Meadow Creek Wealth Advisors LLC
140 holdingsFiling period: 2026-06-30Current AUM: $166.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 23.0K | $17.2M | $17.4M | 10.48% | +149 | 2026-06-30 |
| 2 | SON | SONOCO PRODUCTS COMPANY | 238.9K | $13.5M | $11.5M | 6.93% | -50 | 2026-06-30 |
| 3 | KO | COCA COLA COMPANY | 143.1K | $11.6M | $12.7M | 7.62% | +13 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 29.8K | $6.0M | $6.3M | 3.79% | -6,774 | 2026-06-30 |
| 5 | AAPL | APPLE INCORPORATED | 19.6K | $5.7M | $6.5M | 3.91% | -2,919 | 2026-06-30 |
| 6 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 181.5K | $5.3M | $5.2M | 3.11% | +8.0K | 2026-06-30 |
| 7 | AVGO | BROADCOM INCORPORATED | 13.2K | $5.0M | $4.5M | 2.69% | -1,508 | 2026-06-30 |
| 8 | PREF | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | 175.9K | $3.4M | $3.3M | 1.97% | +26.9K | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & COMPANY | 10.1K | $3.3M | $3.6M | 2.15% | -1,329 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORPORATION | 8.8K | $3.3M | $4.4M | 2.63% | -2,359 | 2026-06-30 |
| 11 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 25.0K | $3.1M | $3.1M | 1.86% | +793 | 2026-06-30 |
| 12 | WMT | WALMART INC | 25.5K | $2.9M | $2.8M | 1.65% | -632 | 2026-06-30 |
| 13 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 13.3K | $2.8M | $2.9M | 1.72% | -739 | 2026-06-30 |
| 14 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 6.6K | $2.3M | $2.3M | 1.35% | +352 | 2026-06-30 |
| 15 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 6.5K | $2.3M | $2.2M | 1.35% | -2,493 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INCORPORATED | 9.2K | $2.2M | $2.3M | 1.38% | -3,067 | 2026-06-30 |
| 17 | JNJ | JOHNSON & JOHNSON | 8.0K | $2.0M | $2.1M | 1.29% | -93 | 2026-06-30 |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 5.5K | $2.0M | $2.0M | 1.23% | -- | 2026-06-30 |
| 19 | HD | HOME DEPOT INCORPORATED | 5.2K | $1.8M | $1.6M | 0.95% | -174 | 2026-06-30 |
| 20 | — | EATON CORPORATION PLC SHS (IRELAND) | 4.2K | $1.8M | $1.8M | 1.07% | -21 | 2026-06-30 |
| 21 | LLY | ELI LILLY & COMPANY | 1.4K | $1.7M | $1.6M | 0.97% | -78 | 2026-06-30 |
| 22 | CSCO | CISCO SYSTEMS INCORPORATED | 14.5K | $1.7M | $1.6M | 0.96% | -1,053 | 2026-06-30 |
| 23 | CAT | CATERPILLAR INCORPORATED | 1.6K | $1.7M | $1.2M | 0.74% | +164 | 2026-06-30 |
| 24 | — | CHUBB LIMITED (SWITZERLAND) | 4.3K | $1.5M | $1.5M | 0.89% | -11 | 2026-06-30 |
| 25 | MRK | MERCK & COMPANY INCORPORATED | 10.8K | $1.4M | $1.6M | 0.93% | -1,589 | 2026-06-30 |
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