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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $143.7M Q1 2024 Q2 2024: $105.7M $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 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%
CPRT Copart Inc. 0.24% 4,597 $249K Reduce -5.6%
HLT Hilton Worldwide Holdings Inc. 0.23% 1,136 $248K Reduce -4.7%
BMY Bristol-Myers Squibb Co. 0.23% 5,945 $247K No change
NOC Northrop Grumman Corp. 0.23% 562 $245K Add +16.4%
HCA HCA Healthcare Inc. 0.23% 755 $243K No change
ACN Accenture PLC Class A 0.21% 747 $227K Add +4.5%
TSM Taiwan Semiconductor-SP ADR 0.21% 1,283 $223K New
ADI Analog Devices Inc. 0.21% 967 $221K New
HEI.A Heico Corp. Class A 0.21% 1,242 $220K New
GIS General Mills Inc. 0.21% 3,473 $220K Add +20.3%
IQV Iqvia Holdings Inc. 0.21% 1,037 $219K No change
NZF Nuveen Municipal Credit Inc. 0.20% 17,425 $215K No change
SHW The Sherwin-Williams Co. 0.20% 707 $211K Reduce -1.4%
MS Morgan Stanley 0.20% 2,135 $208K New
BKT BlackRock Income Trust 0.19% 17,093 $204K No change
COP Conocophillips 0.19% 1,769 $202K New

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

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