Meadow Creek Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$154,537
Net value change ($000)
-1,874 (-1.2%)
New positions
10
Sold out positions
13
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SON 2,498 24.0%
KO 857 8.6%
FELC 630 NEW
AZN 476 NEW
WCMI 454 103.7%
VOO 426 NEW
JNJ 378 23.5%
MPC 321 48.4%
MRK 315 26.8%
CVX 301 35.6%
Top Reduces (Value $000, Stocks/ETFs)
LLY -2,615 -65.5%
MSFT -1,787 -30.2%
NVDA -1,061 -14.3%
AVGO -895 -16.4%
IVV -796 -5.1%
RF -586 -70.5%
AZN -418 -100.0%
CTAS -399 -100.0%
CRM -349 -37.9%
JPM -346 -9.3%
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