Meadow Creek Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Meadow Creek Wealth Advisors LLC reported 137 stock positions worth $150.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.2% of the portfolio, followed by Coca-Cola (KO, 6.4%) and Sonoco Products (SON, 6.4%). Compared with Q2 2025, it opened 10 new positions, sold out of 15, added to 33 and reduced 74. The biggest buy was a new position in FT Vest Rising Dividend Achi (RDVI) and the biggest sale an exit from JPMorgan Equity Premium Inco (JEPI).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001801107
- Portfolio Value
- $150.7M (Q3 2025)
- SEC Filing
- 0001062993-25-016302 ↗ filed Oct 27, 2025
Holdings Value
Holdings 137 stocks · $150.7M
| IVV iShares Core S&P 500 ETF | 9.24% | 20,971 | $13.9M | Add +2.0% |
| KO The Coca-Cola Co. | 6.43% | 143,333 | $9.7M | Reduce -0.4% |
| SON Sonoco Products Co. | 6.37% | 238,986 | $9.6M | No change |
| NVDA Nvidia Corp. | 4.82% | 39,944 | $7.3M | Reduce -2.5% |
| MSFT Microsoft Corp. | 4.24% | 12,484 | $6.4M | Add +1.4% |
| AVGO Broadcom Inc. | 3.93% | 16,706 | $5.9M | Reduce -5.9% |
| AAPL Apple Inc. | 3.37% | 20,506 | $5.1M | Add +5.5% |
| RDVI FT Vest Rising Dividend Achi | 2.82% | 167,966 | $4.2M | New |
| JPM JPMorgan Chase & Co. | 2.31% | 11,649 | $3.5M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 1.99% | 3,664 | $3.0M | Reduce -7.5% |
| WMT Walmart Inc. | 1.99% | 28,172 | $3.0M | Reduce -4.1% |
| RSP Invesco S&P 500 Equal Weight | 1.74% | 14,030 | $2.6M | Reduce -3.8% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.73% | 136,569 | $2.6M | Add +4.7% |
| AMZN Amazon.com Inc. | 1.59% | 11,149 | $2.4M | Reduce -4.3% |
| AVUV Avantis US Small Cap Value | 1.55% | 24,032 | $2.3M | Reduce -4.2% |
| META Meta Platforms Inc. Class A | 1.51% | 3,204 | $2.3M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.48% | 8,859 | $2.2M | Add +12.3% |
| HD Home Depot Inc. | 1.43% | 5,560 | $2.2M | Reduce -2.4% |
| ETN Eaton Corp. PLC | 1.14% | 4,561 | $1.7M | Reduce -6.9% |
| V Visa Inc. Class A | 1.04% | 4,657 | $1.6M | Reduce -8.7% |
| XOM Exxon Mobil Corp. | 0.94% | 12,824 | $1.4M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.93% | 7,278 | $1.4M | Add +4.7% |
| NFLX Netflix Inc. | 0.88% | 1,114 | $1.3M | Reduce -9.4% |
| ABBV Abbvie Inc. | 0.86% | 5,686 | $1.3M | Add +5.5% |
| COST Costco Wholesale Corp. | 0.85% | 1,387 | $1.3M | No change |
| PG The Procter & Gamble Co. | 0.84% | 8,418 | $1.3M | Reduce -8.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.82% | 24,360 | $1.2M | Reduce -0.1% |
| CB Chubb Ltd. | 0.78% | 4,391 | $1.2M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.78% | 4,644 | $1.2M | Reduce -3.4% |
| MCD McDonald's Corp. | 0.73% | 3,588 | $1.1M | Reduce -7.4% |
| ORCL Oracle Corp. | 0.71% | 3,423 | $1.1M | Add +21.7% |
| CSCO Cisco Systems Inc. | 0.71% | 15,437 | $1.1M | Reduce -3.6% |
| MSI Motorola Solutions Inc. | 0.69% | 2,388 | $1.0M | Reduce -1.6% |
| FTLS First Trust Long/Short Eqty | 0.65% | 14,180 | $973K | Add +6.5% |
| MRK Merck & Co. Inc. | 0.62% | 11,157 | $936K | Reduce -5.2% |
| TDG Transdigm Group Inc. | 0.61% | 742 | $927K | No change |
| UNH Unitedhealth Group Inc. | 0.60% | 2,541 | $906K | Add +8.7% |
| CVX Chevron Corp. | 0.56% | 5,551 | $842K | Add +7.1% |
| CAT Caterpillar Inc. | 0.54% | 1,503 | $813K | Reduce -4.5% |
| CRM Salesforce Inc. | 0.51% | 3,103 | $763K | Reduce -0.8% |
| MPC Marathon Petroleum Corp. | 0.49% | 4,100 | $743K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.48% | 1,314 | $722K | Add +0.9% |
| RF Regions Financial Corp. | 0.48% | 30,665 | $716K | No change |
| IJH iShares Core S&P Midcap ETF | 0.47% | 10,998 | $708K | Add +5.5% |
| RTX RTX Corp. | 0.46% | 4,445 | $698K | Reduce -7.2% |
| EMR Emerson Electric Co. | 0.46% | 5,352 | $690K | Add +11.0% |
| UNP Union Pacific Corp. | 0.45% | 3,053 | $684K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 2,343 | $647K | Reduce -11.7% |
| AXP American Express Co. | 0.40% | 1,882 | $608K | Add +13.8% |
| TSLA Tesla Inc. | 0.39% | 1,382 | $593K | Reduce -1.4% |
| T AT&T Inc. | 0.38% | 22,130 | $580K | Reduce -0.3% |
| ADP Automatic Data Processing | 0.37% | 1,987 | $557K | Reduce -4.2% |
| APD Air Products & Chemicals Inc. | 0.36% | 2,172 | $550K | Reduce -4.6% |
| MDT Medtronic PLC | 0.36% | 5,769 | $548K | Add +9.3% |
| AMGN Amgen Inc. | 0.36% | 1,849 | $547K | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.36% | 2,253 | $544K | Add +31.9% |
| ALL Allstate Corp. | 0.36% | 2,778 | $541K | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.36% | 13,406 | $541K | Add +0.9% |
| ABT Abbott Laboratories | 0.35% | 4,188 | $534K | Reduce -8.2% |
| KLAC KLA Corp. | 0.34% | 473 | $520K | Reduce -0.2% |
| HON Honeywell International Inc. | 0.33% | 2,447 | $497K | Reduce -12.9% |
| GS Goldman Sachs Group Inc. | 0.32% | 637 | $483K | Add +0.8% |
| BN Brookfield Corp. | 0.32% | 10,919 | $481K | Add +67.2% |
| SBUX Starbucks Corp. | 0.31% | 5,511 | $465K | Reduce -1.4% |
| CME Cme Group Inc. | 0.31% | 1,770 | $465K | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.30% | 2,800 | $459K | Reduce -0.1% |
| ROP Roper Technologies Inc. | 0.30% | 907 | $454K | Reduce -6.5% |
| DHR Danaher Corp. | 0.30% | 2,126 | $448K | Add +18.9% |
| INTU Intuit Inc. | 0.30% | 690 | $446K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 672 | $444K | Add +0.1% |
| MS Morgan Stanley | 0.29% | 2,762 | $442K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.29% | 713 | $433K | No change |
| EQIX Equinix Inc. | 0.28% | 523 | $425K | Reduce -1.3% |
| FITB Fifth Third Bancorp | 0.28% | 10,451 | $422K | No change |
| ICE Intercontinental Exchange Inc. | 0.27% | 2,654 | $407K | Reduce -6.5% |
| CTAS Cintas Corp. | 0.26% | 2,120 | $391K | Reduce -0.2% |
| AZO AutoZone Inc. | 0.26% | 96 | $385K | Reduce -2.0% |
| USIG iShares Broad Usd Investment | 0.25% | 7,159 | $376K | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.25% | 7,625 | $372K | No change |
| PAI Western Asset Investment Gra | 0.25% | 29,266 | $371K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 3,262 | $367K | No change |
| NXPI NXP Semiconductors NV | 0.24% | 1,654 | $360K | Reduce -1.6% |
| SO The Southern Co. | 0.24% | 3,641 | $358K | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,190 | $357K | Add +2.5% |
| LMT Lockheed Martin Corp. | 0.24% | 723 | $357K | No change |
| PEP Pepsico Inc. | 0.24% | 2,333 | $356K | Reduce -7.0% |
| AGG iShares Core U.S. Aggregate | 0.24% | 3,515 | $355K | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 2,471 | $352K | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 8,005 | $347K | Reduce -6.1% |
| VLO Valero Energy Corp. | 0.23% | 2,212 | $346K | Reduce -0.2% |
| WCMI FT WCM International ETF | 0.23% | 20,734 | $346K | Add +3.8% |
| BLK BlackRock Inc. | 0.23% | 294 | $344K | Reduce -0.7% |
| JCI Johnson Controls Internation | 0.23% | 3,134 | $343K | Add +0.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.23% | 8,088 | $343K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 3,118 | $343K | Add +8.2% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.22% | 6,434 | $335K | No change |
| GD General Dynamics Corp. | 0.22% | 1,003 | $332K | Reduce -0.6% |
| LIN Linde PLC | 0.22% | 744 | $330K | No change |
| NOC Northrop Grumman Corp. | 0.22% | 543 | $325K | No change |
| ORLY O'reilly Automotive Inc. | 0.21% | 3,194 | $323K | Reduce -10.9% |
Portfolio Sells Q2 2025 → Q3 2025
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −3.04 |
| KO The Coca-Cola Co. | Reduce -0.4% | 6.43% | −0.45 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.28 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.24 |
| NFLX Netflix Inc. | Reduce -9.4% | 0.88% | −0.24 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.23 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.23 |
| V Visa Inc. Class A | Reduce -8.7% | 1.04% | −0.19 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.18 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.17 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.16 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -8.2% | 0.84% | −0.15 |
| DE Deere & Co. | Sold out | 0.00% | −0.15 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.14 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.14 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.14 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 1.59% | −0.14 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.14 |
| HON Honeywell International Inc. | Reduce -12.9% | 0.33% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -18.5% | 0.21% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -11.7% | 0.43% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 1.51% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -7.5% | 1.99% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -6.5% | 0.27% | −0.08 |
| INTU Intuit Inc. | Reduce -0.1% | 0.30% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -6.5% | 0.30% | −0.07 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.51% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -4.6% | 0.36% | −0.07 |
| ABT Abbott Laboratories | Reduce -8.2% | 0.35% | −0.06 |
| ADP Automatic Data Processing | Reduce -4.2% | 0.37% | −0.06 |
| CTAS Cintas Corp. | Reduce -0.2% | 0.26% | −0.06 |
| T AT&T Inc. | Reduce -0.3% | 0.38% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.8% | 1.74% | −0.05 |
| KKR KKR & Co. Inc. | Reduce -12.8% | 0.14% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.1% | 0.14% | −0.05 |
| PM Philip Morris International | Reduce -2.4% | 0.20% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -6.9% | 1.14% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -3.6% | 0.71% | −0.04 |
| MCK McKesson Corp. | Reduce -21.6% | 0.17% | −0.04 |
| TT Trane Technologies PLC | Reduce -16.6% | 0.14% | −0.04 |
| SBUX Starbucks Corp. | Reduce -1.4% | 0.31% | −0.04 |
| MCD McDonald's Corp. | Reduce -7.4% | 0.73% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.1% | 0.23% | −0.04 |
| ADBE Adobe Inc. | Reduce -1.9% | 0.16% | −0.03 |
| AMT American Tower Corp. | Reduce -0.3% | 0.19% | −0.03 |
| SPGI S&P Global Inc. | Reduce -0.4% | 0.21% | −0.03 |
| PFE Pfizer Inc. | Reduce -11.9% | 0.19% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 2.31% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| RDVI FT Vest Rising Dividend Achi | New | 2.82% | +2.82 |
| AAPL Apple Inc. | Add +5.5% | 3.37% | +0.68 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 9.24% | +0.62 |
| GOOGL Alphabet Inc. Class A | Add +12.3% | 1.48% | +0.54 |
| ORCL Oracle Corp. | Add +21.7% | 0.71% | +0.30 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.23% | +0.23 |
| JNJ Johnson & Johnson | Add +4.7% | 0.93% | +0.21 |
| ABBV Abbvie Inc. | Add +5.5% | 0.86% | +0.18 |
| CMI Cummins Inc. | New | 0.17% | +0.17 |
| ETR Entergy Corp. | New | 0.16% | +0.16 |
| TEL Te Connectivity PLC | New | 0.15% | +0.15 |
| VMC Vulcan Materials Co. | New | 0.15% | +0.15 |
| DASH DoorDash Inc. Class A | New | 0.14% | +0.14 |
| GEV GE Vernova Inc. | New | 0.14% | +0.14 |
| IQV Iqvia Holdings Inc. | New | 0.14% | +0.14 |
| IWM iShares Russell 2000 ETF | New | 0.14% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +8.7% | 0.60% | +0.11 |
| MSFT Microsoft Corp. | Add +1.4% | 4.24% | +0.11 |
| ADI Analog Devices Inc. | Add +31.9% | 0.36% | +0.09 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +4.7% | 1.73% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 0.24% | +0.06 |
| DHR Danaher Corp. | Add +18.9% | 0.30% | +0.06 |
| CVX Chevron Corp. | Add +7.1% | 0.56% | +0.06 |
| MDT Medtronic PLC | Add +9.3% | 0.36% | +0.05 |
| FTLS First Trust Long/Short Eqty | Add +6.5% | 0.65% | +0.05 |
| AXP American Express Co. | Add +13.8% | 0.40% | +0.05 |
| BN Brookfield Corp. | Add +67.2% | 0.32% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +1.1% | 0.49% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +7.5% | 0.18% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +5.5% | 0.47% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.4% | 0.18% | +0.03 |
| EMR Emerson Electric Co. | Add +11.0% | 0.46% | +0.02 |
| SO The Southern Co. | Add +4.2% | 0.24% | +0.02 |
| COP Conocophillips | Add +19.1% | 0.16% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 0.32% | +0.02 |
| WCMI FT WCM International ETF | Add +3.8% | 0.23% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.29% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.8% | 0.15% | +0.01 |
| JCI Johnson Controls Internation | Add +0.2% | 0.23% | +0.00 |
| DIS The Walt Disney Co. | Add +8.2% | 0.23% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.9% | 0.48% | −0.01 |
| VZ Verizon Communications Inc. | Add +0.9% | 0.36% | −0.03 |
| CB Chubb Ltd. | Add +1.4% | 0.78% | −0.07 |
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 |