Meadow Creek Wealth Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Meadow Creek Wealth Advisors LLC reported 138 stock positions worth $156.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.0% of the portfolio, followed by Sonoco Products (SON, 6.7%) and Coca-Cola (KO, 6.4%). Compared with Q3 2025, it opened 6 new positions, sold out of 5, added to 40 and reduced 69. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +9%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001801107
Portfolio Value
$156.4M (Q4 2025)
SEC Filing
0001062993-26-000458 ↗ filed Jan 28, 2026

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 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 $156.4M Q4 2025 Q1 2026: $154.5M Q1 2026 Q2 2026: $163.8M Q2 2026

Holdings 138 stocks · $156.4M
IVV iShares Core S&P 500 ETF 10.05% 22,946 $15.7M Add +9.4%
SON Sonoco Products Co. 6.67% 238,986 $10.4M No change
KO The Coca-Cola Co. 6.41% 143,347 $10.0M Add +0.0%
NVDA Nvidia Corp. 4.75% 39,862 $7.4M Reduce -0.2%
MSFT Microsoft Corp. 3.79% 12,249 $5.9M Reduce -1.9%
AAPL Apple Inc. 3.57% 20,538 $5.6M Add +0.2%
AVGO Broadcom Inc. 3.49% 15,757 $5.5M Reduce -5.7%
RDVI FT Vest Rising Dividend Achi 2.83% 168,700 $4.4M Add +0.4%
LLY Eli Lilly & Co. 2.55% 3,715 $4.0M Add +1.4%
JPM JPMorgan Chase & Co. 2.38% 11,536 $3.7M Reduce -1.0%
WMT Walmart Inc. 1.98% 27,779 $3.1M Reduce -1.4%
GOOGL Alphabet Inc. Class A 1.75% 8,755 $2.7M Reduce -1.2%
RSP Invesco S&P 500 Equal Weight 1.74% 14,203 $2.7M Add +1.2%
PREF Pri Spe Pre Sec Acti-Usd Inc. 1.70% 139,176 $2.7M Add +1.9%
AMZN Amazon.com Inc. 1.66% 11,228 $2.6M Add +0.7%
AVUV Avantis US Small Cap Value 1.57% 24,092 $2.5M Add +0.3%
HD Home Depot Inc. 1.20% 5,472 $1.9M Reduce -1.6%
META Meta Platforms Inc. Class A 1.17% 2,769 $1.8M Reduce -13.6%
V Visa Inc. Class A 1.04% 4,638 $1.6M Reduce -0.4%
GOOG Alphabet Inc. Class C 1.03% 5,128 $1.6M Add +10.4%
JNJ Johnson & Johnson 1.03% 7,769 $1.6M Add +6.8%
XOM Exxon Mobil Corp. 0.98% 12,793 $1.5M Reduce -0.2%
ETN Eaton Corp. PLC 0.90% 4,411 $1.4M Reduce -3.3%
CB Chubb Ltd. 0.87% 4,368 $1.4M Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.86% 24,380 $1.3M Add +0.1%
ABBV Abbvie Inc. 0.83% 5,673 $1.3M Reduce -0.2%
PG The Procter & Gamble Co. 0.78% 8,534 $1.2M Add +1.4%
CSCO Cisco Systems Inc. 0.76% 15,437 $1.2M No change
MRK Merck & Co. Inc. 0.75% 11,150 $1.2M Reduce -0.1%
COST Costco Wholesale Corp. 0.75% 1,358 $1.2M Reduce -2.1%
MCD McDonald's Corp. 0.70% 3,591 $1.1M Add +0.1%
FTLS First Trust Long/Short Eqty 0.65% 14,277 $1.0M Add +0.7%
NFLX Netflix Inc. 0.61% 10,108 $948K Reduce -9.3%
TDG Transdigm Group Inc. 0.60% 703 $934K Reduce -5.3%
CRM Salesforce Inc. 0.59% 3,474 $920K Add +12.0%
MSI Motorola Solutions Inc. 0.58% 2,370 $908K Reduce -0.8%
RTX RTX Corp. 0.55% 4,697 $861K Add +5.7%
CAT Caterpillar Inc. 0.55% 1,494 $856K Reduce -0.6%
CVX Chevron Corp. 0.54% 5,549 $846K Reduce -0.0%
RF Regions Financial Corp. 0.53% 30,665 $831K No change
MA Mastercard Inc. Class A 0.53% 1,440 $822K Add +9.6%
UNH Unitedhealth Group Inc. 0.51% 2,435 $804K Reduce -4.2%
AXP American Express Co. 0.47% 1,973 $730K Add +4.8%
TSLA Tesla Inc. 0.47% 1,621 $729K Add +17.3%
IJH iShares Core S&P Midcap ETF 0.47% 11,043 $729K Add +0.4%
EMR Emerson Electric Co. 0.46% 5,364 $712K Add +0.2%
UNP Union Pacific Corp. 0.45% 3,055 $707K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.45% 2,352 $697K Add +0.4%
MPC Marathon Petroleum Corp. 0.42% 4,076 $663K Reduce -0.6%
ADI Analog Devices Inc. 0.39% 2,237 $607K Reduce -0.7%
AMGN Amgen Inc. 0.39% 1,847 $605K Reduce -0.1%
GS Goldman Sachs Group Inc. 0.37% 662 $582K Add +3.9%
ALL Allstate Corp. 0.37% 2,773 $577K Reduce -0.2%
KLAC KLA Corp. 0.37% 473 $575K No change
ORCL Oracle Corp. 0.36% 2,923 $570K Reduce -14.6%
T AT&T Inc. 0.36% 22,514 $559K Add +1.7%
MDT Medtronic PLC 0.35% 5,719 $549K Reduce -0.9%
APD Air Products & Chemicals Inc. 0.34% 2,166 $535K Reduce -0.3%
VZ Verizon Communications Inc. 0.33% 12,648 $515K Reduce -5.7%
ADP Automatic Data Processing 0.33% 1,983 $510K Reduce -0.2%
MS Morgan Stanley 0.31% 2,762 $490K No change
FITB Fifth Third Bancorp 0.31% 10,451 $489K No change
CME Cme Group Inc. 0.31% 1,756 $480K Reduce -0.8%
QCOM Qualcomm Inc. 0.31% 2,800 $479K No change
HON Honeywell International Inc. 0.31% 2,447 $477K No change
DHR Danaher Corp. 0.30% 2,079 $476K Reduce -2.2%
SBUX Starbucks Corp. 0.30% 5,511 $464K No change
BN Brookfield Corp. 0.30% 10,074 $462K Reduce -38.5%
ABT Abbott Laboratories 0.29% 3,670 $460K Reduce -12.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.29% 673 $459K Add +0.1%
INTU Intuit Inc. 0.29% 685 $454K Reduce -0.7%
WCMI FT WCM International ETF 0.28% 25,743 $438K Add +24.2%
WFC Wells Fargo & Co. 0.27% 4,583 $427K Add +27.2%
AZN Astrazeneca PLC-Spons ADR 0.27% 4,551 $418K Add +38.8%
ICE Intercontinental Exchange Inc. 0.26% 2,535 $411K Reduce -4.5%
TSM Taiwan Semiconductor-SP ADR 0.26% 1,319 $401K Add +10.8%
CTAS Cintas Corp. 0.25% 2,120 $399K No change
EQIX Equinix Inc. 0.25% 519 $398K Reduce -0.8%
ROP Roper Technologies Inc. 0.25% 884 $393K Reduce -2.5%
BMY Bristol-Myers Squibb Co. 0.25% 7,258 $391K Reduce -9.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 2,471 $380K No change
PH Parker Hannifin Corp. 0.24% 428 $376K No change
JCI Johnson Controls Internation 0.24% 3,103 $372K Reduce -1.0%
VLO Valero Energy Corp. 0.23% 2,212 $360K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 3,118 $355K No change
SPGI S&P Global Inc. 0.22% 673 $352K Reduce -1.0%
LMT Lockheed Martin Corp. 0.22% 723 $350K No change
NXPI NXP Semiconductors NV 0.22% 1,601 $348K Reduce -3.2%
HCA HCA Healthcare Inc. 0.22% 733 $342K Reduce -4.2%
GD General Dynamics Corp. 0.22% 1,003 $338K No change
USIG iShares Broad Usd Investment 0.21% 6,481 $336K Reduce -9.5%
TGT Target Corp. 0.21% 3,420 $334K Reduce -1.6%
QLTA iShares Aaa - A Rated Corpor 0.21% 6,903 $332K Reduce -9.5%
PAI Western Asset Investment Gra 0.21% 26,483 $331K Reduce -9.5%
LRCX Lam Research Corp. 0.21% 1,907 $326K Reduce -8.3%
PEP Pepsico Inc. 0.21% 2,268 $326K Reduce -2.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.21% 2,954 $326K Reduce -9.4%
AZO AutoZone Inc. 0.21% 95 $322K Reduce -1.0%
CMCSA Comcast Corp. Class A 0.20% 10,728 $321K Add +1.5%
PM Philip Morris International 0.20% 1,993 $320K Add +0.7%
SO The Southern Co. 0.20% 3,641 $317K No change
AGG iShares Core U.S. Aggregate 0.20% 3,168 $316K Reduce -9.9%
BLK BlackRock Inc. 0.20% 294 $315K No change
LIN Linde PLC 0.20% 720 $307K Reduce -3.2%
PFE Pfizer Inc. 0.19% 12,098 $301K Add +1.0%
IGLB iShares 10+ Year Inv GR Corp. 0.19% 5,826 $294K Reduce -9.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.19% 2,530 $294K No change
MCK McKesson Corp. 0.18% 350 $287K Add +4.8%
FDL First Trust Morn DVD Lead Inc. 0.18% 6,250 $277K Reduce -22.7%
COP Conocophillips 0.18% 2,939 $275K Add +5.8%
GILD Gilead Sciences Inc. 0.17% 2,210 $271K Add +14.3%
ORLY O'reilly Automotive Inc. 0.17% 2,936 $268K Reduce -8.1%
GEV GE Vernova Inc. 0.17% 408 $267K Add +14.0%
CMI Cummins Inc. 0.17% 517 $264K Reduce -13.4%
TEL Te Connectivity PLC 0.17% 1,140 $259K Add +9.6%
NOC Northrop Grumman Corp. 0.17% 454 $259K Reduce -16.4%
AMT American Tower Corp. 0.16% 1,468 $258K Reduce -1.9%
IBKR Interactive Brokers Gro Class A 0.16% 3,974 $256K Reduce -7.2%
HEI.A Heico Corp. Class A 0.16% 997 $252K Reduce -4.0%
PLTR Palantir Technologies Inc. Class A 0.15% 1,364 $242K New
BRK.B Berkshire Hathaway Inc. Class B 0.15% 482 $242K Add +0.4%
ADBE Adobe Inc. 0.15% 682 $239K Reduce -6.6%
HLT Hilton Worldwide Holdings Inc. 0.15% 823 $236K Reduce -22.4%
ETR Entergy Corp. 0.15% 2,542 $235K Reduce -0.4%
KKR KKR & Co. Inc. 0.15% 1,837 $234K No change
IQV Iqvia Holdings Inc. 0.15% 1,017 $229K Reduce -1.2%
LOW Lowe's Cos Inc. 0.15% 947 $228K No change
GE General Electric filed as GE AEROSPACE 0.14% 718 $221K New
SHOP Shopify Inc. Class A 0.14% 1,368 $220K New
MFC Manulife Financial Corp. 0.14% 6,060 $220K New
DFAS Dimensional US Small Cap ETF 0.13% 3,000 $209K New
NZF Nuveen Municipal Credit Inc. 0.13% 16,589 $209K Reduce -4.8%
PNC PNC Financial Services Group 0.13% 992 $207K New
IWM iShares Russell 2000 ETF 0.13% 838 $206K No change
DLR Digital Realty Trust Inc. 0.13% 1,316 $204K No change
LPLA LPL Financial Holdings Inc. 0.13% 568 $203K Reduce -8.4%
VMC Vulcan Materials Co. 0.13% 711 $203K Reduce -5.8%
BKT BlackRock Income Trust 0.11% 15,576 $172K Reduce -8.9%

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.9% 3.79% −0.45
AVGO Broadcom Inc. Reduce -5.7% 3.49% −0.44
ORCL Oracle Corp. Reduce -14.6% 0.36% −0.35
META Meta Platforms Inc. Class A Reduce -13.6% 1.17% −0.35
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.29
NFLX Netflix Inc. Reduce -9.3% 0.61% −0.27
ETN Eaton Corp. PLC Reduce -3.3% 0.90% −0.24
HD Home Depot Inc. Reduce -1.6% 1.20% −0.23
DASH DoorDash Inc. Class A Sold out 0.00% −0.14
SHW The Sherwin-Williams Co. Sold out 0.00% −0.14
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.14
TT Trane Technologies PLC Sold out 0.00% −0.14
MSI Motorola Solutions Inc. Reduce -0.8% 0.58% −0.11
COST Costco Wholesale Corp. Reduce -2.1% 0.75% −0.10
UNH Unitedhealth Group Inc. Reduce -4.2% 0.51% −0.09
MPC Marathon Petroleum Corp. Reduce -0.6% 0.42% −0.07
NVDA Nvidia Corp. Reduce -0.2% 4.75% −0.07
ABT Abbott Laboratories Reduce -12.4% 0.29% −0.06
NOC Northrop Grumman Corp. Reduce -16.4% 0.17% −0.05
FDL First Trust Morn DVD Lead Inc. Reduce -22.7% 0.18% −0.05
ROP Roper Technologies Inc. Reduce -2.5% 0.25% −0.05
AZO AutoZone Inc. Reduce -1.0% 0.21% −0.05
ADP Automatic Data Processing Reduce -0.2% 0.33% −0.04
ORLY O'reilly Automotive Inc. Reduce -8.1% 0.17% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -9.4% 0.21% −0.04
PAI Western Asset Investment Gra Reduce -9.5% 0.21% −0.04
USIG iShares Broad Usd Investment Reduce -9.5% 0.21% −0.04
QLTA iShares Aaa - A Rated Corpor Reduce -9.5% 0.21% −0.03
IGLB iShares 10+ Year Inv GR Corp. Reduce -9.4% 0.19% −0.03
AGG iShares Core U.S. Aggregate Reduce -9.9% 0.20% −0.03
IBKR Interactive Brokers Gro Class A Reduce -7.2% 0.16% −0.03
HLT Hilton Worldwide Holdings Inc. Reduce -22.4% 0.15% −0.03
VZ Verizon Communications Inc. Reduce -5.7% 0.33% −0.03
PEP Pepsico Inc. Reduce -2.8% 0.21% −0.03
EQIX Equinix Inc. Reduce -0.8% 0.25% −0.03
ABBV Abbvie Inc. Reduce -0.2% 0.83% −0.03
AMT American Tower Corp. Reduce -1.9% 0.16% −0.03
BN Brookfield Corp. Reduce -38.5% 0.30% −0.02
LIN Linde PLC Reduce -3.2% 0.20% −0.02
APD Air Products & Chemicals Inc. Reduce -0.3% 0.34% −0.02
VMC Vulcan Materials Co. Reduce -5.8% 0.13% −0.02
CVX Chevron Corp. Reduce -0.0% 0.54% −0.02
TDG Transdigm Group Inc. Reduce -5.3% 0.60% −0.02
BKT BlackRock Income Trust Reduce -8.9% 0.11% −0.02
NXPI NXP Semiconductors NV Reduce -3.2% 0.22% −0.02
MDT Medtronic PLC Reduce -0.9% 0.35% −0.01
ETR Entergy Corp. Reduce -0.4% 0.15% −0.01
WMT Walmart Inc. Reduce -1.4% 1.98% −0.01
NZF Nuveen Municipal Credit Inc. Reduce -4.8% 0.13% −0.01
ICE Intercontinental Exchange Inc. Reduce -4.5% 0.26% −0.01

Portfolio Buys Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Add +9.4% 10.05% +0.81
LLY Eli Lilly & Co. Add +1.4% 2.55% +0.56
GOOG Alphabet Inc. Class C Add +10.4% 1.03% +0.25
AAPL Apple Inc. Add +0.2% 3.57% +0.20
PLTR Palantir Technologies Inc. Class A New 0.15% +0.15
GE General Electric New 0.14% +0.14
SHOP Shopify Inc. Class A New 0.14% +0.14
MFC Manulife Financial Corp. New 0.14% +0.14
DFAS Dimensional US Small Cap ETF New 0.13% +0.13
PNC PNC Financial Services Group New 0.13% +0.13
JNJ Johnson & Johnson Add +6.8% 1.03% +0.10
RTX RTX Corp. Add +5.7% 0.55% +0.09
AZN Astrazeneca PLC-Spons ADR Add +38.8% 0.27% +0.09
CRM Salesforce Inc. Add +12.0% 0.59% +0.08
TSLA Tesla Inc. Add +17.3% 0.47% +0.07
WFC Wells Fargo & Co. Add +27.2% 0.27% +0.07
AMZN Amazon.com Inc. Add +0.7% 1.66% +0.07
AXP American Express Co. Add +4.8% 0.47% +0.06
GS Goldman Sachs Group Inc. Add +3.9% 0.37% +0.05
WCMI FT WCM International ETF Add +24.2% 0.28% +0.05
MA Mastercard Inc. Class A Add +9.6% 0.53% +0.05
BAC Bank of America Corp. Add +0.1% 0.86% +0.04
GEV GE Vernova Inc. Add +14.0% 0.17% +0.03
AVUV Avantis US Small Cap Value Add +0.3% 1.57% +0.02
GILD Gilead Sciences Inc. Add +14.3% 0.17% +0.02
TSM Taiwan Semiconductor-SP ADR Add +10.8% 0.26% +0.02
IBM Intl Business Machines Corp. Add +0.4% 0.45% +0.02
COP Conocophillips Add +5.8% 0.18% +0.02
MCK McKesson Corp. Add +4.8% 0.18% +0.01
TEL Te Connectivity PLC Add +9.6% 0.17% +0.01
RDVI FT Vest Rising Dividend Achi Add +0.4% 2.83% +0.01
FTLS First Trust Long/Short Eqty Add +0.7% 0.65% +0.00
PFE Pfizer Inc. Add +1.0% 0.19% 0.00
CMCSA Comcast Corp. Class A Add +1.5% 0.20% −0.00
PM Philip Morris International Add +0.7% 0.20% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.4% 0.15% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.29% −0.00
UNP Union Pacific Corp. Add +0.1% 0.45% −0.00
RSP Invesco S&P 500 Equal Weight Add +1.2% 1.74% −0.00
EMR Emerson Electric Co. Add +0.2% 0.46% −0.00
IJH iShares Core S&P Midcap ETF Add +0.4% 0.47% −0.00
KO The Coca-Cola Co. Add +0.0% 6.41% −0.02
MCD McDonald's Corp. Add +0.1% 0.70% −0.03
T AT&T Inc. Add +1.7% 0.36% −0.03
PREF Pri Spe Pre Sec Acti-Usd Inc. Add +1.9% 1.70% −0.03
PG The Procter & Gamble Co. Add +1.4% 0.78% −0.05

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