Free Trial

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 $169.80 million in total holdings as of September 30, 2026.
  • Meadow Creek Wealth Advisors LLC owns shares of 134 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 8.65% of the portfolio was purchased this quarter.
  • About 5.50% of the portfolio was sold this quarter.
  • This quarter, Meadow Creek Wealth Advisors LLC has purchased 139 new stocks and bought additional shares in 58 stocks.
  • Meadow Creek Wealth Advisors LLC sold shares of 56 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Coca-Cola
$12,347,573
Sonoco Products
$11,664,856
Apple
$7,028,368
NVIDIA
$6,731,090

Largest New Holdings this Quarter

33740F813 - First Trust Active Factor Mid Cap ETF
$3,255,744 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$1,583,395 Holding
33738R506 - First Trust Rising Dividend Achievers ETF
$470,679 Holding
22788C105 - CrowdStrike
$379,916 Holding
632307104 - Natera
$307,089 Holding

Largest Purchases this Quarter

First Trust Active Factor Mid Cap ETF
82,195 shares (about $3.26M)
iShares Core S&P Mid-Cap ETF
30,977 shares (about $2.23M)
EXXONMOBIL HOLDINGS CORP COM SHS
9,729 shares (about $1.58M)
iShares Core S&P 500 ETF
1,139 shares (about $872.29K)
Microsoft
1,505 shares (about $771.91K)

Largest Sales this Quarter

WALMART INC COM
2,711 shares (about $281.73K)
Broadcom
681 shares (about $239.16K)
Micron Technology
184 shares (about $195.98K)
LAM RESEARCH CORP COM NEW
514 shares (about $168.85K)
Tesla
467 shares (about $165.70K)

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
$18,479,779$872,295 ▲5.0%24,13010.9%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$12,347,573$33,571 ▲0.3%143,4437.3%Consumer Staples
Sonoco Products Company stock logo
SON
Sonoco Products
$11,664,8560.0%238,9366.9%Materials
Apple Inc. stock logo
AAPL
Apple
$7,028,368$486,874 ▲7.4%21,1054.1%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,731,090$67,144 ▼-1.0%29,4734.0%Technology
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$5,418,637$357,560 ▲7.1%194,3563.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,294,092$771,905 ▲17.1%10,3223.1%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,402,869$239,160 ▼-5.2%12,5372.6%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,320,318$31,099 ▼-0.9%10,0362.0%Finance
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$3,292,008$63,491 ▲2.0%179,4011.9%ETF
AFMC
First Trust Active Factor Mid Cap ETF
$3,255,744$3,255,744 ▲New Holding82,1951.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,180,190$2,228,795 ▲234.3%44,2001.9%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$3,064,855$117,535 ▲4.0%26,0241.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,764,170$12,065 ▼-0.4%13,2881.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,396,084$147,200 ▲6.5%7,0321.4%Communication Services
WALMART INC COM
$2,363,795$281,731 ▼-10.6%22,7461.4%Stock
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,303,616$65,031 ▲2.9%6,6951.4%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,266,268$33,386 ▼-1.5%9,0961.3%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,167,956$42,094 ▲2.0%8,1891.3%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,057,1970.0%5,4971.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,791,160$149,263 ▲9.1%1,5481.1%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,718,221$79,917 ▼-4.4%3,9991.0%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,593,220$142,135 ▲9.8%2,1970.9%Communication Services
EXXONMOBIL HOLDINGS CORP COM SHS
$1,583,395$1,583,395 ▲New Holding9,7290.9%Stock
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,539,124$28,771 ▼-1.8%10,5920.9%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,538,033$17,651 ▼-1.1%14,2900.9%Technology
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$1,495,838$219,640 ▲17.2%19,5050.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,421,963$57,755 ▼-3.9%4,9980.8%Consumer Discretionary
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
$1,399,308$164,985 ▲13.4%73,3390.8%ETF
Chubb Limited stock logo
CB
Chubb
$1,370,104$38,709 ▼-2.7%4,2120.8%Finance
Visa Inc. stock logo
V
Visa
$1,357,612$115,710 ▲9.3%3,7780.8%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,342,679$94,599 ▲7.6%24,6680.8%Finance
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,292,628$120,999 ▼-8.6%3,2690.8%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$1,291,470$16,480 ▲1.3%4,9370.8%Healthcare
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,264,127$51,546 ▼-3.9%16,1860.7%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,195,445$2,042 ▼-0.2%5,8540.7%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,171,592$103,781 ▼-8.1%1,4450.7%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,148,0090.0%1,6380.7%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,059,236$11,768 ▼-1.1%7,2910.6%Consumer Staples
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,053,675$94,978 ▼-8.3%2,3630.6%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,011,779$20,946 ▲2.1%1,1110.6%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$986,730$84,471 ▲9.4%5,3150.6%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$901,225$8,163 ▼-0.9%3,3120.5%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$848,243$40,876 ▼-4.6%3,6730.5%Consumer Discretionary
Analog Devices, Inc. stock logo
ADI
Analog Devices
$804,925$70,614 ▼-8.1%2,0290.5%Technology
FIDELITY ENHANCED LARGE CAP CORE ETF
$804,1060.0%18,5620.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$782,323$73,343 ▲10.3%1,8560.5%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$744,635$4,808 ▲0.6%4,8010.4%Industrials
Snowflake Inc. stock logo
SNOW
Snowflake
$731,412$121,562 ▲19.9%2,1540.4%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$703,165$1,101 ▲0.2%1,9160.4%Healthcare
KLA Corporation stock logo
KLAC
KLA
$703,113$115,594 ▼-14.1%3,6070.4%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$691,901$76,470 ▲12.4%1,1310.4%Technology
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$638,314$17,310 ▼-2.6%5900.4%Industrials
Valero Energy Corporation stock logo
VLO
Valero Energy
$605,447$3,101 ▼-0.5%1,5620.4%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$582,809$62,857 ▲12.1%1,0570.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$574,355$24,082 ▼-4.0%12,5210.3%Communication Services
Target Corporation stock logo
TGT
Target
$560,323$29,614 ▼-5.0%3,5760.3%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$558,700$22,451 ▲4.2%2,1650.3%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$549,406$32,825 ▼-5.6%1,9750.3%Materials
LAM RESEARCH CORP COM NEW
$536,128$168,854 ▼-24.0%1,6320.3%Stock
Philip Morris International Inc. stock logo
PM
Philip Morris International
$535,823$60,681 ▲12.8%2,8080.3%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$535,140$3,201 ▼-0.6%7,6910.3%Communication Services
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$533,973$2,074 ▲0.4%10,5570.3%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$533,750$53,490 ▼-9.1%2,3250.3%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$526,164$195,980 ▼-27.1%4940.3%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$515,956$1,524 ▲0.3%6770.3%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$512,706$1,693 ▲0.3%2,7260.3%Finance
The Allstate Corporation stock logo
ALL
Allstate
$511,165$47,256 ▼-8.5%2,3040.3%Finance
CME Group Inc. stock logo
CME
CME Group
$487,052$786 ▲0.2%1,8590.3%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$470,679$470,679 ▲New Holding6,0120.3%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$453,680$3,270 ▲0.7%3,0520.3%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$435,918$5,602 ▲1.3%8560.3%Industrials
Equinix, Inc. stock logo
EQIX
Equinix
$433,968$59,683 ▼-12.1%4290.3%Real Estate
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$414,652$23,885 ▲6.1%4340.2%Industrials
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$410,8540.0%8,3660.2%ETF
FIDELITY ENHANCED LARGE CAP GROWTH ETF
$401,076$21,192 ▲5.6%8,8950.2%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$397,894$99,750 ▼-20.0%2,1620.2%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$393,337$147,005 ▲59.7%9900.2%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$391,566$65,541 ▼-14.3%1,3980.2%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$379,916$379,916 ▲New Holding1,4350.2%Technology
Medtronic PLC stock logo
MDT
Medtronic
$368,803$15,446 ▼-4.0%4,2740.2%Healthcare
ConocoPhillips stock logo
COP
ConocoPhillips
$366,564$7,008 ▲1.9%2,9290.2%Energy
LINDE PLC SHS
$364,298$13,282 ▲3.8%7680.2%Stock
BANK OF NY MELLON CORP COM
$357,670$9,690 ▲2.8%2,4730.2%Stock
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$357,172$45,050 ▼-11.2%2,2120.2%Healthcare
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$341,623$7,005 ▲2.1%2,2920.2%Healthcare
GE Aerospace stock logo
GE
GE Aerospace
$333,213$37,475 ▲12.7%1,0670.2%Industrials
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$333,0980.0%30,7570.2%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$332,807$11,645 ▲3.6%2,5150.2%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$332,314$17,594 ▼-5.0%1,5110.2%Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$330,739$1,267 ▲0.4%2,6100.2%Consumer Staples
Starbucks Corporation stock logo
SBUX
Starbucks
$326,887$43,691 ▼-11.8%3,4790.2%Consumer Discretionary
Brookfield Corporation stock logo
BN
Brookfield
$326,552$50,354 ▲18.2%8,9560.2%Finance
Southern Company (The) stock logo
SO
Southern
$320,701$4,642 ▲1.5%3,8690.2%Utilities
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$318,359$11,127 ▲3.6%3,9770.2%Finance
BLACKROCK INC COM
$317,487$7,408 ▲2.4%3000.2%Stock
Pfizer Inc. stock logo
PFE
Pfizer
$317,456$21,476 ▼-6.3%11,1310.2%Healthcare
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$310,665$124,084 ▼-28.5%6810.2%Technology
Natera, Inc. stock logo
NTRA
Natera
$307,089$307,089 ▲New Holding7430.2%Healthcare
AT&T Inc. stock logo
T
AT&T
$303,194$6,564 ▲2.2%12,4260.2%Communication Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data