2026 Q1 Portfolio Activity
In 2026 Q1, Meadow Creek Wealth Advisors LLC maintained a portfolio of 148 distinct positions. The most significant new addition was Fidelity Enhanced Large Cap Co, now representing 0.41% of the total fund value. They heavily accumulated shares in FIRST TRUST WCM INTERNATIONAL , increasing the position by 106.5%. The fund also reduced its exposure to ELI LILLY & COMPANY by 59.7%.
Position History
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Total Positions
148
Quarter
2026 Q1
Top Holding
IVV (9.7%)
Top 10 Concentration
45.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 148
Meadow Creek Wealth Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR CORE...
|
Bond/Debt | 9.66% | 10.05% |
#1
Prev: #1
|
6.4 |
—
|
-104 | -0.5% |
P
S
|
22,842 | $14,920,618 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SON
SONOCO PRODUCTS...
|
Consumer Cyclical | 8.36% | 6.67% |
#2
Prev: #2
|
5.8 |
—
|
no change | no change |
P
S
|
238,986 | $12,926,753 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
KO
COCA COLA COMPA...
|
Consumer Defensive | 7.04% | 6.41% |
#3
Prev: #3
|
4.3 |
—
|
-307 | -0.2% |
P
S
|
143,040 | $10,878,192 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.12% | 4.75% |
#4
Prev: #4
|
2.6 |
—
|
-3,321 | -8.3% |
P
S
|
36,541 | $6,372,786 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AAPL
APPLE INCORPORA...
|
Technology | 3.71% | 3.57% |
#5
1
Prev: #6
|
4.0 |
—
|
2,024 | 9.9% |
P
S
|
22,562 | $5,725,995 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AVGO
BROADCOM INCORP...
|
Technology | 2.95% | 3.49% |
#6
1
Prev: #7
|
1.7 |
—
|
-1,031 | -6.5% |
P
S
|
14,726 | $4,557,844 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
RDVI
FT VEST RISING ...
|
Bond/Debt | 2.87% | 2.83% |
#7
1
Prev: #8
|
1.6 |
—
|
4,865 | 2.9% |
P
S
|
173,565 | $4,434,587 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
MICROSOFT CORPO...
|
Technology | 2.68% | 3.79% |
#8
3
Prev: #5
|
1.6 |
—
|
-1,073 | -8.8% |
P
S
|
11,176 | $4,136,975 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.18% | 2.38% |
#9
1
Prev: #10
|
1.4 |
—
|
-77 | -0.7% |
P
S
|
11,459 | $3,370,876 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
WMT
WALMART INCORPO...
|
Consumer Defensive | 2.10% | 1.98% |
#10
1
Prev: #11
|
1.3 |
—
|
-1,690 | -6.1% |
P
S
|
26,089 | $3,242,378 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PREF
PRINCIPAL SPECT...
|
Bond/Debt | 1.82% | 1.70% |
#11
3
Prev: #14
|
2.7 |
—
|
9,902 | 7.1% |
P
S
|
149,078 | $2,805,648 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
RSP
INVESCO S&P 500...
|
Bond/Debt | 1.75% | 1.74% |
#12
1
Prev: #13
|
1.2 |
—
|
-118 | -0.8% |
P
S
|
14,085 | $2,703,193 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AVUV
AVANTIS U.S. SM...
|
Bond/Debt | 1.73% | 1.57% |
#13
3
Prev: #16
|
1.2 |
—
|
141 | 0.6% |
P
S
|
24,233 | $2,676,965 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOGL
ALPHABET INCORP...
|
Communication Services | 1.67% | 1.75% |
#14
2
Prev: #12
|
1.2 |
—
|
244 | 2.8% |
P
S
|
8,999 | $2,587,752 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMZN
AMAZON COM INCO...
|
Consumer Cyclical | 1.66% | 1.66% |
#15
Prev: #15
|
2.7 |
—
|
1,069 | 9.5% |
P
S
|
12,297 | $2,561,096 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.28% | 1.03% |
#16
5
Prev: #21
|
1.0 |
—
|
354 | 4.6% |
P
S
|
8,123 | $1,985,586 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOG
ALPHABET INCORP...
|
Communication Services | 1.16% | 1.03% |
#17
3
Prev: #20
|
3.0 |
—
|
1,120 | 21.8% |
P
S
|
6,248 | $1,792,301 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HD
HOME DEPOT INCO...
|
Consumer Cyclical | 1.14% | 1.20% |
#18
1
Prev: #17
|
1.0 |
—
|
-97 | -1.8% |
P
S
|
5,375 | $1,767,878 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.14% | 0.98% |
#19
3
Prev: #22
|
1.0 |
—
|
-2,397 | -18.7% |
P
S
|
10,396 | $1,763,785 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.10% | 1.17% |
#20
2
Prev: #18
|
2.4 |
—
|
207 | 7.5% |
P
S
|
2,976 | $1,702,659 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ETN
EATON CORPORATI...
|
Industrials | 0.97% | 0.90% |
#21
2
Prev: #23
|
0.9 |
—
|
-205 | -4.6% |
P
S
|
4,206 | $1,504,202 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MRK
MERCK & COMPANY...
|
Healthcare | 0.96% | 0.75% |
#22
7
Prev: #29
|
2.4 |
—
|
1,229 | 11.0% |
P
S
|
12,379 | $1,489,070 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CB
CHUBB LIMITED S...
|
Financial Services | 0.92% | 0.87% |
#23
1
Prev: #24
|
0.9 |
—
|
-26 | -0.6% |
P
S
|
4,342 | $1,415,340 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LLY
ELI LILLY & COM...
|
Healthcare | 0.89% | 2.55% |
#24
15
Prev: #9
|
0.4 |
—
|
-2,218 | -59.7% |
P
S
|
1,497 | $1,376,896 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.86% | 0.75% |
#25
5
Prev: #30
|
0.8 |
—
|
-21 | -1.5% |
P
S
|
1,337 | $1,332,655 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
V
VISA INCORPORAT...
|
Financial Services | 0.86% | 1.04% |
#26
7
Prev: #19
|
0.8 |
—
|
-231 | -5.0% |
P
S
|
4,407 | $1,332,025 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.83% | 0.78% |
#27
Prev: #27
|
0.8 |
—
|
331 | 3.9% |
P
S
|
8,865 | $1,280,461 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ABBV
ABBVIE INCORPOR...
|
Healthcare | 0.79% | 0.83% |
#28
2
Prev: #26
|
0.8 |
—
|
-41 | -0.7% |
P
S
|
5,632 | $1,224,904 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 0.78% | 0.76% |
#29
1
Prev: #28
|
0.8 |
—
|
70 | 0.5% |
P
S
|
15,507 | $1,203,188 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.77% | 0.86% |
#30
5
Prev: #25
|
0.8 |
—
|
-46 | -0.2% |
P
S
|
24,334 | $1,186,283 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MCD
MCDONALDS CORPO...
|
Consumer Cyclical | 0.76% | 0.70% |
#31
Prev: #31
|
2.3 |
—
|
207 | 5.8% |
P
S
|
3,798 | $1,180,380 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.74% | 0.54% |
#32
7
Prev: #39
|
0.8 |
—
|
-4 | -0.1% |
P
S
|
5,545 | $1,147,261 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FTLS
FIRST TRUST LON...
|
Bond/Debt | 0.73% | 0.65% |
#33
1
Prev: #32
|
2.3 |
—
|
1,826 | 12.8% |
P
S
|
16,103 | $1,133,007 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.73% | 0.58% |
#34
2
Prev: #36
|
2.3 |
—
|
221 | 9.3% |
P
S
|
2,591 | $1,124,268 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.65% | 0.55% |
#35
3
Prev: #38
|
0.8 |
—
|
-85 | -5.7% |
P
S
|
1,409 | $998,220 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.64% | 0.42% |
#36
13
Prev: #49
|
0.8 |
—
|
-48 | -1.2% |
P
S
|
4,028 | $983,557 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.59% | 0.55% |
#37
Prev: #37
|
0.7 |
—
|
3 | 0.1% |
P
S
|
4,700 | $906,630 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
WCMI
FIRST TRUST WCM...
|
Bond/Debt | 0.58% | 0.28% |
#38
34
Prev: #72
|
3.2 |
—
|
27,428 | 106.5% |
P
S
|
53,171 | $891,678 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NFLX
NETFLIX INCORPO...
|
Communication Services | 0.57% | 0.61% |
#39
6
Prev: #33
|
0.7 |
—
|
-1,016 | -10.1% |
P
S
|
9,092 | $874,196 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
UNP
UNION PAC CORPO...
|
Industrials | 0.53% | 0.45% |
#40
7
Prev: #47
|
2.2 |
—
|
337 | 11.0% |
P
S
|
3,392 | $822,905 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 0.52% | 0.60% |
#41
7
Prev: #34
|
0.7 |
—
|
-7 | -1.0% |
P
S
|
696 | $806,187 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IJH
ISHARES TR CORE...
|
Bond/Debt | 0.51% | 0.47% |
#42
3
Prev: #45
|
2.2 |
—
|
715 | 6.5% |
P
S
|
11,758 | $794,018 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
EMR
EMERSON ELEC CO...
|
Industrials | 0.50% | 0.46% |
#43
3
Prev: #46
|
2.2 |
—
|
582 | 10.9% |
P
S
|
5,946 | $779,045 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.49% | 0.39% |
#44
6
Prev: #50
|
2.2 |
—
|
154 | 6.9% |
P
S
|
2,391 | $760,673 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMGN
AMGEN INCORPORA...
|
Healthcare | 0.48% | 0.39% |
#45
6
Prev: #51
|
2.2 |
—
|
275 | 14.9% |
P
S
|
2,122 | $746,626 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.47% | 0.53% |
#46
5
Prev: #41
|
0.7 |
—
|
10 | 0.7% |
P
S
|
1,450 | $724,421 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
KLAC
KLA CORPORATION...
|
Technology | 0.44% | 0.37% |
#47
7
Prev: #54
|
0.7 |
—
|
-10 | -2.1% |
P
S
|
463 | $681,726 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
T
AT&T INCORPORAT...
|
Communication Services | 0.42% | 0.36% |
#48
8
Prev: #56
|
0.7 |
—
|
94 | 0.4% |
P
S
|
22,608 | $655,406 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.41% | 0.51% |
#49
7
Prev: #42
|
0.7 |
—
|
-95 | -3.9% |
P
S
|
2,340 | $633,062 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FELC
Fidelity Enhanc...
|
Bond/Debt | 0.41% | — |
#50
Prev: #—
|
3.7 |
—
|
17,362 | — |
NEW
|
17,362 | $629,720 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 148 holdings