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Meadow Creek Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1801107 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Meadow Creek Wealth Advisors LLC manages $163.8M in 13F-reported U.S. long-equity assets across 139 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (10.51%), SON (8.22%), KO (7.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 15, added to 42, and trimmed 45.

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.

Filer Information
Address
4200 NORTHSIDE PARKWAY
BUILDING 14, SUITE 250
ATLANTA, GA 30327
Phone
(470) 359-9271
Filing Manager
Meadow Creek Wealth Advisors LLC
ATLANTA, GA
Signatory
Willem Hattink
Managing Partner
Loading holdings…
AUM

$163.8M

Long-equity book

Holdings

139

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+19 / −15 / ↑42 / ↓45

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR CORE S&P500 ETF$2.3M +15.4%
  • FT VEST RISING DIVIDEND ACHIEVERS TARGET$902.4K +20.3%
  • COCA COLA COMPANY$747.7K +6.9%
  • VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$698.9K +164.1%
  • CATERPILLAR INCORPORATED$676.9K +67.8%
Show all 42 →

Top Trims

  • MICROSOFT CORPORATION-$848.1K -20.5%
  • META PLATFORMS INCORPORATED CLASS A-$575.5K -33.8%
  • EXXON MOBIL CORPORATION-$430.2K -24.4%
  • NVIDIA CORPORATION-$416.7K -6.5%
  • AT&T INCORPORATED-$403.8K -61.6%
Show all 45 →

New Positions

  • VANGUARD TOTAL STOCK MARKET ETF$2.0M
  • ISHARES GOLD TR ISHARES NEW$1.3M
  • MICRON TECHNOLOGY INCORPORATED$782.6K
  • ADVANCED MICRO DEVICES INCORPORATED$584.4K
  • SNOWFLAKE INCORPORATED COM SHS$457.1K
Show all 19 →

Exited Positions

  • HONEYWELL INTERNATIONAL INCORPORATED$553.1K
  • ABBOTT LABORATORIES$425.1K
  • HCA HEALTHCARE INCORPORATED$347.8K
  • MCKESSON CORPORATION$341.8K
  • COMCAST CORPORATION NEW CLASS A$330.5K
Show all 15 →
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 $17.2M 10.51% 22,991 SH
2 SONOCO PRODUCTS COMPANY SON 835495102 $13.5M 8.22% 238,936 SH
3 COCA COLA COMPANY KO 191216100 $11.6M 7.10% 143,053 SH
4 NVIDIA CORPORATION NVDA 67066G104 $6.0M 3.64% 29,767 SH
5 APPLE INCORPORATED AAPL 037833100 $5.7M 3.47% 19,643 SH
6 FT VEST RISING DIVIDEND ACHIEVERS TARGET RDVI 33738D879 $5.3M 3.26% 181,531 SH
7 BROADCOM INCORPORATED AVGO 11135F101 $5.0M 3.05% 13,218 SH
8 PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF PREF 74255Y888 $3.4M 2.05% 175,941 SH
9 JPMORGAN CHASE & COMPANY JPM 46625H100 $3.3M 2.02% 10,130 SH
10 MICROSOFT CORPORATION MSFT 594918104 $3.3M 2.01% 8,817 SH
11 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $3.1M 1.91% 25,026 SH
12 WALMART INC WMT 931142103 $2.9M 1.76% 25,457 SH
13 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $2.8M 1.73% 13,346 SH
14 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $2.3M 1.42% 6,600 SH
15 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $2.3M 1.42% 6,506 SH
16 AMAZON COM INCORPORATED AMZN 023135106 $2.2M 1.34% 9,230 SH
17 JOHNSON & JOHNSON JNJ 478160104 $2.0M 1.25% 8,030 SH
18 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $2.0M 1.24% 5,497 SH
19 HOME DEPOT INCORPORATED HD 437076102 $1.8M 1.12% 5,201 SH
20 EATON CORPORATION PLC SHS (IRELAND) ETN G29183103 $1.8M 1.09% 4,185 SH
21 ELI LILLY & COMPANY LLY 532457108 $1.7M 1.04% 1,419 SH
22 CISCO SYSTEMS INCORPORATED CSCO 17275R102 $1.7M 1.04% 14,454 SH
23 CATERPILLAR INCORPORATED CAT 149123101 $1.7M 1.02% 1,573 SH
24 CHUBB LIMITED (SWITZERLAND) CB H1467J104 $1.5M 0.90% 4,331 SH
25 MERCK & COMPANY INCORPORATED MRK 58933Y105 $1.4M 0.85% 10,790 SH
26 EXXON MOBIL CORPORATION XOM 30231G102 $1.3M 0.81% 9,754 SH
27 BANK OF AMER CORPORATION BAC 060505104 $1.3M 0.80% 22,930 SH
28 ISHARES GOLD TR ISHARES NEW IAU 464285204 $1.3M 0.78% 16,846 SH
29 KLA CORPORATION COM NEW KLAC 482480100 $1.3M 0.77% 4,200 SH
30 FIRST TRUST WCM INTERNATIONAL EQUITY ETF WCMI 33733E732 $1.3M 0.77% 64,692 SH
31 FIRST TRUST LONG/SHORT EQUITY ETF FTLS 33739P103 $1.2M 0.75% 16,641 SH
32 ABBVIE INCORPORATED ABBV 00287Y109 $1.2M 0.75% 4,874 SH
33 VISA INCORPORATED COM CLASS A V 92826C839 $1.2M 0.72% 3,456 SH
34 META PLATFORMS INCORPORATED CLASS A META 30303M102 $1.1M 0.69% 2,001 SH
35 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VOO 922908363 $1.1M 0.69% 1,638 SH
36 PROCTER & GAMBLE COMPANY PG 742718109 $1.1M 0.66% 7,372 SH
37 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $1.1M 0.65% 2,576 SH
38 MCDONALDS CORPORATION MCD 580135101 $1.0M 0.64% 3,850 SH
39 ISHARES TR CORE S&P MCP ETF IJH 464287507 $1.0M 0.62% 13,223 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.0M 0.62% 1,088 SH
41 CHEVRON CORPORATION CVX 166764100 $972.0K 0.59% 5,864 SH
42 LAM RESEARCH CORPORATION COM NEW LRCX 512807306 $929.9K 0.57% 2,146 SH
43 RTX CORPORATION RTX 75513E101 $922.1K 0.56% 4,860 SH
44 MARATHON PETE CORPORATION MPC 56585A102 $914.0K 0.56% 3,575 SH
45 UNION PAC CORPORATION UNP 907818108 $909.0K 0.55% 3,342 SH
46 ANALOG DEVICES INCORPORATED ADI 032654105 $876.6K 0.54% 2,207 SH
47 TRANSDIGM GROUP INCORPORATED TDG 893641100 $806.7K 0.49% 606 SH
48 UNITEDHEALTH GROUP INCORPORATED UNH 91324P102 $794.9K 0.49% 1,913 SH
49 MICRON TECHNOLOGY INCORPORATED MU 595112103 $782.6K 0.48% 678 SH
50 FIDELITY ENHANCED LARGE CAP CORE ETF FELC 316092113 $777.9K 0.47% 18,562 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $163.8M 139 0001062993-26-004406
2026-03-31 2026-04-30 $154.5M 135 0001062993-26-002237
2025-12-31 2026-01-28 $156.4M 138 0001062993-26-000458