Meadow Creek Wealth Advisors LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 22, 2024), Meadow Creek Wealth Advisors LLC reported 133 stock positions worth $126.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.6% of the portfolio, followed by Coca-Cola (KO, 8.1%) and Microsoft (MSFT, 4.2%). Compared with Q2 2024, it opened 19 new positions, sold out of 2, added to 70 and reduced 24. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +42%) and the biggest sale an exit from Lam Research (LRCX).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001801107
Portfolio Value
$126.1M (Q3 2024)
SEC Filing
0001062993-24-017836 ↗ filed Oct 22, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $143.7M Q1 2024 Q2 2024: $105.7M Q2 2024 Q3 2024: $126.1M $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 133 stocks · $126.1M
IVV iShares Core S&P 500 ETF 8.57% 18,750 $10.8M Add +42.2%
KO The Coca-Cola Co. 8.13% 142,688 $10.3M Add +2.0%
MSFT Microsoft Corp. 4.23% 12,392 $5.3M Add +8.2%
NVDA Nvidia Corp. 4.21% 43,752 $5.3M Add +1.8%
AAPL Apple Inc. 3.75% 20,289 $4.7M Add +6.3%
JEPI JPMorgan Equity Premium Inco 3.31% 70,165 $4.2M Add +7.8%
AVGO Broadcom Inc. 2.39% 17,477 $3.0M Add +1.2%
JPM JPMorgan Chase & Co. 2.08% 12,464 $2.6M Add +4.2%
HD Home Depot Inc. 1.96% 6,094 $2.5M Add +3.7%
RSP Invesco S&P 500 Equal Weight 1.81% 12,742 $2.3M Add +4.4%
AMZN Amazon.com Inc. 1.81% 12,219 $2.3M Add +11.2%
WMT Walmart Inc. 1.75% 27,262 $2.2M Add +4.8%
AVUV Avantis US Small Cap Value 1.71% 22,439 $2.2M Add +10.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.65% 52,289 $2.1M Add +344.4%
LLY Eli Lilly & Co. 1.44% 2,047 $1.8M Add +6.6%
META Meta Platforms Inc. Class A 1.38% 3,040 $1.7M Add +9.2%
ETN Eaton Corp. PLC 1.33% 5,056 $1.7M Reduce -0.8%
PG The Procter & Gamble Co. 1.32% 9,649 $1.7M Add +0.9%
UNH Unitedhealth Group Inc. 1.26% 2,714 $1.6M Add +15.2%
MRK Merck & Co. Inc. 1.25% 13,901 $1.6M Add +5.9%
PREF Pri Spe Pre Sec Acti-Usd Inc. 1.23% 82,462 $1.6M No change
V Visa Inc. Class A 1.17% 5,379 $1.5M Reduce -0.1%
COST Costco Wholesale Corp. 1.15% 1,633 $1.4M Reduce -3.1%
GOOGL Alphabet Inc. Class A 1.13% 8,631 $1.4M Add +1.5%
XOM Exxon Mobil Corp. 0.97% 10,409 $1.2M Add +6.4%
CB Chubb Ltd. 0.97% 4,226 $1.2M Add +2.5%
MCD McDonald's Corp. 0.89% 3,705 $1.1M Add +14.4%
TDG Transdigm Group Inc. 0.89% 783 $1.1M Add +3.7%
IJH iShares Core S&P Midcap ETF 0.85% 17,287 $1.1M Add +11.6%
JNJ Johnson & Johnson 0.85% 6,588 $1.1M Add +11.6%
MSI Motorola Solutions Inc. 0.82% 2,306 $1.0M Add +2.3%
NFLX Netflix Inc. 0.79% 1,412 $1.0M Add +9.3%
ABBV Abbvie Inc. 0.77% 4,914 $970K Add +7.9%
GOOG Alphabet Inc. Class C 0.73% 5,497 $919K Add +23.3%
CSCO Cisco Systems Inc. 0.67% 15,949 $849K Reduce -2.7%
UNP Union Pacific Corp. 0.67% 3,425 $844K Add +7.3%
CRM Salesforce Inc. 0.66% 3,036 $831K Reduce -2.0%
CVX Chevron Corp. 0.66% 5,632 $829K Add +8.1%
MPC Marathon Petroleum Corp. 0.59% 4,599 $749K Add +2.7%
CME Cme Group Inc. 0.56% 3,191 $704K Add +3.7%
APD Air Products & Chemicals Inc. 0.53% 2,248 $669K Add +2.6%
VZ Verizon Communications Inc. 0.51% 14,203 $638K Reduce -3.7%
MA Mastercard Inc. Class A 0.50% 1,287 $635K Add +21.9%
CAT Caterpillar Inc. 0.50% 1,598 $625K Reduce -0.9%
FTLS First Trust Long/Short Eqty 0.49% 9,699 $616K Add +1.7%
SBUX Starbucks Corp. 0.48% 6,203 $605K Add +4.5%
AMGN Amgen Inc. 0.48% 1,876 $604K No change
INTU Intuit Inc. 0.46% 937 $582K Add +3.5%
ADP Automatic Data Processing 0.46% 2,095 $580K Add +6.0%
HON Honeywell International Inc. 0.45% 2,755 $569K Add +16.2%
ORCL Oracle Corp. 0.45% 3,332 $568K Add +10.2%
ROP Roper Technologies Inc. 0.45% 1,015 $565K Reduce -1.0%
DHR Danaher Corp. 0.45% 2,021 $562K Add +3.4%
TGT Target Corp. 0.45% 3,605 $562K Add +0.7%
RTX RTX Corp. 0.43% 4,502 $545K No change
CMCSA Comcast Corp. Class A 0.43% 12,854 $537K Add +12.3%
ADBE Adobe Inc. 0.42% 1,016 $526K No change
EMR Emerson Electric Co. 0.41% 4,750 $520K Add +3.0%
MDT Medtronic PLC 0.41% 5,677 $511K Add +5.9%
LMT Lockheed Martin Corp. 0.41% 874 $511K Add +7.1%
ALL Allstate Corp. 0.40% 2,683 $509K No change
T AT&T Inc. 0.38% 21,717 $478K Add +2.9%
QCOM Qualcomm Inc. 0.37% 2,744 $467K Add +15.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 2,078 $459K Add +38.9%
EQIX Equinix Inc. 0.36% 513 $455K Add +0.8%
ICE Intercontinental Exchange Inc. 0.36% 2,803 $450K No change
ABT Abbott Laboratories 0.35% 3,924 $447K Add +35.3%
AXP American Express Co. 0.35% 1,625 $441K No change
PEP Pepsico Inc. 0.34% 2,555 $434K Reduce -0.5%
FITB Fifth Third Bancorp 0.34% 10,111 $433K Reduce -0.7%
PFE Pfizer Inc. 0.34% 14,929 $432K Add +0.7%
IWM iShares Russell 2000 ETF 0.34% 1,938 $428K No change
NXPI NXP Semiconductors NV 0.33% 1,724 $414K No change
KKR KKR & Co. Inc. 0.32% 3,070 $401K Add +8.2%
BN Brookfield Corp. 0.32% 7,504 $399K Reduce -4.6%
PGR Progressive Corp. 0.31% 1,533 $389K Reduce -8.2%
KLAC KLA Corp. 0.31% 500 $387K Add +21.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 667 $383K Add +0.1%
PAI Western Asset Investment Gra 0.30% 29,532 $380K Reduce -0.6%
USIG iShares Broad Usd Investment 0.30% 7,201 $379K Reduce -0.7%
QLTA iShares Aaa - A Rated Corpor 0.30% 7,667 $377K Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.30% 713 $376K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.29% 3,279 $370K Reduce -0.8%
AGG iShares Core U.S. Aggregate 0.29% 3,605 $365K No change
ADI Analog Devices Inc. 0.28% 1,560 $359K Add +61.3%
SPGI S&P Global Inc. 0.28% 689 $356K No change
IGLB iShares 10+ Year Inv GR Corp. 0.28% 6,474 $347K Reduce -0.8%
AMT American Tower Corp. 0.27% 1,480 $344K Reduce -20.0%
LIN Linde PLC 0.27% 718 $342K Add +13.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.27% 6,700 $341K No change
NOC Northrop Grumman Corp. 0.26% 633 $334K Add +12.6%
AZO AutoZone Inc. 0.26% 106 $334K Add +5.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 2,807 $330K Add +10.2%
SO The Southern Co. 0.26% 3,623 $327K Add +12.0%
ACN Accenture PLC Class A 0.25% 898 $317K Add +20.2%
VLO Valero Energy Corp. 0.25% 2,326 $314K Add +10.2%
BMY Bristol-Myers Squibb Co. 0.24% 5,945 $308K No change
ORLY O'reilly Automotive Inc. 0.24% 264 $304K No change
GS Goldman Sachs Group Inc. 0.24% 603 $299K New
BDX Becton Dickinson and Co. 0.24% 1,230 $297K Reduce -3.2%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 644 $296K New
FICO Fair Isaac Corp. 0.23% 147 $286K New
SCHD Schwab US DVD Equity ETF 0.22% 3,335 $282K No change
GIS General Mills Inc. 0.22% 3,762 $278K Add +8.3%
TT Trane Technologies PLC 0.22% 708 $275K New
HLT Hilton Worldwide Holdings Inc. 0.22% 1,184 $273K Add +4.2%
SHW The Sherwin-Williams Co. 0.21% 707 $270K No change
BLK BlackRock Finance Inc. 0.21% 283 $269K New
AZN Astrazeneca PLC-Spons ADR 0.21% 3,342 $260K Reduce -0.0%
UPS United Parcel Service Class B 0.21% 1,905 $260K Reduce -21.8%
MS Morgan Stanley 0.20% 2,481 $259K Add +16.2%
PH Parker Hannifin Corp. 0.20% 404 $255K New
MCK McKesson Corp. 0.20% 506 $250K Reduce -0.4%
MDLZ Mondelez International Inc. Class A 0.20% 3,387 $250K New
LOW Lowe's Cos Inc. 0.20% 918 $249K New
PYPL PayPal Holdings Inc. 0.19% 3,151 $246K New
IQV Iqvia Holdings Inc. 0.19% 1,037 $246K No change
HEI.A Heico Corp. Class A 0.19% 1,204 $245K Reduce -3.1%
TSM Taiwan Semiconductor-SP ADR 0.19% 1,386 $241K Add +8.0%
ISRG Intuitive Surgical Inc. 0.19% 487 $239K New
CPRT Copart Inc. 0.19% 4,489 $235K Reduce -2.4%
EME Emcor Group Inc. 0.18% 537 $231K New
NZF Nuveen Municipal Credit Inc. 0.18% 17,425 $228K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 2,329 $224K New
RF Regions Financial Corp. 0.17% 9,372 $219K New
COP Conocophillips 0.17% 2,063 $217K Add +16.6%
JCI Johnson Controls Internation 0.17% 2,785 $216K New
NOW ServiceNow Inc. 0.17% 239 $214K New
BKT BlackRock Income Trust 0.17% 17,093 $212K No change
MRSH Marsh & McLennan Cos 0.17% 936 $209K New
SPOT Spotify Technology SA 0.16% 555 $205K New
WFC Wells Fargo & Co. 0.16% 3,567 $202K New
DLR Digital Realty Trust Inc. 0.16% 1,236 $200K New

Portfolio Sells Q2 2024 → Q3 2024
LRCX Lam Research Corp. Sold out 0.00% −0.26
HCA HCA Healthcare Inc. Sold out 0.00% −0.23
COST Costco Wholesale Corp. Reduce -3.1% 1.15% −0.21
ETN Eaton Corp. PLC Reduce -0.8% 1.33% −0.18
V Visa Inc. Class A Reduce -0.1% 1.17% −0.16
UPS United Parcel Service Class B Reduce -21.8% 0.21% −0.11
ROP Roper Technologies Inc. Reduce -1.0% 0.45% −0.10
CRM Salesforce Inc. Reduce -2.0% 0.66% −0.09
MCK McKesson Corp. Reduce -0.4% 0.20% −0.08
VZ Verizon Communications Inc. Reduce -3.7% 0.51% −0.07
AMT American Tower Corp. Reduce -20.0% 0.27% −0.07
CSCO Cisco Systems Inc. Reduce -2.7% 0.67% −0.06
PEP Pepsico Inc. Reduce -0.5% 0.34% −0.06
CPRT Copart Inc. Reduce -2.4% 0.19% −0.05
BDX Becton Dickinson and Co. Reduce -3.2% 0.24% −0.05
USIG iShares Broad Usd Investment Reduce -0.7% 0.30% −0.04
QLTA iShares Aaa - A Rated Corpor Reduce -0.7% 0.30% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.8% 0.29% −0.04
AZN Astrazeneca PLC-Spons ADR Reduce -0.0% 0.21% −0.04
PAI Western Asset Investment Gra Reduce -0.6% 0.30% −0.04
IGLB iShares 10+ Year Inv GR Corp. Reduce -0.8% 0.28% −0.03
PGR Progressive Corp. Reduce -8.2% 0.31% −0.02
HEI.A Heico Corp. Class A Reduce -3.1% 0.19% −0.01
CAT Caterpillar Inc. Reduce -0.9% 0.50% −0.01
FITB Fifth Third Bancorp Reduce -0.7% 0.34% −0.01
BN Brookfield Corp. Reduce -4.6% 0.32% +0.01

Portfolio Buys Q2 2024 → Q3 2024
IVV iShares Core S&P 500 ETF Add +42.2% 8.57% +1.75
BAC Bank of America Corp. Add +344.4% 1.65% +1.20
GS Goldman Sachs Group Inc. New 0.24% +0.24
BRK.B Berkshire Hathaway Inc. Class B New 0.23% +0.23
FICO Fair Isaac Corp. New 0.23% +0.23
TT Trane Technologies PLC New 0.22% +0.22
BLK BlackRock Finance Inc. New 0.21% +0.21
PH Parker Hannifin Corp. New 0.20% +0.20
MDLZ Mondelez International Inc. Class A New 0.20% +0.20
LOW Lowe's Cos Inc. New 0.20% +0.20
PYPL PayPal Holdings Inc. New 0.19% +0.19
ISRG Intuitive Surgical Inc. New 0.19% +0.19
EME Emcor Group Inc. New 0.18% +0.18
DIS The Walt Disney Co. New 0.18% +0.18
RF Regions Financial Corp. New 0.17% +0.17
JCI Johnson Controls Internation New 0.17% +0.17
NOW ServiceNow Inc. New 0.17% +0.17
MRSH Marsh & McLennan Cos New 0.17% +0.17
SPOT Spotify Technology SA New 0.16% +0.16
WFC Wells Fargo & Co. New 0.16% +0.16
DLR Digital Realty Trust Inc. New 0.16% +0.16
UNH Unitedhealth Group Inc. Add +15.2% 1.26% +0.12
IBM Intl Business Machines Corp. Add +38.9% 0.36% +0.12
MCD McDonald's Corp. Add +14.4% 0.89% +0.11
WMT Walmart Inc. Add +4.8% 1.75% +0.08
ADI Analog Devices Inc. Add +61.3% 0.28% +0.08
ABT Abbott Laboratories Add +35.3% 0.35% +0.07
MA Mastercard Inc. Class A Add +21.9% 0.50% +0.06
META Meta Platforms Inc. Class A Add +9.2% 1.38% +0.05
ORCL Oracle Corp. Add +10.2% 0.45% +0.05
LMT Lockheed Martin Corp. Add +7.1% 0.41% +0.04
HD Home Depot Inc. Add +3.7% 1.96% +0.04
SBUX Starbucks Corp. Add +4.5% 0.48% +0.04
ACN Accenture PLC Class A Add +20.2% 0.25% +0.04
KKR KKR & Co. Inc. Add +8.2% 0.32% +0.04
NOC Northrop Grumman Corp. Add +12.6% 0.26% +0.03
ABBV Abbvie Inc. Add +7.9% 0.77% +0.03
JNJ Johnson & Johnson Add +11.6% 0.85% +0.03
SO The Southern Co. Add +12.0% 0.26% +0.02
ADP Automatic Data Processing Add +6.0% 0.46% +0.01
GIS General Mills Inc. Add +8.3% 0.22% +0.01
MS Morgan Stanley Add +16.2% 0.20% +0.01
LIN Linde PLC Add +13.1% 0.27% +0.01
MDT Medtronic PLC Add +5.9% 0.41% +0.01
CMCSA Comcast Corp. Class A Add +12.3% 0.43% +0.00
MSI Motorola Solutions Inc. Add +2.3% 0.82% −0.00
T AT&T Inc. Add +2.9% 0.38% −0.00
EQIX Equinix Inc. Add +0.8% 0.36% −0.00
IJH iShares Core S&P Midcap ETF Add +11.6% 0.85% −0.00
TJX TJX Companies Inc. Add +10.2% 0.26% −0.00

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