Meadow Creek Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Meadow Creek Wealth Advisors LLC reported 142 stock positions worth $148.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.6% of the portfolio, followed by Sonoco Products (SON, 7.0%) and Coca-Cola (KO, 6.9%). Compared with Q1 2025, it opened 15 new positions, sold out of 5, added to 51 and reduced 59. The biggest buy was Broadcom (AVGO, shares +6%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001801107
- Portfolio Value
- $148.1M (Q2 2025)
- SEC Filing
- 0001062993-25-013285 ↗ filed Jul 30, 2025
Holdings Value
Holdings 142 stocks · $148.1M
| IVV iShares Core S&P 500 ETF | 8.62% | 20,568 | $12.8M | Add +0.9% |
| SON Sonoco Products Co. | 7.03% | 238,986 | $10.4M | No change |
| KO The Coca-Cola Co. | 6.88% | 143,967 | $10.2M | Add +0.4% |
| NVDA Nvidia Corp. | 4.37% | 40,956 | $6.5M | Add +4.4% |
| MSFT Microsoft Corp. | 4.13% | 12,306 | $6.1M | Add +4.5% |
| AVGO Broadcom Inc. | 3.30% | 17,746 | $4.9M | Add +5.8% |
| JEPI JPMorgan Equity Premium Inco | 3.04% | 79,285 | $4.5M | Add +4.3% |
| AAPL Apple Inc. | 2.69% | 19,433 | $4.0M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.34% | 11,939 | $3.5M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 2.08% | 3,960 | $3.1M | Add +129.8% |
| WMT Walmart Inc. | 1.94% | 29,382 | $2.9M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 1.79% | 14,584 | $2.7M | Add +6.6% |
| AMZN Amazon.com Inc. | 1.73% | 11,648 | $2.6M | Reduce -4.7% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.67% | 130,435 | $2.5M | Add +14.8% |
| META Meta Platforms Inc. Class A | 1.61% | 3,230 | $2.4M | Add +1.2% |
| AVUV Avantis US Small Cap Value | 1.54% | 25,079 | $2.3M | Add +0.6% |
| HD Home Depot Inc. | 1.41% | 5,699 | $2.1M | Reduce -1.2% |
| V Visa Inc. Class A | 1.22% | 5,098 | $1.8M | Reduce -4.9% |
| ETN Eaton Corp. PLC | 1.18% | 4,897 | $1.7M | Reduce -4.9% |
| NFLX Netflix Inc. | 1.11% | 1,230 | $1.6M | Reduce -9.6% |
| PG The Procter & Gamble Co. | 0.99% | 9,172 | $1.5M | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.96% | 13,244 | $1.4M | Add +23.1% |
| GOOGL Alphabet Inc. Class A | 0.94% | 7,888 | $1.4M | Reduce -12.1% |
| COST Costco Wholesale Corp. | 0.93% | 1,387 | $1.4M | No change |
| CB Chubb Ltd. | 0.85% | 4,330 | $1.3M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.78% | 24,386 | $1.2M | Add +1.4% |
| MCD McDonald's Corp. | 0.76% | 3,874 | $1.1M | Add +2.7% |
| TDG Transdigm Group Inc. | 0.76% | 742 | $1.1M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.75% | 16,009 | $1.1M | Add +0.3% |
| JNJ Johnson & Johnson | 0.72% | 6,952 | $1.1M | Reduce -4.2% |
| MSI Motorola Solutions Inc. | 0.69% | 2,428 | $1.0M | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.68% | 5,390 | $1.0M | Add +9.9% |
| MRK Merck & Co. Inc. | 0.63% | 11,767 | $931K | Reduce -11.0% |
| FTLS First Trust Long/Short Eqty | 0.60% | 13,319 | $883K | Add +6.3% |
| GOOG Alphabet Inc. Class C | 0.58% | 4,809 | $853K | Reduce -13.7% |
| CRM Salesforce Inc. | 0.58% | 3,128 | $853K | Reduce -12.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 2,652 | $782K | Add +7.2% |
| CVX Chevron Corp. | 0.50% | 5,183 | $742K | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.49% | 1,302 | $732K | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.49% | 2,337 | $729K | Reduce -9.4% |
| RF Regions Financial Corp. | 0.49% | 30,665 | $721K | Add +227.2% |
| UNP Union Pacific Corp. | 0.48% | 3,091 | $711K | Reduce -15.7% |
| RTX RTX Corp. | 0.47% | 4,789 | $699K | Add +4.8% |
| MPC Marathon Petroleum Corp. | 0.45% | 4,056 | $674K | Reduce -2.5% |
| HON Honeywell International Inc. | 0.44% | 2,810 | $654K | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.44% | 10,429 | $647K | Reduce -21.5% |
| EMR Emerson Electric Co. | 0.43% | 4,823 | $643K | No change |
| T AT&T Inc. | 0.43% | 22,202 | $643K | Add +4.0% |
| APD Air Products & Chemicals Inc. | 0.43% | 2,276 | $642K | Add +1.6% |
| ADP Automatic Data Processing | 0.43% | 2,073 | $639K | Add +1.3% |
| ABT Abbott Laboratories | 0.42% | 4,563 | $621K | Add +9.6% |
| ORCL Oracle Corp. | 0.42% | 2,812 | $615K | Add +2.4% |
| CAT Caterpillar Inc. | 0.41% | 1,573 | $611K | Reduce -2.2% |
| VZ Verizon Communications Inc. | 0.39% | 13,280 | $575K | Reduce -1.0% |
| ALL Allstate Corp. | 0.38% | 2,787 | $561K | Add +0.1% |
| ROP Roper Technologies Inc. | 0.37% | 970 | $550K | Reduce -2.5% |
| INTU Intuit Inc. | 0.37% | 691 | $544K | Reduce -1.1% |
| AXP American Express Co. | 0.36% | 1,654 | $528K | No change |
| ICE Intercontinental Exchange Inc. | 0.35% | 2,840 | $521K | Reduce -1.8% |
| AMGN Amgen Inc. | 0.35% | 1,859 | $519K | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.35% | 5,588 | $512K | Reduce -15.7% |
| CME Cme Group Inc. | 0.33% | 1,776 | $490K | Reduce -41.1% |
| CTAS Cintas Corp. | 0.32% | 2,125 | $474K | New |
| CMCSA Comcast Corp. Class A | 0.31% | 12,959 | $463K | Reduce -1.5% |
| MDT Medtronic PLC | 0.31% | 5,280 | $460K | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.30% | 632 | $447K | Add +6.0% |
| QCOM Qualcomm Inc. | 0.30% | 2,803 | $446K | Add +0.0% |
| TSLA Tesla Inc. | 0.30% | 1,401 | $445K | Add +10.8% |
| FITB Fifth Third Bancorp | 0.29% | 10,451 | $430K | No change |
| KLAC KLA Corp. | 0.29% | 474 | $425K | Reduce -2.9% |
| EQIX Equinix Inc. | 0.28% | 530 | $422K | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 671 | $415K | Add +0.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.28% | 6,056 | $409K | New |
| ADI Analog Devices Inc. | 0.27% | 1,708 | $407K | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 0.27% | 713 | $405K | No change |
| BN Brookfield Corp. | 0.27% | 6,532 | $404K | Reduce -3.2% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 8,526 | $395K | Reduce -0.1% |
| MS Morgan Stanley | 0.27% | 2,799 | $394K | Add +2.5% |
| PAI Western Asset Investment Gra | 0.26% | 29,266 | $380K | No change |
| PM Philip Morris International | 0.25% | 2,028 | $369K | New |
| USIG iShares Broad Usd Investment | 0.25% | 7,159 | $368K | No change |
| NXPI NXP Semiconductors NV | 0.25% | 1,680 | $367K | Reduce -2.5% |
| QLTA iShares Aaa - A Rated Corpor | 0.25% | 7,625 | $365K | No change |
| AZO AutoZone Inc. | 0.25% | 98 | $364K | Reduce -9.3% |
| SPGI S&P Global Inc. | 0.24% | 683 | $360K | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 0.24% | 3,605 | $358K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 3,262 | $358K | No change |
| PGR Progressive Corp. | 0.24% | 1,339 | $357K | Reduce -11.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 2,881 | $357K | Add +19.9% |
| DHR Danaher Corp. | 0.24% | 1,788 | $353K | Reduce -4.9% |
| TGT Target Corp. | 0.24% | 3,548 | $350K | Reduce -0.7% |
| LIN Linde PLC | 0.24% | 744 | $349K | No change |
| SPOT Spotify Technology SA | 0.23% | 453 | $348K | Reduce -10.1% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 12,952 | $343K | No change |
| LMT Lockheed Martin Corp. | 0.23% | 723 | $335K | Reduce -0.4% |
| AMT American Tower Corp. | 0.22% | 1,500 | $332K | Reduce -1.3% |
| PEP Pepsico Inc. | 0.22% | 2,508 | $331K | Reduce -2.0% |
| JCI Johnson Controls Internation | 0.22% | 3,127 | $330K | Add +3.1% |
| PFE Pfizer Inc. | 0.22% | 13,598 | $330K | Add +0.3% |
| ORLY O'reilly Automotive Inc. | 0.22% | 3,586 | $323K | Reduce -10.5% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.7% | 2.69% | −0.55 |
| UNH Unitedhealth Group Inc. | Reduce -9.4% | 0.49% | −0.52 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.29 |
| CME Cme Group Inc. | Reduce -41.1% | 0.33% | −0.27 |
| MRK Merck & Co. Inc. | Reduce -11.0% | 0.63% | −0.26 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.99% | −0.21 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.20 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.19 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.72% | −0.18 |
| V Visa Inc. Class A | Reduce -4.9% | 1.22% | −0.18 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -1.2% | 1.41% | −0.17 |
| UNP Union Pacific Corp. | Reduce -15.7% | 0.48% | −0.17 |
| CVX Chevron Corp. | Reduce -1.6% | 0.50% | −0.16 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.15 |
| IJH iShares Core S&P Midcap ETF | Reduce -21.5% | 0.44% | −0.14 |
| CB Chubb Ltd. | Reduce -1.3% | 0.85% | −0.14 |
| SBUX Starbucks Corp. | Reduce -15.7% | 0.35% | −0.14 |
| CRM Salesforce Inc. | Reduce -12.0% | 0.58% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.27% | −0.12 |
| MSI Motorola Solutions Inc. | Reduce -0.9% | 0.69% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -12.1% | 0.94% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.8% | 0.18% | −0.09 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.35% | −0.09 |
| PGR Progressive Corp. | Reduce -11.2% | 0.24% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -13.7% | 0.58% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -10.5% | 0.22% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -2.5% | 0.37% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 0.39% | −0.07 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.22% | −0.06 |
| AZO AutoZone Inc. | Reduce -9.3% | 0.25% | −0.06 |
| COP Conocophillips | Reduce -7.7% | 0.14% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -10.6% | 0.14% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -1.5% | 0.31% | −0.05 |
| DHR Danaher Corp. | Reduce -4.9% | 0.24% | −0.05 |
| CPRT Copart Inc. | Reduce -3.8% | 0.14% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.49% | −0.04 |
| TGT Target Corp. | Reduce -0.7% | 0.24% | −0.04 |
| EQIX Equinix Inc. | Reduce -0.8% | 0.28% | −0.04 |
| VLO Valero Energy Corp. | Reduce -9.3% | 0.20% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -4.8% | 0.15% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.4% | 0.14% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -3.3% | 0.76% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -16.0% | 0.19% | −0.03 |
| ADBE Adobe Inc. | Reduce -3.4% | 0.19% | −0.03 |
| AMT American Tower Corp. | Reduce -1.3% | 0.22% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -1.4% | 0.15% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -1.8% | 0.35% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.2% | 0.24% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.4% | 0.23% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +5.8% | 3.30% | +1.21 |
| NVDA Nvidia Corp. | Add +4.4% | 4.37% | +1.20 |
| LLY Eli Lilly & Co. | Add +129.8% | 2.08% | +1.02 |
| MSFT Microsoft Corp. | Add +4.5% | 4.13% | +0.83 |
| RF Regions Financial Corp. | Add +227.2% | 0.49% | +0.34 |
| CTAS Cintas Corp. | New | 0.32% | +0.32 |
| VMRK Vivmark Residential | New | 0.28% | +0.28 |
| PM Philip Morris International | New | 0.25% | +0.25 |
| META Meta Platforms Inc. Class A | Add +1.2% | 1.61% | +0.24 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.18% | +0.18 |
| LRCX Lam Research Corp. | New | 0.17% | +0.17 |
| TT Trane Technologies PLC | New | 0.17% | +0.17 |
| IBKR Interactive Brokers Gro Class A | New | 0.17% | +0.17 |
| SCHW Schwab (charles) Corp. | New | 0.16% | +0.16 |
| LPLA LPL Financial Holdings Inc. | New | 0.16% | +0.16 |
| MELI MercadoLibre Inc. | New | 0.16% | +0.16 |
| DLR Digital Realty Trust Inc. | New | 0.15% | +0.15 |
| DE Deere & Co. | New | 0.15% | +0.15 |
| BNY Bank of New York Mellon Corp. | New | 0.14% | +0.14 |
| GILD Gilead Sciences Inc. | New | 0.14% | +0.14 |
| PYPL PayPal Holdings Inc. | New | 0.14% | +0.14 |
| ORCL Oracle Corp. | Add +2.4% | 0.42% | +0.13 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +14.8% | 1.67% | +0.08 |
| WCMI FT WCM International ETF | Add +58.7% | 0.21% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 8.62% | +0.08 |
| IBM Intl Business Machines Corp. | Add +7.2% | 0.53% | +0.07 |
| DIS The Walt Disney Co. | Add +19.9% | 0.24% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +6.0% | 0.30% | +0.06 |
| TSLA Tesla Inc. | Add +10.8% | 0.30% | +0.06 |
| JCI Johnson Controls Internation | Add +3.1% | 0.22% | +0.04 |
| GD General Dynamics Corp. | Add +26.4% | 0.20% | +0.04 |
| BAC Bank of America Corp. | Add +1.4% | 0.78% | +0.03 |
| ADI Analog Devices Inc. | Add +5.2% | 0.27% | +0.03 |
| MS Morgan Stanley | Add +2.5% | 0.27% | +0.03 |
| WMT Walmart Inc. | Add +0.5% | 1.94% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +6.6% | 1.79% | +0.02 |
| RTX RTX Corp. | Add +4.8% | 0.47% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.75% | +0.02 |
| PH Parker Hannifin Corp. | Add +3.6% | 0.20% | +0.01 |
| XOM Exxon Mobil Corp. | Add +23.1% | 0.96% | +0.01 |
| WFC Wells Fargo & Co. | Add +3.8% | 0.21% | +0.01 |
| ABT Abbott Laboratories | Add +9.6% | 0.42% | +0.01 |
| ACN Accenture PLC Class A | Add +19.9% | 0.18% | +0.01 |
| MCK McKesson Corp. | Add +4.7% | 0.21% | +0.01 |
| BLK BlackRock Inc. | Add +1.7% | 0.21% | +0.00 |
| HON Honeywell International Inc. | Add +1.1% | 0.44% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.28% | +0.00 |
| SO The Southern Co. | Add +10.7% | 0.22% | +0.00 |
| FTLS First Trust Long/Short Eqty | Add +6.3% | 0.60% | −0.00 |
| WM Waste Management Inc. | Add +3.2% | 0.14% | −0.01 |
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 |