Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q2 2026 13F · SEC CIK 1801107

Meadow Creek Wealth Advisors LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$163.8M
Reported positions
139
Top holdings a year, 3 yrs
+19.7%
Assets under management
$728.0M

Meadow Creek Wealth Advisors LLC is a wealth manager that reported 139 positions worth $163.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 10.5%), Sonoco Products Co (SON, 8.2%), Coca Cola Co (KO, 7.1%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 18.8% for the S&P 500.

Meadow Creek Wealth Advisors LLC holdings largest 50 of 139 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meadow Creek Wealth Advisors LLC 13F holdings
Stock% of 13F valueShare changeReported value
IVVIshares Core S&p 500 ETF10.5%+0.7%$17.2M
SONSonoco Products Co8.2%-0.0%$13.5M
KOCoca Cola Co7.1%+0.0%$11.6M
NVDANvidia Corporation Com3.6%-18.5%$6.0M
AAPLApple Inc3.5%-12.9%$5.7M
RDVIFirst Trust3.3%+4.6%$5.3M
AVGOBroadcom Inc3.0%-10.2%$5.0M
PREFPrincipal Exchange Traded Fd2.0%+18.0%$3.4M
JPMJpmorgan Chase & Co2.0%-11.6%$3.3M
MSFTMicrosoft Corp2.0%-21.1%$3.3M
AVUVAvantis US Small Cap Value ETF1.9%+3.3%$3.1M
WMTWalmart Inc1.8%-2.4%$2.9M
RSPInvesco S&p 500 Equal Weight ETF1.7%-5.2%$2.8M
GOOGAlphabet Inc1.4%+5.6%$2.3M
GOOGLAlphabet Inc1.4%-27.7%$2.3M
AMZNAmazon Com Inc Com1.3%-24.9%$2.2M
JNJJohnson & Johnson1.2%-1.1%$2.0M
VTIVanguard Index Fds1.2%—$2.0M
HDHome Depot Inc Com1.1%-3.2%$1.8M
ETNEaton Corp PLC1.1%-0.5%$1.8M
LLYLilly Eli & Co1.0%-5.2%$1.7M
CSCOCisco Sys Inc1.0%-6.8%$1.7M
CATCaterpillar Inc Com1.0%+11.6%$1.7M
CBChubb Limited Com0.9%-0.3%$1.5M
MRKMerck & Co. Inc0.8%-12.8%$1.4M
XOMExxon Mobil Corp0.8%-6.2%$1.3M
BACBank of Amer Corp0.8%-5.8%$1.3M
IAUIshares Gold Trust0.8%—$1.3M
KLACKla Corp0.8%+807.1%$1.3M
WCMIFirst Trust0.8%+21.7%$1.3M
FTLSFirst Trust Long/short Equity ETF0.8%+3.3%$1.2M
ABBVAbbvie Inc0.7%-13.5%$1.2M
VVisa Inc Com Cl A0.7%-21.6%$1.2M
METAMeta Platforms Inc Class A0.7%-32.8%$1.1M
VOOVanguard S&p 500 ETF0.7%—$1.1M
PGProcter & Gamble Co Com0.7%-16.8%$1.1M
MSIMotorola Solutions Inc0.7%-0.6%$1.1M
MCDMcdonalds Corp Com0.6%+1.4%$1.0M
IJHIshares Tr0.6%+12.5%$1.0M
COSTCostco Whsl Corp New0.6%-18.6%$1.0M
CVXChevron Corp New0.6%+5.8%$972K
LRCXLam Research Corp0.6%—$930K
RTXRtx Corporation Com0.6%+3.4%$922K
MPCMarathon Petroleum Corporation0.6%-11.2%$914K
UNPUnion Pac Corp0.6%-1.5%$909K
ADIAnalog Devices Inc0.5%-7.7%$877K
TDGTransdigm Group Inc0.5%-12.9%$807K
UNHUnitedhealth Group Inc Com0.5%-18.2%$795K
MUMicron Technology Inc0.5%—$783K
FELCFidelity Enhanced Large Cap Core ETF Tot0.5%+6.9%$778K

What Meadow Creek Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+20.6% /yr
S&P 500 +20.1%
3 years
+19.7% /yr
S&P 500 +18.8%
5 years
+11.8% /yr
S&P 500 +9.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$163.8M139
Q1 2026$154.5M135
Q4 2025$156.4M138
Q3 2025$150.7M137
Q2 2025$148.1M142
Q1 2025$134.0M132
Q4 2024$138.9M137
Q3 2024$126.1M133
Q2 2024$105.7M116
Q1 2024$143.7M130
Q4 2023$102.8M103
Q3 2022$75.6M93

Questions about Meadow Creek Wealth Advisors LLC's portfolio

What stocks does Meadow Creek Wealth Advisors LLC own?

Meadow Creek Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 139 positions worth $163.8M. The largest are Ishares Core S&p 500 ETF (IVV) at 10.5%, Sonoco Products Co (SON) at 8.2%, Coca Cola Co (KO) at 7.1%, Nvidia Corporation Com (NVDA) at 3.6% and Apple Inc (AAPL) at 3.5%.

What did Meadow Creek Wealth Advisors LLC buy last quarter?

In Q2 2026, Meadow Creek Wealth Advisors LLC added Kla Corp (KLAC) (+807.1% shares), First Trust (WCMI) (+21.7% shares) and Principal Exchange Traded Fd (PREF) (+18.0% shares), compared with its Q1 2026 filing.

What did Meadow Creek Wealth Advisors LLC sell last quarter?

In Q2 2026, Meadow Creek Wealth Advisors LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Emerson Elec Co Com (EMR), cut from its top 50 Amgen Inc Com (AMGN), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 At&t Inc Com (T), Meta Platforms Inc Class A (META) (-32.8% shares), Alphabet Inc (GOOGL) (-27.7% shares) and Amazon Com Inc Com (AMZN) (-24.9% shares), compared with its Q1 2026 filing.

How has Meadow Creek Wealth Advisors LLC's portfolio performed?

A portfolio copying Meadow Creek Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +11.8% a year against +9.7%.

When is Meadow Creek Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meadow Creek Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meadow Creek Wealth Advisors LLC manage?

Meadow Creek Wealth Advisors LLC reported $728.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $163.8M.