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Meadow Creek Wealth Advisors LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $169,797,391
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES CORE S&P 500 ETF · ETF · 464287200 · shares: $18,479,779
- COCA COLA CO COM · Stock · 191216100 · shares: $12,347,573
- SONOCO PRODS CO COM · Stock · 835495102 · shares: $11,664,856
- APPLE INC COM · Stock · 037833100 · shares: $7,028,368
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $6,731,090
- FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF · ETF · 33738D879 · shares: $5,418,637
- MICROSOFT CORP COM · Stock · 594918104 · shares: $5,294,092
- BROADCOM INC COM · Stock · 11135F101 · shares: $4,402,869
- JPMORGAN CHASE & CO COM · Stock · 46625H100 · shares: $3,320,318
- PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF · ETF · 74255Y888 · shares: $3,292,008
Reported holdings
134 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 24,130 shares | $18,479,779 |
| COCA COLA CO COM | Stock | 191216100 | — | 143,443 shares | $12,347,573 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 238,936 shares | $11,664,856 |
| APPLE INC COM | Stock | 037833100 | — | 21,105 shares | $7,028,368 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 29,473 shares | $6,731,090 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | ETF | 33738D879 | — | 194,356 shares | $5,418,637 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 10,322 shares | $5,294,092 |
| BROADCOM INC COM | Stock | 11135F101 | — | 12,537 shares | $4,402,869 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 10,036 shares | $3,320,318 |
| PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | ETF | 74255Y888 | — | 179,401 shares | $3,292,008 |
| FIRST TRUST ACTIVE FACTOR MID CAP ETF | ETF | 33740F813 | — | 82,195 shares | $3,255,744 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 44,200 shares | $3,180,190 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | — | 26,024 shares | $3,064,855 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | — | 13,288 shares | $2,764,170 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 7,032 shares | $2,396,084 |
| WALMART INC COM | Stock | 931142103 | — | 22,746 shares | $2,363,795 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 6,695 shares | $2,303,616 |
| AMAZON COM INC COM | Stock | 023135106 | — | 9,096 shares | $2,266,268 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 8,189 shares | $2,167,956 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 5,497 shares | $2,057,197 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 1,548 shares | $1,791,160 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 3,999 shares | $1,718,221 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 2,197 shares | $1,593,220 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 9,729 shares | $1,583,395 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 10,592 shares | $1,539,124 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 14,290 shares | $1,538,033 |
| FIRST TRUST LONG/SHORT EQUITY ETF | ETF | 33739P103 | — | 19,505 shares | $1,495,838 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 4,998 shares | $1,421,963 |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | ETF | 33733E732 | — | 73,339 shares | $1,399,308 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 4,212 shares | $1,370,104 |
| VISA INC COM CL A | Stock | 92826C839 | — | 3,778 shares | $1,357,612 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 24,668 shares | $1,342,679 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 3,269 shares | $1,292,628 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 4,937 shares | $1,291,470 |
| ISHARES GOLD TRUST | ETF | 464285204 | — | 16,186 shares | $1,264,127 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 5,854 shares | $1,195,445 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 1,445 shares | $1,171,592 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 1,638 shares | $1,148,009 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 7,291 shares | $1,059,236 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 2,363 shares | $1,053,675 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 1,111 shares | $1,011,779 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 5,315 shares | $986,730 |
| UNION PAC CORP COM | Stock | 907818108 | — | 3,312 shares | $901,225 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 3,673 shares | $848,243 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 2,029 shares | $804,925 |
| FIDELITY ENHANCED LARGE CAP CORE ETF | ETF | 316092113 | — | 18,562 shares | $804,106 |
| AMGEN INC COM | Stock | 031162100 | — | 1,856 shares | $782,323 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 4,801 shares | $744,635 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 2,154 shares | $731,412 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 1,916 shares | $703,165 |
| KLA CORP COM NEW | Stock | 482480100 | — | 3,607 shares | $703,113 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 1,131 shares | $691,901 |
| TRANSDIGM GROUP INC COM | Stock | 893641100 | — | 590 shares | $638,314 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 1,562 shares | $605,447 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 1,057 shares | $582,809 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 12,521 shares | $574,355 |
| TARGET CORP COM | Stock | 87612E106 | — | 3,576 shares | $560,323 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 2,165 shares | $558,700 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 1,975 shares | $549,406 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 1,632 shares | $536,128 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 2,808 shares | $535,823 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 7,691 shares | $535,140 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 10,557 shares | $533,973 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 2,325 shares | $533,750 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 494 shares | $526,164 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 677 shares | $515,956 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 2,726 shares | $512,706 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 2,304 shares | $511,165 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 1,859 shares | $487,052 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 33738R506 | — | 6,012 shares | $470,679 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 3,052 shares | $453,680 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 856 shares | $435,918 |
| EQUINIX INC COM | REIT | 29444U700 | — | 429 shares | $433,968 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 434 shares | $414,652 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 336917109 | — | 8,366 shares | $410,854 |
| FIDELITY ENHANCED LARGE CAP GROWTH ETF | ETF | 31609A305 | — | 8,895 shares | $401,076 |
| QUALCOMM INC COM | Stock | 747525103 | — | 2,162 shares | $397,894 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 990 shares | $393,337 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 1,398 shares | $391,566 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 1,435 shares | $379,916 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 4,274 shares | $368,803 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 2,929 shares | $366,564 |
| LINDE PLC SHS | Stock | G54950103 | — | 768 shares | $364,298 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 2,473 shares | $357,670 |
| ASTRAZENECA PLC ORD | ADR | G0593M107 | — | 2,212 shares | $357,172 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 2,292 shares | $341,623 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 1,067 shares | $333,213 |
| NUVEEN MUN CR INCOME FD COM SH BEN INT | CEF | 67070X101 | — | 30,757 shares | $333,098 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 2,515 shares | $332,807 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 1,511 shares | $332,314 |
| PEPSICO INC COM | Stock | 713448108 | — | 2,610 shares | $330,739 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 3,479 shares | $326,887 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 8,956 shares | $326,552 |
| SOUTHERN CO COM | Stock | 842587107 | — | 3,869 shares | $320,701 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 3,977 shares | $318,359 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 300 shares | $317,487 |
| PFIZER INC COM | Stock | 717081103 | — | 11,131 shares | $317,456 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 681 shares | $310,665 |
| NATERA INC COM | Stock | 632307104 | — | 743 shares | $307,089 |
| AT&T INC COM | Stock | 00206R102 | — | 12,426 shares | $303,194 |