1y return+15.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $145 against $157 in the S&P 500.2
Meadow Creek Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr Core S&p500 Etf | $17.2M | 10.5% | |
| SONSonoco Products Company | $13.5M | 8.2% | |
| KOCoca Cola Company | $11.6M | 7.1% | |
| NVDANvidia Corporation | $6.0M | 3.6% | −18.5% |
| AAPLApple Incorporated | $5.7M | 3.5% | −12.9% |
| RDVIFt Vest Rising Dividend Achievers Target | $5.3M | 3.3% | +4.6% |
| AVGOBroadcom Incorporated | $5.0M | 3.0% | −10.2% |
| PREFPrincipal Spectrum Preferred Securities Active Etf | $3.4M | 2.0% | +18.0% |
| JPMJpmorgan Chase & Company | $3.3M | 2.0% | −11.6% |
| MSFTMicrosoft Corporation | $3.3M | 2.0% | −21.1% |
| AVUVAvantis U.s. Small Cap Value Etf | $3.1M | 1.9% | +3.3% |
| WMTWalmart Inc | $2.9M | 1.8% | −2.4% |
| RSPInvesco S&p 500 Equal Weight Etf | $2.8M | 1.7% | −5.2% |
| GOOGAlphabet Incorporated Cap Stk Class C | $2.3M | 1.4% | +5.6% |
| GOOGLAlphabet Incorporated Cap Stk Class A | $2.3M | 1.4% | −27.7% |
| AMZNAmazon Com Incorporated | $2.2M | 1.3% | −24.9% |
| JNJJohnson & Johnson | $2.0M | 1.2% | −1.1% |
| VTIVanguard Total Stock Market Etf | $2.0M | 1.2% | New |
| HDHome Depot Incorporated | $1.8M | 1.1% | −3.2% |
| Eaton Corporation PLC Shs (ireland)CUSIP G29183103 | $1.8M | 1.1% | |
| LLYEli Lilly & Company | $1.7M | 1.0% | −5.2% |
| CSCOCisco Systems Incorporated | $1.7M | 1.0% | −6.8% |
| CATCaterpillar Incorporated | $1.7M | 1.0% | +11.6% |
| Chubb Limited (switzerland)CUSIP H1467J104 | $1.5M | 0.9% | |
| MRKMerck & Company Incorporated | $1.4M | 0.8% | −12.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $6.0M |
| CATCaterpillar Incorporated | December 31, 2023 | +260.2% | $1.7M |
| AVGOBroadcom Incorporated | December 31, 2023 | +238.4% | $5.0M |
| GOOGLAlphabet Incorporated Cap Stk Class A | December 31, 2023 | +155.8% | $2.3M |
| GOOGAlphabet Incorporated Cap Stk Class C | December 31, 2023 | +150.7% | $2.3M |
| CSCOCisco Systems Incorporated | December 31, 2023 | +132.5% | $1.7M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $2.9M |
| LLYEli Lilly & Company | December 31, 2023 | +105.8% | $1.7M |
| JPMJpmorgan Chase & Company | December 31, 2023 | +92.4% | $3.3M |
| Eaton Corporation PLC Shs (ireland)CUSIP G29183103 | December 31, 2023 | +76.9% | $1.8M |
Sold off last quarter
- Honeywell International IncorporatedCUSIP 438516106 was $553K
- ABTAbbott Laboratories was $425K
- HCAHca Healthcare Incorporated was $348K
- MCKMckesson Corporation was $342K
- CMCSAComcast Corporation New Class A was $331K
- ORCLOracle Corporation was $328K
- DISDisney Walt Company was $313K
- AZOAutozone Incorporated was $277K
- INTUIntuit was $265K
- SCHWSchwab Charles Corporation was $244K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2022 | +10.4% | +7.1% |
| September 30, 2022 | −7.6% | −5.3% |
| June 30, 2022 | −10.1% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meadow Creek Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1801107&type=13F-HR&dateb=&owner=include&count=40CIK 1801107
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1801107/000106299326004406/Filed August 14, 2026 · accession 0001062993-26-004406