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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 | |
|---|---|---|---|---|---|---|
126
IQVIA
IQV
$38.7B
| $229K | 0.15% |
1,017
-12
| -1% | -$2.61K |
|
127
Lowe's Companies
LOW
$124B
| $228K | 0.15% |
947
| – | – |
|
|
128
GE Aerospace
GE
$383B
| $221K | 0.14% |
+718
| New | +$216K |
|
|
129
Shopify
SHOP
$192B
| $220K | 0.14% |
+1,368
| New | +$220K |
|
130
Manulife Financial
MFC
$73.4B
| $220K | 0.14% |
+6,060
| New | +$206K |
|
|
131
Dimensional US Small Cap ETF
DFAS
$15.7B
| $209K | 0.13% |
+3,000
| New | +$207K |
|
132
Nuveen Municipal Credit Income Fund
NZF
$2.45B
| $209K | 0.13% |
16,589
-836
| -5% | -$10.5K |
|
133
PNC Financial Services
PNC
$101B
| $207K | 0.13% |
+992
| New | +$191K |
|
134
iShares Russell 2000 ETF
IWM
$82.7B
| $206K | 0.13% |
838
| – | – |
|
135
Digital Realty Trust
DLR
$72.2B
| $204K | 0.13% |
1,316
| – | – |
|
136
LPL Financial
LPLA
$28.2B
| $203K | 0.13% |
568
-52
| -8% | -$18.4K |
|
137
Vulcan Materials
VMC
$36.9B
| $203K | 0.13% |
711
-44
| -6% | -$12.9K |
|
138
BlackRock Income Trust
BKT
$341M
| $172K | 0.11% |
15,576
-1,517
| -9% | -$16.9K |
|
|
139
DoorDash
DASH
$94.9B
| – | – |
-818
| Closed | -$218K |
|
140
Mondelez International
MDLZ
$80.2B
| – | – |
-3,382
| Closed | -$208K |
|
141
Sherwin-Williams
SHW
$89.3B
| – | – |
-655
| Closed | -$217K |
|
142
Trane Technologies
TT
$106B
| – | – |
-492
| Closed | -$205K |
|
|
143
Vanguard S&P 500 ETF
VOO
$1.01T
| – | – |
-713
| Closed | -$433K |
|
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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.