Meadow Creek Wealth Advisors Llc Portfolio Stock Holdings
Meadow Creek Wealth Advisors Llc disclosed 135 stock positions valued at approximately $154.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR CORE S&P500 ETF, SONOCO PRODUCTS COMPANY, and COCA COLA COMPANY. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 135
- Portfolio Value
- $154.5M
Holdings by Sector
Meadow Creek Wealth Advisors Llc Portfolio Holdings in Q1 2026
133 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | IVV | Other | 9.66% | 22,842 | -104 | -0.45% | $14,920,618 |
| SONOCO PRODUCTS COMPANY | SON | Consumer Cyclical | 8.36% | 238,986 | - | - | $12,926,753 |
| COCA COLA COMPANY | KO | Consumer Defensive | 7.04% | 143,040 | -307 | -0.21% | $10,878,192 |
| NVIDIA CORPORATION | NVDA | Technology | 4.12% | 36,541 | -3,321 | -8.33% | $6,372,786 |
| APPLE INCORPORATED | AAPL | Technology | 3.71% | 22,562 | +2,024 | +9.85% | $5,725,995 |
| BROADCOM INCORPORATED | AVGO | Technology | 2.95% | 14,726 | -1,031 | -6.54% | $4,557,844 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET | RDVI | Other | 2.87% | 173,565 | +4,865 | +2.88% | $4,434,587 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.68% | 11,176 | -1,073 | -8.76% | $4,136,975 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 2.18% | 11,459 | -77 | -0.67% | $3,370,876 |
| WALMART INCORPORATED | WMT | Consumer Defensive | 2.10% | 26,089 | -1,690 | -6.08% | $3,242,378 |
| PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | PREF | Other | 1.82% | 149,078 | +9,902 | +7.11% | $2,805,648 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 1.75% | 14,085 | -118 | -0.83% | $2,703,193 |
| AVANTIS U.S. SMALL CAP VALUE ETF | AVUV | Other | 1.73% | 24,233 | +141 | +0.59% | $2,676,965 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 1.67% | 8,999 | +244 | +2.79% | $2,587,752 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 1.66% | 12,297 | +1,069 | +9.52% | $2,561,096 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.28% | 8,123 | +354 | +4.56% | $1,985,586 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.16% | 6,248 | +1,120 | +21.84% | $1,792,301 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.14% | 5,375 | -97 | -1.77% | $1,767,878 |
| EXXON MOBIL CORPORATION | XOM | Energy | 1.14% | 10,396 | -2,397 | -18.74% | $1,763,785 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 1.10% | 2,976 | +207 | +7.48% | $1,702,659 |
| EATON CORPORATION PLC SHS | ETN | Other | 0.97% | 4,206 | -205 | -4.65% | $1,504,202 |
| MERCK & COMPANY INCORPORATED | MRK | Healthcare | 0.96% | 12,379 | +1,229 | +11.02% | $1,489,070 |
| CHUBB LIMITED SWITZ | CB | Financial Services | 0.92% | 4,342 | -26 | -0.60% | $1,415,340 |
| ELI LILLY & COMPANY | LLY | Healthcare | 0.89% | 1,497 | -2,218 | -59.70% | $1,376,896 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.86% | 1,337 | -21 | -1.55% | $1,332,655 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.86% | 4,407 | -231 | -4.98% | $1,332,025 |
| PROCTER & GAMBLE COMPANY | PG | Consumer Defensive | 0.83% | 8,865 | +331 | +3.88% | $1,280,461 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 0.79% | 5,632 | -41 | -0.72% | $1,224,904 |
| CISCO SYSTEMS INCORPORATED | CSCO | Technology | 0.78% | 15,507 | +70 | +0.45% | $1,203,188 |
| BANK AMERICA CORPORATION | BAC | Financial Services | 0.77% | 24,334 | -46 | -0.19% | $1,186,283 |
| MCDONALDS CORPORATION | MCD | Consumer Cyclical | 0.76% | 3,798 | +207 | +5.76% | $1,180,380 |
| CHEVRON CORPORATION | CVX | Energy | 0.74% | 5,545 | -4 | -0.07% | $1,147,261 |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | Other | 0.73% | 16,103 | +1,826 | +12.79% | $1,133,007 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | Technology | 0.73% | 2,591 | +221 | +9.32% | $1,124,268 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 0.65% | 1,409 | -85 | -5.69% | $998,220 |
| MARATHON PETE CORPORATION | MPC | Energy | 0.64% | 4,028 | -48 | -1.18% | $983,557 |
| RTX CORPORATION | RTX | Industrials | 0.59% | 4,700 | +3 | +0.06% | $906,630 |
| NETFLIX INCORPORATED. | NFLX | Communication Services | 0.57% | 9,092 | -1,016 | -10.05% | $874,196 |
| UNION PAC CORPORATION | UNP | Industrials | 0.53% | 3,392 | +337 | +11.03% | $822,905 |
| TRANSDIGM GROUP INCORPORATED | TDG | Industrials | 0.52% | 696 | -7 | -1.00% | $806,187 |
| ISHARES TR CORE S&P MCP ETF | IJH | Other | 0.51% | 11,758 | +715 | +6.47% | $794,018 |
| EMERSON ELEC COMPANY | EMR | Industrials | 0.50% | 5,946 | +582 | +10.85% | $779,045 |
| ANALOG DEVICES INCORPORATED | ADI | Technology | 0.49% | 2,391 | +154 | +6.88% | $760,673 |
| AMGEN INCORPORATED | AMGN | Healthcare | 0.48% | 2,122 | +275 | +14.89% | $746,626 |
| MASTERCARD INCORPORATED CLASS A | MA | Financial Services | 0.47% | 1,450 | +10 | +0.69% | $724,421 |
| KLA CORPORATION COM NEW | KLAC | Technology | 0.44% | 463 | -10 | -2.11% | $681,726 |
| AT&T INCORPORATED | T | Communication Services | 0.42% | 22,608 | +94 | +0.42% | $655,406 |
| UNITEDHEALTH GROUP INCORPORATED | UNH | Healthcare | 0.41% | 2,340 | -95 | -3.90% | $633,062 |
| Fidelity Enhanced Large Cap Core ETF | FELC | Other | 0.41% | 17,362 | +17,362 | +100.00% | $629,720 |
| VERIZON COMMUNICATIONS INCORPORATED | VZ | Communication Services | 0.41% | 12,528 | -120 | -0.95% | $628,924 |
| AMERICAN EXPRESS COMPANY | AXP | Financial Services | 0.39% | 1,971 | -2 | -0.10% | $596,188 |
| AIR PRODUCTS AND CHEMICALS INCORPORATED | APD | Basic Materials | 0.38% | 2,042 | -124 | -5.72% | $593,078 |
| ALLSTATE CORPORATION | ALL | Financial Services | 0.37% | 2,766 | -7 | -0.25% | $573,502 |
| SALESFORCE INCORPORATED | CRM | Technology | 0.37% | 3,058 | -416 | -11.97% | $570,837 |
| GOLDMAN SACHS GROUP INCORPORATED | GS | Financial Services | 0.37% | 673 | +11 | +1.66% | $569,351 |
| HONEYWELL INTERNATIONAL INCORPORATED | HON | Industrials | 0.36% | 2,447 | - | - | $553,095 |
| VALERO ENERGY CORPORATION | VLO | Energy | 0.35% | 2,212 | - | - | $546,541 |
| INTERNATIONAL BUSINESS MACHINES | IBM | Technology | 0.35% | 2,225 | -127 | -5.40% | $539,318 |
| CME GROUP INCORPORATED | CME | Financial Services | 0.35% | 1,814 | +58 | +3.30% | $535,800 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 0.34% | 1,427 | -194 | -11.97% | $530,487 |
| EQUINIX INCORPORATED REIT | EQIX | Real Estate | 0.33% | 522 | +3 | +0.58% | $511,685 |
| STARBUCKS CORPORATION | SBUX | Consumer Cyclical | 0.32% | 5,525 | +14 | +0.25% | $494,985 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.32% | 10,599 | +148 | +1.42% | $492,430 |
| BRISTOL-MYERS SQUIBB COMPANY | BMY | Healthcare | 0.32% | 8,104 | +846 | +11.66% | $491,508 |
| MEDTRONIC PLC SHS | MDT | Other | 0.32% | 5,618 | -101 | -1.77% | $486,831 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 0.30% | 1,371 | +52 | +3.94% | $463,329 |
| LAM RESEARCH CORPORATION COM NEW | LRCX | Other | 0.30% | 2,167 | +260 | +13.63% | $463,001 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 0.29% | 2,762 | - | - | $454,542 |
| TARGET CORPORATION | TGT | Consumer Defensive | 0.29% | 3,691 | +271 | +7.92% | $447,349 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | PM | Consumer Defensive | 0.29% | 2,671 | +678 | +34.02% | $441,623 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.28% | 674 | +1 | +0.15% | $438,594 |
| LOCKHEED MARTIN CORPORATION | LMT | Industrials | 0.28% | 724 | +1 | +0.14% | $437,578 |
| INTERCONTINENTAL EXCHANGE INCORPORATED | ICE | Financial Services | 0.28% | 2,718 | +183 | +7.22% | $427,487 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 0.28% | 713 | +713 | +100.00% | $426,053 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 4,141 | +471 | +12.83% | $425,126 |
| BROOKFIELD CORPORATION CLASS A LTD VT SH | BN | Financial Services | 0.27% | 10,308 | +234 | +2.32% | $417,183 |
| DANAHER CORPORATION DEL | DHR | Healthcare | 0.27% | 2,190 | +111 | +5.34% | $415,262 |
| TJX COMPANIES INCORPORATED NEW | TJX | Consumer Cyclical | 0.26% | 2,559 | +88 | +3.56% | $408,730 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | Other | 0.26% | 7,998 | +1,748 | +27.97% | $406,298 |
| JOHNSON CONTROLS INTERNATION SHS | JCI | Industrials | 0.26% | 3,038 | -65 | -2.09% | $397,826 |
| PEPSICO INCORPORATED | PEP | Consumer Defensive | 0.26% | 2,541 | +273 | +12.04% | $394,592 |
| LINDE PLC SHS | LIN | Other | 0.25% | 794 | +74 | +10.28% | $393,390 |
| GILEAD SCIENCES INCORPORATED | GILD | Healthcare | 0.25% | 2,813 | +603 | +27.29% | $392,048 |
| PARKER-HANNIFIN CORPORATION | PH | Industrials | 0.25% | 428 | - | - | $383,163 |
| SOUTHERN COMPANY | SO | Utilities | 0.24% | 3,899 | +258 | +7.09% | $376,331 |
| AUTOMATIC DATA PROCESSING INCORPORATED | ADP | Technology | 0.24% | 1,817 | -166 | -8.37% | $369,178 |
| CONOCOPHILLIPS | COP | Energy | 0.24% | 2,778 | -161 | -5.48% | $366,696 |
| GE VERNOVA INCORPORATED | GEV | Utilities | 0.23% | 404 | -4 | -0.98% | $352,652 |
| HCA HEALTHCARE INCORPORATED | HCA | Healthcare | 0.23% | 735 | +2 | +0.27% | $347,831 |
| GENERAL DYNAMICS CORPORATION | GD | Industrials | 0.22% | 1,003 | - | - | $344,250 |
| PFIZER INCORPORATED | PFE | Healthcare | 0.22% | 12,254 | +156 | +1.29% | $344,092 |
| MCKESSON CORPORATION | MCK | Healthcare | 0.22% | 395 | +45 | +12.86% | $341,817 |
| ISHARES TR USD INV GRDE ETF | USIG | Other | 0.21% | 6,461 | -20 | -0.31% | $330,997 |
| COMCAST CORPORATION NEW CLASS A | CMCSA | Communication Services | 0.21% | 11,513 | +785 | +7.32% | $330,543 |
| ORACLE CORPORATION | ORCL | Technology | 0.21% | 2,229 | -694 | -23.74% | $327,908 |
| ISHARES TR A RATE CP BD ETF | QLTA | Other | 0.21% | 6,883 | -20 | -0.29% | $327,562 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 0.21% | 672 | +190 | +39.42% | $322,022 |
| ISHARES TR IBOXX INV CP ETF | LQD | Other | 0.21% | 2,944 | -10 | -0.34% | $320,867 |
| WESTERN ASSET INVESTMENT GRADE | PAI | Financial Services | 0.21% | 26,403 | -80 | -0.30% | $319,344 |
| S&P GLOBAL INCORPORATED | SPGI | Financial Services | 0.21% | 749 | +76 | +11.29% | $318,580 |