Data as of Q4 2025 (Dec 31, 2025)

Meadow Creek Wealth Advisors LLC

•CIK: 1801107•Filing: Q4 2025

**Meadow Creek Wealth Advisors LLC** manages $156M across a diversified portfolio of 138 positions. The firm exhibits notable concentration in core growth and defensive sectors, highlighted by top holdings including IVV ($15.7M) and SON ($10.4M). Significant allocations are also maintained in technology leaders such as NVDA ($7.4M), MSFT ($5.9M), and AAPL ($5.6M). This positioning suggests a disciplined, large-cap tilt across established market leaders.

Total AUM
$156.4M
QoQ Performance
+3.8%
Positions
138
Top 10 Concentration
46.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
SON
KO
IVV10.0%
SON6.7%
KO6.4%
NVDA4.8%
MSFT3.8%
AAPL3.6%
AVGO3.5%
RDVI2.8%

📈 Biggest Buys

IVV
ISHARES TR CORE S&P500 ETF
+9.4%
10.0% of portfolio
NFLX
NETFLIX INCORPORATED
+807.4%
0.6% of portfolio
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
NEW
0.2% of portfolio
GE
GE AEROSPACE COM NEW
NEW
0.1% of portfolio
SHOP
SHOPIFY INCORPORATED CLASS A SUB VTG SHS
NEW
0.1% of portfolio

📉 Biggest Sells

AVGO
BROADCOM INCORPORATED
-5.7%
3.5% of portfolio
META
META PLATFORMS INCORPORATED CLASS A
-13.6%
1.2% of portfolio
MSFT
MICROSOFT CORPORATION
-1.9%
3.8% of portfolio
ORCL
ORACLE CORPORATION
-14.6%
0.4% of portfolio
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-22.7%
0.2% of portfolio

Sector Breakdown

Other30.3%
Technology22.9%
ETF10.3%
Financial8.1%
Healthcare7.6%
Consumer7.4%
Consumer Staples6.6%
Industrial2.5%

🚪 Exited Positionssold since Q3 2025

VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
SOLD
$433.1K
DASH
DOORDASH INCORPORATED CLASS A
SOLD
$218.1K
SHW
SHERWIN WILLIAMS COMPANY
SOLD
$217.1K
MDLZ
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
SOLD
$208.3K
TT
TRANE TECHNOLOGIES PLC SHS
SOLD
$204.6K

Changes from Q3 2025

NEW6 new positions
↑41 increased
↓68 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV10.0%
ISHARES TR CORE S&P500 ETF
$15.7M
SON6.7%
SONOCO PRODUCTS COMPANY
$10.4M
KO6.4%
COCA COLA COMPANY
$10.0M
NVDA4.8%
NVIDIA CORPORATION
$7.4M
MSFT3.8%
MICROSOFT CORPORATION
$5.9M

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