Meadow Creek Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Meadow Creek Wealth Advisors Llc disclosed 138 stock positions valued at approximately $163.80M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR CORE S&P500 ETF, SONOCO PRODUCTS COMPANY, and COCA COLA COMPANY.
- Report Period
- June 30, 2026
- No. of Stocks
- 138
- Portfolio Value
- $163.80M
Holdings by Sector
Meadow Creek Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | IVV | Other | 10.51% | 22,991 | +149 | +0.65% | $17,217,610 |
| SONOCO PRODUCTS COMPANY | SON | Consumer Cyclical | 8.22% | 238,936 | -50 | -0.02% | $13,464,044 |
| COCA COLA COMPANY | KO | Consumer Defensive | 7.10% | 143,053 | +13 | +0.01% | $11,625,917 |
| NVIDIA CORPORATION | NVDA | Technology | 3.64% | 29,767 | -6,774 | -18.54% | $5,956,120 |
| APPLE INCORPORATED | AAPL | Technology | 3.47% | 19,643 | -2,919 | -12.94% | $5,683,882 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET | RDVI | Other | 3.26% | 181,531 | +7,966 | +4.59% | $5,337,019 |
| BROADCOM INCORPORATED | AVGO | Technology | 3.05% | 13,218 | -1,508 | -10.24% | $4,993,100 |
| PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | PREF | Other | 2.05% | 175,941 | +26,863 | +18.02% | $3,353,435 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 2.02% | 10,130 | -1,329 | -11.60% | $3,315,960 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.01% | 8,817 | -2,359 | -21.11% | $3,288,872 |
| AVANTIS U.S. SMALL CAP VALUE ETF | AVUV | Other | 1.91% | 25,026 | +793 | +3.27% | $3,122,300 |
| WALMART INC | WMT | Consumer Defensive | 1.76% | 25,457 | -632 | -2.42% | $2,883,294 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 1.73% | 13,346 | -739 | -5.25% | $2,839,628 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.42% | 6,600 | +352 | +5.63% | $2,331,978 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 1.42% | 6,506 | -2,493 | -27.70% | $2,325,049 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 1.34% | 9,230 | -3,067 | -24.94% | $2,199,878 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.25% | 8,030 | -93 | -1.14% | $2,039,379 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 1.24% | 5,497 | +5,497 | +100.00% | $2,034,110 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.12% | 5,201 | -174 | -3.24% | $1,834,390 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Industrials | 1.09% | 4,185 | -21 | -0.50% | $1,783,124 |
| ELI LILLY & COMPANY | LLY | Healthcare | 1.04% | 1,419 | -78 | -5.21% | $1,701,991 |
| CISCO SYSTEMS INCORPORATED | CSCO | Technology | 1.04% | 14,454 | -1,053 | -6.79% | $1,697,767 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 1.02% | 1,573 | +164 | +11.64% | $1,675,088 |
| CHUBB LIMITED (SWITZERLAND) | CB | Financial Services | 0.90% | 4,331 | -11 | -0.25% | $1,475,904 |
| MERCK & COMPANY INCORPORATED | MRK | Healthcare | 0.85% | 10,790 | -1,589 | -12.84% | $1,386,515 |
| EXXON MOBIL CORPORATION | XOM | Energy | 0.81% | 9,754 | -642 | -6.18% | $1,333,567 |
| BANK OF AMER CORPORATION | BAC | Financial Services | 0.80% | 22,930 | -1,404 | -5.77% | $1,306,551 |
| ISHARES GOLD TR ISHARES NEW | IAU | Other | 0.78% | 16,846 | +16,846 | +100.00% | $1,272,041 |
| KLA CORPORATION COM NEW | KLAC | Technology | 0.77% | 4,200 | +3,737 | +807.13% | $1,267,182 |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | WCMI | Other | 0.77% | 64,692 | +11,521 | +21.67% | $1,266,022 |
Showing 30 of 138 holdings in the latest reporting period.