Meadow Creek Wealth Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Meadow Creek Wealth Advisors LLC reported 116 stock positions worth $105.7 million. Its top holding was Coca-Cola (KO) at 8.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.8%) and Nvidia (NVDA, 5.0%). Compared with Q1 2024, it opened 8 new positions, sold out of 22, added to 49 and reduced 43. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +38%) and the biggest sale Coca-Cola (KO, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001801107
- Portfolio Value
- $105.7M (Q2 2024)
- SEC Filing
- 0001062993-24-013868 ↗ filed Jul 17, 2024
Holdings Value
Holdings 116 stocks · $105.7M
| KO The Coca-Cola Co. | 8.42% | 139,941 | $8.9M | Reduce -67.9% |
| IVV iShares Core S&P 500 ETF | 6.82% | 13,185 | $7.2M | Add +37.6% |
| NVDA Nvidia Corp. | 5.02% | 42,974 | $5.3M | Add +7.2% |
| MSFT Microsoft Corp. | 4.84% | 11,453 | $5.1M | Add +5.2% |
| AAPL Apple Inc. | 3.80% | 19,077 | $4.0M | Reduce -32.8% |
| JEPI JPMorgan Equity Premium Inco | 3.49% | 65,064 | $3.7M | Add +19.3% |
| AVGO Broadcom Inc. | 2.62% | 1,727 | $2.8M | Add +6.6% |
| JPM JPMorgan Chase & Co. | 2.29% | 11,957 | $2.4M | Add +5.0% |
| AMZN Amazon.com Inc. | 2.01% | 10,990 | $2.1M | Add +9.2% |
| HD Home Depot Inc. | 1.91% | 5,879 | $2.0M | Reduce -39.3% |
| RSP Invesco S&P 500 Equal Weight | 1.90% | 12,206 | $2.0M | Reduce -0.6% |
| AVUV Avantis US Small Cap Value | 1.73% | 20,333 | $1.8M | Add +8.1% |
| WMT Walmart Inc. | 1.67% | 26,025 | $1.8M | Add +2.6% |
| LLY Eli Lilly & Co. | 1.64% | 1,921 | $1.7M | Reduce -53.8% |
| MRK Merck & Co. Inc. | 1.54% | 13,126 | $1.6M | Add +3.3% |
| ETN Eaton Corp. PLC | 1.51% | 5,097 | $1.6M | Reduce -5.2% |
| PG The Procter & Gamble Co. | 1.49% | 9,559 | $1.6M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 1.47% | 8,506 | $1.5M | Reduce -1.3% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.42% | 82,462 | $1.5M | Reduce -40.8% |
| COST Costco Wholesale Corp. | 1.35% | 1,685 | $1.4M | Add +130.5% |
| V Visa Inc. Class A | 1.34% | 5,385 | $1.4M | Add +3.2% |
| META Meta Platforms Inc. Class A | 1.33% | 2,783 | $1.4M | Reduce -48.3% |
| UNH Unitedhealth Group Inc. | 1.13% | 2,355 | $1.2M | Add +6.4% |
| XOM Exxon Mobil Corp. | 1.06% | 9,781 | $1.1M | Add +30.5% |
| CB Chubb Ltd. | 0.99% | 4,123 | $1.1M | Add +3.0% |
| TDG Transdigm Group Inc. | 0.91% | 755 | $964K | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 0.86% | 15,496 | $907K | Reduce -0.3% |
| NFLX Netflix Inc. | 0.82% | 1,292 | $872K | Add +11.0% |
| MSI Motorola Solutions Inc. | 0.82% | 2,254 | $870K | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.82% | 5,903 | $863K | Reduce -23.4% |
| MCD McDonald's Corp. | 0.78% | 3,238 | $825K | Add +6.4% |
| GOOG Alphabet Inc. Class C | 0.77% | 4,460 | $818K | Reduce -66.3% |
| CVX Chevron Corp. | 0.77% | 5,208 | $815K | Add +8.7% |
| CRM Salesforce Inc. | 0.75% | 3,098 | $796K | Reduce -3.9% |
| ABBV Abbvie Inc. | 0.74% | 4,553 | $781K | Add +8.2% |
| CSCO Cisco Systems Inc. | 0.74% | 16,384 | $778K | Add +6.4% |
| MPC Marathon Petroleum Corp. | 0.73% | 4,480 | $777K | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.68% | 3,191 | $722K | Reduce -5.7% |
| VZ Verizon Communications Inc. | 0.57% | 14,743 | $608K | Reduce -3.2% |
| CME Cme Group Inc. | 0.57% | 3,077 | $605K | Add +8.9% |
| FTLS First Trust Long/Short Eqty | 0.56% | 9,534 | $597K | Reduce -35.1% |
| INTU Intuit Inc. | 0.56% | 905 | $595K | Add +3.7% |
| AMGN Amgen Inc. | 0.55% | 1,876 | $586K | Reduce -0.2% |
| ROP Roper Technologies Inc. | 0.55% | 1,025 | $578K | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.53% | 2,191 | $565K | Reduce -2.3% |
| ADBE Adobe Inc. | 0.53% | 1,016 | $564K | Reduce -8.0% |
| CAT Caterpillar Inc. | 0.51% | 1,613 | $537K | Reduce -1.9% |
| TGT Target Corp. | 0.50% | 3,580 | $530K | No change |
| EMR Emerson Electric Co. | 0.48% | 4,610 | $508K | No change |
| HON Honeywell International Inc. | 0.48% | 2,370 | $506K | Add +10.5% |
| DHR Danaher Corp. | 0.46% | 1,955 | $489K | Reduce -4.8% |
| QCOM Qualcomm Inc. | 0.45% | 2,380 | $474K | Add +1.8% |
| ADP Automatic Data Processing | 0.45% | 1,976 | $472K | Add +9.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 11,767 | $468K | Add +8.5% |
| MA Mastercard Inc. Class A | 0.44% | 1,056 | $466K | Add +15.0% |
| NXPI NXP Semiconductors NV | 0.44% | 1,724 | $464K | No change |
| SBUX Starbucks Corp. | 0.44% | 5,939 | $462K | Add +2.1% |
| RTX RTX Corp. | 0.43% | 4,502 | $452K | Reduce -13.2% |
| CMCSA Comcast Corp. Class A | 0.42% | 11,447 | $448K | Add +10.6% |
| ALL Allstate Corp. | 0.41% | 2,683 | $428K | Reduce -50.1% |
| ORCL Oracle Corp. | 0.40% | 3,023 | $427K | Add +14.1% |
| PEP Pepsico Inc. | 0.40% | 2,568 | $424K | Add +5.7% |
| MDT Medtronic PLC | 0.40% | 5,359 | $422K | Add +6.7% |
| PFE Pfizer Inc. | 0.39% | 14,829 | $415K | No change |
| T AT&T Inc. | 0.38% | 21,105 | $403K | Add +4.0% |
| IWM iShares Russell 2000 ETF | 0.37% | 1,938 | $393K | No change |
| EQIX Equinix Inc. | 0.36% | 509 | $385K | No change |
| ICE Intercontinental Exchange Inc. | 0.36% | 2,803 | $384K | No change |
| LMT Lockheed Martin Corp. | 0.36% | 816 | $381K | Add +7.9% |
| AXP American Express Co. | 0.36% | 1,625 | $376K | No change |
| FITB Fifth Third Bancorp | 0.35% | 10,184 | $372K | No change |
| USIG iShares Broad Usd Investment | 0.34% | 7,251 | $364K | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 666 | $362K | Add +0.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.34% | 7,717 | $362K | Reduce -0.3% |
| AMT American Tower Corp. | 0.34% | 1,849 | $359K | Reduce -3.6% |
| PAI Western Asset Investment Gra | 0.34% | 29,702 | $359K | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.34% | 713 | $357K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.33% | 3,304 | $354K | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 0.33% | 3,605 | $350K | Reduce -0.3% |
| PGR Progressive Corp. | 0.33% | 1,670 | $347K | Reduce -8.8% |
| KLAC KLA Corp. | 0.32% | 413 | $341K | Reduce -6.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 6,700 | $340K | No change |
| UPS United Parcel Service Class B | 0.32% | 2,435 | $333K | Reduce -0.3% |
| VLO Valero Energy Corp. | 0.31% | 2,111 | $331K | Add +11.5% |
| BN Brookfield Corp. | 0.31% | 7,868 | $327K | Reduce -9.5% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.31% | 6,524 | $326K | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.29% | 689 | $307K | Reduce -12.4% |
| ABT Abbott Laboratories | 0.28% | 2,900 | $301K | Add +11.6% |
| AZO AutoZone Inc. | 0.28% | 101 | $299K | Add +6.3% |
| KKR KKR & Co. Inc. | 0.28% | 2,838 | $299K | Add +6.7% |
| BDX Becton Dickinson and Co. | 0.28% | 1,271 | $297K | Add +13.7% |
| MCK McKesson Corp. | 0.28% | 508 | $297K | Add +14.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 2,547 | $280K | New |
| ORLY O'reilly Automotive Inc. | 0.26% | 264 | $279K | Reduce -83.2% |
| LIN Linde PLC | 0.26% | 635 | $278K | Add +14.4% |
| LRCX Lam Research Corp. | 0.26% | 261 | $278K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.25% | 3,343 | $261K | Add +1.1% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 3,335 | $259K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,496 | $259K | Add +19.3% |
| SO The Southern Co. | 0.24% | 3,236 | $251K | Add +14.1% |
Portfolio Sells Q1 2024 → Q2 2024
| KO The Coca-Cola Co. | Reduce -67.9% | 8.42% | −10.13 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −2.98 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −1.24 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −1.18 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −1.07 |
| ORLY O'reilly Automotive Inc. | Reduce -83.2% | 0.26% | −0.97 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.89 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.87 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.82 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.74 |
| HD Home Depot Inc. | Reduce -39.3% | 1.91% | −0.67 |
| GOOG Alphabet Inc. Class C | Reduce -66.3% | 0.77% | −0.63 |
| LLY Eli Lilly & Co. | Reduce -53.8% | 1.64% | −0.61 |
| META Meta Platforms Inc. Class A | Reduce -48.3% | 1.33% | −0.49 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.47 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.38 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.36 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −0.35 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.35 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.34 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -40.8% | 1.42% | −0.34 |
| ALL Allstate Corp. | Reduce -50.1% | 0.41% | −0.24 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.18 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.18 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.18 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.17 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.16 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.16 |
| FTLS First Trust Long/Short Eqty | Reduce -35.1% | 0.56% | −0.07 |
| MDRX Veradigm Inc. | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -23.4% | 0.82% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -1.4% | 0.20% | +0.03 |
| CPRT Copart Inc. | Reduce -5.6% | 0.24% | +0.04 |
| BN Brookfield Corp. | Reduce -9.5% | 0.31% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -4.7% | 0.23% | +0.06 |
| SPGI S&P Global Inc. | Reduce -12.4% | 0.29% | +0.06 |
| UPS United Parcel Service Class B | Reduce -0.3% | 0.32% | +0.06 |
| PGR Progressive Corp. | Reduce -8.8% | 0.33% | +0.06 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -0.3% | 0.31% | +0.07 |
| RTX RTX Corp. | Reduce -13.2% | 0.43% | +0.08 |
| AMT American Tower Corp. | Reduce -3.6% | 0.34% | +0.08 |
| CRM Salesforce Inc. | Reduce -3.9% | 0.75% | +0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.3% | 0.33% | +0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 0.33% | +0.08 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -0.3% | 0.34% | +0.09 |
| PAI Western Asset Investment Gra | Reduce -0.3% | 0.34% | +0.09 |
| USIG iShares Broad Usd Investment | Reduce -0.3% | 0.34% | +0.09 |
| CAT Caterpillar Inc. | Reduce -1.9% | 0.51% | +0.09 |
| MPC Marathon Petroleum Corp. | Reduce -0.9% | 0.73% | +0.10 |
Portfolio Buys Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Add +37.6% | 6.82% | +3.32 |
| NVDA Nvidia Corp. | Add +7.2% | 5.02% | +2.50 |
| MSFT Microsoft Corp. | Add +5.2% | 4.84% | +1.65 |
| JEPI JPMorgan Equity Premium Inco | Add +19.3% | 3.49% | +1.29 |
| AVGO Broadcom Inc. | Add +6.6% | 2.62% | +1.13 |
| COST Costco Wholesale Corp. | Add +130.5% | 1.35% | +0.98 |
| AMZN Amazon.com Inc. | Add +9.2% | 2.01% | +0.75 |
| JPM JPMorgan Chase & Co. | Add +5.0% | 2.29% | +0.70 |
| WMT Walmart Inc. | Add +2.6% | 1.67% | +0.60 |
| AVUV Avantis US Small Cap Value | Add +8.1% | 1.73% | +0.50 |
| PG The Procter & Gamble Co. | Add +4.6% | 1.49% | +0.46 |
| XOM Exxon Mobil Corp. | Add +30.5% | 1.06% | +0.46 |
| UNH Unitedhealth Group Inc. | Add +6.4% | 1.13% | +0.37 |
| MRK Merck & Co. Inc. | Add +3.3% | 1.54% | +0.37 |
| NFLX Netflix Inc. | Add +11.0% | 0.82% | +0.33 |
| V Visa Inc. Class A | Add +3.2% | 1.34% | +0.32 |
| CB Chubb Ltd. | Add +3.0% | 0.99% | +0.27 |
| TJX TJX Companies Inc. | New | 0.27% | +0.27 |
| LRCX Lam Research Corp. | New | 0.26% | +0.26 |
| SCHD Schwab US DVD Equity ETF | New | 0.25% | +0.25 |
| CVX Chevron Corp. | Add +8.7% | 0.77% | +0.24 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.21% | +0.21 |
| ADI Analog Devices Inc. | New | 0.21% | +0.21 |
| HEI.A Heico Corp. Class A | New | 0.21% | +0.21 |
| ABBV Abbvie Inc. | Add +8.2% | 0.74% | +0.21 |
| CSCO Cisco Systems Inc. | Add +6.4% | 0.74% | +0.20 |
| MS Morgan Stanley | New | 0.20% | +0.20 |
| COP Conocophillips | New | 0.19% | +0.19 |
| MCD McDonald's Corp. | Add +6.4% | 0.78% | +0.18 |
| QCOM Qualcomm Inc. | Add +1.8% | 0.45% | +0.17 |
| HON Honeywell International Inc. | Add +10.5% | 0.48% | +0.17 |
| ORCL Oracle Corp. | Add +14.1% | 0.40% | +0.17 |
| INTU Intuit Inc. | Add +3.7% | 0.56% | +0.17 |
| BAC Bank of America Corp. | Add +8.5% | 0.44% | +0.16 |
| CME Cme Group Inc. | Add +8.9% | 0.57% | +0.15 |
| MA Mastercard Inc. Class A | Add +15.0% | 0.44% | +0.13 |
| T AT&T Inc. | Add +4.0% | 0.38% | +0.13 |
| ADP Automatic Data Processing | Add +9.6% | 0.45% | +0.13 |
| LMT Lockheed Martin Corp. | Add +7.9% | 0.36% | +0.12 |
| MCK McKesson Corp. | Add +14.2% | 0.28% | +0.11 |
| CMCSA Comcast Corp. Class A | Add +10.6% | 0.42% | +0.11 |
| PEP Pepsico Inc. | Add +5.7% | 0.40% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.34% | +0.10 |
| KKR KKR & Co. Inc. | Add +6.7% | 0.28% | +0.10 |
| SO The Southern Co. | Add +14.1% | 0.24% | +0.10 |
| MDT Medtronic PLC | Add +6.7% | 0.40% | +0.09 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.1% | 0.25% | +0.09 |
| BDX Becton Dickinson and Co. | Add +13.7% | 0.28% | +0.09 |
| VLO Valero Energy Corp. | Add +11.5% | 0.31% | +0.09 |
| LIN Linde PLC | Add +14.4% | 0.26% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 139 | $163.8M | IVV, SON, KO, NVDA, AAPL |
| Q1 2026 | 135 | $154.5M | IVV, SON, KO, NVDA, AAPL |
| Q4 2025 | 138 | $156.4M | IVV, SON, KO, NVDA, MSFT |
| Q3 2025 | 137 | $150.7M | IVV, KO, SON, NVDA, MSFT |
| Q2 2025 | 142 | $148.1M | IVV, SON, KO, NVDA, MSFT |
| Q1 2025 | 132 | $134.0M | IVV, SON, KO, MSFT, AAPL |
| Q4 2024 | 137 | $138.9M | SON, IVV, KO, NVDA, AAPL |
| Q3 2024 | 133 | $126.1M | IVV, KO, MSFT, NVDA, AAPL |
| Q2 2024 | 116 | $105.7M | KO, IVV, NVDA, MSFT, AAPL |
| Q1 2024 | 130 | $143.7M | KO, IVV, AAPL, MSFT, ANET |