Meadow Creek Wealth Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Meadow Creek Wealth Advisors LLC reported 130 stock positions worth $143.7 million. Its top holding was Coca-Cola (KO) at 18.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.5%) and Apple (AAPL, 3.4%). Compared with Q4 2023, it opened 29 new positions, sold out of 2, added to 57 and reduced 40. The biggest buy was a new position in Arista Networks (ANET) and the biggest sale Coca-Cola (KO, shares −0%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001801107
Portfolio Value
$143.7M (Q1 2024)
SEC Filing
0001062993-24-008583 ↗ filed Apr 19, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $143.7M $143.7M Q1 2024 Q2 2024: $105.7M Q2 2024 Q3 2024: $126.1M Q3 2024 Q4 2024: $138.9M Q4 2024 Q1 2025: $134.0M Q1 2025 Q2 2025: $148.1M Q2 2025 Q3 2025: $150.7M Q3 2025 Q4 2025: $156.4M Q4 2025 Q1 2026: $154.5M Q1 2026 Q2 2026: $163.8M Q2 2026

Holdings 130 stocks · $143.7M
KO The Coca-Cola Co. 18.55% 435,860 $26.7M Reduce -0.0%
IVV iShares Core S&P 500 ETF 3.51% 9,583 $5.0M Reduce -0.4%
AAPL Apple Inc. 3.38% 28,368 $4.9M Add +60.5%
MSFT Microsoft Corp. 3.19% 10,887 $4.6M Add +2.4%
ANET Arista Networks Inc. 2.98% 14,782 $4.3M New
HD Home Depot Inc. 2.58% 9,683 $3.7M Reduce -0.9%
NVDA Nvidia Corp. 2.52% 4,009 $3.6M Add +2.1%
LLY Eli Lilly & Co. 2.25% 4,161 $3.2M Add +112.4%
JEPI JPMorgan Equity Premium Inco 2.19% 54,518 $3.2M Add +2.1%
META Meta Platforms Inc. Class A 1.82% 5,384 $2.6M Add +179.7%
PREF Pri Spe Pre Sec Acti-Usd Inc. 1.76% 139,222 $2.5M Reduce -0.2%
JPM JPMorgan Chase & Co. 1.59% 11,384 $2.3M Add +10.8%
AVGO Broadcom Inc. 1.49% 1,620 $2.1M Add +0.4%
RSP Invesco S&P 500 Equal Weight 1.45% 12,280 $2.1M Add +6.2%
GOOG Alphabet Inc. Class C 1.40% 13,248 $2.0M Add +274.9%
AMZN Amazon.com Inc. 1.26% 10,066 $1.8M Add +12.2%
CMG Chipotle Mexican Grill Inc. 1.24% 614 $1.8M New
ORLY O'reilly Automotive Inc. 1.23% 1,570 $1.8M Add +479.3%
AVUV Avantis US Small Cap Value 1.23% 18,815 $1.8M Add +2.0%
GS Goldman Sachs Group Inc. 1.18% 4,057 $1.7M New
ETN Eaton Corp. PLC 1.17% 5,378 $1.7M Reduce -1.7%
MRK Merck & Co. Inc. 1.17% 12,712 $1.7M Add +12.3%
PAYC Paycom Software Inc. 1.07% 7,722 $1.5M New
WMT Walmart Inc. 1.06% 25,359 $1.5M Add +0.4%
PG The Procter & Gamble Co. 1.03% 9,140 $1.5M Add +3.2%
V Visa Inc. Class A 1.01% 5,220 $1.5M Add +27.9%
GOOGL Alphabet Inc. Class A 0.91% 8,618 $1.3M Add +28.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.89% 5,119 $1.3M New
CL Colgate-Palmolive Co. 0.87% 13,897 $1.3M New
JNJ Johnson & Johnson 0.85% 7,703 $1.2M Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.82% 9,682 $1.2M New
UNH Unitedhealth Group Inc. 0.76% 2,214 $1.1M Add +26.2%
ITW Illinois Tool Works 0.74% 3,958 $1.1M New
CB Chubb Ltd. 0.72% 4,002 $1.0M Reduce -0.5%
CRM Salesforce Inc. 0.68% 3,223 $971K Add +4.7%
IJH iShares Core S&P Midcap ETF 0.66% 15,540 $944K Reduce -4.5%
TDG Transdigm Group Inc. 0.66% 766 $943K Reduce -5.0%
ALL Allstate Corp. 0.65% 5,382 $931K Reduce -0.1%
MPC Marathon Petroleum Corp. 0.63% 4,521 $911K Add +0.4%
FTLS First Trust Long/Short Eqty 0.63% 14,702 $907K Reduce -5.0%
XOM Exxon Mobil Corp. 0.61% 7,493 $871K Add +0.6%
MCD McDonald's Corp. 0.60% 3,042 $858K Reduce -1.6%
UNP Union Pacific Corp. 0.58% 3,384 $832K Reduce -0.6%
MSI Motorola Solutions Inc. 0.57% 2,312 $821K Add +0.5%
CSCO Cisco Systems Inc. 0.53% 15,397 $768K Add +14.1%
ABBV Abbvie Inc. 0.53% 4,208 $766K Add +0.5%
CVX Chevron Corp. 0.53% 4,793 $756K Reduce -0.1%
NFLX Netflix Inc. 0.49% 1,164 $707K Add +1.0%
TFC Truist Financial Corp. 0.47% 17,327 $675K Reduce -3.3%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 1,605 $675K New
VZ Verizon Communications Inc. 0.44% 15,226 $639K Reduce -0.8%
TGT Target Corp. 0.44% 3,580 $634K Reduce -2.6%
CME Cme Group Inc. 0.42% 2,825 $608K Add +0.2%
CAT Caterpillar Inc. 0.42% 1,644 $602K Reduce -3.2%
ROP Roper Technologies Inc. 0.40% 1,035 $581K Reduce -0.1%
INTU Intuit Inc. 0.39% 873 $567K Add +1.8%
ADBE Adobe Inc. 0.39% 1,104 $557K Reduce -2.3%
NSC Norfolk Southern Corp. 0.38% 2,162 $551K New
APD Air Products & Chemicals Inc. 0.38% 2,243 $543K Add +0.5%
COST Costco Wholesale Corp. 0.37% 731 $535K Add +82.8%
AMGN Amgen Inc. 0.37% 1,879 $534K Add +1.4%
SBUX Starbucks Corp. 0.37% 5,814 $531K Add +33.4%
EMR Emerson Electric Co. 0.36% 4,610 $523K Add +39.5%
DHR Danaher Corp. 0.36% 2,054 $513K Add +4.6%
EFOR Everforth Inc. filed as ASGN INC 0.36% 4,884 $512K New
RTX RTX Corp. 0.35% 5,187 $506K Reduce -3.8%
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 0.35% 8,850 $503K New
SFM Sprouts Farmers Market Inc. 0.35% 7,757 $500K New
LNG Cheniere Energy Inc. 0.34% 3,073 $496K New
ADP Automatic Data Processing 0.31% 1,803 $450K Reduce -2.4%
CMCSA Comcast Corp. Class A 0.31% 10,346 $448K Reduce -5.7%
MA Mastercard Inc. Class A 0.31% 918 $442K Add +5.2%
HON Honeywell International Inc. 0.31% 2,145 $440K Add +48.5%
MDT Medtronic PLC 0.30% 5,023 $438K Add +0.2%
NXPI NXP Semiconductors NV 0.30% 1,724 $427K Add +0.3%
PEP Pepsico Inc. 0.30% 2,430 $425K Add +1.9%
EQIX Equinix Inc. 0.29% 509 $420K Add +1.0%
PFE Pfizer Inc. 0.29% 14,829 $412K Add +0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 10,843 $411K Add +13.9%
IWM iShares Russell 2000 ETF 0.28% 1,938 $408K New
QCOM Qualcomm Inc. 0.28% 2,337 $396K Reduce -0.8%
ICE Intercontinental Exchange Inc. 0.27% 2,803 $385K Add +23.3%
AMT American Tower Corp. 0.26% 1,919 $379K Add +0.5%
FITB Fifth Third Bancorp 0.26% 10,184 $379K Reduce -14.9%
PGR Progressive Corp. 0.26% 1,831 $379K Reduce -3.3%
AXP American Express Co. 0.26% 1,625 $370K New
USIG iShares Broad Usd Investment 0.26% 7,271 $369K Reduce -0.6%
QLTA iShares Aaa - A Rated Corpor 0.26% 7,737 $367K Reduce -0.5%
BN Brookfield Corp. 0.25% 8,693 $364K Reduce -5.2%
PAI Western Asset Investment Gra 0.25% 29,785 $363K Reduce -0.3%
UPS United Parcel Service Class B 0.25% 2,442 $363K Add +18.7%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.25% 3,314 $361K Reduce -0.6%
T AT&T Inc. 0.25% 20,304 $357K New
AGG iShares Core U.S. Aggregate 0.25% 3,615 $354K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 664 $348K Add +19.2%
LMT Lockheed Martin Corp. 0.24% 756 $344K Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.24% 713 $343K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.24% 6,700 $340K No change
IGLB iShares 10+ Year Inv GR Corp. 0.23% 6,544 $337K Reduce -0.3%
SPGI S&P Global Inc. 0.23% 787 $335K Reduce -5.9%
ORCL Oracle Corp. 0.23% 2,649 $333K New
VLO Valero Energy Corp. 0.22% 1,894 $323K Add +0.8%
BMY Bristol-Myers Squibb Co. 0.22% 5,945 $322K Add +37.3%
KLAC KLA Corp. 0.21% 441 $308K Reduce -1.1%
AZO AutoZone Inc. 0.21% 95 $299K New
ABT Abbott Laboratories 0.21% 2,598 $295K New
CPRT Copart Inc. 0.20% 4,868 $282K Add +0.2%
BDX Becton Dickinson and Co. 0.19% 1,118 $277K Add +2.9%
KKR KKR & Co. Inc. 0.19% 2,661 $268K Reduce -0.6%
CSGP Costar Group Inc. 0.18% 2,741 $265K Reduce -7.5%
SYF Synchrony Financial 0.18% 6,090 $263K Reduce -3.3%
IQV Iqvia Holdings Inc. 0.18% 1,037 $262K Add +1.0%
LIN Linde PLC 0.18% 555 $257K Add +13.3%
LOW Lowe's Cos Inc. 0.18% 1,010 $257K New
HLT Hilton Worldwide Holdings Inc. 0.18% 1,192 $254K Reduce -8.0%
HCA HCA Healthcare Inc. 0.18% 755 $252K New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.17% 1,624 $250K New
SHW The Sherwin-Williams Co. 0.17% 717 $249K New
ACN Accenture PLC Class A 0.17% 715 $248K Add +5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 1,254 $239K Add +0.5%
MCK McKesson Corp. 0.17% 445 $239K New
NOC Northrop Grumman Corp. 0.16% 483 $231K Reduce -6.8%
EME Emcor Group Inc. 0.16% 644 $226K New
AZN Astrazeneca PLC-Spons ADR 0.16% 3,305 $224K Add +6.1%
HAL Halliburton Co. 0.16% 5,665 $223K Add +0.7%
NZF Nuveen Municipal Credit Inc. 0.15% 17,425 $213K Reduce -15.7%
SO The Southern Co. 0.14% 2,836 $203K New
BKT BlackRock Income Trust 0.14% 17,093 $203K No change
GIS General Mills Inc. 0.14% 2,886 $202K New
MDRX Veradigm Inc. 0.06% 10,757 $83K New

Portfolio Sells Q4 2023 → Q1 2024
KO The Coca-Cola Co. Reduce -0.0% 18.55% −6.45
IVV iShares Core S&P 500 ETF Reduce -0.4% 3.51% −0.96
HD Home Depot Inc. Reduce -0.9% 2.58% −0.71
PREF Pri Spe Pre Sec Acti-Usd Inc. Reduce -0.2% 1.76% −0.62
MCD McDonald's Corp. Reduce -1.6% 0.60% −0.29
ADBE Adobe Inc. Reduce -2.3% 0.39% −0.27
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.25
UNP Union Pacific Corp. Reduce -0.6% 0.58% −0.23
IJH iShares Core S&P Midcap ETF Reduce -4.5% 0.66% −0.22
FTLS First Trust Long/Short Eqty Reduce -5.0% 0.63% −0.22
BBY Best Buy Co. Inc. Sold out 0.00% −0.20
TFC Truist Financial Corp. Reduce -3.3% 0.47% −0.17
CVX Chevron Corp. Reduce -0.1% 0.53% −0.17
CB Chubb Ltd. Reduce -0.5% 0.72% −0.16
CMCSA Comcast Corp. Class A Reduce -5.7% 0.31% −0.16
ROP Roper Technologies Inc. Reduce -0.1% 0.40% −0.15
FITB Fifth Third Bancorp Reduce -14.9% 0.26% −0.14
TDG Transdigm Group Inc. Reduce -5.0% 0.66% −0.14
SPGI S&P Global Inc. Reduce -5.9% 0.23% −0.13
VZ Verizon Communications Inc. Reduce -0.8% 0.44% −0.12
ETN Eaton Corp. PLC Reduce -1.7% 1.17% −0.11
QLTA iShares Aaa - A Rated Corpor Reduce -0.5% 0.26% −0.11
USIG iShares Broad Usd Investment Reduce -0.6% 0.26% −0.11
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.6% 0.25% −0.11
ADP Automatic Data Processing Reduce -2.4% 0.31% −0.11
BN Brookfield Corp. Reduce -5.2% 0.25% −0.10
IGLB iShares 10+ Year Inv GR Corp. Reduce -0.3% 0.23% −0.10
LMT Lockheed Martin Corp. Reduce -1.2% 0.24% −0.10
PAI Western Asset Investment Gra Reduce -0.3% 0.25% −0.10
RTX RTX Corp. Reduce -3.8% 0.35% −0.09
NZF Nuveen Municipal Credit Inc. Reduce -15.7% 0.15% −0.09
ALL Allstate Corp. Reduce -0.1% 0.65% −0.09
NOC Northrop Grumman Corp. Reduce -6.8% 0.16% −0.07
CAT Caterpillar Inc. Reduce -3.2% 0.42% −0.07
TGT Target Corp. Reduce -2.6% 0.44% −0.07
CSGP Costar Group Inc. Reduce -7.5% 0.18% −0.07
QCOM Qualcomm Inc. Reduce -0.8% 0.28% −0.06
HLT Hilton Worldwide Holdings Inc. Reduce -8.0% 0.18% −0.05
SYF Synchrony Financial Reduce -3.3% 0.18% −0.05
KLAC KLA Corp. Reduce -1.1% 0.21% −0.04
PGR Progressive Corp. Reduce -3.3% 0.26% −0.03
KKR KKR & Co. Inc. Reduce -0.6% 0.19% −0.03

Portfolio Buys Q4 2023 → Q1 2024
ANET Arista Networks Inc. New 2.98% +2.98
CMG Chipotle Mexican Grill Inc. New 1.24% +1.24
GS Goldman Sachs Group Inc. New 1.18% +1.18
META Meta Platforms Inc. Class A Add +179.7% 1.82% +1.16
LLY Eli Lilly & Co. Add +112.4% 2.25% +1.14
PAYC Paycom Software Inc. New 1.07% +1.07
ORLY O'reilly Automotive Inc. Add +479.3% 1.23% +0.98
GOOG Alphabet Inc. Class C Add +274.9% 1.40% +0.92
AJG Arthur J Gallagher & Co. New 0.89% +0.89
CL Colgate-Palmolive Co. New 0.87% +0.87
DIS The Walt Disney Co. New 0.82% +0.82
ITW Illinois Tool Works New 0.74% +0.74
NVDA Nvidia Corp. Add +2.1% 2.52% +0.63
BRK.B Berkshire Hathaway Inc. Class B New 0.47% +0.47
NSC Norfolk Southern Corp. New 0.38% +0.38
EFOR Everforth Inc. New 0.36% +0.36
SGI Somnigroup International Inc. New 0.35% +0.35
SFM Sprouts Farmers Market Inc. New 0.35% +0.35
LNG Cheniere Energy Inc. New 0.34% +0.34
IWM iShares Russell 2000 ETF New 0.28% +0.28
AXP American Express Co. New 0.26% +0.26
T AT&T Inc. New 0.25% +0.25
ORCL Oracle Corp. New 0.23% +0.23
AZO AutoZone Inc. New 0.21% +0.21
ABT Abbott Laboratories New 0.21% +0.21
LOW Lowe's Cos Inc. New 0.18% +0.18
HCA HCA Healthcare Inc. New 0.18% +0.18
EL Estee Lauder Companies Class A New 0.17% +0.17
SHW The Sherwin-Williams Co. New 0.17% +0.17
MCK McKesson Corp. New 0.17% +0.17
EME Emcor Group Inc. New 0.16% +0.16
SO The Southern Co. New 0.14% +0.14
GIS General Mills Inc. New 0.14% +0.14
COST Costco Wholesale Corp. Add +82.8% 0.37% +0.12
AAPL Apple Inc. Add +60.5% 3.38% +0.07
MDRX Veradigm Inc. New 0.06% +0.06
EMR Emerson Electric Co. Add +39.5% 0.36% +0.05
HON Honeywell International Inc. Add +48.5% 0.31% +0.01
BMY Bristol-Myers Squibb Co. Add +37.3% 0.22% +0.01
GOOGL Alphabet Inc. Class A Add +28.3% 0.91% −0.01
VLO Valero Energy Corp. Add +0.8% 0.22% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +19.2% 0.24% −0.02
MPC Marathon Petroleum Corp. Add +0.4% 0.63% −0.02
ICE Intercontinental Exchange Inc. Add +23.3% 0.27% −0.02
LIN Linde PLC Add +13.3% 0.18% −0.02
V Visa Inc. Class A Add +27.9% 1.01% −0.02
BAC Bank of America Corp. Add +13.9% 0.29% −0.03
IBM Intl Business Machines Corp. Add +0.5% 0.17% −0.03
MRK Merck & Co. Inc. Add +12.3% 1.17% −0.03
CPRT Copart Inc. Add +0.2% 0.20% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 139$163.8MIVV, SON, KO, NVDA, AAPL
Q1 2026 135$154.5MIVV, SON, KO, NVDA, AAPL
Q4 2025 138$156.4MIVV, SON, KO, NVDA, MSFT
Q3 2025 137$150.7MIVV, KO, SON, NVDA, MSFT
Q2 2025 142$148.1MIVV, SON, KO, NVDA, MSFT
Q1 2025 132$134.0MIVV, SON, KO, MSFT, AAPL
Q4 2024 137$138.9MSON, IVV, KO, NVDA, AAPL
Q3 2024 133$126.1MIVV, KO, MSFT, NVDA, AAPL
Q2 2024 116$105.7MKO, IVV, NVDA, MSFT, AAPL
Q1 2024 130$143.7MKO, IVV, AAPL, MSFT, ANET