Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meadow Creek Wealth Advisors LLC (CIK 1801107) reported $154.5M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($14.9M, 9.66%), SON ($12.9M, 8.36%), KO ($10.9M, 7.04%), NVDA ($6.4M, 4.12%), AAPL ($5.7M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $14.9M | 9.66% | 22,842 | Trimmed |
| 2 | SON | SONOCO PRODUCTS COMPANY | $12.9M | 8.36% | 238,986 | Hold |
| 3 | KO | COCA COLA COMPANY | $10.9M | 7.04% | 143,040 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $6.4M | 4.12% | 36,541 | Trimmed |
| 5 | AAPL | APPLE INCORPORATED | $5.7M | 3.71% | 22,562 | Added |
| 6 | AVGO | BROADCOM INCORPORATED | $4.6M | 2.95% | 14,726 | Trimmed |
| 7 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $4.4M | 2.87% | 173,565 | Added |
| 8 | MSFT | MICROSOFT CORPORATION | $4.1M | 2.68% | 11,176 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & COMPANY | $3.4M | 2.18% | 11,459 | Trimmed |
| 10 | WMT | WALMART INCORPORATED | $3.2M | 2.10% | 26,089 | Trimmed |
| 11 | PREF | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | $2.8M | 1.82% | 149,078 | Added |
| 12 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2.7M | 1.75% | 14,085 | Trimmed |
| 13 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $2.7M | 1.73% | 24,233 | Added |
| 14 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2.6M | 1.67% | 8,999 | Added |
| 15 | AMZN | AMAZON COM INCORPORATED | $2.6M | 1.66% | 12,297 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.28% | 8,123 | Added |
| 17 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $1.8M | 1.16% | 6,248 | Added |
| 18 | HD | HOME DEPOT INCORPORATED | $1.8M | 1.14% | 5,375 | Trimmed |
| 19 | XOM | EXXON MOBIL CORPORATION | $1.8M | 1.14% | 10,396 | Trimmed |
| 20 | META | META PLATFORMS INCORPORATED CLASS A | $1.7M | 1.10% | 2,976 | Added |
| 21 | ETN | EATON CORPORATION PLC SHS | $1.5M | 0.97% | 4,206 | Trimmed |
| 22 | MRK | MERCK & COMPANY INCORPORATED | $1.5M | 0.96% | 12,379 | Added |
| 23 | CB | CHUBB LIMITED SWITZ | $1.4M | 0.92% | 4,342 | Trimmed |
| 24 | LLY | ELI LILLY & COMPANY | $1.4M | 0.89% | 1,497 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $1.3M | 0.86% | 1,337 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31