Meadow Creek Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801107
Institutional-grade research for retail investors
Sector Allocation
- Other24.8%$40.7M
- Technology23.6%$38.7M
- Consumer Staples10.9%$17.9M
- Financials10.8%$17.7M
- Materials9.0%$14.7M
- Industrials6.5%$10.6M
- Healthcare5.9%$9.7M
- Consumer Discretionary4.0%$6.5M
- Energy2.4%$3.9M
- Communication Services0.8%$1.4M
AUM History
13fpro.ai/research/fund/meadow-creek-wealth-advisors-llc-1801107
Conviction and streaks
Stable · top 10 = 45.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$17.2M
SON
$13.5MKO
$11.6MNVDA
$6.0MAAPL
$5.7M- FT$5.3M
AVGO
$5.0M- PRINCIPAL$3.4M
JPM
$3.3MMSFT
$3.3M- AVANTIS$3.1M
WMT
$2.9MIVZ
$2.8MGOOG
$2.3MGOOGL
$2.3MAMZN
$2.2MJNJ
$2.0M- VANGUARD$2.0M
HD
$1.8METN
$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meadow-creek-wealth-advisors-llc-1801107
Meadow Creek Wealth Advisors LLC 13F holdings — Q2 2026
$163.8M portfolio (+6.0% QoQ) · 139 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
ISHARES TR CORE S&P500 ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic
$17.2M
10.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $13.5M
8.2% of stocks
-0.0%This quarter-15.4%Since filed7 qtrsHeld$11.6M
7.1% of stocks
+0.0%This quarter+5.7%Since filed10+ qtrsHeld$6.0M
3.6% of stocks
-19%This quarter-4.1%Since filed10+ qtrsHeld$5.7M
3.5% of stocks
-13%This quarter+12.4%Since filed10+ qtrsHeld- 6
FT VEST RISING DIVIDEND ACHIEVERS TARGET - Exchange Traded Funds (Country Baskets/iShares) - Domestic
$5.3M
3.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $5.0M
3.0% of stocks
-10%This quarter-16.2%Since filed10+ qtrsHeld- 8
PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic
$3.4M
2.0% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— $3.3M
2.0% of stocks
-12%This quarter-7.9%Since filed10+ qtrsHeld$3.3M
2.0% of stocks
-21%This quarter+7.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | $17.2M | 10.5% | +0.7% | — | — | — | — | |
| 2 | $13.5M | 8.2% | -0.0% | -15.4% | 7 qtrs | 66.7#397 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $11.6M | 7.1% | +0.0% | +5.7% | 10+ qtrs | 70.3#211 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $6.0M | 3.6% | -19% | -4.1% | 10+ qtrsTrimmed 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $5.7M | 3.5% | -13% | +12.4% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FT VEST RISING DIVIDEND ACHIEVERS TARGET - Exchange Traded Funds (Country Baskets/iShares) - Domestic | $5.3M | 3.3% | +5% | — | — | — | — | |
| 7 | $5.0M | 3.0% | -10% | -16.2% | 10+ qtrsTrimmed 4 qtrs in a row | 84.5#7 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | $3.4M | 2.0% | +18% | — | — | — | — | |
| 9 | $3.3M | 2.0% | -12% | -7.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $3.3M | 2.0% | -21% | +7.5% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Meadow Creek Wealth Advisors LLC (Q2 2026)
139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | AVANTIS U.S. SMALL CAP VALUE ETF - Exchange Traded Funds (Country Baskets/iShares) - Domesticetf/fund | — | $3.1M | 1.9% | 25K | +3% | — | — | 13F |
| 12 | Walmart Inc. | Consumer Staples | $2.9M | 1.8% | 25K | -2% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Invesco Ltd.etf/fund | Financials | $2.8M | 1.7% | 13K | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $2.3M | 1.4% | 6,600 | +6% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $2.3M | 1.4% | 6,506 | -28% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $2.2M | 1.3% | 9,230 | -25% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $2.0M | 1.3% | 8,030 | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD TOTAL STOCK MARKET ETF - Exchange Traded Funds (Country Baskets/iShares) - Domesticetf/fund | — | $2.0M | 1.2% | 5,497 | New | — | — | 13F |
| 19 | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 1.1% | 5,201 | -3% | 10+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Eaton Corp plc | Industrials | $1.8M | 1.1% | 4,185 | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ELI LILLY & Co | Healthcare | $1.7M | 1.0% | 1,419 | -5% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CISCO SYSTEMS, INC. | Technology | $1.7M | 1.0% | 14K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $1.7M | 1.0% | 1,573 | +12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Chubb Ltd | Financials | $1.5M | 0.9% | 4,331 | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Merck & Co., Inc. | Healthcare | $1.4M | 0.8% | 11K | -13% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.8% | 9,754 | -6% | |||
| 27 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.3M | 0.8% | 23K | -6% | |||
| 28 | $IAU | ISHARES GOLD TRUST | Financials | $1.3M | 0.8% | 17K | New | |||
| 29 | $KLAC | KLA CORP | Technology | $1.3M | 0.8% | 4,200 | +807% | |||
| 30 | — | FIRST TRUST WCM INTERNATIONAL EQUITY ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $1.3M | 0.8% | 65K | +22% | |||
| 31 | — | FIRST TRUST LONG/SHORT EQUITY ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $1.2M | 0.8% | 17K | +3% | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.8% | 4,874 | -13% | |||
| 33 | $V | VISA INC. | Financials | $1.2M | 0.7% | 3,456 | -22% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.7% | 2,001 | -33% | |||
| 35 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $1.1M | 0.7% | 1,638 | +130% | |||
| 36 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.7% | 7,372 | -17% | |||
| 37 | $MSI | Motorola Solutions, Inc. | Technology | $1.1M | 0.7% | 2,576 | -0.6% | |||
| 38 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.0M | 0.6% | 3,850 | +1% | |||
| 39 | — | ISHARES TR CORE S&P MCP ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $1.0M | 0.6% | 13K | +12% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.0M | 0.6% | 1,088 | -19% | |||
| 41 | $CVX | CHEVRON CORP | Energy | $972K | 0.6% | 5,864 | +6% | |||
| 42 | $LRCX | LAM RESEARCH CORP | Technology | $930K | 0.6% | 2,146 | -1.0% | |||
| 43 | $RTX | RTX Corp | Industrials | $922K | 0.6% | 4,860 | +3% | |||
| 44 | $MPC | Marathon Petroleum Corp | Energy | $914K | 0.6% | 3,575 | -11% | |||
| 45 | $UNP | UNION PACIFIC CORP | Industrials | $909K | 0.6% | 3,342 | -1% | |||
| 46 | $ADI | ANALOG DEVICES INC | Technology | $877K | 0.5% | 2,207 | -8% | |||
| 47 | $TDG | TransDigm Group INC | Industrials | $807K | 0.5% | 606 | -13% | |||
| 48 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $795K | 0.5% | 1,913 | -18% | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $783K | 0.5% | 678 | New | |||
| 50 | — | FIDELITY ENHANCED LARGE CAP CORE ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $778K | 0.5% | 19K | +7% | |||
| 51 | $EMR | EMERSON ELECTRIC CO | Industrials | $683K | 0.4% | 4,770 | -20% | |||
| 52 | $APD | Air Products & Chemicals, Inc. | Materials | $614K | 0.4% | 2,093 | +2% | |||
| 53 | $AMGN | AMGEN INC | Healthcare | $609K | 0.4% | 1,682 | -21% | |||
| 54 | $ALL | ALLSTATE CORP | Financials | $599K | 0.4% | 2,517 | -9% | |||
| 55 | $FITB | FIFTH THIRD BANCORP | Financials | $593K | 0.4% | 11K | -0.8% | |||
| 56 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $584K | 0.4% | 1,006 | New | |||
| 57 | $MS | MORGAN STANLEY | Financials | $568K | 0.3% | 2,717 | -2% | |||
| 58 | $NFLX | NETFLIX INC | Communication Services | $552K | 0.3% | 7,737 | -15% | |||
| 59 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $552K | 0.3% | 13K | +4% | |||
| 60 | $EQIX | EQUINIX INC | Real Estate | $509K | 0.3% | 488 | -7% | |||
| 61 | $SPY | SPDR S&P 500 ETF TRUST | — | $504K | 0.3% | 675 | +0.1% | |||
| 62 | $QCOM | QUALCOMM INC/DE | Technology | $500K | 0.3% | 2,704 | +14% | |||
| 63 | $TGT | TARGET CORP | Consumer Staples | $492K | 0.3% | 3,765 | +2% | |||
| 64 | $TXN | TEXAS INSTRUMENTS INC | Technology | $486K | 0.3% | 1,632 | +9% | |||
| 65 | $MA | Mastercard Inc | Financials | $484K | 0.3% | 943 | -35% | |||
| 66 | $TSLA | Tesla, Inc. | Consumer Discretionary | $484K | 0.3% | 1,151 | -19% | |||
| 67 | $AZN | ASTRAZENECA PLC | Healthcare | $472K | 0.3% | 2,491 | +3% | |||
| 68 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $465K | 0.3% | 2,078 | +14% | |||
| 69 | $SNOW | Snowflake Inc. | Technology | $457K | 0.3% | 1,796 | New | |||
| 70 | $GEV | GE Vernova Inc. | Industrials | $456K | 0.3% | 388 | -4% | |||
| 71 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $455K | 0.3% | 953 | -30% | |||
| 72 | $PM | Philip Morris International Inc. | Consumer Staples | $450K | 0.3% | 2,490 | -7% | |||
| 73 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $447K | 0.3% | 1,591 | -28% | |||
| 74 | $JCI | Johnson Controls International plc | Industrials | $443K | 0.3% | 3,030 | -0.3% | |||
| 75 | $LMT | LOCKHEED MARTIN CORP | Industrials | $430K | 0.3% | 845 | +17% | |||
| 76 | $CME | CME GROUP INC. | Financials | $410K | 0.3% | 1,856 | +2% | |||
| 77 | $VLO | VALERO ENERGY CORP/TX | Energy | $409K | 0.3% | 1,570 | -29% | |||
| 78 | — | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $407K | 0.3% | 8,366 | +5% | |||
| 79 | $AXP | AMERICAN EXPRESS CO | Financials | $404K | 0.3% | 1,195 | -39% | |||
| 80 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $403K | 0.3% | 3,944 | -29% | |||
| 81 | $CRM | Salesforce, Inc. | Technology | $401K | 0.2% | 2,558 | -16% | |||
| 82 | $PH | Parker-Hannifin Corp | Industrials | $400K | 0.2% | 409 | -4% | |||
| 83 | $NZF | Nuveen Municipal Credit Income Fund | Other | $390K | 0.2% | 31K | +105% | |||
| 84 | $LIN | LINDE PLC | Materials | $384K | 0.2% | 740 | -7% | |||
| 85 | $SNDK | Sandisk Corp | Technology | $373K | 0.2% | 164 | New | |||
| 86 | — | FIDELITY ENHANCED LARGE CAP GROWTH ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $369K | 0.2% | 8,425 | +46% | |||
| 87 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $368K | 0.2% | 2,427 | -5% | |||
| 88 | $SO | SOUTHERN CO | Utilities | $365K | 0.2% | 3,813 | -2% | |||
| 89 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $364K | 0.2% | 504 | New | |||
| 90 | $GE | GENERAL ELECTRIC CO | Industrials | $354K | 0.2% | 947 | +30% | |||
| 91 | $PEP | PEPSICO INC | Consumer Staples | $352K | 0.2% | 2,600 | +2% | |||
| 92 | $NXPI | NXP Semiconductors N.V. | Technology | $351K | 0.2% | 1,248 | -9% | |||
| 93 | $MDT | Medtronic plc | Healthcare | $348K | 0.2% | 4,453 | -21% | |||
| 94 | $BNY | Bank of New York Mellon Corp | Financials | $348K | 0.2% | 2,406 | -5% | |||
| 95 | — | ISHARES TR USD INV GRDE ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $328K | 0.2% | 6,393 | -1% | |||
| 96 | — | ISHARES TR A RATE CP BD ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $323K | 0.2% | 6,807 | -1% | |||
| 97 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $323K | 0.2% | 7,575 | -27% | |||
| 98 | — | ISHARES TR IBOXX INV CP ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $318K | 0.2% | 2,914 | -1% | |||
| 99 | $GS | GOLDMAN SACHS GROUP INC | Financials | $318K | 0.2% | 314 | -53% | |||
| 100 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $317K | 0.2% | 3,838 | -1% | |||
| 101 | $PAI | Western Asset Investment Grade Income Fund Inc. | Other | $317K | 0.2% | 26K | -1% | |||
| 102 | — | ISHARES TR CORE US AGGBD ET - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $314K | 0.2% | 3,168 | — | |||
| 103 | $GD | GENERAL DYNAMICS CORP | Industrials | $311K | 0.2% | 879 | -12% | |||
| 104 | $IBKR | Interactive Brokers Group, Inc. | Financials | $307K | 0.2% | 3,528 | -11% | |||
| 105 | $WDC | WESTERN DIGITAL CORP | Technology | $300K | 0.2% | 470 | New | |||
| 106 | $COP | CONOCOPHILLIPS | Energy | $299K | 0.2% | 2,873 | +3% | |||
| 107 | $CSX | CSX CORP | Industrials | $290K | 0.2% | 6,109 | New | |||
| 108 | $DHR | DANAHER CORP /DE/ | Healthcare | $288K | 0.2% | 1,512 | -31% | |||
| 109 | — | ISHARES TR 10plus YR INVST GRD - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $287K | 0.2% | 5,743 | -1% | |||
| 110 | $ETR | ENTERGY CORP /DE/ | Utilities | $287K | 0.2% | 2,498 | -0.2% | |||
| 111 | $PFE | PFIZER INC | Healthcare | $286K | 0.2% | 12K | -3% | |||
| 112 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $284K | 0.2% | 2,245 | -20% | |||
| 113 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $283K | 0.2% | 4,915 | -39% | |||
| 114 | $BLK | BlackRock, Inc. | Financials | $282K | 0.2% | 293 | -2% | |||
| 115 | $SPGI | S&P Global Inc. | Financials | $272K | 0.2% | 668 | -11% | |||
| 116 | $CMI | CUMMINS INC | Industrials | $270K | 0.2% | 378 | New | |||
| 117 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $259K | 0.2% | 509 | +28% | |||
| 118 | $CIEN | CIENA CORP | Technology | $257K | 0.2% | 524 | New | |||
| 119 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $253K | 0.1% | 1,407 | +7% | |||
| 120 | — | ISHARES TR RUSSELL 2000 ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $252K | 0.1% | 838 | — | |||
| 121 | $T | AT&T INC. | Communication Services | $252K | 0.1% | 12K | -46% | |||
| 122 | $ICE | Intercontinental Exchange, Inc. | Financials | $249K | 0.1% | 2,024 | -26% | |||
| 123 | $ROP | ROPER TECHNOLOGIES INC | Technology | $249K | 0.1% | 735 | -4% | |||
| 124 | $MFC | MANULIFE FINANCIAL CORP | Financials | $245K | 0.1% | 6,060 | — | |||
| 125 | $RF | REGIONS FINANCIAL CORP | Financials | $244K | 0.1% | 8,072 | -14% | |||
| 126 | $DELL | Dell Technologies Inc. | Technology | $239K | 0.1% | 553 | New | |||
| 127 | $GLW | CORNING INC /NY | Materials | $237K | 0.1% | 929 | New | |||
| 128 | $DE | DEERE & CO | Industrials | $233K | 0.1% | 368 | -28% | |||
| 129 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $229K | 0.1% | 932 | -7% | |||
| 130 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $224K | 0.1% | 448 | -33% | |||
| 131 | $NEE | NEXTERA ENERGY INC | Utilities | $220K | 0.1% | 2,507 | -3% | |||
| 132 | $HEI.A | HEICO CORP | Industrials | $220K | 0.1% | 852 | New | |||
| 133 | — | DIMENSIONAL U.S. SMALL CAP ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic | — | $215K | 0.1% | 2,606 | New | |||
| 134 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $214K | 0.1% | 2,323 | -17% | |||
| 135 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $214K | 0.1% | 978 | New | |||
| 136 | $PANW | Palo Alto Networks Inc | Technology | $211K | 0.1% | 620 | New | |||
| 137 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $205K | 0.1% | 916 | -63% | |||
| 138 | $HONA | Honeywell Aerospace Inc. | Industrials | $201K | 0.1% | 910 | New | |||
| 139 | $BKT | BLACKROCK INCOME TRUST, INC. | Other | $164K | 0.1% | 15K | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 34 added to, 84 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
- VANGUARD TOTAL STOCK MARKET ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic$2.0M
first bought this quarter
$IAUISHARES GOLD TRUST$1.3M
first bought this quarter
$MUMICRON TECHNOLOGY INC$783K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$584K
first bought this quarter
$SNOWSnowflake Inc.$457K
first bought this quarter
$SNDKSandisk Corp$373K
first bought this quarter
+12 more in the Excel export
Added to (34)
$KLACKLA CORP+807%
now $1.3M · held 10+ qtrs
- VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - Exchange Traded Funds (Country Baskets/iShares) - Domestic+130%
now $1.1M
- PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic+18%
now $3.4M
- FT VEST RISING DIVIDEND ACHIEVERS TARGET - Exchange Traded Funds (Country Baskets/iShares) - Domestic+5%
now $5.3M
- FIRST TRUST WCM INTERNATIONAL EQUITY ETF - Exchange Traded Funds (Country Baskets/iShares) - Domestic+22%
now $1.3M
$NZFNuveen Municipal Credit Income Fund+105%
now $390K · held 10+ qtrs
+28 more in the Excel export
Trimmed (84)
now $6.0M · held 10+ qtrs, 2 trims in a row
now $2.3M · held 10+ qtrs
now $3.3M · held 10+ qtrs, 3 trims in a row
now $5.7M · held 10+ qtrs
now $2.2M · held 10+ qtrs
now $5.0M · held 10+ qtrs, 4 trims in a row
+78 more in the Excel export
Holdings by quarter
Every 13F Meadow Creek Wealth Advisors LLC has filed, 15 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Is it too late to follow Meadow Creek Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meadow Creek Wealth Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.9%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 20% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meadow Creek Wealth Advisors LLC disclosed 139 positions worth $163.8M in its Form 13F-HR for Q2 2026, followed by $SON and $KO. During the quarter the fund opened 18 new positions and exited 14 and a full exit from $ABT. The portfolio is most concentrated in Other (24.8% of disclosed assets). All figures are sourced directly from Meadow Creek Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1801107.
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AI-Powered Hedge Fund Analysis: Meadow Creek Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Meadow Creek Wealth Advisors LLC (SEC CIK: 1801107), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Meadow Creek Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.