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Q2 2026 13F · SEC CIK 1801107

Meadow Creek Wealth Advisors LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$163.8M
Reported positions
139
Top holdings a year, 3 yrs
+19.7%
Assets under management
$728.0M

Meadow Creek Wealth Advisors LLC is a wealth manager that reported 139 positions worth $163.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Tr (IVV, 10.5%), Sonoco Prods Co (SON, 8.2%), Coca Cola Co (KO, 7.1%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 18.8% for the S&P 500.

Meadow Creek Wealth Advisors LLC holdings largest 50 of 139 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meadow Creek Wealth Advisors LLC 13F holdings
Stock% of 13F valueShare changeReported value
IVVIshares Tr10.5%+0.7%$17.2M
SONSonoco Prods Co8.2%-0.0%$13.5M
KOCoca Cola Co7.1%+0.0%$11.6M
NVDANvidia Corporation3.6%-18.5%$6.0M
AAPLApple Inc3.5%-12.9%$5.7M
RDVIFirst Tr Exchange-Traded Fd3.3%+4.6%$5.3M
AVGOBroadcom Inc3.0%-10.2%$5.0M
PREFPrincipal Exchange Traded Fd2.0%+18.0%$3.4M
JPMJpmorgan Chase & Co2.0%-11.6%$3.3M
MSFTMicrosoft Corp2.0%-21.1%$3.3M
AVUVAmerican Centy ETF Tr1.9%+3.3%$3.1M
WMTWalmart Inc1.8%-2.4%$2.9M
RSPInvesco Exchange Traded Fd T1.7%-5.2%$2.8M
GOOGAlphabet Inc1.4%+5.6%$2.3M
GOOGLAlphabet Inc1.4%-27.7%$2.3M
AMZNAmazon Com Inc1.3%-24.9%$2.2M
JNJJohnson & Johnson1.2%-1.1%$2.0M
VTIVanguard Index Fds1.2%—$2.0M
HDHome Depot Inc1.1%-3.2%$1.8M
ETNEaton Corp PLC1.1%-0.5%$1.8M
LLYEli Lilly & Co1.0%-5.2%$1.7M
CSCOCisco Sys Inc1.0%-6.8%$1.7M
CATCaterpillar Inc1.0%+11.6%$1.7M
CBChubb Limited0.9%-0.3%$1.5M
MRKMerck & Co Inc0.8%-12.8%$1.4M
XOMExxon Mobil Corp0.8%-6.2%$1.3M
BACBank of Amer Corp0.8%-5.8%$1.3M
IAUIshares Gold Tr0.8%—$1.3M
KLACKla Corp0.8%+807.1%$1.3M
WCMIFirst Tr Exchange-Traded Fd0.8%+21.7%$1.3M
FTLSFirst Tr Exch Traded Fd III0.8%+3.3%$1.2M
ABBVAbbvie Inc0.7%-13.5%$1.2M
VVisa Inc0.7%-21.6%$1.2M
METAMeta Platforms Inc0.7%-32.8%$1.1M
VOOVanguard Index Fds0.7%—$1.1M
PGProcter & Gamble Co0.7%-16.8%$1.1M
MSIMotorola Solutions Inc0.7%-0.6%$1.1M
MCDMcdonalds Corp0.6%+1.4%$1.0M
IJHIshares Tr0.6%+12.5%$1.0M
COSTCostco Wholesale Corporation0.6%-18.6%$1.0M
CVXChevron Corporation0.6%+5.8%$972K
LRCXLam Research Corp0.6%—$930K
RTXRtx Corporation0.6%+3.4%$922K
MPCMarathon Petroleum0.6%-11.2%$914K
UNPUnion Pac Corp0.6%-1.5%$909K
ADIAnalog Devices Inc0.5%-7.7%$877K
TDGTransdigm Group Inc0.5%-12.9%$807K
UNHUnitedhealth Group Inc0.5%-18.2%$795K
MUMicron Technology Inc0.5%—$783K
FELCFidelity Covington Trust0.5%+6.9%$778K

What Meadow Creek Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+20.6% /yr
S&P 500 +20.1%
3 years
+19.7% /yr
S&P 500 +18.8%
5 years
+11.8% /yr
S&P 500 +9.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$163.8M139
Q1 2026$154.5M135
Q4 2025$156.4M138
Q3 2025$150.7M137
Q2 2025$148.1M142
Q1 2025$134.0M132
Q4 2024$138.9M137
Q3 2024$126.1M133
Q2 2024$105.7M116
Q1 2024$143.7M130
Q4 2023$102.8M103
Q3 2022$75.6M93

Questions about Meadow Creek Wealth Advisors LLC's portfolio

What stocks does Meadow Creek Wealth Advisors LLC own?

Meadow Creek Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 139 positions worth $163.8M. The largest are Ishares Tr (IVV) at 10.5%, Sonoco Prods Co (SON) at 8.2%, Coca Cola Co (KO) at 7.1%, Nvidia Corporation (NVDA) at 3.6% and Apple Inc (AAPL) at 3.5%.

What did Meadow Creek Wealth Advisors LLC buy last quarter?

In Q2 2026, Meadow Creek Wealth Advisors LLC added Kla Corp (KLAC) (+807.1% shares), First Tr Exchange-Traded Fd (WCMI) (+21.7% shares) and Principal Exchange Traded Fd (PREF) (+18.0% shares), compared with its Q1 2026 filing.

What did Meadow Creek Wealth Advisors LLC sell last quarter?

In Q2 2026, Meadow Creek Wealth Advisors LLC cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Emerson Elec Co (EMR), cut from its top 50 Amgen Inc (AMGN), cut from its top 50 Mastercard Incorporated (MA), cut from its top 50 At&t Inc (T), Meta Platforms Inc (META) (-32.8% shares), Alphabet Inc (GOOGL) (-27.7% shares) and Amazon Com Inc (AMZN) (-24.9% shares), compared with its Q1 2026 filing.

How has Meadow Creek Wealth Advisors LLC's portfolio performed?

A portfolio copying Meadow Creek Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +11.8% a year against +9.7%.

When is Meadow Creek Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meadow Creek Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meadow Creek Wealth Advisors LLC manage?

Meadow Creek Wealth Advisors LLC reported $728.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $163.8M.