Meadow Creek Wealth Advisors
ATLANTA, GAfiles as Meadow Creek Wealth Advisors LLC
$164m in 139 US stocks at the end of 30 June 2026. The top 10 are 45.3% of the money. It changed about 10.7% of the portfolio this quarter.
Value
$164m
Stocks
139
Top 10 share
45.3%
Turnover
10.7%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Index FDSVTI1.2% of the fund
- Ishares Gold TRIAU0.8% of the fund
- Micron TechnologyMU0.5% of the fund
- Advanced Micro DevicesAMD0.4% of the fund
- SnowflakeSNOW0.3% of the fund
- SandiskSNDK0.2% of the fund
- Applied MaterialsAMAT0.2% of the fund
- Western DigitalWDC0.2% of the fund
- CSXCSX0.2% of the fund
- CumminsCMI0.2% of the fund
- CienaCIEN0.2% of the fund
- Dell TechnologiesDELL0.1% of the fund
- CorningGLW0.1% of the fund
- HeicoHEI-A0.1% of the fund
- Dimensional ETF TrustDFAS0.1% of the fund
- ProgressivePGR0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- Honeywell InternationalHON0.1% of the fund
- Honeywell AerospaceHONA0.1% of the fund
Added
Bought more of a stock they already held.
- First TR Exchange-Traded FDRDVI3.3% of the fund+5%
- Principal Exchange Traded FDPREF2.0% of the fund+18%
- American Centy ETF TRAVUV1.9% of the fund+3%
- AlphabetGOOG1.4% of the fund+6%
- CaterpillarCAT1.0% of the fund+12%
- First TR Exchange-Traded FDWCMI0.8% of the fund+22%
- First TR Exch Traded FD IIIFTLS0.7% of the fund+3%
- Vanguard Index FDSVOO0.7% of the fund+130%
- Ishares TRIJH0.6% of the fund+12%
- ChevronCVX0.6% of the fund+6%
- RTXRTX0.6% of the fund+3%
- Fidelity Covington TrustFELC0.5% of the fund+7%
- Air Products & ChemicalsAPD0.4% of the fund+3%
- Verizon CommunicationsVZ0.3% of the fund+4%
- QualcommQCOM0.3% of the fund+14%
- TargetTGT0.3% of the fund+2%
- Texas InstrumentsTXN0.3% of the fund+9%
- AstrazenecaAZN0.3% of the fund+3%
- Automatic Data ProcessingADP0.3% of the fund+14%
- Lockheed MartinLMT0.3% of the fund+17%
- CME GroupCME0.3% of the fund+2%
- First TR Exchange-Traded FDFDL0.2% of the fund+5%
- Nuveen Municipal Credit Income FundNZF0.2% of the fund+105%
- Fidelity Covington TrustFELG0.2% of the fund+46%
- General ElectricGE0.2% of the fund+30%
Cut
Sold some of their stake.
- NvidiaNVDA3.6% of the fund-19%
- AppleAAPL3.5% of the fund-13%
- BroadcomAVGO3.0% of the fund-10%
- JPMorgan ChaseJPM2.0% of the fund-12%
- MicrosoftMSFT2.0% of the fund-21%
- WalmartWMT1.8% of the fund-2%
- Invesco Exchange Traded FD TRSP1.7% of the fund-5%
- AlphabetGOOGL1.4% of the fund-28%
- Amazon.comAMZN1.3% of the fund-25%
- Home DepotHD1.1% of the fund-3%
- Eli LillyLLY1.0% of the fund-5%
- Cisco SystemsCSCO1.0% of the fund-7%
- MerckMRK0.8% of the fund-13%
- ExxonMobil HoldingsXOM0.8% of the fund-6%
- Bank of AmericaBAC0.8% of the fund-6%
- KLAKLAC0.8% of the fund-9%
- AbbVieABBV0.7% of the fund-13%
- VisaV0.7% of the fund-22%
- Meta PlatformsMETA0.7% of the fund-33%
- Procter & GamblePG0.7% of the fund-17%
- Costco WholesaleCOST0.6% of the fund-19%
- Marathon PetroleumMPC0.6% of the fund-11%
- Analog DevicesADI0.5% of the fund-8%
- TransDigm GroupTDG0.5% of the fund-13%
- UnitedHealth GroupUNH0.5% of the fund-18%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Abbott LaboratoriesABT-100%
- HCA HealthcareHCA-100%
- MckessonMCK-100%
- ComcastCMCSA-100%
- OracleORCL-100%
- Walt DisneyDIS-100%
- AutozoneAZO-100%
- IntuitINTU-100%
- Charles SchwabSCHW-100%
- American TowerAMT-100%
- TE ConnectivityTEL-100%
- Lowe's CompaniesLOW-100%
- HalliburtonHAL-100%
- Waste ManagementWM-100%
Holdings
- Ishares TRIVV
- Share
- 10.5%
- Value
- $17m
- Shares
- 22,991
Held
- First TR Exchange-Traded FDRDVI
- Share
- 3.3%
- Value
- $5m
- Shares
- 181,531
+5%
- Principal Exchange Traded FDPREF
- Share
- 2.0%
- Value
- $3m
- Shares
- 175,941
+18%
- American Centy ETF TRAVUV
- Share
- 1.9%
- Value
- $3m
- Shares
- 25,026
+3%
- Invesco Exchange Traded FD TRSP
- Share
- 1.7%
- Value
- $3m
- Shares
- 13,346
-5%
- Vanguard Index FDSVTI
- Share
- 1.2%
- Value
- $2m
- Shares
- 5,497
New
- Ishares Gold TRIAU
- Share
- 0.8%
- Value
- $1m
- Shares
- 16,846
New
- First TR Exchange-Traded FDWCMI
- Share
- 0.8%
- Value
- $1m
- Shares
- 64,692
+22%
- First TR Exch Traded FD IIIFTLS
- Share
- 0.7%
- Value
- $1m
- Shares
- 16,641
+3%
- Vanguard Index FDSVOO
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,638
+130%
- Ishares TRIJH
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,223
+12%
- Fidelity Covington TrustFELC
- Share
- 0.5%
- Value
- $777,933
- Shares
- 18,562
+7%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $504,417
- Shares
- 675
Held
- First TR Exchange-Traded FDFDL
- Share
- 0.2%
- Value
- $407,090
- Shares
- 8,366
+5%
- Nuveen Municipal Credit Income FundNZF
- Share
- 0.2%
- Value
- $389,999
- Shares
- 30,757
+105%
- Fidelity Covington TrustFELG
- Share
- 0.2%
- Value
- $368,594
- Shares
- 8,425
+46%
- Ishares TRUSIG
- Share
- 0.2%
- Value
- $327,897
- Shares
- 6,393
Held
- Ishares TRQLTA
- Share
- 0.2%
- Value
- $323,469
- Shares
- 6,807
Held
- BrookfieldBN
- Share
- 0.2%
- Value
- $322,638
- Shares
- 7,575
-27%
- Ishares TRLQD
- Share
- 0.2%
- Value
- $317,830
- Shares
- 2,914
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 10.5% | $17m | 22,991 | Held |
| Sonoco ProductsSON | 8.2% | $13m | 238,936 | Held |
| Coca-ColaKO | 7.1% | $12m | 143,053 | Held |
| NvidiaNVDA | 3.6% | $6m | 29,767 | -19% |
| AppleAAPL | 3.5% | $6m | 19,643 | -13% |
| First TR Exchange-Traded FDRDVI | 3.3% | $5m | 181,531 | +5% |
| BroadcomAVGO | 3.0% | $5m | 13,218 | -10% |
| Principal Exchange Traded FDPREF | 2.0% | $3m | 175,941 | +18% |
| JPMorgan ChaseJPM | 2.0% | $3m | 10,130 | -12% |
| MicrosoftMSFT | 2.0% | $3m | 8,817 | -21% |
| American Centy ETF TRAVUV | 1.9% | $3m | 25,026 | +3% |
| WalmartWMT | 1.8% | $3m | 25,457 | -2% |
| Invesco Exchange Traded FD TRSP | 1.7% | $3m | 13,346 | -5% |
| AlphabetGOOG | 1.4% | $2m | 6,600 | +6% |
| AlphabetGOOGL | 1.4% | $2m | 6,506 | -28% |
| Amazon.comAMZN | 1.3% | $2m | 9,230 | -25% |
| Johnson & JohnsonJNJ | 1.2% | $2m | 8,030 | Held |
| Vanguard Index FDSVTI | 1.2% | $2m | 5,497 | New |
| Home DepotHD | 1.1% | $2m | 5,201 | -3% |
| EatonETN | 1.1% | $2m | 4,185 | Held |
| Eli LillyLLY | 1.0% | $2m | 1,419 | -5% |
| Cisco SystemsCSCO | 1.0% | $2m | 14,454 | -7% |
| CaterpillarCAT | 1.0% | $2m | 1,573 | +12% |
| ChubbCB | 0.9% | $1m | 4,331 | Held |
| MerckMRK | 0.8% | $1m | 10,790 | -13% |
| ExxonMobil HoldingsXOM | 0.8% | $1m | 9,754 | -6% |
| Bank of AmericaBAC | 0.8% | $1m | 22,930 | -6% |
| Ishares Gold TRIAU | 0.8% | $1m | 16,846 | New |
| KLAKLAC | 0.8% | $1m | 4,200 | -9% |
| First TR Exchange-Traded FDWCMI | 0.8% | $1m | 64,692 | +22% |
| First TR Exch Traded FD IIIFTLS | 0.7% | $1m | 16,641 | +3% |
| AbbVieABBV | 0.7% | $1m | 4,874 | -13% |
| VisaV | 0.7% | $1m | 3,456 | -22% |
| Meta PlatformsMETA | 0.7% | $1m | 2,001 | -33% |
| Vanguard Index FDSVOO | 0.7% | $1m | 1,638 | +130% |
| Procter & GamblePG | 0.7% | $1m | 7,372 | -17% |
| Motorola SolutionsMSI | 0.7% | $1m | 2,576 | Held |
| McDonald'sMCD | 0.6% | $1m | 3,850 | Held |
| Ishares TRIJH | 0.6% | $1m | 13,223 | +12% |
| Costco WholesaleCOST | 0.6% | $1m | 1,088 | -19% |
| ChevronCVX | 0.6% | $972,017 | 5,864 | +6% |
| Lam ResearchLRCX | 0.6% | $929,926 | 2,146 | Held |
| RTXRTX | 0.6% | $922,088 | 4,860 | +3% |
| Marathon PetroleumMPC | 0.6% | $914,020 | 3,575 | -11% |
| Union PacificUNP | 0.6% | $908,954 | 3,342 | Held |
| Analog DevicesADI | 0.5% | $876,554 | 2,207 | -8% |
| TransDigm GroupTDG | 0.5% | $806,700 | 606 | -13% |
| UnitedHealth GroupUNH | 0.5% | $794,918 | 1,913 | -18% |
| Micron TechnologyMU | 0.5% | $782,609 | 678 | New |
| Fidelity Covington TrustFELC | 0.5% | $777,933 | 18,562 | +7% |
| Emerson ElectricEMR | 0.4% | $682,826 | 4,770 | -20% |
| Air Products & ChemicalsAPD | 0.4% | $613,523 | 2,093 | +3% |
| AmgenAMGN | 0.4% | $609,086 | 1,682 | -21% |
| AllstateALL | 0.4% | $598,895 | 2,517 | -9% |
| Fifth Third BancorpFITB | 0.4% | $592,787 | 10,516 | Held |
| Advanced Micro DevicesAMD | 0.4% | $584,395 | 1,006 | New |
| Morgan StanleyMS | 0.3% | $567,962 | 2,717 | Held |
| NetflixNFLX | 0.3% | $552,422 | 7,737 | -15% |
| Verizon CommunicationsVZ | 0.3% | $552,384 | 13,046 | +4% |
| EquinixEQIX | 0.3% | $508,686 | 488 | -7% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $504,417 | 675 | Held |
| QualcommQCOM | 0.3% | $499,672 | 2,704 | +14% |
| TargetTGT | 0.3% | $491,747 | 3,765 | +2% |
| Texas InstrumentsTXN | 0.3% | $486,450 | 1,632 | +9% |
| MastercardMA | 0.3% | $484,237 | 943 | -35% |
| TeslaTSLA | 0.3% | $484,111 | 1,151 | -19% |
| AstrazenecaAZN | 0.3% | $472,343 | 2,491 | +3% |
| Automatic Data ProcessingADP | 0.3% | $465,368 | 2,078 | +14% |
| SnowflakeSNOW | 0.3% | $457,082 | 1,796 | New |
| GE VernovaGEV | 0.3% | $455,846 | 388 | -4% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $455,124 | 953 | -30% |
| Philip Morris InternationalPM | 0.3% | $450,466 | 2,490 | -7% |
| International Business MachinesIBM | 0.3% | $447,405 | 1,591 | -28% |
| Johnson Controls InternationalJCI | 0.3% | $442,713 | 3,030 | Held |
| Lockheed MartinLMT | 0.3% | $430,494 | 845 | +17% |
| CME GroupCME | 0.3% | $409,887 | 1,856 | +2% |
| Valero EnergyVLO | 0.2% | $408,891 | 1,570 | -29% |
| First TR Exchange-Traded FDFDL | 0.2% | $407,090 | 8,366 | +5% |
| American ExpressAXP | 0.2% | $404,209 | 1,195 | -39% |
| StarbucksSBUX | 0.2% | $403,037 | 3,944 | -29% |
| SalesforceCRM | 0.2% | $400,736 | 2,558 | -16% |
| Parker-HannifinPH | 0.2% | $400,051 | 409 | -4% |
| Nuveen Municipal Credit Income FundNZF | 0.2% | $389,999 | 30,757 | +105% |
| LindeLIN | 0.2% | $383,761 | 740 | -7% |
| SandiskSNDK | 0.2% | $372,892 | 164 | New |
| Fidelity Covington TrustFELG | 0.2% | $368,594 | 8,425 | +46% |
| TJX CompaniesTJX | 0.2% | $367,745 | 2,427 | -5% |
| Southern CompanySO | 0.2% | $364,942 | 3,813 | -2% |
| Applied MaterialsAMAT | 0.2% | $364,392 | 504 | New |
| General ElectricGE | 0.2% | $353,922 | 947 | +30% |
| PepsiCoPEP | 0.2% | $352,040 | 2,600 | +2% |
| NXP SemiconductorsNXPI | 0.2% | $350,725 | 1,248 | -9% |
| MedtronicMDT | 0.2% | $348,358 | 4,453 | -21% |
| Bank of New York MellonBNY | 0.2% | $347,932 | 2,406 | -5% |
| Ishares TRUSIG | 0.2% | $327,897 | 6,393 | Held |
| Ishares TRQLTA | 0.2% | $323,469 | 6,807 | Held |
| BrookfieldBN | 0.2% | $322,638 | 7,575 | -27% |
| Ishares TRLQD | 0.2% | $317,830 | 2,914 | Held |
| Goldman Sachs GroupGS | 0.2% | $317,570 | 314 | -53% |
| Wells Fargo & CompanyWFC | 0.2% | $317,172 | 3,838 | Held |
Showing the largest 100 of 139.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.6% since 30 June 2025.
Where the money is
Technology19.8%
Everyday goods10.9%
Materials8.8%
Financial services8.3%
Industrials6.9%
Health care5.9%
Media & telecom4.4%
Retail & consumer4.0%
Energy2.4%
Real estate0.7%
Utilities0.5%
Other27.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.