Meadow Creek Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Meadow Creek Wealth Advisors LLC reported 132 stock positions worth $134.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.5% of the portfolio, followed by Sonoco Products (SON, 8.4%) and Coca-Cola (KO, 7.7%). Compared with Q4 2024, it opened 5 new positions, sold out of 10, added to 68 and reduced 46. The biggest buy was Coca-Cola (KO, shares +0%) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001801107
- Portfolio Value
- $134.0M (Q1 2025)
- SEC Filing
- 0001062993-25-008102 ↗ filed Apr 28, 2025
Holdings Value
Holdings 132 stocks · $134.0M
| IVV iShares Core S&P 500 ETF | 8.54% | 20,380 | $11.5M | Add +2.8% |
| SON Sonoco Products Co. | 8.42% | 238,986 | $11.3M | Add +0.0% |
| KO The Coca-Cola Co. | 7.67% | 143,443 | $10.3M | Add +0.4% |
| MSFT Microsoft Corp. | 3.30% | 11,779 | $4.4M | Add +0.1% |
| AAPL Apple Inc. | 3.24% | 19,563 | $4.3M | Reduce -8.6% |
| JEPI JPMorgan Equity Premium Inco | 3.24% | 76,050 | $4.3M | Add +5.5% |
| NVDA Nvidia Corp. | 3.17% | 39,239 | $4.3M | Reduce -6.4% |
| JPM JPMorgan Chase & Co. | 2.20% | 12,020 | $2.9M | Reduce -0.7% |
| AVGO Broadcom Inc. | 2.09% | 16,767 | $2.8M | Reduce -0.9% |
| WMT Walmart Inc. | 1.91% | 29,227 | $2.6M | Add +6.7% |
| RSP Invesco S&P 500 Equal Weight | 1.77% | 13,681 | $2.4M | Add +2.3% |
| AMZN Amazon.com Inc. | 1.73% | 12,217 | $2.3M | Reduce -0.7% |
| AVUV Avantis US Small Cap Value | 1.62% | 24,923 | $2.2M | Add +4.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.59% | 113,673 | $2.1M | Add +7.3% |
| HD Home Depot Inc. | 1.58% | 5,768 | $2.1M | Reduce -2.1% |
| V Visa Inc. Class A | 1.40% | 5,361 | $1.9M | Add +15.8% |
| META Meta Platforms Inc. Class A | 1.37% | 3,193 | $1.8M | Add +3.5% |
| PG The Procter & Gamble Co. | 1.20% | 9,407 | $1.6M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.06% | 1,723 | $1.4M | Reduce -7.7% |
| ETN Eaton Corp. PLC | 1.04% | 5,151 | $1.4M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 1.04% | 8,974 | $1.4M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.01% | 2,580 | $1.4M | Reduce -6.7% |
| CB Chubb Ltd. | 0.99% | 4,385 | $1.3M | Add +3.4% |
| COST Costco Wholesale Corp. | 0.98% | 1,387 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 0.95% | 10,754 | $1.3M | Add +5.5% |
| NFLX Netflix Inc. | 0.95% | 1,361 | $1.3M | Add +0.4% |
| JNJ Johnson & Johnson | 0.90% | 7,254 | $1.2M | Add +9.1% |
| MRK Merck & Co. Inc. | 0.89% | 13,228 | $1.2M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.88% | 3,772 | $1.2M | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 0.80% | 2,449 | $1.1M | Add +6.5% |
| TDG Transdigm Group Inc. | 0.79% | 767 | $1.1M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.77% | 4,905 | $1.0M | Add +1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 24,046 | $1.0M | Reduce -41.5% |
| CSCO Cisco Systems Inc. | 0.73% | 15,959 | $985K | Reduce -0.4% |
| CRM Salesforce Inc. | 0.71% | 3,553 | $953K | Add +4.2% |
| CVX Chevron Corp. | 0.66% | 5,268 | $881K | Reduce -7.3% |
| GOOG Alphabet Inc. Class C | 0.65% | 5,574 | $871K | Add +0.6% |
| UNP Union Pacific Corp. | 0.65% | 3,666 | $866K | Add +10.9% |
| FTLS First Trust Long/Short Eqty | 0.60% | 12,532 | $803K | Add +7.5% |
| CME Cme Group Inc. | 0.60% | 3,018 | $801K | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.58% | 13,289 | $775K | Reduce -23.7% |
| MA Mastercard Inc. Class A | 0.54% | 1,311 | $718K | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 0.49% | 2,241 | $661K | Add +9.2% |
| SBUX Starbucks Corp. | 0.49% | 6,629 | $650K | Add +6.4% |
| ADP Automatic Data Processing | 0.47% | 2,046 | $625K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 2,475 | $615K | Add +17.0% |
| VZ Verizon Communications Inc. | 0.45% | 13,416 | $609K | Add +1.2% |
| MPC Marathon Petroleum Corp. | 0.45% | 4,160 | $606K | Reduce -5.7% |
| RTX RTX Corp. | 0.45% | 4,568 | $605K | Add +0.3% |
| T AT&T Inc. | 0.45% | 21,349 | $604K | Reduce -2.2% |
| HON Honeywell International Inc. | 0.44% | 2,779 | $588K | Add +0.1% |
| ROP Roper Technologies Inc. | 0.44% | 995 | $587K | Add +0.1% |
| AMGN Amgen Inc. | 0.44% | 1,874 | $584K | Reduce -0.6% |
| ALL Allstate Corp. | 0.43% | 2,783 | $576K | Add +3.3% |
| ABT Abbott Laboratories | 0.41% | 4,165 | $552K | Add +12.4% |
| CAT Caterpillar Inc. | 0.40% | 1,608 | $530K | Add +0.3% |
| EMR Emerson Electric Co. | 0.39% | 4,823 | $529K | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.39% | 8,539 | $521K | Add +0.7% |
| ICE Intercontinental Exchange Inc. | 0.37% | 2,892 | $499K | Add +2.8% |
| CMCSA Comcast Corp. Class A | 0.36% | 13,156 | $485K | Reduce -6.1% |
| MDT Medtronic PLC | 0.35% | 5,178 | $465K | Reduce -7.3% |
| AXP American Express Co. | 0.33% | 1,654 | $445K | Add +0.6% |
| EQIX Equinix Inc. | 0.32% | 534 | $435K | Add +3.9% |
| QCOM Qualcomm Inc. | 0.32% | 2,802 | $430K | Add +0.8% |
| INTU Intuit Inc. | 0.32% | 699 | $429K | Reduce -25.7% |
| PGR Progressive Corp. | 0.32% | 1,508 | $427K | Reduce -0.8% |
| AZO AutoZone Inc. | 0.31% | 108 | $412K | Add +0.9% |
| FITB Fifth Third Bancorp | 0.31% | 10,451 | $410K | Add +3.0% |
| IWM iShares Russell 2000 ETF | 0.29% | 1,938 | $387K | No change |
| DHR Danaher Corp. | 0.29% | 1,881 | $386K | Reduce -7.8% |
| ORCL Oracle Corp. | 0.29% | 2,745 | $384K | Reduce -16.9% |
| PEP Pepsico Inc. | 0.29% | 2,559 | $384K | Reduce -0.5% |
| ORLY O'reilly Automotive Inc. | 0.29% | 267 | $382K | Reduce -2.9% |
| PAI Western Asset Investment Gra | 0.28% | 29,266 | $376K | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 670 | $375K | Add +0.3% |
| TGT Target Corp. | 0.28% | 3,573 | $373K | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.27% | 713 | $366K | No change |
| USIG iShares Broad Usd Investment | 0.27% | 7,159 | $366K | Reduce -0.6% |
| QLTA iShares Aaa - A Rated Corpor | 0.27% | 7,625 | $362K | Reduce -0.6% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 12,952 | $362K | Add +29.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 674 | $359K | Add +13.5% |
| AGG iShares Core U.S. Aggregate | 0.27% | 3,605 | $357K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 3,262 | $355K | Reduce -0.5% |
| BN Brookfield Corp. | 0.26% | 6,747 | $354K | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.26% | 691 | $351K | Reduce -0.4% |
| LIN Linde PLC | 0.26% | 744 | $346K | Add +0.8% |
| PFE Pfizer Inc. | 0.26% | 13,564 | $344K | Reduce -3.7% |
| KLAC KLA Corp. | 0.25% | 488 | $332K | Add +4.5% |
| AMT American Tower Corp. | 0.25% | 1,520 | $331K | Add +17.9% |
| TSLA Tesla Inc. | 0.24% | 1,265 | $328K | Add +6.8% |
| NXPI NXP Semiconductors NV | 0.24% | 1,724 | $328K | No change |
| ADI Analog Devices Inc. | 0.24% | 1,624 | $328K | Add +2.9% |
| GS Goldman Sachs Group Inc. | 0.24% | 596 | $326K | Reduce -8.4% |
| LMT Lockheed Martin Corp. | 0.24% | 726 | $324K | Reduce -18.3% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.24% | 6,434 | $323K | Reduce -0.6% |
| VLO Valero Energy Corp. | 0.24% | 2,443 | $323K | Reduce -1.0% |
| MS Morgan Stanley | 0.24% | 2,730 | $319K | Add +5.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 2,452 | $299K | Add +1.1% |
| ADBE Adobe Inc. | 0.22% | 770 | $295K | Add +0.9% |
| SO The Southern Co. | 0.22% | 3,158 | $290K | Add +0.6% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -6.4% | 3.17% | −0.88 |
| AVGO Broadcom Inc. | Reduce -0.9% | 2.09% | −0.73 |
| AAPL Apple Inc. | Reduce -8.6% | 3.24% | −0.62 |
| BAC Bank of America Corp. | Reduce -41.5% | 0.75% | −0.55 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 1.73% | −0.21 |
| IJH iShares Core S&P Midcap ETF | Reduce -23.7% | 0.58% | −0.20 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.19 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.18 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.17 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.17 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.16 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.16 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.16 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.15 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.15 |
| ORCL Oracle Corp. | Reduce -16.9% | 0.29% | −0.11 |
| INTU Intuit Inc. | Reduce -25.7% | 0.32% | −0.11 |
| KKR KKR & Co. Inc. | Reduce -15.3% | 0.22% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.89% | −0.08 |
| HD Home Depot Inc. | Reduce -2.1% | 1.58% | −0.07 |
| TGT Target Corp. | Reduce -0.6% | 0.28% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -18.3% | 0.24% | −0.07 |
| DHR Danaher Corp. | Reduce -7.8% | 0.29% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -8.4% | 0.24% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -6.1% | 0.36% | −0.02 |
| BN Brookfield Corp. | Reduce -0.1% | 0.26% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.5% | 0.20% | −0.01 |
| PFE Pfizer Inc. | Reduce -3.7% | 0.26% | −0.01 |
| MCK McKesson Corp. | Reduce -19.6% | 0.20% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -6.7% | 1.01% | +0.00 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.29% | +0.00 |
| MPC Marathon Petroleum Corp. | Reduce -5.7% | 0.45% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.20% | +0.01 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -0.6% | 0.24% | +0.01 |
| USIG iShares Broad Usd Investment | Reduce -0.6% | 0.27% | +0.01 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -0.6% | 0.27% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.5% | 0.26% | +0.01 |
| SPGI S&P Global Inc. | Reduce -0.4% | 0.26% | +0.01 |
| PAI Western Asset Investment Gra | Reduce -0.9% | 0.28% | +0.01 |
| VLO Valero Energy Corp. | Reduce -1.0% | 0.24% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -7.7% | 1.06% | +0.02 |
| MDT Medtronic PLC | Reduce -7.3% | 0.35% | +0.03 |
| SPOT Spotify Technology SA | Reduce -10.0% | 0.21% | +0.03 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.54% | +0.04 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 1.20% | +0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -2.9% | 0.29% | +0.05 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 0.73% | +0.05 |
| PGR Progressive Corp. | Reduce -0.8% | 0.32% | +0.06 |
| CVX Chevron Corp. | Reduce -7.3% | 0.66% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| KO The Coca-Cola Co. | Add +0.4% | 7.67% | +1.26 |
| V Visa Inc. Class A | Add +15.8% | 1.40% | +0.35 |
| JEPI JPMorgan Equity Premium Inco | Add +5.5% | 3.24% | +0.26 |
| JNJ Johnson & Johnson | Add +9.1% | 0.90% | +0.21 |
| COP Conocophillips | New | 0.20% | +0.20 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +7.3% | 1.59% | +0.17 |
| XOM Exxon Mobil Corp. | Add +5.5% | 0.95% | +0.16 |
| GD General Dynamics Corp. | New | 0.16% | +0.16 |
| WM Waste Management Inc. | New | 0.15% | +0.15 |
| CSGP Costar Group Inc. | New | 0.15% | +0.15 |
| ABBV Abbvie Inc. | Add +1.7% | 0.77% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 8.54% | +0.15 |
| CB Chubb Ltd. | Add +3.4% | 0.99% | +0.14 |
| WMT Walmart Inc. | Add +6.7% | 1.91% | +0.13 |
| WCMI FT WCM International ETF | New | 0.13% | +0.13 |
| IBM Intl Business Machines Corp. | Add +17.0% | 0.46% | +0.12 |
| ABT Abbott Laboratories | Add +12.4% | 0.41% | +0.11 |
| UNP Union Pacific Corp. | Add +10.9% | 0.65% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +2.3% | 1.77% | +0.08 |
| NFLX Netflix Inc. | Add +0.4% | 0.95% | +0.08 |
| AMT American Tower Corp. | Add +17.9% | 0.25% | +0.08 |
| SBUX Starbucks Corp. | Add +6.4% | 0.49% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.5% | 0.27% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +29.5% | 0.27% | +0.07 |
| META Meta Platforms Inc. Class A | Add +3.5% | 1.37% | +0.07 |
| RTX RTX Corp. | Add +0.3% | 0.45% | +0.07 |
| VZ Verizon Communications Inc. | Add +1.2% | 0.45% | +0.07 |
| ICE Intercontinental Exchange Inc. | Add +2.8% | 0.37% | +0.07 |
| ROP Roper Technologies Inc. | Add +0.1% | 0.44% | +0.07 |
| APD Air Products & Chemicals Inc. | Add +9.2% | 0.49% | +0.06 |
| AZO AutoZone Inc. | Add +0.9% | 0.31% | +0.06 |
| ALL Allstate Corp. | Add +3.3% | 0.43% | +0.06 |
| FTLS First Trust Long/Short Eqty | Add +7.5% | 0.60% | +0.05 |
| NOC Northrop Grumman Corp. | Add +12.5% | 0.20% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +0.7% | 0.39% | +0.04 |
| ADP Automatic Data Processing | Add +0.2% | 0.47% | +0.04 |
| LIN Linde PLC | Add +0.8% | 0.26% | +0.04 |
| KLAC KLA Corp. | Add +4.5% | 0.25% | +0.04 |
| MSI Motorola Solutions Inc. | Add +6.5% | 0.80% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +0.4% | 0.20% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +0.6% | 0.20% | +0.03 |
| SO The Southern Co. | Add +0.6% | 0.22% | +0.03 |
| HEI.A Heico Corp. Class A | Add +1.2% | 0.18% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.3% | 0.19% | +0.03 |
| JCI Johnson Controls Internation | Add +9.2% | 0.18% | +0.02 |
| SON Sonoco Products Co. | Add +0.0% | 8.42% | +0.02 |
| BDX Becton Dickinson and Co. | Add +5.3% | 0.20% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.32% | +0.01 |
| TJX TJX Companies Inc. | Add +1.1% | 0.22% | +0.01 |
| CPRT Copart Inc. | Add +0.3% | 0.19% | +0.00 |
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 |