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CIK: 0001801107
Total reported value
$163.8M
$163.8M
135 檔
31.0%
The Q1 2026 SEC filing reveals that Meadow Creek Wealth Advisors LLC held a total portfolio value of $163.8M, covering 135 public equity positions.
Meadow Creek Wealth Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 13 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.66% | +0.86% | -0.45% | |
| 2 | SON | Sonoco Products Co | Stock-Consumer Disc | 8.36% | -0.14% | — | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 7.04% | +0.06% | -0.21% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | -0.48% | -8.33% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.24% | +9.85% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.95% | +0.10% | -6.54% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.87% | +0.39% | +2.88% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.67% | -8.76% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | -0.16% | -0.67% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.10% | -0.34% | -6.08% | |
| 11 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.82% | +0.23% | +7.11% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.75% | -0.02% | -0.83% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.73% | +0.18% | +0.59% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | -0.25% | +2.79% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.32% | +9.52% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.03% | +4.56% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.26% | +21.84% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.02% | -1.77% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -0.33% | -18.74% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.41% | +7.48% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 0.97% | +0.12% | -4.65% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.11% | +11.02% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.92% | -0.02% | -0.60% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.15% | -59.70% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.24% | -1.55% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.14% | -4.98% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.17% | +3.88% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.04% | -0.72% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.26% | +0.45% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | +0.03% | -0.19% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.12% | +5.76% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.15% | -0.07% | |
| 33 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.73% | +0.02% | +12.79% | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 0.73% | -0.08% | +9.32% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.37% | -5.69% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.64% | -0.08% | -1.18% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.03% | +0.06% | |
| 38 | WCMI | Ft Wcm International ETF | ETF-Other | 0.58% | +0.19% | +106.55% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.23% | -10.05% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | +0.02% | +11.03% | |
| 41 | TDG | Transdigm Group Inc | Stock-Industrials | 0.52% | -0.03% | -1.00% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | +0.11% | +6.47% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.50% | -0.08% | +10.85% | |
| 44 | ADI | Analog Devices Inc | Stock-Tech | 0.49% | +0.05% | +6.88% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.11% | +14.89% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.17% | +0.69% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.44% | +0.33% | -2.11% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.27% | +0.42% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.08% | -3.90% | |
| 50 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.41% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SON | Sonoco Products Co | +1.7% | — | Unchanged |
| 2 | KO | Coca-cola Co/the | +0.6% | -0.21% | Trim |
| 3 | WCMI | Ft Wcm International ETF | +0.3% | +106.55% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | +4.56% | Add |
| 5 | MPC | Marathon Petroleum CORP | +0.2% | -1.18% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +11.02% | Add |
| 7 | CVX | Chevron CORP | +0.2% | -0.07% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -18.74% | Trim |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +0.59% | Add |
| 10 | MSI | Motorola Solutions Inc | +0.2% | +9.32% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +9.85% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +21.84% | Add |
| 13 | VLO | Valero Energy CORP | +0.1% | — | Unchanged |
| 14 | PREF | Pri Spe Pre Sec Acti-usd Inc | +0.1% | +7.11% | Add |
| 15 | WMT | Walmart Inc | +0.1% | -6.08% | Trim |
| 16 | COST | Costco Wholesale CORP | +0.1% | -1.55% | Trim |
| 17 | ADI | Analog Devices Inc | +0.1% | +6.88% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | -5.69% | Trim |
| 19 | AMGN | Amgen Inc | +0.1% | +14.89% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | +13.63% | Add |
| 21 | PM | Philip Morris International | +0.1% | +34.02% | Add |
| 22 | FDL | First Trust Morn Dvd Lead In | +0.1% | +27.97% | Add |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +27.29% | Add |
| 24 | FTLS | First Trust Long/short Eqty | +0.1% | +12.79% | Add |
| 25 | UNP | Union Pacific CORP | +0.1% | +11.03% | Add |
| 26 | EQIX | Equinix Inc | +0.1% | +0.58% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | -0.95% | Trim |
| 28 | TGT | Target CORP | +0.1% | +7.92% | Add |
| 29 | KLAC | Kla CORP | +0.1% | -2.11% | Trim |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | +11.66% | Add |
| 31 | ETN | Eaton Corporation plc | +0.1% | -4.65% | Trim |
| 32 | T | At&t Inc | +0.1% | +0.42% | Add |
| 33 | COP | Conocophillips | +0.1% | -5.48% | Trim |
| 34 | LMT | Lockheed Martin CORP | +0.1% | +0.14% | Add |
| 35 | GEV | GE Vernova Inc | +0.1% | -0.98% | Trim |
| 36 | MCD | Mcdonald's CORP | +0.1% | +5.76% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +39.42% | Add |
| 38 | LIN | Linde plc | +0.1% | +10.28% | Add |
| 39 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 40 | PEP | Pepsico Inc | +0.1% | +12.04% | Add |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +3.88% | Add |
| 42 | CB | Chubb Limited | +0.1% | -0.60% | Trim |
| 43 | EMR | Emerson Electric Co | 0% | +10.85% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.47% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.94% | Add |
| 46 | SO | Southern Co/the | 0% | +7.09% | Add |
| 47 | APD | Air Products & Chemicals Inc | 0% | -5.72% | Trim |
| 48 | CME | Cme Group Inc | 0% | +3.30% | Add |
| 49 | MCK | Mckesson CORP | 0% | +12.86% | Add |
| 50 | RTX | Rtx CORP | 0% | +0.06% | Add |
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 135 disclosed positions in Q1 2026.
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 31.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FELC
市值: $629.7K
Top Position Liquidated / Trimmed
AZNN
前期市值: $418.4K
During Q1 2026, Meadow Creek Wealth Advisors LLC's top holdings by market value included IVV (9.7%)、SON (8.4%)、KO (7.0%). The largest single position, IVV, represented 9.7% of total portfolio value.
In Q1 2026, Meadow Creek Wealth Advisors LLC made 136 total portfolio adjustments, initiating 10 new buys, adding to 59 positions, trimming 54 holdings, and fully liquidating 13 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.
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