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Meadow Creek Wealth Advisors LLC
Meadow Creek Wealth Advisors provides sophisticated wealth management services tailored to individuals, families, business owners, and corporate executives.
Investment Strategy
Portfolio management for individuals and institutions with financial planning, estate planning, and investment strategies.
Latest 13F Filing Activity
Meadow Creek Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 141 equity positions with a total 13F market value of $148M. The fund increased holdings in Nvidia Corporation, Broadcom Incorporated, Microsoft Corporation among other positions. Meadow Creek Wealth Advisors LLC reduced exposure to Sonoco Products Company, Unitedhealth Group Incorporated, Ishares TR Russell 2000 Etf among others.
Top Holdings
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR CORE S&P500 ETF | 8.62% | $12.8M | 20,568 | $526.24 | $620.90 | +$1.3M |
S SON | SONOCO PRODUCTS COMPANY | 7.03% | $10.4M | 238,986 | $48.85 | $43.56 | -$879.5K |
K KO | COCA COLA COMPANY | 6.88% | $10.2M | 143,967 | $59.28 | $70.75 | -$87.7K |
N NVDA | NVIDIA CORPORATION | 4.37% | $6.5M | 40,956 | $60.76 | $157.99 | +$2.2M |
M MSFT | MICROSOFT CORPORATION | 4.13% | $6.1M | 12,306 | $389.66 | $497.41 | +$1.7M |
Industry Allocation
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