13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001801107
Total reported value
$163.8M
$163.8M
132 檔
25.5%
In Q1 2025, Meadow Creek Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $163.8M, distributed across 132 disclosed stock positions.
In Q1 2025, Meadow Creek Wealth Advisors LLC displayed an active expansion posture, initiating 71 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.54% | +0.86% | +2.83% | |
| 2 | SON | Sonoco Products Co | Stock-Consumer Disc | 8.42% | -0.14% | +0.02% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 7.67% | +0.06% | +0.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.67% | +0.06% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.24% | -8.64% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.24% | — | +5.53% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.17% | -0.48% | -6.39% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | -0.16% | -0.70% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.10% | -0.95% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.91% | -0.34% | +6.71% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.77% | -0.02% | +2.32% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | -0.32% | -0.68% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.62% | +0.18% | +4.21% | |
| 14 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.59% | +0.23% | +7.32% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.58% | -0.02% | -2.10% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.14% | +15.81% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.41% | +3.53% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.17% | -1.64% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.15% | -7.66% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.04% | +0.12% | +5.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.25% | +0.22% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.08% | -6.72% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.99% | -0.02% | +3.44% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.24% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.33% | +5.48% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.95% | -0.23% | +0.37% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.03% | +9.12% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.11% | -1.65% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.12% | -0.58% | |
| 30 | MSI | Motorola Solutions Inc | Stock-Tech | 0.80% | -0.08% | +6.52% | |
| 31 | TDG | Transdigm Group Inc | Stock-Industrials | 0.79% | -0.03% | -3.28% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.04% | +1.68% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.03% | -41.55% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.26% | -0.44% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.13% | +4.22% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.15% | -7.29% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.26% | +0.58% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | +0.02% | +10.86% | |
| 39 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.60% | +0.02% | +7.46% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.10% | -2.08% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.11% | -23.73% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.17% | -0.38% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.49% | -0.01% | +9.21% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.49% | -0.07% | +6.44% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | +0.04% | +0.20% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.08% | +16.97% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.07% | +1.18% | |
| 48 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.45% | -0.08% | -5.73% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.03% | +0.35% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.27% | -2.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.1% | +2.83% | Add |
| 2 | AAPL | Apple Inc | +1.3% | -8.64% | Add |
| 3 | MSFT | Microsoft CORP | +1.3% | +0.06% | Trim |
| 4 | WMT | Walmart Inc | +1.1% | +6.71% | Add |
| 5 | V | Visa Inc-class A Shares | +1% | +15.81% | Add |
| 6 | AMZN | Amazon.com Inc | +0.8% | -0.68% | Add |
| 7 | LLY | Eli Lilly & Co | +0.7% | -7.66% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.22% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.6% | +5.48% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | -0.70% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.5% | -6.72% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +3.53% | Trim |
| 13 | MSI | Motorola Solutions Inc | +0.4% | +6.52% | Add |
| 14 | PG | Procter & Gamble Co/the | +0.4% | -1.64% | Add |
| 15 | ETN | Eaton Corporation plc | +0.3% | +5.32% | Trim |
| 16 | BAC | Bank Of America CORP | +0.3% | -41.55% | Add |
| 17 | MCD | Mcdonald's CORP | +0.3% | -0.58% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.3% | +0.58% | Add |
| 19 | AXP | American Express Co | +0.2% | +0.55% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +16.97% | Add |
| 21 | AMGN | Amgen Inc | +0.2% | -0.64% | Add |
| 22 | HD | Home Depot Inc | +0.1% | -2.10% | Add |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | +0.67% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +0.31% | Add |
| 25 | NOC | Northrop Grumman CORP | +0.1% | +12.53% | Trim |
| 26 | ABBV | Abbvie Inc | +0.1% | +1.68% | Trim |
| 27 | ADP | Automatic Data Processing | +0.1% | +0.20% | Add |
| 28 | GD | General Dynamics CORP | 0% | — | Trim |
| 29 | UNP | Union Pacific CORP | 0% | +10.86% | Add |
| 30 | AMT | American Tower CORP | 0% | +17.92% | Add |
| 31 | QCOM | Qualcomm Inc | -0.1% | +0.83% | Trim |
| 32 | CME | Cme Group Inc | -0.1% | -2.08% | Add |
| 33 | PEP | Pepsico Inc | -0.1% | -0.54% | Add |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -1.65% | Add |
| 35 | HON | Honeywell International Inc | -0.1% | +0.14% | Add |
| 36 | CVX | Chevron CORP | -0.1% | -7.29% | Add |
| 37 | JNJ | Johnson & Johnson | -0.2% | +9.12% | Add |
| 38 | UPS | United Parcel Service-cl B | -0.2% | +10.86% | Add |
| 39 | AZNN | Astrazeneca Plc-spons Adr | -0.2% | +0.30% | Trim |
| 40 | MDT | Medtronic plc | -0.2% | -7.29% | Add |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +13.47% | Trim |
| 42 | TGT | Target CORP | -0.2% | -0.56% | Trim |
| 43 | APD | Air Products & Chemicals Inc | -0.3% | +9.21% | Trim |
| 44 | CB | Chubb Limited | -0.3% | +3.44% | Trim |
| 45 | CSCO | Cisco Systems Inc | -0.4% | -0.44% | Trim |
| 46 | CMCSA | Comcast Corp-class A | -0.4% | -6.12% | Add |
| 47 | PAI | Western Asset Investment Gra | -0.4% | -0.90% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.4% | — | Trim |
| 49 | LMT | Lockheed Martin CORP | -0.4% | -18.34% | Trim |
| 50 | QLTA | Ishares Aaa - A Rated Corpor | -0.4% | -0.55% | Trim |
According to official SEC Form 13F filings, Meadow Creek Wealth Advisors LLC reported a total U.S. public equity portfolio value of $163.8M across 132 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SON, KO) accounted for 25.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SON
市值: $11.3M
Top Position Liquidated / Trimmed
JPST
前期市值: $1.5M
During Q1 2025, Meadow Creek Wealth Advisors LLC's top holdings by market value included IVV (8.5%)、SON (8.4%)、KO (7.7%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q1 2025, Meadow Creek Wealth Advisors LLC made 171 total portfolio adjustments, initiating 71 new buys, adding to 31 positions, trimming 30 holdings, and fully liquidating 39 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.