Latest Meadow Creek Wealth Advisors LLC Stock Portfolio

Meadow Creek Wealth Advisors LLC Performance:

2026 Q1: 0.29%YTD: 0.29%2025: 11.48%

Performance for 2026 Q1 is 0.29%, and YTD is 0.29%, and 2025 is 11.48%.

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

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meadow Creek Wealth Advisors LLC reported an equity portfolio of $154.5 Millions as of 31 Mar, 2026.

The top stock holdings of Meadow Creek Wealth Advisors LLC are IJR, SON, KO. The fund has invested 9.7% of it's portfolio in ISHARES TR CORE S&P500 ETF and 8.4% of portfolio in SONOCO PRODUCTS COMPANY.

The fund managers got completely rid off ASTRAZENECA PLC SPONSORED ADR (AZN), CINTAS CORPORATION (CTAS) and CUMMINS INCORPORATED (CMI) stocks. They significantly reduced their stock positions in REGIONS FINANCIAL CORPORATION NEW (RF), ELI LILLY & COMPANY (LLY) and ORACLE CORPORATION (ORCL). Meadow Creek Wealth Advisors LLC opened new stock positions in FIDELITY ENHANCED LARGE CAP CORE ETF (FBCG), ASTRAZENECA PLC ORD and VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VB). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TRUST WCM INTERNATIONAL EQUITY ETF (BGLD), BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW and PHILIP MORRIS INTERNATIONAL INCORPORATED (PM).

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 0.29% in the last quarter. In trailing 12 months, it's portfolio return was 14.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fidelity enhanced large cap core etf	629,720
astrazeneca plc ord	476,484
vanguard index funds s&p 500 etf shs new	426,053
texas instrs incorporated	289,463
deere & company	287,846
schwab charles corporation	243,727
nextera energy incorporated	240,931
fidelity enhanced large cap growth etf	216,280

New stocks bought by Meadow Creek Wealth Advisors LLC

Additions

Ticker	% Inc.
first trust wcm international equity etf	106
berkshire hathaway incorporated del class b new	39.42
philip morris international incorporated	34.02
first trust morningstar dividend leaders index fund	27.97
gilead sciences incorporated	27.29
alphabet incorporated cap stk class c	21.84
amgen incorporated	14.89
lam research corporation com new	13.63

Additions to existing portfolio by Meadow Creek Wealth Advisors LLC

Reductions

Ticker	% Reduced
regions financial corporation new	-69.44
eli lilly & company	-59.7
oracle corporation	-23.74
exxon mobil corporation	-18.74
qualcomm incorporated	-15.46
wells fargo & company	-14.99
nxp semiconductors n v	-14.18
autozone incorporated	-13.68

Meadow Creek Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
astrazeneca plc sponsored adr	-418,373
dimensional u.s. small cap etf	-209,010
cintas corporation	-398,708
kkr & company incorporated	-234,210
shopify incorporated class a sub vtg shs	-220,207
palantir technologies incorporated class a	-242,451
iqvia hldgs incorporated	-229,242
heico corporation new class a	-251,673

Meadow Creek Wealth Advisors LLC got rid off the above stocks

Sector Distribution

Meadow Creek Wealth Advisors LLC has about 24.4% of it's holdings in Others sector.

Sector	%
Others	24.4
Technology	18
Consumer Cyclical	13.3
Consumer Defensive	11.7
Financial Services	8.8
Healthcare	6.9
Industrials	6
Communication Services	5.5
Energy	3.2

Market Cap. Distribution

Meadow Creek Wealth Advisors LLC has about 67.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	49.3
UNALLOCATED	24.4
LARGE-CAP	17.8
MID-CAP	8.6

Stocks belong to which Index?

About 67.1% of the stocks held by Meadow Creek Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	67.1
Others	32.7

Top 5 Winners (%)		%
VLO	valero energy corporation	51.8 %
MPC	marathon pete corporation	49.9 %
COP	conocophillips	39.9 %
XOM	exxon mobil corporation	37.1 %
CVX	chevron corporation	35.7 %

Top 5 Winners ($)		$
SON	sonoco products company	2.5 M
KO	coca cola company	0.9 M
XOM	exxon mobil corporation	0.6 M
WMT	walmart incorporated	0.3 M
MPC	marathon pete corporation	0.3 M

Top 5 Losers (%)		%
INTU	intuit	-32.9 %
CRM	salesforce incorporated	-27.8 %
QCOM	qualcomm incorporated	-22.8 %
MSFT	microsoft corporation	-22.4 %
ORCL	oracle corporation	-21.6 %

Top 5 Losers ($)		$
MSFT	microsoft corporation	-1.3 M
IJR	ishares tr core s&p500 etf	-0.7 M
AVGO	broadcom incorporated	-0.6 M
NVDA	nvidia corporation	-0.5 M
LLY	eli lilly & company	-0.4 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 135 stocks in it's portfolio. About 45.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. SON was the most profitable stock for Meadow Creek Wealth Advisors LLC last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple incorporated	3.70	22,562	5,726,000	added	9.85

AAXJ	ishares tr usd inv grde etf	0.21	6,461	330,997	reduced	-0.31

ABBV	abbvie incorporated	0.79	5,632	1,224,900	reduced	-0.72

ABT	abbott laboratories	0.28	4,141	425,126	added	12.83

ADBE	adobe incorporated	0.00	0.00	0.00	sold off	-100

ADI	analog devices incorporated	0.49	2,391	760,673	added	6.88

ADP	automatic data processing incorporated	0.24	1,817	369,178	reduced	-8.37

AEMB	avantis u.s. small cap value etf	1.73	24,233	2,676,960	added	0.59

ALL	allstate corporation	0.37	2,766	573,502	reduced	-0.25

AMGN	amgen incorporated	0.48	2,122	746,626	added	14.89

AMPS	ishares tr a rate cp bd etf	0.21	6,883	327,562	reduced	-0.29

AMT	american tower corporation reit	0.16	1,390	239,870	reduced	-5.31

AMZN	amazon com incorporated	1.66	12,297	2,561,100	added	9.52

AOA	ishares tr 10plus yr invst grd	0.19	5,806	288,152	reduced	-0.34

APD	air products and chemicals incorporated	0.38	2,042	593,078	reduced	-5.72

AVGO	broadcom incorporated	2.95	14,726	4,557,840	reduced	-6.54

AXP	american express company	0.39	1,971	596,188	reduced	-0.1

AZN	astrazeneca plc sponsored adr	0.00	0.00	0.00	sold off	-100

AZO	autozone incorporated	0.18	82.00	276,978	reduced	-13.68

BAC	bank america corporation	0.77	24,334	1,186,280	reduced	-0.19