Top Institutional Investors

Meadow Creek Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1801107 · latest 13F-HR filed 2026-04-30

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$154.5M

Long-equity book

Holdings

135

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+10 / −13 / ↑53 / ↓42

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SONOCO PRODUCTS COMPANY$2.5M +23.9%
  • COCA COLA COMPANY$856.8K +8.5%
  • FIRST TRUST WCM INTERNATIONAL EQUITY ETF$453.8K +103.6%
  • JOHNSON & JOHNSON$377.8K +23.5%
  • MARATHON PETE CORPORATION$320.7K +48.4%
Show all 53 →

Top Trims

  • ELI LILLY & COMPANY-$2.6M -65.5%
  • MICROSOFT CORPORATION-$1.8M -30.2%
  • NVIDIA CORPORATION-$1.1M -14.3%
  • BROADCOM INCORPORATED-$895.7K -16.4%
  • ISHARES TR CORE S&P500 ETF-$796.1K -5.1%
Show all 42 →

New Positions

  • Fidelity Enhanced Large Cap Core ETF$629.7K
  • ASTRAZENECA PLC ORD$476.5K
  • VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$426.1K
  • TEXAS INSTRS INCORPORATED$289.5K
  • DEERE & COMPANY$287.8K
Show all 10 →

Exited Positions

  • ASTRAZENECA PLC SPONSORED ADR$418.4K
  • CINTAS CORPORATION$398.7K
  • CUMMINS INCORPORATED$263.9K
  • HEICO CORPORATION NEW CLASS A$251.7K
  • PALANTIR TECHNOLOGIES INCORPORATED CLASS A$242.5K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR CORE S&P500 ETF IVV 464287200 $14.9M 9.66% 22,842 SH
2 SONOCO PRODUCTS COMPANY SON 835495102 $12.9M 8.36% 238,986 SH
3 COCA COLA COMPANY KO 191216100 $10.9M 7.04% 143,040 SH
4 NVIDIA CORPORATION NVDA 67066G104 $6.4M 4.12% 36,541 SH
5 APPLE INCORPORATED AAPL 037833100 $5.7M 3.71% 22,562 SH
6 BROADCOM INCORPORATED AVGO 11135F101 $4.6M 2.95% 14,726 SH
7 FT VEST RISING DIVIDEND ACHIEVERS TARGET RDVI 33738D879 $4.4M 2.87% 173,565 SH
8 MICROSOFT CORPORATION MSFT 594918104 $4.1M 2.68% 11,176 SH
9 JPMORGAN CHASE & COMPANY JPM 46625H100 $3.4M 2.18% 11,459 SH
10 WALMART INCORPORATED WMT 931142103 $3.2M 2.10% 26,089 SH
11 PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF PREF 74255Y888 $2.8M 1.82% 149,078 SH
12 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $2.7M 1.75% 14,085 SH
13 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $2.7M 1.73% 24,233 SH
14 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $2.6M 1.67% 8,999 SH
15 AMAZON COM INCORPORATED AMZN 023135106 $2.6M 1.66% 12,297 SH
16 JOHNSON & JOHNSON JNJ 478160104 $2.0M 1.28% 8,123 SH
17 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $1.8M 1.16% 6,248 SH
18 HOME DEPOT INCORPORATED HD 437076102 $1.8M 1.14% 5,375 SH
19 EXXON MOBIL CORPORATION XOM 30231G102 $1.8M 1.14% 10,396 SH
20 META PLATFORMS INCORPORATED CLASS A META 30303M102 $1.7M 1.10% 2,976 SH
21 EATON CORPORATION PLC SHS ETN G29183103 $1.5M 0.97% 4,206 SH
22 MERCK & COMPANY INCORPORATED MRK 58933Y105 $1.5M 0.96% 12,379 SH
23 CHUBB LIMITED SWITZ CB H1467J104 $1.4M 0.92% 4,342 SH
24 ELI LILLY & COMPANY LLY 532457108 $1.4M 0.89% 1,497 SH
25 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.3M 0.86% 1,337 SH
26 VISA INCORPORATED COM CLASS A V 92826C839 $1.3M 0.86% 4,407 SH
27 PROCTER & GAMBLE COMPANY PG 742718109 $1.3M 0.83% 8,865 SH
28 ABBVIE INCORPORATED ABBV 00287Y109 $1.2M 0.79% 5,632 SH
29 CISCO SYSTEMS INCORPORATED CSCO 17275R102 $1.2M 0.78% 15,507 SH
30 BANK AMERICA CORPORATION BAC 060505104 $1.2M 0.77% 24,334 SH
31 MCDONALDS CORPORATION MCD 580135101 $1.2M 0.76% 3,798 SH
32 CHEVRON CORPORATION CVX 166764100 $1.1M 0.74% 5,545 SH
33 FIRST TRUST LONG/SHORT EQUITY ETF FTLS 33739P103 $1.1M 0.73% 16,103 SH
34 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $1.1M 0.73% 2,591 SH
35 CATERPILLAR INCORPORATED CAT 149123101 $998.2K 0.65% 1,409 SH
36 MARATHON PETE CORPORATION MPC 56585A102 $983.6K 0.64% 4,028 SH
37 RTX CORPORATION RTX 75513E101 $906.6K 0.59% 4,700 SH
38 FIRST TRUST WCM INTERNATIONAL EQUITY ETF WCMI 33733E732 $891.7K 0.58% 53,171 SH
39 NETFLIX INCORPORATED. NFLX 64110L106 $874.2K 0.57% 9,092 SH
40 UNION PAC CORPORATION UNP 907818108 $822.9K 0.53% 3,392 SH
41 TRANSDIGM GROUP INCORPORATED TDG 893641100 $806.2K 0.52% 696 SH
42 ISHARES TR CORE S&P MCP ETF IJH 464287507 $794.0K 0.51% 11,758 SH
43 EMERSON ELEC COMPANY EMR 291011104 $779.0K 0.50% 5,946 SH
44 ANALOG DEVICES INCORPORATED ADI 032654105 $760.7K 0.49% 2,391 SH
45 AMGEN INCORPORATED AMGN 031162100 $746.6K 0.48% 2,122 SH
46 MASTERCARD INCORPORATED CLASS A MA 57636Q104 $724.4K 0.47% 1,450 SH
47 KLA CORPORATION COM NEW KLAC 482480100 $681.7K 0.44% 463 SH
48 AT&T INCORPORATED T 00206R102 $655.4K 0.42% 22,608 SH
49 UNITEDHEALTH GROUP INCORPORATED UNH 91324P102 $633.1K 0.41% 2,340 SH
50 Fidelity Enhanced Large Cap Core ETF FELC 316092113 $629.7K 0.41% 17,362 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $154.5M 135 0001062993-26-002237
2025-12-31 2026-01-28 $156.4M 138 0001062993-26-000458