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Meadow Creek Wealth Advisors LLC

Portfolio Manager
Meadow Creek Wealth Advisors LLC
Performance
-1.90% (2026 Q1)
AUM (13F)
$154.54M
# of Holdings
135
Performance Rank
Allocation (Top 20)
60.12%

Meadow Creek Wealth Advisors LLC Holdings Map

Top 50 Meadow Creek Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR CORE S&P500 ETF
9.66%22.8K$14.9M
-0.45%(-104)
2025-Q1: 20.4K shares2025-Q2: 20.6K shares2025-Q3: 21.0K shares2025-Q4: 22.9K shares2026-Q1: 22.8K shares
$523.18(+42.54%)
2026-03-31
SON
SONOCO PRODUCTS COMPANY
8.36%239.0K$12.9M
+0.00%(+0)
2025-Q1: 239.0K shares2025-Q2: 239.0K shares2025-Q3: 239.0K shares2025-Q4: 239.0K shares2026-Q1: 239.0K shares
$51.74(-3.79%)
2026-03-31
KO
COCA COLA COMPANY
7.04%143.0K$10.9M
-0.21%(-307)
2025-Q1: 143.4K shares2025-Q2: 144.0K shares2025-Q3: 143.3K shares2025-Q4: 143.3K shares2026-Q1: 143.0K shares
$56.20(+42.81%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.12%36.5K$6.4M
-8.33%(-3.32K)
2025-Q1: 39.2K shares2025-Q2: 41.0K shares2025-Q3: 39.9K shares2025-Q4: 39.9K shares2026-Q1: 36.5K shares
$38.09(+492.96%)
2026-03-31
AAPL
APPLE INCORPORATED
3.71%22.6K$5.7M
+9.85%(+2.02K)
2025-Q1: 19.6K shares2025-Q2: 19.4K shares2025-Q3: 20.5K shares2025-Q4: 20.5K shares2026-Q1: 22.6K shares
$184.91(+61.63%)
2026-03-31
AVGO
BROADCOM INCORPORATED
2.95%14.7K$4.6M
-6.54%(-1.03K)
2025-Q1: 16.8K shares2025-Q2: 17.7K shares2025-Q3: 16.7K shares2025-Q4: 15.8K shares2026-Q1: 14.7K shares
$73.08(+470.32%)
2026-03-31
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
2.87%173.6K$4.4M
+2.88%(+4.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 168.0K shares2025-Q4: 168.7K shares2026-Q1: 173.6K shares
$25.30(+7.07%)
2026-03-31
MSFT
MICROSOFT CORPORATION
2.68%11.2K$4.1M
-8.76%(-1.07K)
2025-Q1: 11.8K shares2025-Q2: 12.3K shares2025-Q3: 12.5K shares2025-Q4: 12.2K shares2026-Q1: 11.2K shares
$333.82(+21.39%)
2026-03-31
JPM
JPMORGAN CHASE & COMPANY
2.18%11.5K$3.4M
-0.67%(-77)
2025-Q1: 12.0K shares2025-Q2: 11.9K shares2025-Q3: 11.6K shares2025-Q4: 11.5K shares2026-Q1: 11.5K shares
$166.29(+80.56%)
2026-03-31
WMT
WALMART INCORPORATED
2.1%26.1K$3.2M
-6.08%(-1.69K)
2025-Q1: 29.2K shares2025-Q2: 29.4K shares2025-Q3: 28.2K shares2025-Q4: 27.8K shares2026-Q1: 26.1K shares
$51.91(+153.25%)
2026-03-31

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