Meadow Creek Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$169,797
Net value change ($000)
+5,999 (3.7%)
New positions
12
Sold out positions
17
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AFMC 3,256 NEW
IJH 2,160 211.8%
MSFT 2,005 61.0%
EXXONMOBIL HOLDINGS CORP COM SHS 1,583 NEW
AAPL 1,344 23.6%
IVV 1,262 7.3%
NVDA 775 13.0%
KO 722 6.2%
RDVY 471 NEW
META 466 41.3%
Top Reduces (Value $000, Stocks/ETFs)
SON -1,799 -13.4%
XOM -1,334 -100.0%
AVGO -590 -11.8%
KLAC -564 -44.5%
WMT -519 -18.0%
CAT -503 -30.0%
GEV -456 -100.0%
HD -412 -22.5%
LRCX -394 -42.4%
SNDK -373 -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