Meadow Creek Wealth Advisors LLC Portfolio Holdings

Meadow Creek Wealth Advisors LLC

  • $145 Million
  • Q3 2025

Meadow Creek Wealth Advisors LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $14M, Sonoco Products CO with a value of $10.3M, Coca Cola CO with a value of $9.51M, Nvidia Corp with a value of $7.45M, and Microsoft Corp with a value of $6.47M.

Examining the 13F form we can see an decrease of $559K in the current position value, from $146M to 145M.

Below you can find more details about Meadow Creek Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
Technology: $32.1 Million
ETFs: $26.6 Million
Consumer Cyclical: $18.8 Million
Consumer Defensive: $16.2 Million
Financial Services: $15.3 Million
Healthcare: $11.2 Million
Industrials: $9.71 Million
Communication Services: $9.09 Million
Other: $6.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14 Million 9.65% of portfolio
20,971
Q3 2025 Added 1.96%
$3.99B
$10.3 Million 7.08% of portfolio
238,986
Q1 2025 Added 0.02%
$306B
$9.51 Million 6.54% of portfolio
143,333
Q3 2025 Reduced 0.44%
$465B
$7.45 Million 5.13% of portfolio
39,944
Q3 2025 Reduced 2.47%
$3.78T
$6.47 Million 4.45% of portfolio
12,484
Q3 2025 Added 1.45%
$139B
$5.51 Million 3.79% of portfolio
16,706
Q3 2025 Reduced 5.86%
$4.3T
$5.22 Million 3.59% of portfolio
20,506
Q3 2025 Added 5.52%
$881B
$3.67 Million 2.53% of portfolio
11,649
Q3 2025 Reduced 2.43%
$279B
$2.9 Million 2.0% of portfolio
28,172
Q3 2025 Reduced 4.12%
$971B
$2.8 Million 1.92% of portfolio
3,664
Q3 2025 Reduced 7.47%
$0
$2.66 Million 1.83% of portfolio
14,030
Q3 2025 Reduced 3.8%
$0
$2.61 Million 1.8% of portfolio
136,569
Q3 2025 Added 4.7%
$2.39T
$2.45 Million 1.68% of portfolio
11,149
Q3 2025 Reduced 4.28%
$0
$2.39 Million 1.64% of portfolio
24,032
Q3 2025 Reduced 4.17%
$1.37T
$2.35 Million 1.62% of portfolio
3,204
Q3 2025 Reduced 0.8%
$367B
$2.25 Million 1.55% of portfolio
5,560
Q3 2025 Reduced 2.44%
$140B
$1.71 Million 1.17% of portfolio
4,561
Q3 2025 Reduced 6.86%
$533B
$1.59 Million 1.09% of portfolio
4,657
Q3 2025 Reduced 8.65%
$490B
$1.45 Million 0.99% of portfolio
12,824
Q3 2025 Reduced 3.17%
$522B
$1.35 Million 0.93% of portfolio
7,278
Q3 2025 Added 4.69%
$49.1B
$1.34 Million 0.92% of portfolio
1,114
Q3 2025 Reduced 9.43%
$414B
$1.32 Million 0.91% of portfolio
5,686
Q3 2025 Added 5.49%
$346B
$1.29 Million 0.89% of portfolio
8,418
Q3 2025 Reduced 8.22%
$404B
$1.28 Million 0.88% of portfolio
1,387
Q4 2024 Reduced 15.06%
$413B
$1.26 Million 0.86% of portfolio
24,360
Q3 2025 Reduced 0.11%
$123B
$1.24 Million 0.85% of portfolio
4,391
Q3 2025 Added 1.41%
$1.74T
$1.13 Million 0.78% of portfolio
4,644
Q3 2025 Reduced 3.43%
$63.4B
$1.09 Million 0.75% of portfolio
2,388
Q3 2025 Reduced 1.65%
$224B
$1.09 Million 0.75% of portfolio
3,588
Q3 2025 Reduced 7.38%
$319B
$1.06 Million 0.73% of portfolio
15,437
Q3 2025 Reduced 3.57%
$0
$991,000 0.68% of portfolio
14,180
Q3 2025 Added 6.46%
$72.7B
$977,000 0.67% of portfolio
742
Q2 2025 Reduced 3.26%
$593B
$962,000 0.66% of portfolio
3,423
Q3 2025 Added 21.73%
$235B
$936,000 0.64% of portfolio
11,157
Q3 2025 Reduced 5.18%
$300B
$877,000 0.6% of portfolio
2,541
Q3 2025 Added 8.73%
$303B
$862,000 0.59% of portfolio
5,551
Q3 2025 Added 7.1%
$23.3B
$808,000 0.56% of portfolio
30,665
Q2 2025 Added 227.2%
$99.7B
$790,000 0.54% of portfolio
4,100
Q3 2025 Added 1.08%
$258B
$743,000 0.51% of portfolio
4,445
Q3 2025 Reduced 7.18%
$237B
$735,000 0.51% of portfolio
3,103
Q3 2025 Reduced 0.8%
$512B
$747,000 0.51% of portfolio
1,314
Q3 2025 Added 0.92%
$136B
$721,000 0.5% of portfolio
3,053
Q3 2025 Reduced 1.23%
$0
$717,000 0.49% of portfolio
10,998
Q3 2025 Added 5.46%
$291B
$717,000 0.49% of portfolio
1,503
Q3 2025 Reduced 4.45%
$75.4B
$702,000 0.48% of portfolio
5,352
Q3 2025 Added 10.97%
$266B
$661,000 0.45% of portfolio
2,343
Q3 2025 Reduced 11.65%
$181B
$624,000 0.43% of portfolio
22,130
Q3 2025 Reduced 0.32%
$255B
$625,000 0.43% of portfolio
1,882
Q3 2025 Added 13.78%
$1.29T
$614,000 0.42% of portfolio
1,382
Q3 2025 Reduced 1.36%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $145 Million
  • Prior Value $146 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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