Meadow Creek Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
137
Total value ($000)
$150,660
Net value change ($000)
+2,545 (1.7%)
New positions
10
Sold out positions
15
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RDVI 4,248 NEW
IVV 1,153 9.0%
AAPL 1,087 27.3%
AVGO 1,024 20.9%
GOOGL 838 60.3%
NVDA 791 12.2%
ORCL 456 74.1%
FDL 343 NEW
JNJ 336 31.6%
GOOGL 317 37.2%
Top Reduces (Value $000, Stocks/ETFs)
JEPI -4,507 -100.0%
SON -812 -7.8%
KO -498 -4.9%
EQR -409 -100.0%
PGR -357 -100.0%
SPOT -348 -100.0%
SCHD -343 -100.0%
NFLX -328 -19.9%
ACN -261 -100.0%
NOW -252 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type