StockDriftsStockDriftsTop 50 Meadow Creek Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | 10.51% | 23.0K | $17.2M | +0.65%(+149) | $524.27(+49.06%) | 2026-06-30 | |
| SON | SONOCO PRODUCTS COMPANY | 8.22% | 238.9K | $13.5M | -0.02%(-50) | $51.74(+12.70%) | 2026-06-30 | |
| KO | COCA COLA COMPANY | 7.1% | 143.1K | $11.6M | +0.01%(+13) | $56.20(+55.54%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 29.8K | $6.0M | -18.54%(-6.77K) | $38.09(+491.57%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 3.47% | 19.6K | $5.7M | -12.94%(-2.92K) | $184.91(+65.09%) | 2026-06-30 | |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 3.26% | 181.5K | $5.3M | +4.59%(+7.97K) | $25.38(+18.18%) | 2026-06-30 | |
| AVGO | BROADCOM INCORPORATED | 3.05% | 13.2K | $5.0M | -10.24%(-1.51K) | $73.08(+471.73%) | 2026-06-30 | |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | 2.05% | 175.9K | $3.4M | +18.02%(+26.86K) | $18.07(+4.40%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 2.02% | 10.1K | $3.3M | -11.60%(-1.33K) | $166.29(+118.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 2.01% | 8.8K | $3.3M | -21.11%(-2.36K) | $333.82(+48.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.61% | +39.04% | — | — | +24.37% |
| Top 20 Holdings Unweighted | +13.34% | +45.60% | — | — | +14.75% |
Meadow Creek Wealth Advisors LLC reports $163.80M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.5%), SON (8.2%) and KO (7.1%). The top 20 holdings account for 59.61% of reported assets. Its disclosed equity book has returned +39.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meadow Creek Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801107). View Meadow Creek Wealth Advisors LLC’s 13F filings on SEC