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Meadow Creek Wealth Advisors LLC

Updated 3 days ago

Managed by Meadow Creek Wealth Advisors Llc • Latest filing Q3 2026

Portfolio value
$169.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$156.4M
Q1 2026$154.5M
Q2 2026$163.8M
Q3 2026$169.8M

Top holdings

134 positions as of Q3 2026

View filing
E

ISHARES CORE S&P 500 ETF

Value
$18.5M
Shares
24.1K
% Port
10.88%
K

COCA COLA CO COM

Value
$12.3M
Shares
143.4K
% Port
7.27%
S

SONOCO PRODS CO COM

Value
$11.7M
Shares
238.9K
% Port
6.87%
A

APPLE INC COM

Value
$7M
Shares
21.1K
% Port
4.14%
N

NVIDIA CORPORATION COM

Value
$6.7M
Shares
29.5K
% Port
3.96%
F

FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

Value
$5.4M
Shares
194.4K
% Port
3.19%
M

MICROSOFT CORP COM

Value
$5.3M
Shares
10.3K
% Port
3.12%
A

BROADCOM INC COM

Value
$4.4M
Shares
12.5K
% Port
2.59%
J

JPMORGAN CHASE & CO COM

Value
$3.3M
Shares
10.0K
% Port
1.96%
P

PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF

Value
$3.3M
Shares
179.4K
% Port
1.94%
F

FIRST TRUST ACTIVE FACTOR MID CAP ETF

Value
$3.3M
Shares
82.2K
% Port
1.92%
E

ISHARES CORE S&P MID-CAP ETF

Value
$3.2M
Shares
44.2K
% Port
1.87%
M

AVANTIS U.S. SMALL CAP VALUE ETF

Value
$3.1M
Shares
26.0K
% Port
1.80%
I

INVESCO S&P 500 EQUAL WEIGHT ETF

Value
$2.8M
Shares
13.3K
% Port
1.63%
G

ALPHABET INC CAP STK CL C

Value
$2.4M
Shares
7.0K
% Port
1.41%
W

WALMART INC COM

Value
$2.4M
Shares
22.7K
% Port
1.39%
G

ALPHABET INC CAP STK CL A

Value
$2.3M
Shares
6.7K
% Port
1.36%
A

AMAZON COM INC COM

Value
$2.3M
Shares
9.1K
% Port
1.33%
J

JOHNSON & JOHNSON COM

Value
$2.2M
Shares
8.2K
% Port
1.28%
V

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

Value
$2.1M
Shares
5.5K
% Port
1.21%

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