Filed: 7/30/2025ACC: 0001062993-25-013285
📋 What this filing means
MEADOW CREEK WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $148.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$148.12M
Total AUM (reported)
1.38M
Total Shares
Allocation by class
COMMON STOCK$110.20M74.4%
EXCHANGE TRADED FUNDS (COUNTRY BASKETS/ISHARES) - DOMESTIC$29.47M19.9%
FOREIGN ORDINARY SHARES$5.78M3.9%
REAL ESTATE INVESTMENT TRUSTS$1.39M0.9%
CLOSED END FUNDS - TAXABLE$580.7K0.4%
AMERICAN DEPOSITORY RECEIPTS$488.7K0.3%
CLOSED END INVESTMENT CO. NON TAX DIVIDEND$207.7K0.1%
Portfolio Concentration
Top 3$33.37M22.5%
4–10$32.53M22.0%
11–25$29.42M19.9%
Rest$52.80M35.6%
Top 3 weight
22.5%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 1.38M
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
1.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole142
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings142
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares20.57K
TypeSH
Market value$12.77M
8.62%
Sole
0.00
Shared
0.00
None
20.57K
SONOCO PRODUCTS COMPANY
SOLEShares238.99K
TypeSH
Market value$10.41M
7.03%
Sole
0.00
Shared
0.00
None
238.99K
COCA COLA COMPANY
SOLEShares143.97K
TypeSH
Market value$10.19M
6.88%
Sole
0.00
Shared
0.00
None
143.97K
NVIDIA CORPORATION
SOLEShares40.96K
TypeSH
Market value$6.47M
4.37%
Sole
0.00
Shared
0.00
None
40.96K
MICROSOFT CORPORATION
SOLEShares12.31K
TypeSH
Market value$6.12M
4.13%
Sole
0.00
Shared
0.00
None
12.31K
BROADCOM INCORPORATED
SOLEShares17.75K
TypeSH
Market value$4.89M
3.30%
Sole
0.00
Shared
0.00
None
17.75K
JPMORGAN EQUITY PREMIUM INCOME ETF
SOLEShares79.28K
TypeSH
Market value$4.51M
3.04%
Sole
0.00
Shared
0.00
None
79.28K
APPLE INCORPORATED
SOLEShares19.43K
TypeSH
Market value$3.99M
2.69%
Sole
0.00
Shared
0.00
None
19.43K
JPMORGAN CHASE & COMPANY.
SOLEShares11.94K
TypeSH
Market value$3.46M
2.34%
Sole
0.00
Shared
0.00
None
11.94K
ELI LILLY & COMPANY
SOLEShares3.96K
TypeSH
Market value$3.09M
2.08%
Sole
0.00
Shared
0.00
None
3.96K
WALMART INCORPORATED
SOLEShares29.38K
TypeSH
Market value$2.87M
1.94%
Sole
0.00
Shared
0.00
None
29.38K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares14.58K
TypeSH
Market value$2.65M
1.79%
Sole
0.00
Shared
0.00
None
14.58K
AMAZON COM INCORPORATED
SOLEShares11.65K
TypeSH
Market value$2.56M
1.73%
Sole
0.00
Shared
0.00
None
11.65K
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
SOLEShares130.44K
TypeSH
Market value$2.47M
1.67%
Sole
0.00
Shared
0.00
None
130.44K
META PLATFORMS INCORPORATED CLASS A
SOLEShares3.23K
TypeSH
Market value$2.38M
1.61%
Sole
0.00
Shared
0.00
None
3.23K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares25.08K
TypeSH
Market value$2.28M
1.54%
Sole
0.00
Shared
0.00
None
25.08K
HOME DEPOT INCORPORATED
SOLEShares5.70K
TypeSH
Market value$2.09M
1.41%
Sole
0.00
Shared
0.00
None
5.70K
VISA INCORPORATED COM CLASS A
SOLEShares5.10K
TypeSH
Market value$1.81M
1.22%
Sole
0.00
Shared
0.00
None
5.10K
EATON CORPORATION PLC SHS
SOLEShares4.90K
TypeSH
Market value$1.75M
1.18%
Sole
0.00
Shared
0.00
None
4.90K
NETFLIX INCORPORATED
SOLEShares1.23K
TypeSH
Market value$1.65M
1.11%
Sole
0.00
Shared
0.00
None
1.23K
PROCTER AND GAMBLE COMPANY
SOLEShares9.17K
TypeSH
Market value$1.46M
0.99%
Sole
0.00
Shared
0.00
None
9.17K
EXXON MOBIL CORPORATION
SOLEShares13.24K
TypeSH
Market value$1.43M
0.96%
Sole
0.00
Shared
0.00
None
13.24K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares7.89K
TypeSH
Market value$1.39M
0.94%
Sole
0.00
Shared
0.00
None
7.89K
COSTCO WHOLESALE CORPORATION NEW
SOLEShares1.39K
TypeSH
Market value$1.37M
0.93%
Sole
0.00
Shared
0.00
None
1.39K
CHUBB LIMITED
SOLEShares4.33K
TypeSH
Market value$1.25M
0.85%
Sole
0.00
Shared
0.00
None
4.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 20.57K | SH | $12.77M 8.62% | 0.00 | 0.00 | 20.57K |
SONOCO PRODUCTS COMPANYSOLE | Common Stock | 238.99K | SH | $10.41M 7.03% | 0.00 | 0.00 | 238.99K |
COCA COLA COMPANYSOLE | Common Stock | 143.97K | SH | $10.19M 6.88% | 0.00 | 0.00 | 143.97K |
NVIDIA CORPORATIONSOLE | Common Stock | 40.96K | SH | $6.47M 4.37% | 0.00 | 0.00 | 40.96K |
MICROSOFT CORPORATIONSOLE | Common Stock | 12.31K | SH | $6.12M 4.13% | 0.00 | 0.00 | 12.31K |
BROADCOM INCORPORATEDSOLE | Common Stock | 17.75K | SH | $4.89M 3.30% | 0.00 | 0.00 | 17.75K |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 79.28K | SH | $4.51M 3.04% | 0.00 | 0.00 | 79.28K |
APPLE INCORPORATEDSOLE | Common Stock | 19.43K | SH | $3.99M 2.69% | 0.00 | 0.00 | 19.43K |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 11.94K | SH | $3.46M 2.34% | 0.00 | 0.00 | 11.94K |
ELI LILLY & COMPANYSOLE | Common Stock | 3.96K | SH | $3.09M 2.08% | 0.00 | 0.00 | 3.96K |
WALMART INCORPORATEDSOLE | Common Stock | 29.38K | SH | $2.87M 1.94% | 0.00 | 0.00 | 29.38K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 14.58K | SH | $2.65M 1.79% | 0.00 | 0.00 | 14.58K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 11.65K | SH | $2.56M 1.73% | 0.00 | 0.00 | 11.65K |
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 130.44K | SH | $2.47M 1.67% | 0.00 | 0.00 | 130.44K |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 3.23K | SH | $2.38M 1.61% | 0.00 | 0.00 | 3.23K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 25.08K | SH | $2.28M 1.54% | 0.00 | 0.00 | 25.08K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 5.70K | SH | $2.09M 1.41% | 0.00 | 0.00 | 5.70K |
VISA INCORPORATED COM CLASS ASOLE | Common Stock | 5.10K | SH | $1.81M 1.22% | 0.00 | 0.00 | 5.10K |
EATON CORPORATION PLC SHSSOLE | Foreign Ordinary Shares | 4.90K | SH | $1.75M 1.18% | 0.00 | 0.00 | 4.90K |
NETFLIX INCORPORATEDSOLE | Common Stock | 1.23K | SH | $1.65M 1.11% | 0.00 | 0.00 | 1.23K |
PROCTER AND GAMBLE COMPANYSOLE | Common Stock | 9.17K | SH | $1.46M 0.99% | 0.00 | 0.00 | 9.17K |
EXXON MOBIL CORPORATIONSOLE | Common Stock | 13.24K | SH | $1.43M 0.96% | 0.00 | 0.00 | 13.24K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 7.89K | SH | $1.39M 0.94% | 0.00 | 0.00 | 7.89K |
COSTCO WHOLESALE CORPORATION NEWSOLE | Common Stock | 1.39K | SH | $1.37M 0.93% | 0.00 | 0.00 | 1.39K |
CHUBB LIMITEDSOLE | Foreign Ordinary Shares | 4.33K | SH | $1.25M 0.85% | 0.00 | 0.00 | 4.33K |
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