Meadow Creek Wealth Advisors LLC
Investment Portfolio & 13F Holdings Analysis
About
Meadow Creek Wealth Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 132 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "RF", "ACN", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", "AXP", "T", "BLK", "CAT", "AVGO", "LOW", null, null, "BKT", "FITB", "GD", "GIS", "HLT", "HON", "HD", "AZN", null, "MCD", "INTU", "UNP", "QCOM", "HEI-A", "EMR", null, "ICE", "META", "IJH", null, null, "LIN", "MPC", "MMC", "MA", "MDT", "MSFT", "MDLZ", "MS", "EQIX", "PAI", "ORLY", "KKR", "KLAC", "ORCL", "NOC", "PEP", "PGR", "IVV", "UNH", "AAPL", "SPY", null, "NVDA", "GS", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "SPGI", "NOW", "SHW", "ROP", "RTX", "AMT", "IBM", "SBUX", "TGT", "TJX", "TDG", "UPS", null, "BN.TO", "WM", "AMZN", "MSI", null, "HCA", null, "VLO", "VOO", "V", "WMT", "WFC", "SCHD", "JCI", "NXPI", "NZF", "SO", "SON", "CRM", "SPOT", "MCK", "ADP", "AZO", "BAC", "BRK-B", "BDX", "BMY", "CVX", "CHTR", "CB", "CSCO", "CME", "KO", "CMCSA", "COP", "CPRT", "COST", "CSGP", "DHR", "RSP", "ADI", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PH", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 132
- Total Value
- 134025244
- Accession Number
- 0001062993-25-008102
- Form Type
- 13F-HR
- Manager Name
- Meadow-Creek-Wealth-Advisors
Data Enrichment
92% identified122 identified10 unidentified
Holdings
132 positions • $134.0M total value
Manager:
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46641Q332
Shares:—
Value:$4.3M
% of Portfolio:3.2% ($4.3M/$134.0M)
025072877
Shares:—
Value:$2.2M
% of Portfolio:1.6% ($2.2M/$134.0M)
74255Y888
Shares:—
Value:$2.1M
% of Portfolio:1.6% ($2.1M/$134.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
— | All Managers (Combined) | $11.5M | 8.5% ($11.5M/$134.0M) | |||
— | QoQ - YoY NEW | All Managers (Combined) | $11.3M | 8.4% ($11.3M/$134.0M) | YoY NEW(+$11.3M) | |
COCA COLA CO(KOcusip191216100) | — | All Managers (Combined) | $10.3M | 7.7% ($10.3M/$134.0M) | ||
MICROSOFT CORP(MSFTcusip594918104) | — | All Managers (Combined) | $4.4M | 3.3% ($4.4M/$134.0M) | ||
Apple Inc.(AAPLcusip037833100) | — | All Managers (Combined) | $4.3M | 3.2% ($4.3M/$134.0M) | ||
(cusip46641Q332)✕ | — | All Managers (Combined) | $4.3M | 3.2% ($4.3M/$134.0M) | ||
NVIDIA CORP(NVDAcusip67066G104) | — | All Managers (Combined) | $4.3M | 3.2% ($4.3M/$134.0M) | ||
— | All Managers (Combined) | $2.9M | 2.2% ($2.9M/$134.0M) | |||
Broadcom Inc.(AVGOcusip11135F101) | — | All Managers (Combined) | $2.8M | 2.1% ($2.8M/$134.0M) | ||
Walmart Inc.(WMTcusip931142103) | — | All Managers (Combined) | $2.6M | 1.9% ($2.6M/$134.0M) | ||
— | All Managers (Combined) | $2.4M | 1.8% ($2.4M/$134.0M) | |||
AMAZON COM INC(AMZNcusip023135106) | — | All Managers (Combined) | $2.3M | 1.7% ($2.3M/$134.0M) | ||
(cusip025072877)✕ | — | All Managers (Combined) | $2.2M | 1.6% ($2.2M/$134.0M) | ||
(cusip74255Y888)✕ | — | All Managers (Combined) | $2.1M | 1.6% ($2.1M/$134.0M) | ||
HOME DEPOT, INC.(HDcusip437076102) | — | All Managers (Combined) | $2.1M | 1.6% ($2.1M/$134.0M) | ||
— | All Managers (Combined) | $1.9M | 1.4% ($1.9M/$134.0M) | |||
— | All Managers (Combined) | $1.8M | 1.4% ($1.8M/$134.0M) | |||
— | All Managers (Combined) | $1.6M | 1.2% ($1.6M/$134.0M) | |||
ELI LILLY & Co(LLYcusip532457108) | — | All Managers (Combined) | $1.4M | 1.1% ($1.4M/$134.0M) | ||
Eaton Corp plc(ETNcusipG29183103) | — | All Managers (Combined) | $1.4M | 1.0% ($1.4M/$134.0M) |