Meadow Creek Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001801107
13F-HR · 113 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
47.8%
Meadow Creek Wealth Advisors LLC — $125M AUM allocation strategy
Meadow Creek Wealth Advisors LLC files SEC Form 13F and reports $125M of long US equity value across 113 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.6%, followed by Consumer Staples 11.3% and Financials 6.0%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Meadow Creek Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$125M
total across 113 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +2.02K sh · +$143K+$MRK +1.23K sh · +$315K+$GOOGL +1.12K sh · +$183K
Biggest trims (shares)
−$RF −21.3K sh · −$586K−$NVDA −3.32K sh · −$1.06M−$XOM −2.4K sh · +$224K
Exited to nil (held last quarter, gone now)
$CTAS ($399K last qtr)$CMI ($264K last qtr)$PLTR ($242K last qtr)$ADBE ($239K last qtr)$HLT ($236K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.7%—
- Soft Drinks & Non-alcoholic Beverages8.7%—
- Interactive Media & Services4.9%—
- Technology Hardware, Storage & Peripherals4.6%—
- Pharmaceuticals3.9%—
- Systems Software3.3%—
- Diversified Banks2.7%—
- Consumer Staples Merchandise Retail2.6%—
- Other holdings60.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $KO | Coca-Cola Company | 143K | $10.9M | -307 | 8.7% |
| $NVDA | NVIDIA Corporation | 36.5K | $6.37M | -3.32K | 5.1% |
| $AAPL | Apple Inc | 22.6K | $5.73M | +2.02K | 4.6% |
| $AVGO | Broadcom Inc | 14.7K | $4.56M | -1.03K | 3.6% |
| $MSFT | Microsoft Corporation | 11.2K | $4.14M | -1.07K | 3.3% |
| $JPM | JP Morgan Chase & Co | 11.5K | $3.37M | -77 | 2.7% |
| $WMT | Walmart Inc | 26.1K | $3.24M | -1.69K | 2.6% |
| $IVZ | Invesco Ltd | 14.1K | $2.7M | -118 | 2.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 9K | $2.59M | +244 | 2.1% |
…and 104 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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