Meadow Creek Wealth Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$154.5M
Q ending 2026-03-31
Prior quarter
$156.4M
Q ending 2025-12-31
Change
-1.2% QoQ · +15.3% YoY
Positions
135
reported holdings

Largest positions

Top 100 of 135 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares Tr Core S&P500 EtfIVVShares$14.9M23K
Sonoco Products CompanySONShares$12.9M239K
Coca Cola CompanyKOShares$10.9M143K
Nvidia CorporationNVDAShares$6.4M37K
Apple IncorporatedAAPLShares$5.7M23K
Broadcom IncorporatedAVGOShares$4.6M15K
Ft Vest Rising Dividend Achievers RDVIShares$4.4M174K
Microsoft CorporationMSFTShares$4.1M11K
Jpmorgan Chase & CompanyJPMShares$3.4M11K
Walmart IncorporatedWMTShares$3.2M26K
Principal Spectrum Preferred SecurPREFShares$2.8M149K
Invesco S&P 500 Equal Weight EtfRSPShares$2.7M14K
Avantis U.S. Small Cap Value EtfAVUVShares$2.7M24K
Alphabet Incorporated Cap Stk ClasGOOGLShares$2.6M9K
Amazon Com IncorporatedAMZNShares$2.6M12K
Johnson & JohnsonJNJShares$2.0M8K
Alphabet Incorporated Cap Stk ClasGOOGShares$1.8M6K
Home Depot IncorporatedHDShares$1.8M5K
Exxon Mobil CorporationXOMShares$1.8M10K
Meta Platforms Incorporated Class METAShares$1.7M3K
Eaton Corporation Plc ShsShares$1.5M4K
Merck & Company IncorporatedMRKShares$1.5M12K
Chubb Limited SwitzShares$1.4M4K
Eli Lilly & CompanyLLYShares$1.4M1K
Costco Wholesale CorporationCOSTShares$1.3M1K
Visa Incorporated Com Class AVShares$1.3M4K
Procter & Gamble CompanyPGShares$1.3M9K
Abbvie IncorporatedABBVShares$1.2M6K
Cisco Systems IncorporatedCSCOShares$1.2M16K
Bank America CorporationBACShares$1.2M24K
Mcdonalds CorporationMCDShares$1.2M4K
Chevron CorporationCVXShares$1.1M6K
First Trust Long/Short Equity EtfFTLSShares$1.1M16K
Motorola Solutions Incorporated CoMSIShares$1.1M3K
Caterpillar IncorporatedCATShares$998K1K
Marathon Pete CorporationMPCShares$984K4K
Rtx CorporationRTXShares$907K5K
First Trust Wcm International EquiWCMIShares$892K53K
Netflix Incorporated.NFLXShares$874K9K
Union Pac CorporationUNPShares$823K3K
Transdigm Group IncorporatedTDGShares$806K696
Ishares Tr Core S&P Mcp EtfIJHShares$794K12K
Emerson Elec CompanyEMRShares$779K6K
Analog Devices IncorporatedADIShares$761K2K
Amgen IncorporatedAMGNShares$747K2K
Mastercard Incorporated Class AMAShares$724K1K
Kla Corporation Com NewKLACShares$682K463
At&T IncorporatedTShares$655K23K
Unitedhealth Group IncorporatedUNHShares$633K2K
Fidelity Enhanced Large Cap Core EFELCShares$630K17K
Verizon Communications IncorporateVZShares$629K13K
American Express CompanyAXPShares$596K2K
Air Products And Chemicals IncorpoAPDShares$593K2K
Allstate CorporationALLShares$574K3K
Salesforce IncorporatedCRMShares$571K3K
Goldman Sachs Group IncorporatedGSShares$569K673
Honeywell International IncorporatHONGBPShares$553K2K
Valero Energy CorporationVLOShares$547K2K
International Business MachinesIBMShares$539K2K
Cme Group IncorporatedCMEShares$536K2K
Tesla IncorporatedTSLAShares$530K1K
Equinix Incorporated ReitEQIXShares$512K522
Starbucks CorporationSBUXShares$495K6K
Fifth Third BancorpFITBShares$492K11K
Bristol-Myers Squibb CompanyBMYShares$492K8K
Medtronic Plc ShsShares$487K6K
Astrazeneca Plc OrdShares$476K2K
Taiwan Semiconductor Manufact SponTSMShares$463K1K
Lam Research Corporation Com NewLRCXShares$463K2K
Morgan Stanley Com NewMSShares$455K3K
Target CorporationTGTShares$447K4K
Philip Morris International IncorpPMShares$442K3K
State Street Spdr S&P 500 Etf TrusSPYShares$439K674
Lockheed Martin CorporationLMTShares$438K724
Intercontinental Exchange IncorporICEShares$427K3K
Vanguard Index Funds S&P 500 Etf SVOOShares$426K713
Abbott LaboratoriesABTShares$425K4K
Brookfield Corporation Class A LtdBNShares$417K10K
Danaher Corporation DelDHRShares$415K2K
Tjx Companies Incorporated NewTJXShares$409K3K
First Trust Morningstar Dividend LFDLShares$406K8K
Johnson Controls Internation ShsShares$398K3K
Pepsico IncorporatedPEPShares$395K3K
Linde Plc ShsShares$393K794
Gilead Sciences IncorporatedGILDShares$392K3K
Parker-Hannifin CorporationPHShares$383K428
Southern CompanySOShares$376K4K
Automatic Data Processing IncorporADPShares$369K2K
ConocophillipsCOPShares$367K3K
Ge Vernova IncorporatedGEVShares$353K404
Hca Healthcare IncorporatedHCAShares$348K735
General Dynamics CorporationGDShares$344K1K
Pfizer IncorporatedPFEShares$344K12K
Mckesson CorporationMCKShares$342K395
Ishares Tr Usd Inv Grde EtfUSIGShares$331K6K
Comcast Corporation New Class ACMCSAShares$331K12K
Oracle CorporationORCLShares$328K2K
Ishares Tr A Rate Cp Bd EtfQLTAShares$328K7K
Berkshire Hathaway Incorporated DeBRK/BShares$322K672
Ishares Tr Iboxx Inv Cp EtfLQDShares$321K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.