Meadow Creek Wealth Advisors LLC
136 holdingsFiling period: 2026-03-31Current AUM: $172.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 22.8K | $14.9M | $17.1M | 9.96% | -104 | 2026-03-31 |
| 2 | SON | SONOCO PRODUCTS COMPANY | 239.0K | $12.9M | $13.5M | 7.82% | -- | 2026-03-31 |
| 3 | KO | COCA COLA COMPANY | 143.0K | $10.9M | $12.5M | 7.28% | -307 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 36.5K | $6.4M | $7.3M | 4.26% | -3,321 | 2026-03-31 |
| 5 | AAPL | APPLE INCORPORATED | 22.6K | $5.7M | $7.0M | 4.05% | +2.0K | 2026-03-31 |
| 6 | AVGO | BROADCOM INCORPORATED | 14.7K | $4.6M | $5.7M | 3.33% | -1,031 | 2026-03-31 |
| 7 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | 173.6K | $4.4M | $5.1M | 2.94% | +4.9K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORPORATION | 11.2K | $4.1M | $5.2M | 3.02% | -1,073 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & COMPANY | 11.5K | $3.4M | $4.0M | 2.34% | -77 | 2026-03-31 |
| 10 | WMT | WALMART INCORPORATED | 26.1K | $3.2M | $2.9M | 1.69% | -1,690 | 2026-03-31 |
| 11 | PREF | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | 149.1K | $2.8M | $2.8M | 1.63% | +9.9K | 2026-03-31 |
| 12 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 14.1K | $2.7M | $3.0M | 1.76% | -118 | 2026-03-31 |
| 13 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 24.2K | $2.7M | $3.0M | 1.76% | +141 | 2026-03-31 |
| 14 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 9.0K | $2.6M | $3.2M | 1.86% | +244 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INCORPORATED | 12.3K | $2.6M | $3.3M | 1.94% | +1.1K | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 8.1K | $2.0M | $2.1M | 1.21% | +354 | 2026-03-31 |
| 17 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 6.2K | $1.8M | $2.2M | 1.29% | +1.1K | 2026-03-31 |
| 18 | HD | HOME DEPOT INCORPORATED | 5.4K | $1.8M | $1.8M | 1.04% | -97 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORPORATION | 10.4K | $1.8M | $1.6M | 0.94% | -2,397 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORPORATION | 10.4K | $1.8M | $1.6M | 0.94% | -2,397 | 2026-03-31 |
| 21 | META | META PLATFORMS INCORPORATED CLASS A | 3.0K | $1.7M | $1.7M | 0.96% | +207 | 2026-03-31 |
| 22 | — | EATON CORPORATION PLC SHS | 4.2K | $1.5M | $1.5M | 0.87% | -205 | 2026-03-31 |
| 23 | MRK | MERCK & COMPANY INCORPORATED | 12.4K | $1.5M | $1.6M | 0.94% | +1.2K | 2026-03-31 |
| 24 | — | CHUBB LIMITED SWITZ | 4.3K | $1.4M | $1.4M | 0.82% | -26 | 2026-03-31 |
| 25 | LLY | ELI LILLY & COMPANY | 1.5K | $1.4M | $1.7M | 1.00% | -2,218 | 2026-03-31 |
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