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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 $163.80 million in total holdings as of June 30, 2026.
  • Meadow Creek Wealth Advisors LLC owns shares of 139 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 7.98% of the portfolio was purchased this quarter.
  • About 10.43% of the portfolio was sold this quarter.
  • This quarter, Meadow Creek Wealth Advisors LLC has purchased 135 new stocks and bought additional shares in 34 stocks.
  • Meadow Creek Wealth Advisors LLC sold shares of 83 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Sonoco Products
$13,464,044
CocaCola
$11,625,917
NVIDIA
$5,956,120
Apple
$5,683,882

Largest New Holdings this Quarter

922908769 - Vanguard Total Stock Market ETF
$2,034,110 Holding
464285204 - iShares Gold Trust
$1,272,041 Holding
595112103 - Micron Technology
$782,609 Holding
007903107 - Advanced Micro Devices
$584,395 Holding
833445109 - Snowflake
$457,082 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
5,497 shares (about $2.03M)
iShares Gold Trust
16,846 shares (about $1.27M)
KLA
3,737 shares (about $1.13M)
Micron Technology
678 shares (about $782.61K)
Vanguard S&P 500 ETF
925 shares (about $635.30K)

Largest Sales this Quarter

NVIDIA
6,774 shares (about $1.36M)
Alphabet
2,493 shares (about $890.92K)
Microsoft
2,359 shares (about $879.94K)
Apple
2,919 shares (about $844.64K)
Amazon.com
3,067 shares (about $730.99K)

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
$17,217,610$111,584 â–²0.7%22,99110.5%ETF
Sonoco Products Company stock logo
SON
Sonoco Products
$13,464,044$2,818 â–¼0.0%238,9368.2%Materials
CocaCola Company (The) stock logo
KO
CocaCola
$11,625,917$1,057 â–²0.0%143,0537.1%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,956,120$1,355,419 â–¼-18.5%29,7673.6%Technology
Apple Inc. stock logo
AAPL
Apple
$5,683,882$844,639 â–¼-12.9%19,6433.5%Technology
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$5,337,019$234,201 â–²4.6%181,5313.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$4,993,100$569,647 â–¼-10.2%13,2183.0%Technology
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$3,353,435$512,009 â–²18.0%175,9412.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,315,960$435,036 â–¼-11.6%10,1302.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$3,288,872$879,942 â–¼-21.1%8,8172.0%Technology
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$3,122,300$98,936 â–²3.3%25,0261.9%ETF
WALMART INC
$2,883,294$71,581 â–¼-2.4%25,4571.8%Common Stock
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,839,628$157,237 â–¼-5.2%13,3461.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,331,978$124,372 â–²5.6%6,6001.4%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,325,049$890,923 â–¼-27.7%6,5061.4%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,199,878$730,989 â–¼-24.9%9,2301.3%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,039,379$23,619 â–¼-1.1%8,0301.2%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,034,110$2,034,110 â–²New Holding5,4971.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,834,390$61,370 â–¼-3.2%5,2011.1%Consumer Discretionary
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,783,124$8,948 â–¼-0.5%4,1851.1%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,701,991$93,556 â–¼-5.2%1,4191.0%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,697,767$123,685 â–¼-6.8%14,4541.0%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,675,088$174,644 â–²11.6%1,5731.0%Industrials
Chubb Limited stock logo
CB
Chubb
$1,475,904$3,749 â–¼-0.3%4,3310.9%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,386,515$204,187 â–¼-12.8%10,7900.8%Healthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,333,567$87,774 â–¼-6.2%9,7540.8%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$1,306,551$80,000 â–¼-5.8%22,9300.8%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,272,041$1,272,041 â–²New Holding16,8460.8%ETF
KLA Corporation stock logo
KLAC
KLA
$1,267,182$1,127,490 â–²807.1%4,2000.8%Technology
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
$1,266,022$225,466 â–²21.7%64,6920.8%Exchange Traded Funds (Country Baskets/iShares) - Domestic
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$1,228,106$39,704 â–²3.3%16,6410.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,226,493$190,743 â–¼-13.5%4,8740.7%Healthcare
Visa Inc. stock logo
V
Visa
$1,185,780$326,295 â–¼-21.6%3,4560.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,127,143$549,208 â–¼-32.8%2,0010.7%Communication Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,124,995$635,299 â–²129.7%1,6380.7%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,081,030$218,934 â–¼-16.8%7,3720.7%Consumer Staples
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,069,645$6,229 â–¼-0.6%2,5760.7%Technology
McDonald's Corporation stock logo
MCD
McDonald's
$1,040,694$14,056 â–²1.4%3,8500.6%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,019,626$112,966 â–²12.5%13,2230.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,018,193$233,024 â–¼-18.6%1,0880.6%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$972,017$52,877 â–²5.8%5,8640.6%Energy
LAM RESEARCH CORPORATION COM NEW
$929,926$9,100 â–¼-1.0%2,1460.6%Common Stock
RTX Corporation stock logo
RTX
RTX
$922,088$30,357 â–²3.4%4,8600.6%Industrials
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$914,020$115,818 â–¼-11.2%3,5750.6%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$908,954$13,599 â–¼-1.5%3,3420.6%Industrials
Analog Devices, Inc. stock logo
ADI
Analog Devices
$876,554$73,079 â–¼-7.7%2,2070.5%Technology
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$806,700$119,807 â–¼-12.9%6060.5%Industrials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$794,918$177,433 â–¼-18.2%1,9130.5%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$782,609$782,609 â–²New Holding6780.5%Technology
FIDELITY ENHANCED LARGE CAP CORE ETF
$777,933$50,292 â–²6.9%18,5620.5%Exchange Traded Funds (Country Baskets/iShares) - Domestic
Emerson Electric Co. stock logo
EMR
Emerson Electric
$682,826$168,345 â–¼-19.8%4,7700.4%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$613,523$14,950 â–²2.5%2,0930.4%Materials
Amgen Inc. stock logo
AMGN
Amgen
$609,086$159,333 â–¼-20.7%1,6820.4%Healthcare
The Allstate Corporation stock logo
ALL
Allstate
$598,895$59,247 â–¼-9.0%2,5170.4%Finance
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$592,787$4,679 â–¼-0.8%10,5160.4%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$584,395$584,395 â–²New Holding1,0060.4%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$567,962$9,407 â–¼-1.6%2,7170.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$552,422$96,747 â–¼-14.9%7,7370.3%Communication Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$552,384$21,933 â–²4.1%13,0460.3%Communication Services
Equinix, Inc. stock logo
EQIX
Equinix
$508,686$35,441 â–¼-6.5%4880.3%Real Estate
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$504,417$747 â–²0.1%6750.3%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$499,672$62,274 â–²14.2%2,7040.3%Technology
Target Corporation stock logo
TGT
Target
$491,747$9,665 â–²2.0%3,7650.3%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$486,450$42,028 â–²9.5%1,6320.3%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$484,237$260,348 â–¼-35.0%9430.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$484,111$116,086 â–¼-19.3%1,1510.3%Consumer Discretionary
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$472,343$14,221 â–²3.1%2,4910.3%Healthcare
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$465,368$58,451 â–²14.4%2,0780.3%Industrials
Snowflake Inc. stock logo
SNOW
Snowflake
$457,082$457,082 â–²New Holding1,7960.3%Technology
GE VERNOVA INCORPORATED
$455,846$18,798 â–¼-4.0%3880.3%Common Stock
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$455,124$199,624 â–¼-30.5%9530.3%Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$450,466$32,745 â–¼-6.8%2,4900.3%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$447,405$178,287 â–¼-28.5%1,5910.3%Technology
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$442,713$1,169 â–¼-0.3%3,0300.3%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$430,494$61,645 â–²16.7%8450.3%Industrials
CME Group Inc. stock logo
CME
CME Group
$409,887$9,275 â–²2.3%1,8560.3%Finance
Valero Energy Corporation stock logo
VLO
Valero Energy
$408,891$167,203 â–¼-29.0%1,5700.2%Energy
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$407,090$17,907 â–²4.6%8,3660.2%ETF
American Express Company stock logo
AXP
American Express
$404,209$262,482 â–¼-39.4%1,1950.2%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$403,037$161,562 â–¼-28.6%3,9440.2%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$400,736$78,330 â–¼-16.4%2,5580.2%Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$400,051$18,584 â–¼-4.4%4090.2%Industrials
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$389,999$199,938 â–²105.2%30,7570.2%Finance
LINDE PLC (IRELAND)
$383,761$28,004 â–¼-6.8%7400.2%Foreign Ordinary Shares
SANDISK CORPORATION
$372,892$372,892 â–²New Holding1640.2%Common Stock
FIDELITY ENHANCED LARGE CAP GROWTH ETF
$368,594$116,200 â–²46.0%8,4250.2%Exchange Traded Funds (Country Baskets/iShares) - Domestic
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$367,745$20,001 â–¼-5.2%2,4270.2%Consumer Discretionary
Southern Company (The) stock logo
SO
Southern
$364,942$8,231 â–¼-2.2%3,8130.2%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$364,392$364,392 â–²New Holding5040.2%Technology
GE Aerospace stock logo
GE
GE Aerospace
$353,922$82,221 â–²30.3%9470.2%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$352,040$7,989 â–²2.3%2,6000.2%Consumer Staples
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$350,725$35,410 â–¼-9.2%1,2480.2%Technology
Medtronic PLC stock logo
MDT
Medtronic
$348,358$91,138 â–¼-20.7%4,4530.2%Healthcare
BANK OF NY MELLON CORPORATION
$347,932$18,944 â–¼-5.2%2,4060.2%Common Stock
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$327,897$3,488 â–¼-1.1%6,3930.2%ETF
iShares Aaa - A Rated Corporate Bond ETF stock logo
QLTA
iShares Aaa - A Rated Corporate Bond ETF
$323,469$3,612 â–¼-1.1%6,8070.2%ETF
Brookfield Corporation stock logo
BN
Brookfield
$322,638$116,405 â–¼-26.5%7,5750.2%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$317,830$3,272 â–¼-1.0%2,9140.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$317,570$363,082 â–¼-53.3%3140.2%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$317,172$4,793 â–¼-1.5%3,8380.2%Finance

Showing largest 100 holdings. View all holdings.
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