We are live on
!
Find out more
MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
23.95%
This Fund
S&P 500
This Quarter
Est. Return
+3.42%
1 Year Est. Return
+23.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$5.75M
(+3.8%)
Cap. Flow
+$103K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
46.48%
Holding
143
New
6
Increased
40
Reduced
70
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.34M |
| 2 |
Palantir
PLTR
|
+$247K |
| 3 |
Shopify
SHOP
|
+$220K |
| 4 |
GE Aerospace
GE
|
+$216K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$207K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$433K |
| 2 |
Broadcom
AVGO
|
+$339K |
| 3 |
Meta Platforms (Facebook)
META
|
+$290K |
| 4 |
Brookfield
BN
|
+$287K |
| 5 |
DoorDash
DASH
|
+$218K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.57% |
| 2 | Consumer Discretionary | 11.91% |
| 3 | Financials | 10.66% |
| 4 | Consumer Staples | 10.54% |
| 5 | Healthcare | 8.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TSMC
TSM
$2.17T
| $401K | 0.26% |
1,319
+129
| +11% | +$37.9K |
|
77
Cintas
CTAS
$80.9B
| $399K | 0.25% |
2,120
| – | – |
|
78
Equinix
EQIX
$104B
| $398K | 0.25% |
519
-4
| -0.8% | -$3.13K |
|
79
Roper Technologies
ROP
$39.3B
| $393K | 0.25% |
884
-23
| -3% | -$10.7K |
|
80
Bristol-Myers Squibb
BMY
$131B
| $391K | 0.25% |
7,258
-747
| -9% | -$35.9K |
|
81
TJX Companies
TJX
$179B
| $380K | 0.24% |
2,471
| – | – |
|
82
Parker-Hannifin
PH
$135B
| $376K | 0.24% |
428
| – | – |
|
83
Johnson Controls International
JCI
$93.6B
| $372K | 0.24% |
3,103
-31
| -1% | -$3.56K |
|
84
Valero Energy
VLO
$87.2B
| $360K | 0.23% |
2,212
| – | – |
|
85
Walt Disney
DIS
$181B
| $355K | 0.23% |
3,118
| – | – |
|
86
S&P Global
SPGI
$119B
| $352K | 0.22% |
673
-7
| -1% | -$3.46K |
|
87
Lockheed Martin
LMT
$135B
| $350K | 0.22% |
723
| – | – |
|
88
NXP Semiconductors
NXPI
$58.4B
| $348K | 0.22% |
1,601
-53
| -3% | -$11.4K |
|
89
HCA Healthcare
HCA
$88.5B
| $342K | 0.22% |
733
-32
| -4% | -$14.9K |
|
90
General Dynamics
GD
$105B
| $338K | 0.22% |
1,003
| – | – |
|
91
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
| $336K | 0.21% |
6,481
-678
| -9% | -$35.3K |
|
92
Target
TGT
$66.8B
| $334K | 0.21% |
3,420
-56
| -2% | -$5.16K |
|
93
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.23B
| $332K | 0.21% |
6,903
-722
| -9% | -$35K |
|
|
PAI
94
Western Asset Investment Grade Income Fund
PAI
$113M
| $331K | 0.21% |
26,483
-2,783
| -10% | -$34.9K |
|
95
Lam Research
LRCX
$383B
| $326K | 0.21% |
1,907
-172
| -8% | -$26.8K |
|
96
PepsiCo
PEP
$189B
| $326K | 0.21% |
2,268
-65
| -3% | -$9.55K |
|
97
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
| $326K | 0.21% |
2,954
-308
| -9% | -$34.2K |
|
98
AutoZone
AZO
$50.1B
| $322K | 0.21% |
95
-1
| -1% | -$3.78K |
|
99
Comcast
CMCSA
$89.3B
| $321K | 0.21% |
10,728
+163
| +2% | +$4.65K |
|
100
Philip Morris
PM
$293B
| $320K | 0.2% |
1,993
+13
| +0.7% | +$2.01K |
|
Similar funds
GFG
LBC
LWM
ALAM
PWC
MLIM
AF
PWA
Meadow Creek Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Meadow Creek Wealth Advisors held 143 positions worth $156M, up 3.8% from $151M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Meadow Creek Wealth Advisors's Q4 2025 filing shows 6 new, 40 increased, 70 reduced and 5 closed positions. Its largest new stake was Palantir: 1,364 shares worth $242K. The largest sale was Vanguard S&P 500 ETF, an estimated $433K.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 22% a quarter earlier, followed by Consumer Discretionary and Financials.
- Meadow Creek Wealth Advisors's largest Q4 2025 buy was Palantir: 1,364 shares worth $242K.
- Meadow Creek Wealth Advisors added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $1.34M increase.
- Meadow Creek Wealth Advisors's biggest Q4 2025 reduction was Broadcom, cutting an estimated $339K.
- Meadow Creek Wealth Advisors fully exited Vanguard S&P 500 ETF in Q4 2025, selling an estimated $433K.
- Meadow Creek Wealth Advisors's ten largest holdings make up 46% of its $156M portfolio in Q4 2025.
- Meadow Creek Wealth Advisors opened 6 new positions and closed 5 in Q4 2025.
- Meadow Creek Wealth Advisors's portfolio value rose 3.8% quarter-over-quarter to $156M.
Based on Meadow Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.