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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) |
|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 913 shares | $302,961 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 4,805 shares | $299,832 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 594 shares | $295,782 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 | — | 1,036 shares | $287,894 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 1,893 shares | $287,793 |
| CSX CORP COM | Stock | 126408103 | — | 6,166 shares | $286,781 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 912 shares | $277,339 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 3,239 shares | $276,675 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 502 shares | $270,051 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 551 shares | $266,227 |
| DEERE & CO COM | Stock | 244199105 | — | 389 shares | $261,233 |
| MANULIFE FINL CORP COM | Stock | 56501R106 | — | 6,060 shares | $258,095 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 2,541 shares | $251,127 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 1,415 shares | $248,375 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 2,494 shares | $247,554 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 626 shares | $246,938 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 702 shares | $245,286 |
| TESLA INC COM | Stock | 88160R101 | — | 684 shares | $242,690 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 1,039 shares | $230,190 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 828 shares | $222,608 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 921 shares | $218,765 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 8,072 shares | $216,975 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 1,044 shares | $216,432 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 960 shares | $213,370 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288620 | — | 4,305 shares | $209,697 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 1,854 shares | $208,575 |
| ISHARES AAA-A RATED CORPORATE BOND ETF | ETF | 46429B291 | — | 4,584 shares | $206,234 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 1,949 shares | $204,450 |
| MCKESSON CORP COM | Stock | 58155Q103 | — | 239 shares | $204,061 |
| U.S. SMALL CAP PORTFOLIO ETF | ETF | 25239Y188 | — | 2,606 shares | $201,757 |
| WESTERN ASSET INVESTMENT GRADE COM | CEF | 95766T100 | — | 17,563 shares | $201,448 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464287242 | — | 1,964 shares | $200,682 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 1,500 shares | $200,580 |
| BLACKROCK INCOME TR INC COM NEW | CEF | 09247F209 | — | 10,642 shares | $101,631 |