Meadow Creek Wealth Advisors LLC

CIK

1801107

Location

ATLANTA, GA

Portfolio Value

Small $121,665,458

Diversification

Diversified

Filing Date

Global Rank

#5,664 / 8,633 ▼ 97

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

+40.2%

Period ended 51 days ago

Filed Aug 14, 2026 · 6d

15 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+315.5%

SPY

+76.2%

Annualised alpha

+40.0%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

+0.4 pts

Top 5

34.3%

+0.8 pts

Top 10

47.7%

−0.4 pts

HHI

354

Diversified+11

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$32,923,346	27
Consumer Cyclical	16.4%	$20,007,664	8
Consumer Defensive	14.7%	$17,902,248	7
Financial Services	12.2%	$14,784,560	26
Industrials	8.9%	$10,852,588	19
Healthcare	8.0%	$9,720,270	12
Communication Services	5.9%	$7,140,607	5
Energy	3.2%	$3,927,169	5
Unclassified	1.5%	$1,776,110	2
Basic Materials	0.8%	$997,640	2
Utilities	0.7%	$871,901	3
Real Estate	0.6%	$761,355	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
NZF	Nuveen Municipal Credit Income Fund	+15,768	30,757	$389,998
KLAC	Kla Corp	+3,737	4,200	$1,267,182
VZ	Verizon Communications Inc	+518	13,046	$552,367
QCOM	Qualcomm Inc/De	+337	2,704	$499,672
CVX	Chevron Corp	+319	5,864	$972,016
ADP	Automatic Data Processing Inc	+261	2,078	$465,368
GE	General Electric Co	+220	947	$353,922
CAT	Caterpillar Inc	+164	1,573	$1,675,087
RTX	RTX Corp	+160	4,860	$922,087
TXN	Texas Instruments Inc	+141	1,632	$486,450
LMT	Lockheed Martin Corp	+121	845	$430,493
NOC	Northrop Grumman Corp /De/	+110	509	$259,238
COP	Conocophillips	+95	2,873	$298,677
DLR	Digital Realty Trust, Inc.	+88	1,407	$252,669
AZN	Astrazeneca PLC	+75	2,491	$472,343
TGT	Target Corp	+74	3,765	$491,746
PEP	Pepsico Inc	+59	2,600	$352,040
MCD	Mcdonalds Corp	+52	3,850	$1,040,693
APD	Air Products & Chemicals, Inc.	+51	2,093	$613,625
CME	Cme Group Inc.	+42	1,856	$409,860
KO	Coca Cola Co	+13	143,053	$11,625,917
SPY	Spdr S&P 500 ETF Trust	+1	675	$504,069
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−10,451	12,157	$251,649
NVDA	Nvidia Corp	−6,774	29,767	$5,956,079
BMY	Bristol Myers Squibb Co	−3,189	4,915	$283,202
AMZN	Amazon Com Inc	−3,067	9,230	$2,199,878
AAPL	Apple Inc.	−2,919	19,643	$5,683,898
BN	BROOKFIELD Corp /ON/	−2,733	7,575	$322,619
MSFT	Microsoft Corp	−2,359	8,817	$3,288,917
GOOGL	Alphabet Inc.	−2,141	13,106	$4,657,027
MRK	Merck & Co., Inc.	−1,589	10,790	$1,386,515
SBUX	Starbucks Corp	−1,581	3,944	$403,037
HON	Honeywell International Inc	−1,531	916	$205,092
AVGO	Broadcom Inc.	−1,508	13,218	$4,993,099
PG	PROCTER & GAMBLE Co	−1,493	7,372	$1,081,030
BAC	Bank Of America Corp /De/	−1,404	22,930	$1,306,551
NFLX	Netflix Inc	−1,355	7,737	$552,421
JPM	Jpmorgan Chase & Co	−1,329	10,130	$3,315,852
RF	Regions Financial Corp	−1,300	8,072	$243,774
EMR	Emerson Electric Co	−1,176	4,770	$682,825
MDT	Medtronic plc	−1,165	4,453	$348,358
CSCO	Cisco Systems, Inc.	−1,053	14,454	$1,697,766
META	Meta Platforms, Inc.	−975	2,001	$1,127,143
V	Visa Inc.	−951	3,456	$1,185,719
AXP	American Express Co	−776	1,195	$404,208
ABBV	AbbVie Inc.	−758	4,874	$1,226,493
ICE	Intercontinental Exchange, Inc.	−694	2,024	$249,174
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	16,846	$1,272,041
MU	Micron Technology Inc	678	$782,608
AMD	Advanced Micro Devices Inc	1,006	$584,395
SNOW	Snowflake Inc.	1,796	$457,082
SNDK	Sandisk Corp	164	$372,891
AMAT	Applied Materials Inc /De	504	$364,392
WDC	Western Digital Corp	470	$300,198
CSX	Csx Corp	6,109	$290,360
CMI	Cummins Inc	378	$269,593
CIEN	Ciena Corp	524	$257,053
DELL	Dell Technologies Inc.	553	$238,597
GLW	Corning Inc /Ny	929	$237,294
HEI	Heico Corp	852	$219,739
PGR	Progressive Corp/Oh/	978	$213,644
PANW	Palo Alto Networks Inc	620	$211,432
HONA	Honeywell Aerospace Inc.	910	$201,182
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	4,141	$425,156
HCA	HCA Healthcare, Inc.	735	$347,831
MCK	Mckesson Corp	395	$341,817
CMCSA	Comcast Corp	11,513	$330,538
ORCL	Oracle Corp	2,229	$327,908
DIS	Walt Disney Co	3,248	$313,042
AZO	Autozone Inc	82	$276,977
INTU	Intuit Inc.	613	$265,048
SCHW	Schwab Charles Corp	2,593	$243,690
AMT	American Tower Corp /Ma/	1,390	$239,886
TEL	TE Connectivity plc	1,140	$238,282
LOW	Lowes Companies Inc	949	$224,229
HAL	Halliburton Co	5,388	$210,078
WM	Waste Management Inc	906	$208,189
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $121,665,458 total · filing declares 139 positions · $163,798,209 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SON	Sonoco Products Co Consumer Cyclical	Reduced	238,936	-50	$13,464,043	+4.2%	11.07%
KO	Coca Cola Co Consumer Defensive	Added	143,053	+13	$11,625,917	+6.9%	9.56%
NVDA	Nvidia Corp Technology	Reduced	29,767	-6,774	$5,956,079	−6.5%	4.90%
AAPL	Apple Inc. Technology	Reduced	19,643	-2,919	$5,683,898	−0.7%	4.67%
AVGO	Broadcom Inc. Technology	Reduced	13,218	-1,508	$4,993,099	+9.5%	4.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,106	-2,141	$4,657,027	+6.3%	3.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,130	-1,329	$3,315,852	−1.6%	2.73%
MSFT	Microsoft Corp Technology	Reduced	8,817	-2,359	$3,288,917	−20.5%	2.70%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,457	-632	$2,883,259	−11.1%	2.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,230	-3,067	$2,199,878	−14.1%	1.81%
JNJ	Johnson & Johnson Healthcare	Reduced	8,030	-93	$2,039,379	+2.7%	1.68%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,201	-174	$1,834,288	+3.8%	1.51%
ETN	Eaton Corp plc Industrials	Reduced	4,185	-21	$1,783,312	+18.5%	1.47%
LLY	ELI LILLY & Co Healthcare	Reduced	1,419	-78	$1,701,991	+23.6%	1.40%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,454	-1,053	$1,697,766	+41.1%	1.40%
CAT	Caterpillar Inc Industrials	Added	1,573	+164	$1,675,087	+67.8%	1.38%
CB	Chubb Ltd Financial Services	Reduced	4,331	-11	$1,475,744	+4.3%	1.21%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,790	-1,589	$1,386,515	−6.9%	1.14%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,754	-642	$1,333,566	−24.4%	1.10%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	22,930	-1,404	$1,306,551	+10.1%	1.07%
IAU	Ishares Gold Trust	NEW	16,846	NEW	$1,272,041	NEW	1.05%
KLAC	Kla Corp Technology	Added	4,200	+3,737	$1,267,182	+85.9%	1.04%
ABBV	AbbVie Inc. Healthcare	Reduced	4,874	-758	$1,226,493	+0.1%	1.01%
V	Visa Inc. Financial Services	Reduced	3,456	-951	$1,185,719	−11.0%	0.97%
META	Meta Platforms, Inc. Communication Services	Reduced	2,001	-975	$1,127,143	−33.8%	0.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,372	-1,493	$1,081,030	−15.6%	0.89%
MSI	Motorola Solutions, Inc. Technology	Reduced	2,576	-15	$1,069,787	−4.9%	0.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,850	+52	$1,040,693	−11.8%	0.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,088	-249	$1,017,791	−23.6%	0.84%
CVX	Chevron Corp Energy	Added	5,864	+319	$972,016	−15.3%	0.80%
LRCX	Lam Research Corp Technology	Reduced	2,146	-21	$929,926	+100.8%	0.76%
RTX	RTX Corp Industrials	Added	4,860	+160	$922,087	+1.7%	0.76%
MPC	Marathon Petroleum Corp Energy	Reduced	3,575	-453	$914,020	−7.1%	0.75%
UNP	Union Pacific Corp Industrials	Reduced	3,342	-50	$909,024	+10.5%	0.75%
ADI	Analog Devices Inc Technology	Reduced	2,207	-184	$876,554	+15.2%	0.72%
TDG	TransDigm Group INC Industrials	Reduced	606	-90	$807,216	+0.1%	0.66%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,913	-427	$795,100	+25.6%	0.65%
MU	Micron Technology Inc Technology	NEW	678	NEW	$782,608	NEW	0.64%
EMR	Emerson Electric Co Industrials	Reduced	4,770	-1,176	$682,825	−12.4%	0.56%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	2,093	+51	$613,625	+3.4%	0.50%
AMGN	Amgen Inc Healthcare	Reduced	1,682	-440	$609,085	−18.4%	0.50%
ALL	Allstate Corp Financial Services	Reduced	2,517	-249	$598,894	+4.4%	0.49%
FITB	Fifth Third Bancorp Financial Services	Reduced	10,516	-83	$592,786	+20.4%	0.49%
AMD	Advanced Micro Devices Inc Technology	NEW	1,006	NEW	$584,395	NEW	0.48%
MS	Morgan Stanley Financial Services	Reduced	2,717	-45	$567,961	+25.0%	0.47%
NFLX	Netflix Inc Communication Services	Reduced	7,737	-1,355	$552,421	−36.8%	0.45%
VZ	Verizon Communications Inc Communication Services	Added	13,046	+518	$552,367	−12.2%	0.45%
EQIX	Equinix Inc Real Estate	Reduced	488	-34	$508,686	−0.6%	0.42%
SPY	Spdr S&P 500 ETF Trust	Added	675	+1	$504,069	+15.0%	0.41%
QCOM	Qualcomm Inc/De Technology	Added	2,704	+337	$499,672	+63.9%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.