Meadow Creek Wealth Advisors LLC Portfolio Holdings

Meadow Creek Wealth Advisors LLC

  • $146 Million
  • Q2 2025

Meadow Creek Wealth Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $146 Million distributed in 142 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 $12.8M, Sonoco Products CO with a value of $10.4M, Coca Cola CO with a value of $10.2M, Nvidia Corp with a value of $6.47M, and Microsoft Corp with a value of $6.12M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $132M to 146M.

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

Portfolio value $146 Million
ETFs: $29.1 Million
Technology: $29.1 Million
Consumer Cyclical: $19.1 Million
Consumer Defensive: $17.2 Million
Financial Services: $16 Million
Healthcare: $10.5 Million
Industrials: $10.3 Million
Communication Services: $8.66 Million
Other: $5.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Million 8.75% of portfolio
20,568
Q2 2025 Added 0.92%
$4.43B
$10.4 Million 7.13% of portfolio
238,986
Q1 2025 Added 0.02%
$306B
$10.2 Million 6.98% of portfolio
143,967
Q2 2025 Added 0.37%
$456B
$6.47 Million 4.43% of portfolio
40,956
Q2 2025 Added 4.38%
$3.95T
$6.12 Million 4.19% of portfolio
12,306
Q2 2025 Added 4.47%
$127B
$4.89 Million 3.35% of portfolio
17,746
Q2 2025 Added 5.84%
$0
$4.51 Million 3.09% of portfolio
79,285
Q2 2025 Added 4.25%
$3.69T
$3.99 Million 2.73% of portfolio
19,433
Q2 2025 Reduced 0.66%
$859B
$3.46 Million 2.37% of portfolio
11,939
Q2 2025 Reduced 0.67%
$608B
$3.09 Million 2.11% of portfolio
3,960
Q2 2025 Added 129.83%
$281B
$2.87 Million 1.97% of portfolio
29,382
Q2 2025 Added 0.53%
$0
$2.65 Million 1.82% of portfolio
14,584
Q2 2025 Added 6.6%
$2.26T
$2.56 Million 1.75% of portfolio
11,648
Q2 2025 Reduced 4.66%
$0
$2.47 Million 1.7% of portfolio
130,435
Q2 2025 Added 14.75%
$1.78T
$2.38 Million 1.63% of portfolio
3,230
Q2 2025 Added 1.16%
$0
$2.28 Million 1.57% of portfolio
25,079
Q2 2025 Added 0.63%
$551B
$1.81 Million 1.24% of portfolio
5,098
Q2 2025 Reduced 4.91%
$145B
$1.75 Million 1.2% of portfolio
4,897
Q2 2025 Reduced 4.93%
$545B
$1.65 Million 1.13% of portfolio
1,230
Q2 2025 Reduced 9.63%
$368B
$1.46 Million 1.0% of portfolio
9,172
Q2 2025 Reduced 2.5%
$442B
$1.43 Million 0.98% of portfolio
13,244
Q2 2025 Added 23.15%
$1.21T
$1.39 Million 0.95% of portfolio
7,888
Q2 2025 Reduced 12.1%
$439B
$1.37 Million 0.94% of portfolio
1,387
Q4 2024 Reduced 15.06%
$112B
$1.25 Million 0.86% of portfolio
4,330
Q2 2025 Reduced 1.25%
$381B
$1.15 Million 0.79% of portfolio
24,386
Q2 2025 Added 1.41%
$222B
$1.13 Million 0.78% of portfolio
3,874
Q2 2025 Added 2.7%
$76.5B
$1.13 Million 0.77% of portfolio
742
Q2 2025 Reduced 3.26%
$293B
$1.11 Million 0.76% of portfolio
16,009
Q2 2025 Added 0.31%
$452B
$1.06 Million 0.73% of portfolio
6,952
Q2 2025 Reduced 4.16%
$78.6B
$1.02 Million 0.7% of portfolio
2,428
Q2 2025 Reduced 0.86%
$351B
$1 Million 0.69% of portfolio
5,390
Q2 2025 Added 9.89%
$203B
$931,000 0.64% of portfolio
11,767
Q2 2025 Reduced 11.04%
$0
$882,000 0.6% of portfolio
13,319
Q2 2025 Added 6.28%
$1.24T
$853,000 0.58% of portfolio
4,809
Q2 2025 Reduced 13.72%
$232B
$852,000 0.58% of portfolio
3,128
Q2 2025 Reduced 11.96%
$210B
$781,000 0.54% of portfolio
2,652
Q2 2025 Added 7.15%
$302B
$742,000 0.51% of portfolio
5,183
Q2 2025 Reduced 1.61%
$548B
$731,000 0.5% of portfolio
1,302
Q2 2025 Reduced 0.69%
$245B
$729,000 0.5% of portfolio
2,337
Q2 2025 Reduced 9.42%
$135B
$711,000 0.49% of portfolio
3,091
Q2 2025 Reduced 15.68%
$23.7B
$721,000 0.49% of portfolio
30,665
Q2 2025 Added 227.2%
$229B
$699,000 0.48% of portfolio
4,789
Q2 2025 Added 4.84%
$79.3B
$673,000 0.46% of portfolio
4,056
Q2 2025 Reduced 2.5%
$146B
$654,000 0.45% of portfolio
2,810
Q2 2025 Added 1.12%
$124B
$639,000 0.44% of portfolio
2,073
Q2 2025 Added 1.32%
$78.6B
$643,000 0.44% of portfolio
4,823
Q1 2025 Added 0.17%
$203B
$642,000 0.44% of portfolio
22,202
Q2 2025 Added 4.0%
$64.2B
$641,000 0.44% of portfolio
2,276
Q2 2025 Added 1.56%
$0
$646,000 0.44% of portfolio
10,429
Q2 2025 Reduced 21.52%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $146 Million
  • Prior Value $132 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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