Filed: 4/28/2025ACC: 0001062993-25-008102
📋 What this filing means
MEADOW CREEK WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $134.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$134.03M
Total AUM (reported)
1.31M
Total Shares
Allocation by class
COMMON STOCK$99.78M74.4%
EXCHANGE TRADED FUNDS (COUNTRY BASKETS/ISHARES) - DOMESTIC$27.47M20.5%
FOREIGN ORDINARY SHARES$4.96M3.7%
REAL ESTATE INVESTMENT TRUSTS$766.1K0.6%
CLOSED END FUNDS - TAXABLE$578.6K0.4%
AMERICAN DEPOSITORY RECEIPTS$249.3K0.2%
CLOSED END INVESTMENT CO. NON TAX DIVIDEND$213.1K0.2%
Portfolio Concentration
Top 3$33.01M24.6%
4–10$25.69M19.2%
11–25$25.91M19.3%
Rest$49.42M36.9%
Top 3 weight
24.6%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings132
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares20.38K
TypeSH
Market value$11.45M
8.54%
Sole
0.00
Shared
0.00
None
20.38K
SONOCO PRODUCTS COMPANY
SOLEShares238.99K
TypeSH
Market value$11.29M
8.42%
Sole
0.00
Shared
0.00
None
238.99K
COCA COLA COMPANY
SOLEShares143.44K
TypeSH
Market value$10.27M
7.67%
Sole
0.00
Shared
0.00
None
143.44K
MICROSOFT CORPORATION
SOLEShares11.78K
TypeSH
Market value$4.42M
3.30%
Sole
0.00
Shared
0.00
None
11.78K
APPLE INCORPORATED
SOLEShares19.56K
TypeSH
Market value$4.35M
3.24%
Sole
0.00
Shared
0.00
None
19.56K
JPMORGAN EQUITY PREMIUM INCOME ETF
SOLEShares76.05K
TypeSH
Market value$4.35M
3.24%
Sole
0.00
Shared
0.00
None
76.05K
NVIDIA CORPORATION
SOLEShares39.24K
TypeSH
Market value$4.25M
3.17%
Sole
0.00
Shared
0.00
None
39.24K
JPMORGAN CHASE & COMPANY.
SOLEShares12.02K
TypeSH
Market value$2.95M
2.20%
Sole
0.00
Shared
0.00
None
12.02K
BROADCOM INCORPORATED
SOLEShares16.77K
TypeSH
Market value$2.81M
2.09%
Sole
0.00
Shared
0.00
None
16.77K
WALMART INCORPORATED
SOLEShares29.23K
TypeSH
Market value$2.57M
1.91%
Sole
0.00
Shared
0.00
None
29.23K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares13.68K
TypeSH
Market value$2.37M
1.77%
Sole
0.00
Shared
0.00
None
13.68K
AMAZON COM INCORPORATED
SOLEShares12.22K
TypeSH
Market value$2.32M
1.73%
Sole
0.00
Shared
0.00
None
12.22K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares24.92K
TypeSH
Market value$2.17M
1.62%
Sole
0.00
Shared
0.00
None
24.92K
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
SOLEShares113.67K
TypeSH
Market value$2.13M
1.59%
Sole
0.00
Shared
0.00
None
113.67K
HOME DEPOT INCORPORATED
SOLEShares5.77K
TypeSH
Market value$2.11M
1.58%
Sole
0.00
Shared
0.00
None
5.77K
VISA INCORPORATED COM CLASS A
SOLEShares5.36K
TypeSH
Market value$1.88M
1.40%
Sole
0.00
Shared
0.00
None
5.36K
META PLATFORMS INCORPORATED CLASS A
SOLEShares3.19K
TypeSH
Market value$1.84M
1.37%
Sole
0.00
Shared
0.00
None
3.19K
PROCTER AND GAMBLE COMPANY
SOLEShares9.41K
TypeSH
Market value$1.60M
1.20%
Sole
0.00
Shared
0.00
None
9.41K
ELI LILLY & COMPANY
SOLEShares1.72K
TypeSH
Market value$1.42M
1.06%
Sole
0.00
Shared
0.00
None
1.72K
EATON CORPORATION PLC SHS
SOLEShares5.15K
TypeSH
Market value$1.40M
1.04%
Sole
0.00
Shared
0.00
None
5.15K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares8.97K
TypeSH
Market value$1.39M
1.04%
Sole
0.00
Shared
0.00
None
8.97K
UNITEDHEALTH GROUP INCORPORATED
SOLEShares2.58K
TypeSH
Market value$1.35M
1.01%
Sole
0.00
Shared
0.00
None
2.58K
CHUBB LIMITED
SOLEShares4.38K
TypeSH
Market value$1.32M
0.99%
Sole
0.00
Shared
0.00
None
4.38K
COSTCO WHOLESALE CORPORATION NEW
SOLEShares1.39K
TypeSH
Market value$1.31M
0.98%
Sole
0.00
Shared
0.00
None
1.39K
EXXON MOBIL CORPORATION
SOLEShares10.75K
TypeSH
Market value$1.28M
0.95%
Sole
0.00
Shared
0.00
None
10.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 20.38K | SH | $11.45M 8.54% | 0.00 | 0.00 | 20.38K |
SONOCO PRODUCTS COMPANYSOLE | Common Stock | 238.99K | SH | $11.29M 8.42% | 0.00 | 0.00 | 238.99K |
COCA COLA COMPANYSOLE | Common Stock | 143.44K | SH | $10.27M 7.67% | 0.00 | 0.00 | 143.44K |
MICROSOFT CORPORATIONSOLE | Common Stock | 11.78K | SH | $4.42M 3.30% | 0.00 | 0.00 | 11.78K |
APPLE INCORPORATEDSOLE | Common Stock | 19.56K | SH | $4.35M 3.24% | 0.00 | 0.00 | 19.56K |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 76.05K | SH | $4.35M 3.24% | 0.00 | 0.00 | 76.05K |
NVIDIA CORPORATIONSOLE | Common Stock | 39.24K | SH | $4.25M 3.17% | 0.00 | 0.00 | 39.24K |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 12.02K | SH | $2.95M 2.20% | 0.00 | 0.00 | 12.02K |
BROADCOM INCORPORATEDSOLE | Common Stock | 16.77K | SH | $2.81M 2.09% | 0.00 | 0.00 | 16.77K |
WALMART INCORPORATEDSOLE | Common Stock | 29.23K | SH | $2.57M 1.91% | 0.00 | 0.00 | 29.23K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 13.68K | SH | $2.37M 1.77% | 0.00 | 0.00 | 13.68K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 12.22K | SH | $2.32M 1.73% | 0.00 | 0.00 | 12.22K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 24.92K | SH | $2.17M 1.62% | 0.00 | 0.00 | 24.92K |
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 113.67K | SH | $2.13M 1.59% | 0.00 | 0.00 | 113.67K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 5.77K | SH | $2.11M 1.58% | 0.00 | 0.00 | 5.77K |
VISA INCORPORATED COM CLASS ASOLE | Common Stock | 5.36K | SH | $1.88M 1.40% | 0.00 | 0.00 | 5.36K |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 3.19K | SH | $1.84M 1.37% | 0.00 | 0.00 | 3.19K |
PROCTER AND GAMBLE COMPANYSOLE | Common Stock | 9.41K | SH | $1.60M 1.20% | 0.00 | 0.00 | 9.41K |
ELI LILLY & COMPANYSOLE | Common Stock | 1.72K | SH | $1.42M 1.06% | 0.00 | 0.00 | 1.72K |
EATON CORPORATION PLC SHSSOLE | Foreign Ordinary Shares | 5.15K | SH | $1.40M 1.04% | 0.00 | 0.00 | 5.15K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 8.97K | SH | $1.39M 1.04% | 0.00 | 0.00 | 8.97K |
UNITEDHEALTH GROUP INCORPORATEDSOLE | Common Stock | 2.58K | SH | $1.35M 1.01% | 0.00 | 0.00 | 2.58K |
CHUBB LIMITEDSOLE | Foreign Ordinary Shares | 4.38K | SH | $1.32M 0.99% | 0.00 | 0.00 | 4.38K |
COSTCO WHOLESALE CORPORATION NEWSOLE | Common Stock | 1.39K | SH | $1.31M 0.98% | 0.00 | 0.00 | 1.39K |
EXXON MOBIL CORPORATIONSOLE | Common Stock | 10.75K | SH | $1.28M 0.95% | 0.00 | 0.00 | 10.75K |
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