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Latest Meadow Creek Wealth Advisors LLC Stock Portfolio

Meadow Creek Wealth Advisors LLC Performance:
2025 Q4: -0.32%YTD: 5.45%2024: 15.33%
Performance for 2025 Q4 is -0.32%, and YTD is 5.45%, and 2024 is 15.33%.

About Meadow Creek Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meadow Creek Wealth Advisors LLC reported an equity portfolio of $156.4 Millions as of 31 Dec, 2025.

The top stock holdings of Meadow Creek Wealth Advisors LLC are IJR, SON, KO. The fund has invested 10.1% of it's portfolio in ISHARES TR CORE S&P500 ETF and 6.7% of portfolio in SONOCO PRODUCTS COMPANY.

The fund managers got completely rid off VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VB), DOORDASH INCORPORATED CLASS A (DASH) and SHERWIN WILLIAMS COMPANY (SHW) stocks. They significantly reduced their stock positions in FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL), HILTON WORLDWIDE HLDGS INCORPORATED (HLT) and NORTHROP GRUMMAN CORPORATION (NOC). Meadow Creek Wealth Advisors LLC opened new stock positions in PALANTIR TECHNOLOGIES INCORPORATED CLASS A (PLTR), GE AEROSPACE COM NEW (GE) and SHOPIFY INCORPORATED CLASS A SUB VTG SHS. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INCORPORATED (NFLX), ASTRAZENECA PLC SPONSORED ADR and WELLS FARGO COMPANY NEW (WFC).

Meadow Creek Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Meadow Creek Wealth Advisors LLC made a return of -0.32% in the last quarter. In trailing 12 months, it's portfolio return was 5.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
palantir technologies incorporated class a242,451
ge aerospace com new221,166
shopify incorporated class a sub vtg shs220,207
manulife finl corporation219,857
dimensional u.s. small cap etf209,010
pnc finl svcs group incorporated207,060
New stocks bought by Meadow Creek Wealth Advisors LLC

Additions

Ticker% Inc.
netflix incorporated807
astrazeneca plc sponsored adr 38.83
wells fargo company new27.2
first trust wcm international equity etf24.16
tesla incorporated17.29
gilead sciences incorporated14.27
ge vernova incorporated13.97
salesforce incorporated11.96
Additions to existing portfolio by Meadow Creek Wealth Advisors LLC

Reductions

Ticker% Reduced
first trust morningstar dividend leaders index fund-22.73
hilton worldwide hldgs incorporated-22.36
northrop grumman corporation-16.39
oracle corporation-14.61
meta platforms incorporated class a-13.58
cummins incorporated-13.4
abbott labs -12.37
ishares tr core us aggbd et-9.87
Meadow Creek Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
mondelez international incorporated class a-208,331
doordash incorporated class a-218,136
vanguard index funds s&p 500 etf shs new-433,069
sherwin williams company-217,106
trane technologies plc shs-204,633
Meadow Creek Wealth Advisors LLC got rid off the above stocks

Sector Distribution

Meadow Creek Wealth Advisors LLC has about 23.3% of it's holdings in Others sector.

Sector%
Others23.3
Technology20.7
Consumer Cyclical11.9
Consumer Defensive10.5
Financial Services9.9
Healthcare8.2
Industrials5.9
Communication Services5.5
Energy2.4

Market Cap. Distribution

Meadow Creek Wealth Advisors LLC has about 69.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP46.9
UNALLOCATED23.3
LARGE-CAP22.9
MID-CAP6.7

Stocks belong to which Index?

About 69.3% of the stocks held by Meadow Creek Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50069.3
Others30.5
Top 5 Winners (%)%
LLY
eli lilly & company
30.9 %
MRK
merck & company incorporated
25.4 %
GOOG
alphabet incorporated cap stk class a
24.3 %
BMY
bristol-myers squibb company
23.2 %
GOOG
alphabet incorporated cap stk class c
23.1 %
Top 5 Winners ($)$
LLY
eli lilly & company
0.9 M
SON
sonoco products company
0.8 M
GOOG
alphabet incorporated cap stk class a
0.5 M
AAPL
apple incorporated
0.5 M
IJR
ishares tr core s&p500 etf
0.5 M
Top 5 Losers (%)%
NFLX
netflix incorporated
-86.6 %
ORCL
oracle corporation
-35.0 %
AZO
autozone incorporated
-15.3 %
ETN
eaton corporation plc shs
-14.9 %
MSI
motorola solutions incorporated com new
-12.3 %
Top 5 Losers ($)$
NFLX
netflix incorporated
-6.1 M
ORCL
oracle corporation
-0.4 M
MSFT
microsoft corporation
-0.3 M
ETN
eaton corporation plc shs
-0.3 M
HD
home depot incorporated
-0.2 M

Meadow Creek Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meadow Creek Wealth Advisors LLC

Meadow Creek Wealth Advisors LLC has 138 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Meadow Creek Wealth Advisors LLC last quarter.

Last Reported on: 28 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions