Meadow Creek Wealth Advisors LLC
CIK 1801107 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- IVV10.51%
- SON8.22%
- KO7.10%
- NVDA3.64%
- AAPL3.47%
- RDVI3.26%
- AVGO3.05%
- PREF2.05%
- JPM2.02%
- MSFT2.01%
Share classes counted separately45.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +0.85 pp9.66% → 10.51%Shares +149 (+0.65%)
- MSFTWeight decreased · -0.67 pp2.68% → 2.01%Shares -2.36K (-21.11%)
- NVDAWeight decreased · -0.48 pp4.12% → 3.64%Shares -6.77K (-18.54%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFExchange Traded Funds (Country Baskets/iShares) - Domestic View history and evidence | $17.22M | 10.51% | 22.99K shares | 9.66% → 10.51%+0.85 pp +149 (+0.65%) | Added | ▾ |
| 02 | SONSONOCO PRODUCTS COCommon Stock View history and evidence | $13.46M | 8.22% | 238.94K shares | 8.36% → 8.22%-0.14 pp -50 (-0.02%) | Reduced | ▾ |
| 03 | KOCOCA-COLA CO/THECommon Stock View history and evidence | $11.63M | 7.10% | 143.05K shares | 7.04% → 7.10%+0.06 pp +13 (+0.01%) | Added | ▾ |
| 04 | NVDANVIDIA CORPCommon Stock View history and evidence | $5.96M | 3.64% | 29.77K shares | 4.12% → 3.64%-0.48 pp -6.77K (-18.54%) | Reduced | ▾ |
| 05 | AAPLAPPLE INCCommon Stock View history and evidence | $5.68M | 3.47% | 19.64K shares | 3.71% → 3.47%-0.24 pp -2.92K (-12.94%) | Reduced | ▾ |
| 06 | RDVIFT VEST RISING DIVIDEND ACHIExchange Traded Funds (Country Baskets/iShares) - Domestic View history and evidence | $5.34M | 3.26% | 181.53K shares | 2.87% → 3.26%+0.39 pp +7.97K (+4.59%) | Added | ▾ |
| 07 | AVGOBROADCOM INCCommon Stock View history and evidence | $4.99M | 3.05% | 13.22K shares | 2.95% → 3.05%+0.10 pp -1.51K (-10.24%) | Reduced | ▾ |
| 08 | PREFPRI SPE PRE SEC ACTI-USD INCExchange Traded Funds (Country Baskets/iShares) - Domestic View history and evidence | $3.35M | 2.05% | 175.94K shares | 1.82% → 2.05%+0.23 pp +26.86K (+18.02%) | Added | ▾ |
| 09 | JPMJPMORGAN CHASE & COCommon Stock View history and evidence | $3.32M | 2.02% | 10.13K shares | 2.18% → 2.02%-0.16 pp -1.33K (-11.60%) | Reduced | ▾ |
| 10 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $3.29M | 2.01% | 8.82K shares | 2.68% → 2.01%-0.67 pp -2.36K (-21.11%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ABT ABBOTT LABORATORIES | Non-derivative | -4,141 | -$425.13K | SEC filing ↗ | SEC filing ↗ |
| HCA HCA HEALTHCARE INC | Non-derivative | -735 | -$347.83K | SEC filing ↗ | SEC filing ↗ |
| MCK MCKESSON CORP | Non-derivative | -395 | -$341.82K | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1801107 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 163798209
}Research all 139 reported holdings.
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