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 ETFs Only

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%
$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%
$0
$2.39 Million 1.64% of portfolio
24,032
Q3 2025 Reduced 4.17%
$0
$991,000 0.68% of portfolio
14,180
Q3 2025 Added 6.46%
$0
$717,000 0.49% of portfolio
10,998
Q3 2025 Added 5.46%
$0
$447,000 0.31% of portfolio
672
Q3 2025 Added 0.15%
$0
$436,000 0.3% of portfolio
713
Q4 2023 New
$0
$373,000 0.26% of portfolio
7,159
Q1 2025 Reduced 0.58%
$0
$369,000 0.25% of portfolio
7,625
Q1 2025 Reduced 0.55%
$0
$363,000 0.25% of portfolio
3,262
Q1 2025 Reduced 0.52%
$0
$351,000 0.24% of portfolio
8,088
Q3 2025 New
$0
$352,000 0.24% of portfolio
3,515
Q3 2025 Reduced 2.5%
$0
$331,000 0.23% of portfolio
6,434
Q1 2025 Reduced 0.62%
$0
$202,000 0.14% of portfolio
838
Q3 2025 New

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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