Meadow Creek Wealth Advisors LLC

Name: Meadow Creek Wealth Advisors LLC 13F holdings, Q3 2025
Creator: Meadow Creek Wealth Advisors LLC
Published: 2025-10-27

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
HCA HCA Healthcare Inc.	0.21%	765	$321K	No change
SPGI S&P Global Inc.	0.21%	680	$321K	Reduce -0.4%
TGT Target Corp.	0.21%	3,476	$313K	Reduce -2.0%
PH Parker Hannifin Corp.	0.21%	428	$311K	Reduce -0.5%
CMCSA Comcast Corp. Class A	0.21%	10,565	$309K	Reduce -18.5%
PM Philip Morris International	0.20%	1,980	$309K	Reduce -2.4%
WFC Wells Fargo & Co.	0.20%	3,603	$303K	Reduce -5.8%
LRCX Lam Research Corp.	0.20%	2,079	$296K	Reduce -21.8%
IBKR Interactive Brokers Gro Class A	0.19%	4,284	$294K	Reduce -6.9%
PFE Pfizer Inc.	0.19%	11,977	$290K	Reduce -11.9%
AMT American Tower Corp.	0.19%	1,496	$286K	Reduce -0.3%
AZN Astrazeneca PLC-Spons ADR	0.18%	3,278	$275K	Add +1.4%
HLT Hilton Worldwide Holdings Inc.	0.18%	1,060	$273K	Reduce -6.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	0.18%	2,530	$270K	Add +7.5%
MCK McKesson Corp.	0.17%	334	$259K	Reduce -21.6%
CMI Cummins Inc.	0.17%	597	$252K	New
HEI.A Heico Corp. Class A	0.17%	1,038	$249K	Reduce -4.6%
ETR Entergy Corp.	0.16%	2,553	$245K	New
COP Conocophillips	0.16%	2,778	$241K	Add +19.1%
ADBE Adobe Inc.	0.16%	730	$240K	Reduce -1.9%
BRK.B Berkshire Hathaway Inc. Class B	0.16%	480	$235K	Reduce -13.4%
TEL Te Connectivity PLC	0.15%	1,040	$233K	New
LOW Lowe's Cos Inc.	0.15%	947	$230K	No change
DLR Digital Realty Trust Inc.	0.15%	1,316	$229K	No change
GILD Gilead Sciences Inc.	0.15%	1,934	$228K	Add +0.8%
VMC Vulcan Materials Co.	0.15%	755	$224K	New
DASH DoorDash Inc. Class A	0.14%	818	$218K	New
SHW The Sherwin-Williams Co.	0.14%	655	$217K	No change
NZF Nuveen Municipal Credit Inc.	0.14%	17,425	$217K	No change
KKR KKR & Co. Inc.	0.14%	1,837	$216K	Reduce -12.8%
GEV GE Vernova Inc.	0.14%	358	$216K	New
IQV Iqvia Holdings Inc.	0.14%	1,029	$212K	New
MDLZ Mondelez International Inc. Class A	0.14%	3,382	$208K	Reduce -16.1%
LPLA LPL Financial Holdings Inc.	0.14%	620	$207K	Reduce -0.8%
IWM iShares Russell 2000 ETF	0.14%	838	$205K	New
TT Trane Technologies PLC	0.14%	492	$205K	Reduce -16.6%
BKT BlackRock Income Trust	0.13%	17,093	$192K	No change

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