MC

Meadow Creek Wealth Advisors LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$154.5M

Reporting period: 2026-03-31 · Number of holdings: 135

Meadow Creek Wealth Advisors LLC disclosed 135 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $154.5M and a quarterly turnover rate of 18.5%.

Personality snowflake

Concentration
12.71
Portfolio Stability
18.52
Momentum/Contrarian
100
Sector conviction
51.46
Diversification
100
Sizing Uniformity
81.8

Recent moves

  • Add SON

    0.0%　$2.5M

  • Trim LLY

    -59.7%　-$2.6M

  • Trim MSFT

    -8.8%　-$1.8M

  • Trim NVDA

    -8.3%　-$1.1M

  • Add KO

    -0.2%　$856.8K

  • Trim AVGO

    -6.5%　-$895.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth9.66%-0.40%-0.45%
2SONSonoco Products CoStock-Consumer Disc8.36%+1.69%—
3KOCoca-cola Co/theStock-Consumer Staples7.04%+0.63%-0.21%
4NVDANvidia CORPStock-Tech4.12%-0.63%-8.33%
5AAPLApple INCStock-Tech3.71%—+9.85%
6AVGOBroadcom INCStock-Tech2.95%-0.54%-6.54%
7RDVIFt Vest Rising Dividend AchiETF-Other2.87%—+2.88%
8MSFTMicrosoft CORPStock-Tech2.68%-1.11%-8.76%
9JPMJpmorgan Chase & CoStock-Financials2.18%-0.20%-0.67%
10WMTWalmart INCStock-Consumer Staples2.10%—-6.08%
11PREFPri Spe Pre Sec Acti-usd INCETF-Other1.82%—+7.11%
12RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.75%—-0.83%
13AVUVAvantis US Small Cap ValueETF-Small Cap1.73%+0.16%+0.59%
14GOOGLAlphabet Inc-cl AStock-Comm Services1.67%—+2.79%
15AMZNAmazon.com INCStock-Consumer Disc1.66%—+9.52%
16JNJJohnson & JohnsonStock-Healthcare1.28%+0.25%+4.56%
17GOOGAlphabet Inc-cl CStock-Comm Services1.16%+0.13%+21.84%
18HDHome Depot INCStock-Consumer Disc1.14%—-1.77%
19XOMExxon Mobil CORPStock-Energy1.14%+0.16%-18.74%
20METAMeta Platforms Inc-class AStock-Comm Services1.10%—+7.48%
21ETNEaton Corporation plcStock-Industrials0.97%—-4.65%
22MRKMerck & Co. INC.Stock-Healthcare0.96%+0.21%+11.02%
23CBChubb LimitedStock-Financials0.92%—-0.60%
24LLYEli Lilly & CoStock-Healthcare0.89%-1.66%-59.70%
25COSTCostco Wholesale CORPStock-Consumer Staples0.86%+0.11%-1.55%
26VVisa Inc-class A SharesStock-Financials0.86%-0.18%-4.98%
27PGProcter & Gamble Co/theStock-Consumer Staples0.83%—+3.88%
28ABBVAbbvie INCStock-Healthcare0.79%—-0.72%
29CSCOCisco Systems INCStock-Tech0.78%—+0.45%
30BACBank Of America CORPStock-Financials0.77%—-0.19%
31MCDMcdonald's CORPStock-Consumer Disc0.76%—+5.76%
32CVXChevron CORPStock-Energy0.74%+0.20%-0.07%
33FTLSFirst Trust Long/short EqtyETF-Other0.73%—+12.79%
34MSIMotorola Solutions INCStock-Tech0.73%+0.15%+9.32%
35CATCaterpillar INCStock-Industrials0.65%—-5.69%
36MPCMarathon Petroleum CORPStock-Energy0.64%+0.22%-1.18%
37RTXRtx CORPStock-Industrials0.59%—+0.06%
38WCMIFt Wcm International ETFETF-Other0.58%+0.30%+106.55%
39NFLXNetflix INCStock-Comm Services0.57%—-10.05%
40UNPUnion Pacific CORPStock-Industrials0.53%—+11.03%
41TDGTransdigm Group INCStock-Industrials0.52%—-1.00%
42IJHIshares Core S&p Midcap ETFETF-Other0.51%—+6.47%
43EMREmerson Electric CoStock-Industrials0.50%—+10.85%
44ADIAnalog Devices INCStock-Tech0.49%—+6.88%
45AMGNAmgen INCStock-Healthcare0.48%—+14.89%
46MAMastercard INC - AStock-Financials0.47%—+0.69%
47KLACKla CORPStock-Tech0.44%—-2.11%
48TAt&t INCStock-Comm Services0.42%—+0.42%
49UNHUnitedhealth Group INCStock-Healthcare0.41%-0.10%-3.90%
50FELCFidelity Enh Lrg Cap Cor ETFETF-Other0.41%+0.41%NEW
1–50 of 135

Holding changes this quarter

Meadow Creek Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Fidelity Enh Lrg Cap Cor ETF (FELC); New buy: AstraZeneca PLC (AZN); New buy: Vanguard S&p 500 ETF (VOO); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Cintas CORP (CTAS).

Position changes disclosed by Meadow Creek Wealth Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SONSonoco Products Co+1.7%—Unchanged
2KOCoca-cola Co/the+0.6%-0.21%Trim
3WCMIFt Wcm International ETF+0.3%+106.55%Add
4JNJJohnson & Johnson+0.3%+4.56%Add
5MPCMarathon Petroleum CORP+0.2%-1.18%Trim
6MRKMerck & Co. INC.+0.2%+11.02%Add
7CVXChevron CORP+0.2%-0.07%Trim
8XOMExxon Mobil CORP+0.2%-18.74%Trim
9AVUVAvantis US Small Cap Value+0.2%+0.59%Add
10MSIMotorola Solutions INC+0.2%+9.32%Add
11GOOGAlphabet Inc-cl C+0.1%+21.84%Add
12VLOValero Energy CORP+0.1%—Unchanged
13COSTCostco Wholesale CORP+0.1%-1.55%Trim
14UNHUnitedhealth Group INC-0.1%-3.90%Trim
15QCOMQualcomm INC-0.1%-15.46%Trim
16INTUIntuit INC-0.1%-10.51%Trim
17TSLATesla INC-0.1%-11.97%Trim
18ORCLOracle CORP-0.2%-23.74%Trim
19VVisa Inc-class A Shares-0.2%-4.98%Trim
20JPMJpmorgan Chase & Co-0.2%-0.67%Trim
21CRMSalesforce INC-0.2%-11.97%Trim
22RFRegions Financial CORP-0.4%-69.44%Trim
23IVVIshares Core S&p 500 ETF-0.4%-0.45%Trim
24AVGOBroadcom INC-0.5%-6.54%Trim
25NVDANvidia CORP-0.6%-8.33%Trim
26MSFTMicrosoft CORP-1.1%-8.76%Trim
27LLYEli Lilly & Co-1.7%-59.70%Trim
28FELCFidelity Enh Lrg Cap Cor ETF—NEWNew buy
29AZNAstraZeneca PLC—NEWNew buy
30VOOVanguard S&p 500 ETF—NEWNew buy
31AZNNAstrazeneca Plc-spons Adr—EXITSold out
32CTASCintas CORP—EXITSold out
33TXNTexas Instruments INC—NEWNew buy
34DEDeere & Co—NEWNew buy
35CMICummins INC—EXITSold out
36HEI-AHeico Corp-class A—EXITSold out
37SCHWSchwab (charles) CORP—NEWNew buy
38PLTRPalantir Technologies Inc-a—EXITSold out
39NEENextera Energy INC—NEWNew buy
40ADBEAdobe INC—EXITSold out
41HLTHilton Worldwide Holdings In—EXITSold out
42KKRKkr & Co INC—EXITSold out
43IQVIqvia Holdings INC—EXITSold out
44SHOPShopify INC - Class A—EXITSold out
45FELGFidelity Enh Lrg Cap Gwth—NEWNew buy
46HALHalliburton Co—NEWNew buy
47DFASDimensional US Small Cap ETF—EXITSold out
48WMWaste Management INC—NEWNew buy
49LPLALpl Financial Holdings INC—EXITSold out
50VMCVulcan Materials Co—EXITSold out

FAQ

What is Meadow Creek Wealth Advisors LLC and what type of investor is it?
Meadow Creek Wealth Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $154.5M, spread across 135 disclosed positions.
What are Meadow Creek Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Meadow Creek Wealth Advisors LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $14.9M (9.7%) 2. Sonoco Products Co (SON) — $12.9M (8.4%) 3. Coca-cola Co/the (KO) — $10.9M (7.0%) 4. Nvidia CORP (NVDA) — $6.4M (4.1%) 5. Apple INC (AAPL) — $5.7M (3.7%)
What changes did Meadow Creek Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Meadow Creek Wealth Advisors LLC made 48 notable position adjustments: 10 new positions were initiated, 6 existing holdings were added to, 19 positions were partially reduced, and 13 were completely exited. The largest of these moves: New buy: Fidelity Enh Lrg Cap Cor ETF (FELC); New buy: AstraZeneca PLC (AZN); New buy: Vanguard S&p 500 ETF (VOO); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Cintas CORP (CTAS)
What sectors does Meadow Creek Wealth Advisors LLC focus on?
Meadow Creek Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.1% • Consumer Staples: 19.7% • Financials: 11.6% • Health Care: 11.5% • Communication Services: 9.9% • Consumer Discretionary: 8.4%