Latest Meadow Creek Wealth Advisors LLC Stock Portfolio
Meadow Creek Wealth Advisors LLC Performance:
2025 Q3: 3.57%YTD: 7.1%2024: 15.83%
Performance for 2025 Q3 is 3.57%, and YTD is 7.1%, and 2024 is 15.83%.
About Meadow Creek Wealth Advisors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Meadow Creek Wealth Advisors LLC reported an equity portfolio of $150.7 Millions as of 30 Sep, 2025.
The top stock holdings of Meadow Creek Wealth Advisors LLC are IJR, KO, SON. The fund has invested 9.2% of it's portfolio in ISHARES TR CORE S&P500 ETF and 6.4% of portfolio in COCA COLA COMPANY.
The fund managers got completely rid off JPMORGAN EQUITY PREMIUM INCOME ETF (BBAX), EQUITY RESIDENTIAL SH BEN INT REIT (EQR) and PROGRESSIVE CORPORATION (PGR) stocks. They significantly reduced their stock positions in LAM RESEARCH CORPORATION COM NEW (LRCX), MCKESSON CORPORATION (MCK) and COMCAST CORPORATION NEW CLASS A (CMCSA). Meadow Creek Wealth Advisors LLC opened new stock positions in FT VEST RISING DIVIDEND ACHIEVERS TARGET (ECLN), FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) and CUMMINS INCORPORATED (CMI). The fund showed a lot of confidence in some stocks as they added substantially to BROOKFIELD CORPORATION CLASS A LTD VT SH, ANALOG DEVICES INCORPORATED (ADI) and ORACLE CORPORATION (ORCL).
The top stock holdings of Meadow Creek Wealth Advisors LLC are IJR, KO, SON. The fund has invested 9.2% of it's portfolio in ISHARES TR CORE S&P500 ETF and 6.4% of portfolio in COCA COLA COMPANY.
The fund managers got completely rid off JPMORGAN EQUITY PREMIUM INCOME ETF (BBAX), EQUITY RESIDENTIAL SH BEN INT REIT (EQR) and PROGRESSIVE CORPORATION (PGR) stocks. They significantly reduced their stock positions in LAM RESEARCH CORPORATION COM NEW (LRCX), MCKESSON CORPORATION (MCK) and COMCAST CORPORATION NEW CLASS A (CMCSA). Meadow Creek Wealth Advisors LLC opened new stock positions in FT VEST RISING DIVIDEND ACHIEVERS TARGET (ECLN), FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) and CUMMINS INCORPORATED (CMI). The fund showed a lot of confidence in some stocks as they added substantially to BROOKFIELD CORPORATION CLASS A LTD VT SH, ANALOG DEVICES INCORPORATED (ADI) and ORACLE CORPORATION (ORCL).
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 3.57% in the last quarter. In trailing 12 months, it's portfolio return was 7.72%.
New Buys
| Ticker | $ Bought |
|---|---|
| ft vest rising dividend achievers target | 4,247,870 |
| first trust morningstar dividend leaders index fund | 342,689 |
| cummins incorporated | 252,334 |
| entergy corporation new | 245,139 |
| te connectivity plc ord shs | 233,158 |
| vulcan matls company | 223,654 |
| doordash incorporated class a | 218,136 |
| ge vernova incorporated | 215,516 |
New stocks bought by Meadow Creek Wealth Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| brookfield corporation class a ltd vt sh | 67.16 |
| analog devices incorporated | 31.91 |
| oracle corporation | 21.73 |
| conocophillips | 19.07 |
| danaher corporation | 18.9 |
| american express company | 13.78 |
| alphabet incorporated cap stk class a | 12.31 |
| emerson elec company | 10.97 |
Additions to existing portfolio by Meadow Creek Wealth Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| lam research corporation com new | -21.84 |
| mckesson corporation | -21.6 |
| comcast corporation new class a | -18.47 |
| trane technologies plc shs | -16.61 |
| mondelez international incorporated class a | -16.14 |
| berkshire hathaway incorporated del class b new | -13.36 |
| honeywell international incorporated | -12.92 |
| kkr & company incorporated | -12.81 |
Meadow Creek Wealth Advisors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| jpmorgan equity premium income etf | -4,507,370 |
| schwab us dividend equity etf | -343,228 |
| equity residential sh ben int reit | -408,719 |
| copart incorporated | -209,038 |
| paypal hldgs incorporated | -204,603 |
| schwab charles corporation | -242,096 |
| united parcel service incorporated class b | -212,479 |
| progressive corporation | -357,363 |
Meadow Creek Wealth Advisors LLC got rid off the above stocks
Sector Distribution
Meadow Creek Wealth Advisors LLC has about 22.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 22.5 |
| Technology | 21.6 |
| Consumer Cyclical | 11.9 |
| Consumer Defensive | 10.9 |
| Financial Services | 9.2 |
| Healthcare | 7.5 |
| Industrials | 6.2 |
| Communication Services | 5.8 |
| Energy | 2.4 |
Market Cap. Distribution
Meadow Creek Wealth Advisors LLC has about 70.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 47.5 |
| LARGE-CAP | 23.4 |
| UNALLOCATED | 22.5 |
| MID-CAP | 6.4 |
Stocks belong to which Index?
About 70.3% of the stocks held by Meadow Creek Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 70.3 |
| Others | 29.4 |
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 137 stocks in it's portfolio. About 45.5% of the portfolio is in top 10 stocks. SON proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Meadow Creek Wealth Advisors LLC last quarter.
Last Reported on: 27 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple incorporated | 3.37 | 20,506 | 5,074,200 | added | 5.52 | ||
| AAXJ | ishares tr usd inv grde etf | 0.25 | 7,159 | 375,991 | unchanged | 0.00 | ||
| ABBV | abbvie incorporated | 0.86 | 5,686 | 1,289,980 | added | 5.49 | ||
| ABT | abbott labs | 0.36 | 4,188 | 534,477 | reduced | -8.22 | ||
| ACN | accenture plc ireland shs class a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe incorporated | 0.16 | 730 | 240,338 | reduced | -1.88 | ||
| ADI | analog devices incorporated | 0.36 | 2,253 | 544,347 | added | 31.91 | ||
| ADP | automatic data processing incorporated | 0.37 | 1,987 | 556,678 | reduced | -4.15 | ||
| AEMB | avantis u.s. small cap value etf | 1.55 | 24,032 | 2,333,240 | reduced | -4.17 | ||
| ALL | allstate corporation | 0.36 | 2,778 | 541,377 | reduced | -0.32 | ||
| AMGN | amgen incorporated | 0.36 | 1,849 | 546,953 | reduced | -0.54 | ||
| AMPS | ishares tr a rate cp bd etf | 0.25 | 7,625 | 372,329 | unchanged | 0.00 | ||
| AMT | american tower corporation new reit | 0.19 | 1,496 | 286,421 | reduced | -0.27 | ||
| AMZN | amazon com incorporated | 1.59 | 11,149 | 2,391,130 | reduced | -4.28 | ||
| AOA | ishares tr 10plus yr invst grd | 0.22 | 6,434 | 335,340 | unchanged | 0.00 | ||
| APD | air products & chemicals incorporated | 0.36 | 2,172 | 549,818 | reduced | -4.57 | ||
| AVGO | broadcom incorporated | 3.93 | 16,706 | 5,916,430 | reduced | -5.86 | ||
| AXP | american express company | 0.40 | 1,882 | 608,112 | added | 13.78 | ||
| AZO | autozone incorporated | 0.26 | 96.00 | 384,759 | reduced | -2.04 | ||
| BAC | bank america corporation | 0.82 | 24,360 | 1,228,720 | reduced | -0.11 | ||