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.
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.
Added to
- KLAC Kla Corp+807.1% shares
- WCMI First Tr Exchange-Traded Fd+21.7% shares
- PREF Principal Exchange Traded Fd+18.0% shares
- IJH Ishares Tr+12.5% shares
- CAT Caterpillar Inc+11.6% shares
- FELC Fidelity Covington Trust+6.9% shares
- CVX Chevron Corporation+5.8% shares
- GOOG Alphabet Inc+5.6% shares
Reduced
- META Meta Platforms Inc-32.8% shares
- GOOGL Alphabet Inc-27.7% shares
- AMZN Amazon Com Inc-24.9% shares
- V Visa Inc-21.6% shares
- MSFT Microsoft Corp-21.1% shares
- COST Costco Wholesale Corporation-18.6% shares
- NVDA Nvidia Corporation-18.5% shares
- UNH Unitedhealth Group Inc-18.2% shares
Left the top 50
- NFLX Netflix Inc.was 0.6%
- EMR Emerson Elec Cowas 0.5%
- AMGN Amgen Incwas 0.5%
- MA Mastercard Incorporatedwas 0.5%
- T At&t Incwas 0.4%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $163.8M | 139 |
| Q1 2026 | $154.5M | 135 |
| Q4 2025 | $156.4M | 138 |
| Q3 2025 | $150.7M | 137 |
| Q2 2025 | $148.1M | 142 |
| Q1 2025 | $134.0M | 132 |
| Q4 2024 | $138.9M | 137 |
| Q3 2024 | $126.1M | 133 |
| Q2 2024 | $105.7M | 116 |
| Q1 2024 | $143.7M | 130 |
| Q4 2023 | $102.8M | 103 |
| Q3 2022 | $75.6M | 93 |
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.