Meadow Creek Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$163,798
Net value change ($000)
+9,261 (6.0%)
New positions
19
Sold out positions
15
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,297 15.4%
VTI 2,034 NEW
IAU 1,272 NEW
RDVI 902 20.3%
MU 783 NEW
KO 748 6.9%
VOO 699 164.1%
CAT 677 67.8%
KLAC 585 85.8%
AMD 584 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -848 -20.5%
META -576 -33.8%
HON -553 -100.0%
XOM -430 -24.4%
ABT -425 -100.0%
NVDA -417 -6.5%
T -403 -61.5%
AMZN -361 -14.1%
WMT -359 -11.1%
HCA -348 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type