Filed: 4/30/2026ACC: 0001062993-26-002237
๐ What this filing means
MEADOW CREEK WEALTH ADVISORS LLC filed this quarterly 13FโHR report disclosing 135 equity positions with a total reported market value of $154.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$154.54M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
COMMON STOCK$112.34M72.7%
EXCHANGE TRADED FUNDS (COUNTRY BASKETS/ISHARES) - DOMESTIC$34.27M22.2%
FOREIGN ORDINARY SHARES$5.81M3.8%
REAL ESTATE INVESTMENT TRUSTS$989.3K0.6%
CLOSED END FUNDS - TAXABLE$484.0K0.3%
AMERICAN DEPOSITORY RECEIPTS$463.3K0.3%
CLOSED END INVESTMENT CO. NON TAX DIVIDEND$182.6K0.1%
Portfolio Concentration
Top 3$38.73M25.1%
4โ10$31.84M20.6%
11โ25$29.47M19.1%
Rest$54.50M35.3%
Top 3 weight
25.1%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 1.50M
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
1.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole135
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings135
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares22.84K
TypeSH
Market value$14.92M
9.66%
Sole
0.00
Shared
0.00
None
22.84K
SONOCO PRODUCTS COMPANY
SOLEShares238.99K
TypeSH
Market value$12.93M
8.36%
Sole
0.00
Shared
0.00
None
238.99K
COCA COLA COMPANY
SOLEShares143.04K
TypeSH
Market value$10.88M
7.04%
Sole
0.00
Shared
0.00
None
143.04K
NVIDIA CORPORATION
SOLEShares36.54K
TypeSH
Market value$6.37M
4.12%
Sole
0.00
Shared
0.00
None
36.54K
APPLE INCORPORATED
SOLEShares22.56K
TypeSH
Market value$5.73M
3.71%
Sole
0.00
Shared
0.00
None
22.56K
BROADCOM INCORPORATED
SOLEShares14.73K
TypeSH
Market value$4.56M
2.95%
Sole
0.00
Shared
0.00
None
14.73K
FT VEST RISING DIVIDEND ACHIEVERS TARGET
SOLEShares173.56K
TypeSH
Market value$4.43M
2.87%
Sole
0.00
Shared
0.00
None
173.56K
MICROSOFT CORPORATION
SOLEShares11.18K
TypeSH
Market value$4.14M
2.68%
Sole
0.00
Shared
0.00
None
11.18K
JPMORGAN CHASE & COMPANY
SOLEShares11.46K
TypeSH
Market value$3.37M
2.18%
Sole
0.00
Shared
0.00
None
11.46K
WALMART INCORPORATED
SOLEShares26.09K
TypeSH
Market value$3.24M
2.10%
Sole
0.00
Shared
0.00
None
26.09K
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
SOLEShares149.08K
TypeSH
Market value$2.81M
1.82%
Sole
0.00
Shared
0.00
None
149.08K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares14.09K
TypeSH
Market value$2.70M
1.75%
Sole
0.00
Shared
0.00
None
14.09K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares24.23K
TypeSH
Market value$2.68M
1.73%
Sole
0.00
Shared
0.00
None
24.23K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares9K
TypeSH
Market value$2.59M
1.67%
Sole
0.00
Shared
0.00
None
9K
AMAZON COM INCORPORATED
SOLEShares12.30K
TypeSH
Market value$2.56M
1.66%
Sole
0.00
Shared
0.00
None
12.30K
JOHNSON & JOHNSON
SOLEShares8.12K
TypeSH
Market value$1.99M
1.28%
Sole
0.00
Shared
0.00
None
8.12K
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares6.25K
TypeSH
Market value$1.79M
1.16%
Sole
0.00
Shared
0.00
None
6.25K
HOME DEPOT INCORPORATED
SOLEShares5.38K
TypeSH
Market value$1.77M
1.14%
Sole
0.00
Shared
0.00
None
5.38K
EXXON MOBIL CORPORATION
SOLEShares10.40K
TypeSH
Market value$1.76M
1.14%
Sole
0.00
Shared
0.00
None
10.40K
META PLATFORMS INCORPORATED CLASS A
SOLEShares2.98K
TypeSH
Market value$1.70M
1.10%
Sole
0.00
Shared
0.00
None
2.98K
EATON CORPORATION PLC SHS
SOLEShares4.21K
TypeSH
Market value$1.50M
0.97%
Sole
0.00
Shared
0.00
None
4.21K
MERCK & COMPANY INCORPORATED
SOLEShares12.38K
TypeSH
Market value$1.49M
0.96%
Sole
0.00
Shared
0.00
None
12.38K
CHUBB LIMITED SWITZ
SOLEShares4.34K
TypeSH
Market value$1.42M
0.92%
Sole
0.00
Shared
0.00
None
4.34K
ELI LILLY & COMPANY
SOLEShares1.50K
TypeSH
Market value$1.38M
0.89%
Sole
0.00
Shared
0.00
None
1.50K
COSTCO WHOLESALE CORPORATION
SOLEShares1.34K
TypeSH
Market value$1.33M
0.86%
Sole
0.00
Shared
0.00
None
1.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 22.84K | SH | $14.92M 9.66% | 0.00 | 0.00 | 22.84K |
SONOCO PRODUCTS COMPANYSOLE | Common Stock | 238.99K | SH | $12.93M 8.36% | 0.00 | 0.00 | 238.99K |
COCA COLA COMPANYSOLE | Common Stock | 143.04K | SH | $10.88M 7.04% | 0.00 | 0.00 | 143.04K |
NVIDIA CORPORATIONSOLE | Common Stock | 36.54K | SH | $6.37M 4.12% | 0.00 | 0.00 | 36.54K |
APPLE INCORPORATEDSOLE | Common Stock | 22.56K | SH | $5.73M 3.71% | 0.00 | 0.00 | 22.56K |
BROADCOM INCORPORATEDSOLE | Common Stock | 14.73K | SH | $4.56M 2.95% | 0.00 | 0.00 | 14.73K |
FT VEST RISING DIVIDEND ACHIEVERS TARGETSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 173.56K | SH | $4.43M 2.87% | 0.00 | 0.00 | 173.56K |
MICROSOFT CORPORATIONSOLE | Common Stock | 11.18K | SH | $4.14M 2.68% | 0.00 | 0.00 | 11.18K |
JPMORGAN CHASE & COMPANYSOLE | Common Stock | 11.46K | SH | $3.37M 2.18% | 0.00 | 0.00 | 11.46K |
WALMART INCORPORATEDSOLE | Common Stock | 26.09K | SH | $3.24M 2.10% | 0.00 | 0.00 | 26.09K |
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 149.08K | SH | $2.81M 1.82% | 0.00 | 0.00 | 149.08K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 14.09K | SH | $2.70M 1.75% | 0.00 | 0.00 | 14.09K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 24.23K | SH | $2.68M 1.73% | 0.00 | 0.00 | 24.23K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | Common Stock | 9K | SH | $2.59M 1.67% | 0.00 | 0.00 | 9K |
AMAZON COM INCORPORATEDSOLE | Common Stock | 12.30K | SH | $2.56M 1.66% | 0.00 | 0.00 | 12.30K |
JOHNSON & JOHNSONSOLE | Common Stock | 8.12K | SH | $1.99M 1.28% | 0.00 | 0.00 | 8.12K |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | Common Stock | 6.25K | SH | $1.79M 1.16% | 0.00 | 0.00 | 6.25K |
HOME DEPOT INCORPORATEDSOLE | Common Stock | 5.38K | SH | $1.77M 1.14% | 0.00 | 0.00 | 5.38K |
EXXON MOBIL CORPORATIONSOLE | Common Stock | 10.40K | SH | $1.76M 1.14% | 0.00 | 0.00 | 10.40K |
META PLATFORMS INCORPORATED CLASS ASOLE | Common Stock | 2.98K | SH | $1.70M 1.10% | 0.00 | 0.00 | 2.98K |
EATON CORPORATION PLC SHSSOLE | Foreign Ordinary Shares | 4.21K | SH | $1.50M 0.97% | 0.00 | 0.00 | 4.21K |
MERCK & COMPANY INCORPORATEDSOLE | Common Stock | 12.38K | SH | $1.49M 0.96% | 0.00 | 0.00 | 12.38K |
CHUBB LIMITED SWITZSOLE | Foreign Ordinary Shares | 4.34K | SH | $1.42M 0.92% | 0.00 | 0.00 | 4.34K |
ELI LILLY & COMPANYSOLE | Common Stock | 1.50K | SH | $1.38M 0.89% | 0.00 | 0.00 | 1.50K |
COSTCO WHOLESALE CORPORATIONSOLE | Common Stock | 1.34K | SH | $1.33M 0.86% | 0.00 | 0.00 | 1.34K |
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