Meadow Creek Wealth Advisors LLC
CIK 1801107 · View on SEC EDGAR ↗
- Portfolio value
- $163.8M
- Positions
- 139
- As of
- June 30, 2026
#7,113 of 9,443 by 13F value · top 75.3%
Portfolio value QoQ: +6.0% 13F does not disclose cash
- Top 10 holdings weight
- 45.32%
- Top 25 holdings weight
- 64.45%
- Positions above 1%
- 23
- Effective number of positions
- 30.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.21% Est. buys $13,072,816 · sells $17,076,244
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 74.3% still held
- New positions
- 19
- Increased
- 34
- Decreased
- 83
- Closed
- 15
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
17.8%
Packaging
8.2%
Consumer Staples
7.6%
Industrials
6.7%
Healthcare
5.9%
Retail
5.5%
Financials
5.2%
Communication Services
3.9%
Financial Services
3.1%
Energy
2.4%
Communications
1.8%
Consumer Discretionary
1.2%
Consumer products
0.7%
Materials
0.6%
Telecommunication
0.5%
Real Estate
0.5%
Utilities
0.5%
Other/Unmapped
27.9%
Full portfolio 139 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $17,217,610 | 10.51% | 22,991 | $2,296,992 | Up ×1 | ||
| SON Sonoco Products Company Common Stock | $13,464,044 | 8.22% | 238,936 | $537,291 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $11,625,917 | 7.10% | 143,053 | $747,725 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,956,120 | 3.64% | 29,767 | $-416,666 | Down ×4 | ||
| AAPL Apple Inc. - Common Stock | $5,683,882 | 3.47% | 19,643 | $-42,113 | Down ×1 | ||
| RDVI | $5,337,019 | 3.26% | 181,531 | $902,432 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $4,993,100 | 3.05% | 13,218 | $435,256 | Down ×4 | ||
| PREF | $3,353,435 | 2.05% | 175,941 | $547,787 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,315,960 | 2.02% | 10,130 | $-54,916 | Down ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $3,288,872 | 2.01% | 8,817 | $-848,103 | Down ×3 | ||
| AVUV | $3,122,300 | 1.91% | 25,026 | $445,335 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $2,883,294 | 1.76% | 25,457 | $-359,084 | Down ×4 | ||
| RSP | $2,839,628 | 1.73% | 13,346 | $136,435 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,331,978 | 1.42% | 6,600 | $539,677 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,325,049 | 1.42% | 6,506 | $-262,703 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,199,878 | 1.34% | 9,230 | $-361,218 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2,039,379 | 1.25% | 8,030 | $53,793 | Down ×1 | ||
| VTI | $2,034,110 | 1.24% | 5,497 | Up ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $1,834,390 | 1.12% | 5,201 | $66,512 | Down ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,783,124 | 1.09% | 4,185 | $278,922 | Down ×5 | ||
| LLY Eli Lilly and Company Common Stock | $1,701,991 | 1.04% | 1,419 | $325,095 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,697,767 | 1.04% | 14,454 | $494,579 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1,675,088 | 1.02% | 1,573 | $676,868 | Up ×1 | ||
| CB Chubb Limited Common Stock | $1,475,904 | 0.90% | 4,331 | $60,564 | Down ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,386,515 | 0.85% | 10,790 | $-102,555 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,333,567 | 0.81% | 9,754 | $-430,218 | Down ×4 | ||
| BAC Bank of America Corporation Common Stock | $1,306,551 | 0.80% | 22,930 | $120,268 | Down ×2 | ||
| IAU | $1,272,041 | 0.78% | 16,846 | Up ×1 | |||
| KLAC KLA Corporation - Common Stock | $1,267,182 | 0.77% | 4,200 | $585,456 | Up ×1 | ||
| WCMI | $1,266,022 | 0.77% | 64,692 | $374,344 | Up ×5 | ||
| FTLS | $1,228,106 | 0.75% | 16,641 | $95,099 | Up ×6 | ||
| ABBV AbbVie Inc. Common Stock | $1,226,493 | 0.75% | 4,874 | $1,589 | Down ×3 | ||
| V Visa Inc. | $1,185,780 | 0.72% | 3,456 | $-146,245 | Down ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,127,143 | 0.69% | 2,001 | $-575,516 | Down ×1 | ||
| VOO | $1,124,995 | 0.69% | 1,638 | $698,942 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,081,030 | 0.66% | 7,372 | $-199,431 | Down ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $1,069,645 | 0.65% | 2,576 | $-54,623 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $1,040,694 | 0.64% | 3,850 | $-139,686 | Up ×3 | ||
| IJH | $1,019,626 | 0.62% | 13,223 | $225,608 | Up ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,018,193 | 0.62% | 1,088 | $-314,462 | Down ×3 | ||
| CVX Chevron Corporation Common Stock | $972,017 | 0.59% | 5,864 | $-175,244 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $929,926 | 0.57% | 2,146 | $466,925 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $922,088 | 0.56% | 4,860 | $15,458 | Up ×3 | ||
| MPC Marathon Petroleum Corporation Common Stock | $914,020 | 0.56% | 3,575 | $-69,537 | Down ×3 | ||
| UNP Union Pacific Corporation Common Stock | $908,954 | 0.55% | 3,342 | $86,049 | Down ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $876,554 | 0.54% | 2,207 | $115,881 | Down ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $806,700 | 0.49% | 606 | $513 | Down ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $794,918 | 0.49% | 1,913 | $161,856 | Down ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $782,609 | 0.48% | 678 | Up ×1 | |||
| FELC | $777,933 | 0.47% | 18,562 | $148,213 | Up ×1 | ||
| EMR Emerson Electric Company Common Stock | $682,826 | 0.42% | 4,770 | $-96,219 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $613,523 | 0.37% | 2,093 | $20,445 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $609,086 | 0.37% | 1,682 | $-137,540 | Down ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $598,895 | 0.37% | 2,517 | $25,393 | Down ×4 | ||
| FITB Fifth Third Bancorp - Common Stock | $592,787 | 0.36% | 10,516 | $100,357 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $584,395 | 0.36% | 1,006 | Up ×1 | |||
| MS Morgan Stanley Common Stock | $567,962 | 0.35% | 2,717 | $113,420 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $552,422 | 0.34% | 7,737 | $-321,774 | Down ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $552,384 | 0.34% | 13,046 | $-76,540 | Up ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $508,686 | 0.31% | 488 | $-2,999 | Down ×1 | ||
| SPY SPY | $504,417 | 0.31% | 675 | $65,823 | Up ×6 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $499,672 | 0.31% | 2,704 | $194,850 | Up ×1 | ||
| TGT Target Corporation Common Stock | $491,747 | 0.30% | 3,765 | $44,398 | Up ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $486,450 | 0.30% | 1,632 | $196,987 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $484,237 | 0.30% | 943 | $-240,184 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $484,111 | 0.30% | 1,151 | $-46,376 | Down ×2 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $472,343 | 0.29% | 2,491 | $-4,141 | Up ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $465,368 | 0.28% | 2,078 | $96,190 | Up ×1 | ||
| SNOW Snowflake Inc. Common Stock | $457,082 | 0.28% | 1,796 | Up ×1 | |||
| GEV GE Vernova Inc. Common Stock | $455,846 | 0.28% | 388 | $103,194 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $455,124 | 0.28% | 953 | $-8,205 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $450,466 | 0.28% | 2,490 | $8,843 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $447,405 | 0.27% | 1,591 | $-91,913 | Down ×2 | ||
| JCI Johnson Controls International plc Ordinary Share | $442,713 | 0.27% | 3,030 | $44,887 | Down ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $430,494 | 0.26% | 845 | $-7,084 | Up ×2 | ||
| CME CME Group Inc. - Class A Common Stock | $409,887 | 0.25% | 1,856 | $-125,913 | Up ×2 | ||
| VLO Valero Energy Corporation Common Stock | $408,891 | 0.25% | 1,570 | $-137,650 | Down ×1 | ||
| FDL | $407,090 | 0.25% | 8,366 | $792 | Up ×2 | ||
| AXP American Express Company Common Stock | $404,209 | 0.25% | 1,195 | $-191,979 | Down ×2 | ||
| SBUX Starbucks Corporation - Common Stock | $403,037 | 0.25% | 3,944 | $-91,948 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $400,736 | 0.24% | 2,558 | $-170,101 | Down ×2 | ||
| PH Parker-Hannifin Corporation Common Stock | $400,051 | 0.24% | 409 | $16,888 | Down ×1 | ||
| NZF Nuveen Municipal Credit Income Fund | $389,999 | 0.24% | 30,757 | $207,433 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $383,761 | 0.23% | 740 | $-9,629 | Down ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $372,892 | 0.23% | 164 | Up ×1 | |||
| FELG | $368,594 | 0.23% | 8,425 | $152,314 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $367,745 | 0.22% | 2,427 | $-40,985 | Down ×1 | ||
| SO Southern Company (The) Common Stock | $364,942 | 0.22% | 3,813 | $-11,389 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $364,392 | 0.22% | 504 | Up ×1 | |||
| GE GE Aerospace Common Stock | $353,922 | 0.22% | 947 | $147,621 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $352,040 | 0.21% | 2,600 | $-42,552 | Up ×2 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $350,725 | 0.21% | 1,248 | $80,239 | Down ×5 | ||
| MDT Medtronic plc. Ordinary Shares | $348,358 | 0.21% | 4,453 | $-138,473 | Down ×3 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $347,932 | 0.21% | 2,406 | $46,968 | Down ×1 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $327,897 | 0.20% | 6,393 | $-3,100 | Down ×3 | ||
| QLTA | $323,469 | 0.20% | 6,807 | $-4,093 | Down ×3 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $322,638 | 0.20% | 7,575 | $-94,545 | Down ×1 | ||
| LQD | $317,830 | 0.19% | 2,914 | $-3,037 | Down ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $317,570 | 0.19% | 314 | $-251,781 | Down ×1 | ||
| WFC Wells Fargo & Company Common Stock | $317,172 | 0.19% | 3,838 | $7,011 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| RDVI | $5,337,019 | 3.26% | up ×3 |
| PREF | $3,353,435 | 2.05% | up ×6 |
| AVUV | $3,122,300 | 1.91% | up ×3 |
| GOOG | $2,331,978 | 1.42% | up ×3 |
| WCMI | $1,266,022 | 0.77% | up ×5 |
| FTLS | $1,228,106 | 0.75% | up ×6 |
| MCD | $1,040,694 | 0.64% | up ×3 |
| IJH | $1,019,626 | 0.62% | up ×4 |
| RTX | $922,088 | 0.56% | up ×3 |
| SPY | $504,417 | 0.31% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VTI | $2,034,110 | 5,497 | 1.24% |
| IAU | $1,272,041 | 16,846 | 0.78% |
| MU | $782,609 | 678 | 0.48% |
| AMD | $584,395 | 1,006 | 0.36% |
| SNOW | $457,082 | 1,796 | 0.28% |
| SNDK | $372,892 | 164 | 0.23% |
| AMAT | $364,392 | 504 | 0.22% |
| WDC | $300,198 | 470 | 0.18% |
| CSX | $290,361 | 6,109 | 0.18% |
| CMI | $269,593 | 378 | 0.16% |
| CIEN | $257,053 | 524 | 0.16% |
| DELL | $238,597 | 553 | 0.15% |
| GLW | $237,294 | 929 | 0.14% |
| HEIA | $219,739 | 852 | 0.13% |
| DFAS | $214,578 | 2,606 | 0.13% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +149 | +$2.3M |
| RDVI | Bought more | +8K | +$902K |
| MSFT | Trimmed | -2K | -$848K |
| KO | Bought more | +13 | +$748K |
| VOO | Bought more | +925 | +$699K |
| CAT | Bought more | +164 | +$677K |
| KLAC | Bought more | +4K | +$585K |
| META | Trimmed | -975 | -$576K |
| PREF | Bought more | +27K | +$548K |
| GOOG | Bought more | +352 | +$540K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JEPI | Sept. 30, 2025 | 79,285 | $4,507,367 | No longer tracked |
| HON | June 30, 2026 | 2,447 | $553,095 | -1.9% |
| VOO | Dec. 31, 2025 | 713 | $433,069 | No longer tracked |
| ABT | June 30, 2026 | 4,141 | $425,126 | 26.1% |
| EQR | Sept. 30, 2025 | 6,056 | $408,719 | -1.7% |
| CTAS | March 31, 2026 | 2,120 | $398,708 | 19.9% |
| IWM | June 30, 2025 | 1,938 | $386,612 | No longer tracked |
| PGR | Sept. 30, 2025 | 1,339 | $357,363 | -10.9% |
| HCA | June 30, 2026 | 735 | $347,831 | 6.6% |
| SPOT | Sept. 30, 2025 | 453 | $347,605 | -24.5% |
| SCHD | Sept. 30, 2025 | 12,952 | $343,228 | No longer tracked |
| MCK | June 30, 2026 | 395 | $341,817 | 13.4% |
| CMCSA | June 30, 2026 | 11,513 | $330,543 | 7.8% |
| ORCL | June 30, 2026 | 2,229 | $327,908 | -0.1% |
| PYPL | March 31, 2025 | 3,686 | $314,600 | -4.7% |
| DIS | June 30, 2026 | 3,248 | $313,042 | 11.3% |
| AZO | June 30, 2026 | 82 | $276,978 | -7.5% |
| BDX | June 30, 2025 | 1,161 | $265,939 | 39.4% |
| INTU | June 30, 2026 | 613 | $265,049 | 38.2% |
| CMI | March 31, 2026 | 517 | $263,903 | 11.3% |
| TSM | March 31, 2025 | 1,331 | $262,859 | 153.1% |
| ACN | Sept. 30, 2025 | 873 | $260,931 | -26.0% |
| NOW | Sept. 30, 2025 | 245 | $251,880 | -29.5% |
| HEIA | March 31, 2026 | 997 | $251,673 | No longer tracked |
| GIS | June 30, 2025 | 4,149 | $248,069 | -24.1% |
| ISRG | March 31, 2025 | 472 | $246,365 | -24.6% |
| SCHW | June 30, 2026 | 2,593 | $243,727 | 20.5% |
| PLTR | March 31, 2026 | 1,364 | $242,451 | 18.3% |
| SCHW | Sept. 30, 2025 | 2,653 | $242,096 | 16.5% |
| AMT | June 30, 2026 | 1,390 | $239,870 | 8.0% |
| TT | March 31, 2025 | 647 | $238,969 | 35.0% |
| ADBE | March 31, 2026 | 682 | $238,693 | 12.3% |
| TEL | June 30, 2026 | 1,140 | $238,283 | 0.6% |
| HLT | March 31, 2026 | 823 | $236,492 | 8.7% |
| KKR | March 31, 2026 | 1,837 | $234,210 | 17.4% |
| IBKR | March 31, 2025 | 1,311 | $231,614 | 123.7% |
| MELI | Sept. 30, 2025 | 88 | $229,999 | -17.1% |
| IQV | March 31, 2026 | 1,017 | $229,242 | 50.2% |
| LOW | June 30, 2026 | 949 | $224,230 | -1.3% |
| CHTR | June 30, 2025 | 607 | $223,698 | -64.0% |
| DLR | March 31, 2025 | 1,246 | $220,953 | 37.0% |
| SHOP | March 31, 2026 | 1,368 | $220,207 | 22.9% |
| FICO | March 31, 2025 | 110 | $219,002 | -36.8% |
| DASH | Dec. 31, 2025 | 818 | $218,136 | -3.1% |
| BX | March 31, 2025 | 1,262 | $217,594 | 2.5% |
| SHW | Dec. 31, 2025 | 655 | $217,106 | 7.4% |
| DE | Sept. 30, 2025 | 426 | $216,617 | 36.4% |
| MRSH | Sept. 30, 2025 | 976 | $213,393 | -5.2% |
| UPS | Sept. 30, 2025 | 2,105 | $212,479 | 23.7% |
| HAL | June 30, 2026 | 5,388 | $210,078 | 4.7% |
| CPRT | Sept. 30, 2025 | 4,260 | $209,038 | -23.7% |
| DFAS | March 31, 2026 | 3,000 | $209,010 | No longer tracked |
| WM | Sept. 30, 2025 | 912 | $208,684 | 1.4% |
| MDLZ | Dec. 31, 2025 | 3,382 | $208,331 | 19.1% |
| WM | June 30, 2026 | 906 | $208,190 | 0.5% |
| ANET | March 31, 2025 | 1,876 | $207,354 | 143.1% |
| IQV | March 31, 2025 | 1,042 | $204,763 | 45.3% |
| TT | Dec. 31, 2025 | 492 | $204,633 | 16.9% |
| PYPL | Sept. 30, 2025 | 2,753 | $204,603 | -7.2% |
| LPLA | March 31, 2026 | 568 | $202,873 | 19.2% |
| VMC | March 31, 2026 | 711 | $202,791 | 0.3% |
| CSGP | June 30, 2025 | 2,547 | $201,799 | -60.2% |