Meadow Creek Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$156,411
Net value change ($000)
+5,751 (3.8%)
New positions
6
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 1,793 12.9%
LLY 990 33.0%
SON 831 8.7%
GOOGL 512 23.0%
AAPL 509 10.0%
GOOGL 439 37.5%
KO 333 3.4%
PLTR 242 NEW
JPM 239 6.9%
MRK 238 25.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -501 -46.8%
MSFT -463 -7.2%
AVGO -463 -7.8%
META -453 -19.9%
VOO -433 -100.0%
NFLX -371 -28.1%
ETN -308 -18.0%
HD -271 -12.6%
DASH -218 -100.0%
SHW -217 -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