Filed: 10/27/2025ACC: 0001062993-25-016302
📋 What this filing means
MEADOW CREEK WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $150.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$150.66M
Total AUM (reported)
1.45M
Total Shares
Allocation by class
COMMON STOCK$111.92M74.3%
EXCHANGE TRADED FUNDS (COUNTRY BASKETS/ISHARES) - DOMESTIC$31.00M20.6%
FOREIGN ORDINARY SHARES$5.39M3.6%
REAL ESTATE INVESTMENT TRUSTS$940.4K0.6%
AMERICAN DEPOSITORY RECEIPTS$631.6K0.4%
CLOSED END FUNDS - TAXABLE$563.2K0.4%
CLOSED END INVESTMENT CO. NON TAX DIVIDEND$216.9K0.1%
Portfolio Concentration
Top 3$33.21M22.0%
4–10$35.37M23.5%
11–25$29.60M19.7%
Rest$52.48M34.8%
Top 3 weight
22.0%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 1.45M
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
1.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole137
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings137
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares20.97K
TypeSH
Market value$13.92M
9.24%
Sole
0.00
Shared
0.00
None
20.97K
COCA COLA COMPANY
SOLEShares143.33K
TypeSH
Market value$9.69M
6.43%
Sole
0.00
Shared
0.00
None
143.33K
SONOCO PRODUCTS COMPANY
SOLEShares238.99K
TypeSH
Market value$9.60M
6.37%
Sole
0.00
Shared
0.00
None
238.99K
NVIDIA CORPORATION
SOLEShares39.94K
TypeSH
Market value$7.26M
4.82%
Sole
0.00
Shared
0.00
None
39.94K
MICROSOFT CORPORATION
SOLEShares12.48K
TypeSH
Market value$6.39M
4.24%
Sole
0.00
Shared
0.00
None
12.48K
BROADCOM INCORPORATED
SOLEShares16.71K
TypeSH
Market value$5.92M
3.93%
Sole
0.00
Shared
0.00
None
16.71K
APPLE INCORPORATED
SOLEShares20.51K
TypeSH
Market value$5.07M
3.37%
Sole
0.00
Shared
0.00
None
20.51K
FT VEST RISING DIVIDEND ACHIEVERS TARGET
SOLEShares167.97K
TypeSH
Market value$4.25M
2.82%
Sole
0.00
Shared
0.00
None
167.97K
JPMORGAN CHASE & COMPANY.
SOLEShares11.65K
TypeSH
Market value$3.48M
2.31%
Sole
0.00
Shared
0.00
None
11.65K
ELI LILLY & COMPANY
SOLEShares3.66K
TypeSH
Market value$3.00M
1.99%
Sole
0.00
Shared
0.00
None
3.66K
WALMART INCORPORATED
SOLEShares28.17K
TypeSH
Market value$3.00M
1.99%
Sole
0.00
Shared
0.00
None
28.17K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares14.03K
TypeSH
Market value$2.62M
1.74%
Sole
0.00
Shared
0.00
None
14.03K
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
SOLEShares136.57K
TypeSH
Market value$2.61M
1.73%
Sole
0.00
Shared
0.00
None
136.57K
AMAZON COM INCORPORATED
SOLEShares11.15K
TypeSH
Market value$2.39M
1.59%
Sole
0.00
Shared
0.00
None
11.15K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares24.03K
TypeSH
Market value$2.33M
1.55%
Sole
0.00
Shared
0.00
None
24.03K
META PLATFORMS INCORPORATED CLASS A
SOLEShares3.20K
TypeSH
Market value$2.28M
1.51%
Sole
0.00
Shared
0.00
None
3.20K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares8.86K
TypeSH
Market value$2.23M
1.48%
Sole
0.00
Shared
0.00
None
8.86K
HOME DEPOT INCORPORATED
SOLEShares5.56K
TypeSH
Market value$2.15M
1.43%
Sole
0.00
Shared
0.00
None
5.56K
EATON CORPORATION PLC SHS
SOLEShares4.56K
TypeSH
Market value$1.71M
1.14%
Sole
0.00
Shared
0.00
None
4.56K
VISA INCORPORATED COM CLASS A
SOLEShares4.66K
TypeSH
Market value$1.56M
1.04%
Sole
0.00
Shared
0.00
None
4.66K
EXXON MOBIL CORPORATION
SOLEShares12.82K
TypeSH
Market value$1.42M
0.94%
Sole
0.00
Shared
0.00
None
12.82K
JOHNSON & JOHNSON
SOLEShares7.28K
TypeSH
Market value$1.40M
0.93%
Sole
0.00
Shared
0.00
None
7.28K
NETFLIX INCORPORATED
SOLEShares1.11K
TypeSH
Market value$1.32M
0.88%
Sole
0.00
Shared
0.00
None
1.11K
ABBVIE INCORPORATED
SOLEShares5.69K
TypeSH
Market value$1.29M
0.86%
Sole
0.00
Shared
0.00
None
5.69K
COSTCO WHOLESALE CORPORATION NEW
SOLEShares1.39K
TypeSH
Market value$1.28M
0.85%
Sole
0.00
Shared
0.00
None
1.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 20.97K | SH | $13.92M 9.24% | 0.00 | 0.00 | 20.97K |
COCA COLA COMPANYSOLE | Common Stock | 143.33K | SH | $9.69M 6.43% | 0.00 | 0.00 | 143.33K |
SONOCO PRODUCTS COMPANYSOLE | Common Stock | 238.99K | SH | $9.60M 6.37% | 0.00 | 0.00 | 238.99K |
NVIDIA CORPORATIONSOLE | Common Stock | 39.94K | SH | $7.26M 4.82% | 0.00 | 0.00 | 39.94K |
MICROSOFT CORPORATIONSOLE | Common Stock | 12.48K | SH | $6.39M 4.24% | 0.00 | 0.00 | 12.48K |
BROADCOM INCORPORATEDSOLE | Common Stock | 16.71K | SH | $5.92M 3.93% | 0.00 | 0.00 | 16.71K |
APPLE INCORPORATEDSOLE | Common Stock | 20.51K | SH | $5.07M 3.37% | 0.00 | 0.00 | 20.51K |
FT VEST RISING DIVIDEND ACHIEVERS TARGETSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 167.97K | SH | $4.25M 2.82% | 0.00 | 0.00 | 167.97K |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 11.65K | SH | $3.48M 2.31% | 0.00 | 0.00 | 11.65K |
ELI LILLY & COMPANYSOLE | Common Stock | 3.66K | SH | $3.00M 1.99% | 0.00 | 0.00 | 3.66K |
WALMART INCORPORATEDSOLE | Common Stock | 28.17K | SH | $3.00M 1.99% | 0.00 | 0.00 | 28.17K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 14.03K | SH | $2.62M 1.74% | 0.00 | 0.00 | 14.03K |
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 136.57K | SH | $2.61M 1.73% | 0.00 | 0.00 | 136.57K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 11.15K | SH | $2.39M 1.59% | 0.00 | 0.00 | 11.15K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 24.03K | SH | $2.33M 1.55% | 0.00 | 0.00 | 24.03K |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 3.20K | SH | $2.28M 1.51% | 0.00 | 0.00 | 3.20K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 8.86K | SH | $2.23M 1.48% | 0.00 | 0.00 | 8.86K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 5.56K | SH | $2.15M 1.43% | 0.00 | 0.00 | 5.56K |
EATON CORPORATION PLC SHSSOLE | Foreign Ordinary Shares | 4.56K | SH | $1.71M 1.14% | 0.00 | 0.00 | 4.56K |
VISA INCORPORATED COM CLASS ASOLE | Common Stock | 4.66K | SH | $1.56M 1.04% | 0.00 | 0.00 | 4.66K |
EXXON MOBIL CORPORATIONSOLE | Common Stock | 12.82K | SH | $1.42M 0.94% | 0.00 | 0.00 | 12.82K |
JOHNSON & JOHNSONSOLE | Common Stock | 7.28K | SH | $1.40M 0.93% | 0.00 | 0.00 | 7.28K |
NETFLIX INCORPORATEDSOLE | Common Stock | 1.11K | SH | $1.32M 0.88% | 0.00 | 0.00 | 1.11K |
ABBVIE INCORPORATEDSOLE | Common Stock | 5.69K | SH | $1.29M 0.86% | 0.00 | 0.00 | 5.69K |
COSTCO WHOLESALE CORPORATION NEWSOLE | Common Stock | 1.39K | SH | $1.28M 0.85% | 0.00 | 0.00 | 1.39K |
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