vanguard S&P 500 ETF
$426,053 Holding
882508104 - Texas Instruments
$289,463 Holding
244199105 - Deere & Company
$287,846 Holding

Largest Purchases this Quarter

Fidelity Enhanced Large Cap Core ETF
17,362 shares (about $629.72K)
Apple
2,024 shares (about $513.67K)
AstraZeneca
2,416 shares (about $476.48K)
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
27,428 shares (about $459.97K)
Vanguard S&P 500 ETF
713 shares (about $426.05K)

Largest Sales this Quarter

Eli Lilly and Company
2,218 shares (about $2.04M)
NVIDIA
3,321 shares (about $579.19K)
Regions Financial
21,293 shares (about $556.17K)
ExxonMobil
2,397 shares (about $406.67K)
Microsoft
1,073 shares (about $397.19K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeadow Creek Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$14,920,618$67,934 â–¼-0.5%22,8429.7%ETF
Sonoco Products Company stock logo
SON
Sonoco Products
$12,926,7530.0%238,9868.4%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$10,878,192$23,347 â–¼-0.2%143,0407.0%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,372,786$579,186 â–¼-8.3%36,5414.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$5,725,995$513,670 â–²9.9%22,5623.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,557,844$319,105 â–¼-6.5%14,7262.9%Computer and Technology
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$4,434,587$124,301 â–²2.9%173,5652.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,136,975$397,188 â–¼-8.8%11,1762.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,370,876$22,651 â–¼-0.7%11,4592.2%Finance
WALMART INCORPORATED
$3,242,378$210,036 â–¼-6.1%26,0892.1%Common Stock
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$2,805,648$186,356 â–²7.1%149,0781.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,703,193$22,647 â–¼-0.8%14,0851.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$2,676,965$15,576 â–²0.6%24,2331.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,587,752$70,165 â–²2.8%8,9991.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,561,096$222,641 â–²9.5%12,2971.7%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,985,586$86,532 â–²4.6%8,1231.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,792,301$321,283 â–²21.8%6,2481.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,767,878$31,904 â–¼-1.8%5,3751.1%Retail/Wholesale
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,763,785$406,675 â–¼-18.7%10,3961.1%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,702,659$118,431 â–²7.5%2,9761.1%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,504,202$73,315 â–¼-4.6%4,2061.0%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,489,070$147,836 â–²11.0%12,3791.0%Medical
Chubb Limited stock logo
CB
Chubb
$1,415,340$8,475 â–¼-0.6%4,3420.9%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,376,896$2,040,050 â–¼-59.7%1,4970.9%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,332,655$20,932 â–¼-1.5%1,3370.9%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,332,025$69,820 â–¼-5.0%4,4070.9%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,280,461$47,810 â–²3.9%8,8650.8%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$1,224,904$8,917 â–¼-0.7%5,6320.8%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,203,188$5,431 â–²0.5%15,5070.8%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,186,283$2,243 â–¼-0.2%24,3340.8%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,180,380$64,334 â–²5.8%3,7980.8%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$1,147,261$828 â–¼-0.1%5,5450.7%Energy
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$1,133,007$128,477 â–²12.8%16,1030.7%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,124,268$95,895 â–²9.3%2,5910.7%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$998,220$60,219 â–¼-5.7%1,4090.6%Industrials
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$983,557$11,721 â–¼-1.2%4,0280.6%Energy
RTX Corporation stock logo
RTX
RTX
$906,630$579 â–²0.1%4,7000.6%Aerospace
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
$891,678$459,968 â–²106.5%53,1710.6%Exchange Traded Funds (Country Baskets/iShares) - Domestic
Netflix, Inc. stock logo
NFLX
Netflix
$874,196$97,688 â–¼-10.1%9,0920.6%Consumer Discretionary
Union Pacific Corporation stock logo
UNP
Union Pacific
$822,905$81,757 â–²11.0%3,3920.5%Transportation
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$806,187$8,108 â–¼-1.0%6960.5%Aerospace
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$794,018$48,284 â–²6.5%11,7580.5%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$779,045$76,254 â–²10.9%5,9460.5%Industrials
Analog Devices, Inc. stock logo
ADI
Analog Devices
$760,673$48,994 â–²6.9%2,3910.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$746,626$96,759 â–²14.9%2,1220.5%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$724,421$4,996 â–²0.7%1,4500.5%Business Services
KLA Corporation stock logo
KLAC
KLA
$681,726$14,724 â–¼-2.1%4630.4%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$655,406$2,725 â–²0.4%22,6080.4%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$633,062$25,701 â–¼-3.9%2,3400.4%Medical
Fidelity Enhanced Large Cap Core ETF
$629,720$629,720 â–²New Holding17,3620.4%Exchange Traded Funds (Country Baskets/iShares) - Domestic
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$628,924$6,024 â–¼-0.9%12,5280.4%Computer and Technology
American Express Company stock logo
AXP
American Express
$596,188$605 â–¼-0.1%1,9710.4%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$593,078$36,015 â–¼-5.7%2,0420.4%Basic Materials
The Allstate Corporation stock logo
ALL
Allstate
$573,502$1,451 â–¼-0.3%2,7660.4%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$570,837$77,655 â–¼-12.0%3,0580.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$569,351$9,306 â–²1.7%6730.4%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$553,0950.0%2,4470.4%Multi-Sector Conglomerates
Valero Energy Corporation stock logo
VLO
Valero Energy
$546,5410.0%2,2120.4%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$539,318$30,784 â–¼-5.4%2,2250.3%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$535,800$17,131 â–²3.3%1,8140.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$530,487$72,119 â–¼-12.0%1,4270.3%Auto/Tires/Trucks
Equinix, Inc. stock logo
EQIX
Equinix
$511,685$2,941 â–²0.6%5220.3%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$494,985$1,254 â–²0.3%5,5250.3%Retail/Wholesale
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$492,430$6,876 â–²1.4%10,5990.3%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$491,508$51,310 â–²11.7%8,1040.3%Medical
Medtronic PLC stock logo
MDT
Medtronic
$486,831$8,752 â–¼-1.8%5,6180.3%Medical
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$476,484$476,484 â–²New Holding2,4160.3%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$463,329$17,573 â–²3.9%1,3710.3%Computer and Technology
LAM RESEARCH CORPORATION COM NEW
$463,001$55,552 â–²13.6%2,1670.3%Common Stock
Morgan Stanley stock logo
MS
Morgan Stanley
$454,5420.0%2,7620.3%Finance
Target Corporation stock logo
TGT
Target
$447,349$32,845 â–²7.9%3,6910.3%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$441,623$112,100 â–²34.0%2,6710.3%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$438,594$651 â–²0.1%6740.3%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$437,578$604 â–²0.1%7240.3%Aerospace
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$427,487$28,782 â–²7.2%2,7180.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$426,053$426,053 â–²New Holding7130.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$425,126$48,354 â–²12.8%4,1410.3%Medical
Brookfield Corporation stock logo
BN
Brookfield
$417,183$9,470 â–²2.3%10,3080.3%Finance
Danaher Corporation stock logo
DHR
Danaher
$415,262$21,048 â–²5.3%2,1900.3%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$408,730$14,056 â–²3.6%2,5590.3%Retail/Wholesale
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$406,298$88,798 â–²28.0%7,9980.3%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$397,826$8,512 â–¼-2.1%3,0380.3%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$394,592$42,394 â–²12.0%2,5410.3%Consumer Staples
LINDE PLC SHS
$393,390$36,664 â–²10.3%7940.3%Foreign Ordinary Shares
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$392,048$84,040 â–²27.3%2,8130.3%Medical
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$383,1630.0%4280.2%Industrials
Southern Company (The) stock logo
SO
Southern
$376,331$24,902 â–²7.1%3,8990.2%Utilities
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$369,178$33,728 â–¼-8.4%1,8170.2%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$366,696$21,252 â–¼-5.5%2,7780.2%Energy
GE VERNOVA INCORPORATED
$352,652$3,492 â–¼-1.0%4040.2%Common Stock
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$347,831$946 â–²0.3%7350.2%Medical
General Dynamics Corporation stock logo
GD
General Dynamics
$344,2500.0%1,0030.2%Aerospace
Pfizer Inc. stock logo
PFE
Pfizer
$344,092$4,380 â–²1.3%12,2540.2%Medical
McKesson Corporation stock logo
MCK
McKesson
$341,817$38,941 â–²12.9%3950.2%Medical
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$330,997$1,025 â–¼-0.3%6,4610.2%Manufacturing
Comcast Corporation stock logo
CMCSA
Comcast
$330,543$22,538 â–²7.3%11,5130.2%Consumer Discretionary
Oracle Corporation stock logo
ORCL
Oracle
$327,908$102,094 â–¼-23.7%2,2290.2%Computer and Technology
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$327,562$952 â–¼-0.3%6,8830.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$322,022$91,048 â–²39.4%6720.2%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$320,867$1,090 â–¼-0.3%2,9440.2%Finance

Showing largest 100 holdings. View all holdings.
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