account_balance
Investment manager · 13F filer · SEC CIK 1801107
Meadow Creek Wealth Advisors LLC
Reported value$170Mas of Sep 30, 2026
Positions134 10 new, 15 sold out
Top 10 weight45.9%IVV alone is 11%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
10.9%Added +5%
KOCoca-Cola Co
7.3%
SONSonoco Products Co
6.9%
AAPLApple Inc.
4.1%Added +7%
NVDANVIDIA Corp
4.0%
RDVIFt Vest Rising Dividend Achievers Target Income ETF
3.2%Added +7%
MSFTMicrosoft Corp
3.1%Added +17%
AVGOBroadcom Inc.
2.6%Trimmed −5%
JPMJPMorgan Chase & Co
2.0%
PREFPrincipal Spectrum Preferred Secs Active ETF
1.9%
AFMCFirst Trust Active Factor Mid Cap ETF
1.9%New
IJHiShares Core S&P Mid-Cap ETF
1.9%
IVViShares Core S&P 500 ETF
10.9%Added +5%
KOCoca-Cola Co
7.3%
SONSonoco Products Co
6.9%
AAPLApple Inc.
4.1%+7%
NVDANVIDIA Corp
4.0%
RDVIFt Vest Rising Dividend Achievers Target Income ETF
3.2%
MSFTMicrosoft Corp
3.1%
AVGOBroadcom Inc.
2.6%
JPM2.0%PREF
AFMC
IJH1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 10.9% Added +5%
KO Coca-Cola Co 7.3% HeldSON Sonoco Products Co 6.9% HeldAAPL Apple Inc. 4.1% Added +7%NVDA NVIDIA Corp 4.0% HeldRDVI Ft Vest Rising Dividend Achievers Target Income ETF 3.2% Added +7%
MSFT Microsoft Corp 3.1% Added +17%AVGO Broadcom Inc. 2.6% Trimmed −5%JPM JPMorgan Chase & Co 2.0% HeldPREF Principal Spectrum Preferred Secs Active ETF 1.9% Held
AFMC First Trust Active Factor Mid Cap ETF 1.9% New
IJH iShares Core S&P Mid-Cap ETF 1.9% Added +234%
What changed
Biggest moves since Jun 30, 2026
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