Filed: 1/28/2026ACC: 0001062993-26-000458
📋 What this filing means
MEADOW CREEK WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $156.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$156.41M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
COMMON STOCK$115.61M73.9%
EXCHANGE TRADED FUNDS (COUNTRY BASKETS/ISHARES) - DOMESTIC$32.91M21.0%
FOREIGN ORDINARY SHARES$5.51M3.5%
REAL ESTATE INVESTMENT TRUSTS$859.0K0.5%
AMERICAN DEPOSITORY RECEIPTS$819.2K0.5%
CLOSED END FUNDS - TAXABLE$502.5K0.3%
CLOSED END INVESTMENT CO. NON TAX DIVIDEND$208.7K0.1%
Portfolio Concentration
Top 3$36.17M23.1%
4–10$36.53M23.4%
11–25$30.46M19.5%
Rest$53.25M34.0%
Top 3 weight
23.1%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 1.46M
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
1.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings138
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares22.95K
TypeSH
Market value$15.72M
10.05%
Sole
0.00
Shared
0.00
None
22.95K
SONOCO PRODUCTS COMPANY
SOLEShares238.99K
TypeSH
Market value$10.43M
6.67%
Sole
0.00
Shared
0.00
None
238.99K
COCA COLA COMPANY
SOLEShares143.35K
TypeSH
Market value$10.02M
6.41%
Sole
0.00
Shared
0.00
None
143.35K
NVIDIA CORPORATION
SOLEShares39.86K
TypeSH
Market value$7.43M
4.75%
Sole
0.00
Shared
0.00
None
39.86K
MICROSOFT CORPORATION
SOLEShares12.25K
TypeSH
Market value$5.92M
3.79%
Sole
0.00
Shared
0.00
None
12.25K
APPLE INCORPORATED
SOLEShares20.54K
TypeSH
Market value$5.58M
3.57%
Sole
0.00
Shared
0.00
None
20.54K
BROADCOM INCORPORATED
SOLEShares15.76K
TypeSH
Market value$5.45M
3.49%
Sole
0.00
Shared
0.00
None
15.76K
FT VEST RISING DIVIDEND ACHIEVERS TARGET
SOLEShares168.70K
TypeSH
Market value$4.43M
2.83%
Sole
0.00
Shared
0.00
None
168.70K
ELI LILLY & COMPANY
SOLEShares3.71K
TypeSH
Market value$3.99M
2.55%
Sole
0.00
Shared
0.00
None
3.71K
JPMORGAN CHASE & COMPANY.
SOLEShares11.54K
TypeSH
Market value$3.72M
2.38%
Sole
0.00
Shared
0.00
None
11.54K
WALMART INCORPORATED
SOLEShares27.78K
TypeSH
Market value$3.09M
1.98%
Sole
0.00
Shared
0.00
None
27.78K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares8.76K
TypeSH
Market value$2.74M
1.75%
Sole
0.00
Shared
0.00
None
8.76K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares14.20K
TypeSH
Market value$2.72M
1.74%
Sole
0.00
Shared
0.00
None
14.20K
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
SOLEShares139.18K
TypeSH
Market value$2.65M
1.70%
Sole
0.00
Shared
0.00
None
139.18K
AMAZON COM INCORPORATED
SOLEShares11.23K
TypeSH
Market value$2.59M
1.66%
Sole
0.00
Shared
0.00
None
11.23K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares24.09K
TypeSH
Market value$2.46M
1.57%
Sole
0.00
Shared
0.00
None
24.09K
HOME DEPOT INCORPORATED
SOLEShares5.47K
TypeSH
Market value$1.88M
1.20%
Sole
0.00
Shared
0.00
None
5.47K
META PLATFORMS INCORPORATED CLASS A
SOLEShares2.77K
TypeSH
Market value$1.83M
1.17%
Sole
0.00
Shared
0.00
None
2.77K
VISA INCORPORATED COM CLASS A
SOLEShares4.64K
TypeSH
Market value$1.63M
1.04%
Sole
0.00
Shared
0.00
None
4.64K
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares5.13K
TypeSH
Market value$1.61M
1.03%
Sole
0.00
Shared
0.00
None
5.13K
JOHNSON & JOHNSON
SOLEShares7.77K
TypeSH
Market value$1.61M
1.03%
Sole
0.00
Shared
0.00
None
7.77K
EXXON MOBIL CORPORATION
SOLEShares12.79K
TypeSH
Market value$1.54M
0.98%
Sole
0.00
Shared
0.00
None
12.79K
EATON CORPORATION PLC SHS
SOLEShares4.41K
TypeSH
Market value$1.40M
0.90%
Sole
0.00
Shared
0.00
None
4.41K
CHUBB LIMITED
SOLEShares4.37K
TypeSH
Market value$1.36M
0.87%
Sole
0.00
Shared
0.00
None
4.37K
BANK AMERICA CORPORATION
SOLEShares24.38K
TypeSH
Market value$1.34M
0.86%
Sole
0.00
Shared
0.00
None
24.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 22.95K | SH | $15.72M 10.05% | 0.00 | 0.00 | 22.95K |
SONOCO PRODUCTS COMPANYSOLE | Common Stock | 238.99K | SH | $10.43M 6.67% | 0.00 | 0.00 | 238.99K |
COCA COLA COMPANYSOLE | Common Stock | 143.35K | SH | $10.02M 6.41% | 0.00 | 0.00 | 143.35K |
NVIDIA CORPORATIONSOLE | Common Stock | 39.86K | SH | $7.43M 4.75% | 0.00 | 0.00 | 39.86K |
MICROSOFT CORPORATIONSOLE | Common Stock | 12.25K | SH | $5.92M 3.79% | 0.00 | 0.00 | 12.25K |
APPLE INCORPORATEDSOLE | Common Stock | 20.54K | SH | $5.58M 3.57% | 0.00 | 0.00 | 20.54K |
BROADCOM INCORPORATEDSOLE | Common Stock | 15.76K | SH | $5.45M 3.49% | 0.00 | 0.00 | 15.76K |
FT VEST RISING DIVIDEND ACHIEVERS TARGETSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 168.70K | SH | $4.43M 2.83% | 0.00 | 0.00 | 168.70K |
ELI LILLY & COMPANYSOLE | Common Stock | 3.71K | SH | $3.99M 2.55% | 0.00 | 0.00 | 3.71K |
JPMORGAN CHASE & COMPANY.SOLE | Common Stock | 11.54K | SH | $3.72M 2.38% | 0.00 | 0.00 | 11.54K |
WALMART INCORPORATEDSOLE | Common Stock | 27.78K | SH | $3.09M 1.98% | 0.00 | 0.00 | 27.78K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 8.76K | SH | $2.74M 1.75% | 0.00 | 0.00 | 8.76K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 14.20K | SH | $2.72M 1.74% | 0.00 | 0.00 | 14.20K |
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 139.18K | SH | $2.65M 1.70% | 0.00 | 0.00 | 139.18K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 11.23K | SH | $2.59M 1.66% | 0.00 | 0.00 | 11.23K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 24.09K | SH | $2.46M 1.57% | 0.00 | 0.00 | 24.09K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 5.47K | SH | $1.88M 1.20% | 0.00 | 0.00 | 5.47K |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 2.77K | SH | $1.83M 1.17% | 0.00 | 0.00 | 2.77K |
VISA INCORPORATED COM CLASS ASOLE | Common Stock | 4.64K | SH | $1.63M 1.04% | 0.00 | 0.00 | 4.64K |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | Common Stock | 5.13K | SH | $1.61M 1.03% | 0.00 | 0.00 | 5.13K |
JOHNSON & JOHNSONSOLE | Common Stock | 7.77K | SH | $1.61M 1.03% | 0.00 | 0.00 | 7.77K |
EXXON MOBIL CORPORATIONSOLE | Common Stock | 12.79K | SH | $1.54M 0.98% | 0.00 | 0.00 | 12.79K |
EATON CORPORATION PLC SHSSOLE | Foreign Ordinary Shares | 4.41K | SH | $1.40M 0.90% | 0.00 | 0.00 | 4.41K |
CHUBB LIMITEDSOLE | Foreign Ordinary Shares | 4.37K | SH | $1.36M 0.87% | 0.00 | 0.00 | 4.37K |
BANK AMERICA CORPORATIONSOLE | Common Stock | 24.38K | SH | $1.34M 0.86% | 0.00 | 0.00 | 24.38K |
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