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 $163.8M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($17.2M, 10.51%), SON ($13.5M, 8.22%), KO ($11.6M, 7.10%), NVDA ($6.0M, 3.64%), AAPL ($5.7M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $17.2M | 10.51% | 22,991 | Added |
| 2 | SON | SONOCO PRODUCTS COMPANY | $13.5M | 8.22% | 238,936 | Trimmed |
| 3 | KO | COCA COLA COMPANY | $11.6M | 7.10% | 143,053 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $6.0M | 3.64% | 29,767 | Trimmed |
| 5 | AAPL | APPLE INCORPORATED | $5.7M | 3.47% | 19,643 | Trimmed |
| 6 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $5.3M | 3.26% | 181,531 | Added |
| 7 | AVGO | BROADCOM INCORPORATED | $5.0M | 3.05% | 13,218 | Trimmed |
| 8 | PREF | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | $3.4M | 2.05% | 175,941 | Added |
| 9 | JPM | JPMORGAN CHASE & COMPANY | $3.3M | 2.02% | 10,130 | Trimmed |
| 10 | MSFT | MICROSOFT CORPORATION | $3.3M | 2.01% | 8,817 | Trimmed |
| 11 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.1M | 1.91% | 25,026 | Added |
| 12 | WMT | WALMART INC | $2.9M | 1.76% | 25,457 | Trimmed |
| 13 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2.8M | 1.73% | 13,346 | Trimmed |
| 14 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2.3M | 1.42% | 6,506 | Trimmed |
| 15 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $2.3M | 1.42% | 6,600 | Added |
| 16 | AMZN | AMAZON COM INCORPORATED | $2.2M | 1.34% | 9,230 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.25% | 8,030 | Trimmed |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.0M | 1.24% | 5,497 | New |
| 19 | HD | HOME DEPOT INCORPORATED | $1.8M | 1.12% | 5,201 | Trimmed |
| 20 | ETN | EATON CORPORATION PLC SHS (IRELAND) | $1.8M | 1.09% | 4,185 | Trimmed |
| 21 | CSCO | CISCO SYSTEMS INCORPORATED | $1.7M | 1.04% | 14,454 | Trimmed |
| 22 | LLY | ELI LILLY & COMPANY | $1.7M | 1.04% | 1,419 | Trimmed |
| 23 | CAT | CATERPILLAR INCORPORATED | $1.7M | 1.02% | 1,573 | Added |
| 24 | CB | CHUBB LIMITED (SWITZERLAND) | $1.5M | 0.90% | 4,331 | Trimmed |
| 25 | MRK | MERCK & COMPANY INCORPORATED | $1.4M | 0.85% | 10,790 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30