MEADOW CREEK WEALTH ADVISORS LLC

Filed: 8/14/2026ACC: 0001062993-26-004406

📋 What this filing means

MEADOW CREEK WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $163.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

139

Positions

$163.80M

Total AUM (reported)

1.52M

Total Shares

Allocation by class

COMMON STOCK$111.98M68.4%

EXCHANGE TRADED FUNDS (COUNTRY BASKETS/ISHARES) - DOMESTIC$43.91M26.8%

FOREIGN ORDINARY SHARES$5.83M3.6%

REAL ESTATE INVESTMENT TRUSTS$761.4K0.5%

CLOSED END FUNDS - TAXABLE$480.8K0.3%

AMERICAN DEPOSITORY RECEIPTS$455.1K0.3%

CLOSED END INVESTMENT CO. NON TAX DIVIDEND$390.0K0.2%

Portfolio Concentration

Top 3$42.31M25.8%

4–10$31.93M19.5%

11–25$31.33M19.1%

Rest$58.23M35.6%

Top 3 weight

25.8%

Top 10 weight

45.3%

Voting Authority Distribution

Total shares with voting rights: 1.52M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.52M

% of voting shares100.0%

Investment Discretion (by position count)

Sole139

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings139

Rows:

ISHARES TR CORE S&P500 ETF

SOLE

Exchange Traded Funds (Country Baskets/iShares) - Domestic

Shares22.99K

TypeSH

Market value$17.22M

10.51%

Sole

0.00

Shared

0.00

None

22.99K

SONOCO PRODUCTS COMPANY

SOLE

Common Stock

Shares238.94K

TypeSH

Market value$13.46M

8.22%

Sole

0.00

Shared

0.00

None

238.94K

COCA COLA COMPANY

SOLE

Common Stock

Shares143.05K

TypeSH

Market value$11.63M

7.10%

Sole

0.00

Shared

0.00

None

143.05K

NVIDIA CORPORATION

SOLE

Common Stock

Shares29.77K

TypeSH

Market value$5.96M

3.64%

Sole

0.00

Shared

0.00

None

29.77K

APPLE INCORPORATED

SOLE

Common Stock

Shares19.64K

TypeSH

Market value$5.68M

3.47%

Sole

0.00

Shared

0.00

None

19.64K

FT VEST RISING DIVIDEND ACHIEVERS TARGET

SOLE

Exchange Traded Funds (Country Baskets/iShares) - Domestic

Shares181.53K

TypeSH

Market value$5.34M

3.26%

Sole

0.00

Shared

0.00

None

181.53K

BROADCOM INCORPORATED

SOLE

Common Stock

Shares13.22K

TypeSH

Market value$4.99M

3.05%

Sole

0.00

Shared

0.00

None

13.22K

PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF

SOLE

Exchange Traded Funds (Country Baskets/iShares) - Domestic

Shares175.94K

TypeSH

Market value$3.35M

2.05%

Sole

0.00

Shared

0.00

None

175.94K

JPMORGAN CHASE & COMPANY

SOLE

Common Stock

Shares10.13K

TypeSH

Market value$3.32M

2.02%

Sole

0.00

Shared

0.00

None

10.13K

MICROSOFT CORPORATION

SOLE

Common Stock

Shares8.82K

TypeSH

Market value$3.29M

2.01%

Sole

0.00

Shared

0.00

None

8.82K

AVANTIS U.S. SMALL CAP VALUE ETF

SOLE

Exchange Traded Funds (Country Baskets/iShares) - Domestic

Shares25.03K

TypeSH

Market value$3.12M

1.91%

Sole

0.00

Shared

0.00

None

25.03K

WALMART INC

SOLE

Common Stock

Shares25.46K

TypeSH

Market value$2.88M

1.76%

Sole

0.00

Shared

0.00

None

25.46K

INVESCO S&P 500 EQUAL WEIGHT ETF

SOLE

Exchange Traded Funds (Country Baskets/iShares) - Domestic

Shares13.35K

TypeSH

Market value$2.84M

1.73%

Sole

0.00

Shared

0.00

None

13.35K

ALPHABET INCORPORATED CAP STK CLASS C

SOLE

Common Stock

Shares6.60K

TypeSH

Market value$2.33M

1.42%

Sole

0.00

Shared

0.00

None

6.60K

ALPHABET INCORPORATED CAP STK CLASS A

SOLE

Common Stock

Shares6.51K

TypeSH

Market value$2.33M

1.42%

Sole

0.00

Shared

0.00

None

6.51K

AMAZON COM INCORPORATED

SOLE

Common Stock

Shares9.23K

TypeSH

Market value$2.20M

1.34%

Sole

0.00

Shared

0.00

None

9.23K

JOHNSON & JOHNSON

SOLE

Common Stock

Shares8.03K

TypeSH

Market value$2.04M

1.25%

Sole

0.00

Shared

0.00

None

8.03K

VANGUARD TOTAL STOCK MARKET ETF

SOLE

Exchange Traded Funds (Country Baskets/iShares) - Domestic

Shares5.50K

TypeSH

Market value$2.03M

1.24%

Sole

0.00

Shared

0.00

None

5.50K

HOME DEPOT INCORPORATED

SOLE

Common Stock

Shares5.20K

TypeSH

Market value$1.83M

1.12%

Sole

0.00

Shared

0.00

None

5.20K

EATON CORPORATION PLC SHS (IRELAND)

SOLE

Foreign Ordinary Shares

Shares4.18K

TypeSH

Market value$1.78M

1.09%

Sole

0.00

Shared

0.00

None

4.18K

ELI LILLY & COMPANY

SOLE

Common Stock

Shares1.42K

TypeSH

Market value$1.70M

1.04%

Sole

0.00

Shared

0.00

None

1.42K

CISCO SYSTEMS INCORPORATED

SOLE

Common Stock

Shares14.45K

TypeSH

Market value$1.70M

1.04%

Sole

0.00

Shared

0.00

None

14.45K

CATERPILLAR INCORPORATED

SOLE

Common Stock

Shares1.57K

TypeSH

Market value$1.68M

1.02%

Sole

0.00

Shared

0.00

None

1.57K

CHUBB LIMITED (SWITZERLAND)

SOLE

Foreign Ordinary Shares

Shares4.33K

TypeSH

Market value$1.48M

0.90%

Sole

0.00

Shared

0.00

None

4.33K

MERCK & COMPANY INCORPORATED

SOLE

Common Stock

Shares10.79K

TypeSH

Market value$1.39M

0.85%

Sole

0.00

Shared

0.00

None

10.79K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TR CORE S&P500 ETFSOLE	Exchange Traded Funds (Country Baskets/iShares) - Domestic	22.99K	SH	$17.22M 10.51%	22.99K
SONOCO PRODUCTS COMPANYSOLE	Common Stock	238.94K	SH	$13.46M 8.22%	238.94K
COCA COLA COMPANYSOLE	Common Stock	143.05K	SH	$11.63M 7.10%	143.05K
NVIDIA CORPORATIONSOLE	Common Stock	29.77K	SH	$5.96M 3.64%	29.77K
APPLE INCORPORATEDSOLE	Common Stock	19.64K	SH	$5.68M 3.47%	19.64K
FT VEST RISING DIVIDEND ACHIEVERS TARGETSOLE	Exchange Traded Funds (Country Baskets/iShares) - Domestic	181.53K	SH	$5.34M 3.26%	181.53K
BROADCOM INCORPORATEDSOLE	Common Stock	13.22K	SH	$4.99M 3.05%	13.22K
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFSOLE	Exchange Traded Funds (Country Baskets/iShares) - Domestic	175.94K	SH	$3.35M 2.05%	175.94K
JPMORGAN CHASE & COMPANYSOLE	Common Stock	10.13K	SH	$3.32M 2.02%	10.13K
MICROSOFT CORPORATIONSOLE	Common Stock	8.82K	SH	$3.29M 2.01%	8.82K
AVANTIS U.S. SMALL CAP VALUE ETFSOLE	Exchange Traded Funds (Country Baskets/iShares) - Domestic	25.03K	SH	$3.12M 1.91%	25.03K
WALMART INCSOLE	Common Stock	25.46K	SH	$2.88M 1.76%	25.46K
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE	Exchange Traded Funds (Country Baskets/iShares) - Domestic	13.35K	SH	$2.84M 1.73%	13.35K
ALPHABET INCORPORATED CAP STK CLASS CSOLE	Common Stock	6.60K	SH	$2.33M 1.42%	6.60K
ALPHABET INCORPORATED CAP STK CLASS ASOLE	Common Stock	6.51K	SH	$2.33M 1.42%	6.51K
AMAZON COM INCORPORATEDSOLE	Common Stock	9.23K	SH	$2.20M 1.34%	9.23K
JOHNSON & JOHNSONSOLE	Common Stock	8.03K	SH	$2.04M 1.25%	8.03K
VANGUARD TOTAL STOCK MARKET ETFSOLE	Exchange Traded Funds (Country Baskets/iShares) - Domestic	5.50K	SH	$2.03M 1.24%	5.50K
HOME DEPOT INCORPORATEDSOLE	Common Stock	5.20K	SH	$1.83M 1.12%	5.20K
EATON CORPORATION PLC SHS (IRELAND)SOLE	Foreign Ordinary Shares	4.18K	SH	$1.78M 1.09%	4.18K
ELI LILLY & COMPANYSOLE	Common Stock	1.42K	SH	$1.70M 1.04%	1.42K
CISCO SYSTEMS INCORPORATEDSOLE	Common Stock	14.45K	SH	$1.70M 1.04%	14.45K
CATERPILLAR INCORPORATEDSOLE	Common Stock	1.57K	SH	$1.68M 1.02%	1.57K
CHUBB LIMITED (SWITZERLAND)SOLE	Foreign Ordinary Shares	4.33K	SH	$1.48M 0.90%	4.33K
MERCK & COMPANY INCORPORATEDSOLE	Common Stock	10.79K	SH	$1.39M 0.85%	10.79K

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