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
$235B
$620,000 0.42% of portfolio
4,563
Q2 2025 Added 9.56%
$813B
$614,000 0.42% of portfolio
2,812
Q2 2025 Added 2.44%
$238B
$610,000 0.42% of portfolio
1,573
Q2 2025 Reduced 2.18%
$186B
$574,000 0.39% of portfolio
13,280
Q2 2025 Reduced 1.01%
$54B
$549,000 0.38% of portfolio
970
Q2 2025 Reduced 2.51%
$53.3B
$561,000 0.38% of portfolio
2,787
Q2 2025 Added 0.14%
$187B
$544,000 0.37% of portfolio
691
Q2 2025 Reduced 1.14%
$251B
$527,000 0.36% of portfolio
1,654
Q1 2025 Added 0.55%
$147B
$519,000 0.36% of portfolio
1,859
Q2 2025 Reduced 0.8%
$96.2B
$521,000 0.36% of portfolio
2,840
Q2 2025 Reduced 1.8%
$96.8B
$512,000 0.35% of portfolio
5,588
Q2 2025 Reduced 15.7%
$94.3B
$489,000 0.34% of portfolio
1,776
Q2 2025 Reduced 41.15%
$20.3B
$473,000 0.32% of portfolio
2,125
Q2 2025 New
$126B
$460,000 0.32% of portfolio
5,280
Q2 2025 Added 1.97%
$143B
$462,000 0.32% of portfolio
12,959
Q2 2025 Reduced 1.5%
$186B
$446,000 0.31% of portfolio
2,803
Q2 2025 Added 0.04%
$1.34T
$445,000 0.3% of portfolio
1,401
Q2 2025 Added 10.75%
$70.9B
$421,000 0.29% of portfolio
530
Q2 2025 Reduced 0.75%
$31.5B
$429,000 0.29% of portfolio
10,451
Q1 2025 Added 2.96%
$140B
$424,000 0.29% of portfolio
474
Q2 2025 Reduced 2.87%
$127B
$406,000 0.28% of portfolio
1,708
Q2 2025 Added 5.17%
$24.4B
$408,000 0.28% of portfolio
6,056
Q2 2025 New
$0
$405,000 0.28% of portfolio
713
Q4 2023 New
$0
$414,000 0.28% of portfolio
671
Q2 2025 Added 0.15%
$267B
$394,000 0.27% of portfolio
2,799
Q2 2025 Added 2.53%
$98.1B
$394,000 0.27% of portfolio
8,526
Q2 2025 Reduced 0.15%
$0
$379,000 0.26% of portfolio
29,266
Q1 2025 Reduced 0.9%
$177B
$360,000 0.25% of portfolio
683
Q2 2025 Reduced 1.16%
$0
$364,000 0.25% of portfolio
7,625
Q1 2025 Reduced 0.55%
$58.3B
$367,000 0.25% of portfolio
1,680
Q2 2025 Reduced 2.55%
$258B
$369,000 0.25% of portfolio
2,028
Q2 2025 New
$80.3B
$363,000 0.25% of portfolio
98
Q2 2025 Reduced 9.26%
$0
$368,000 0.25% of portfolio
7,159
Q1 2025 Reduced 0.58%
$0
$357,000 0.24% of portfolio
3,605
Q2 2024 Reduced 0.28%
$143B
$357,000 0.24% of portfolio
1,339
Q2 2025 Reduced 11.21%
$0
$357,000 0.24% of portfolio
3,262
Q1 2025 Reduced 0.52%
$212B
$357,000 0.24% of portfolio
2,881
Q2 2025 Added 19.94%
$0
$343,000 0.24% of portfolio
12,952
Q1 2025 Added 29.46%
$40.9B
$350,000 0.24% of portfolio
3,548
Q2 2025 Reduced 0.7%
$140B
$353,000 0.24% of portfolio
1,788
Q2 2025 Reduced 4.94%
$137B
$347,000 0.24% of portfolio
453
Q2 2025 Reduced 10.12%
$195B
$331,000 0.23% of portfolio
2,508
Q2 2025 Reduced 1.99%
$91.8B
$331,000 0.23% of portfolio
1,500
Q2 2025 Reduced 1.32%
$124B
$334,000 0.23% of portfolio
723
Q2 2025 Reduced 0.41%
$135B
$329,000 0.23% of portfolio
13,598
Q2 2025 Added 0.25%
$74B
$330,000 0.23% of portfolio
3,127
Q2 2025 Added 3.13%
$0
$323,000 0.22% of portfolio
6,434
Q1 2025 Reduced 0.62%
$99.8B
$321,000 0.22% of portfolio
3,496
Q2 2025 Added 10.7%
$6.57B
$323,000 0.22% of portfolio
3,586
Q2 2025 Added 1,243.07%

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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