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Portfolio (Quarterly) Guide ↗

Meadow Creek Wealth Advisors LLC

· CIK 0001801107
13F Portfolio $155M AUM 135 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 49 Added 43 Reduced 13 Exited
Page 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN EATON CORPORATION PLC SHS Industrials 4,206.0 $1.5M 0.97% -205.0 -4.7% $357.63 +9.4%
22 MRK MERCK & COMPANY INCORPORATED Healthcare 12,379.0 $1.5M 0.96% +1K +11.0% $120.29 +1.8%
23 CB CHUBB LIMITED SWITZ Financial Services 4,342.0 $1.4M 0.92% -26.0 -0.6% $325.96 +0.6%
24 LLY ELI LILLY & COMPANY Healthcare 1,497.0 $1.4M 0.89% -2K -59.7% $919.77 +15.8%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,337.0 $1.3M 0.86% -21.0 -1.6% $996.75 +3.2%
26 V VISA INCORPORATED COM CLASS A Financial Services 4,407.0 $1.3M 0.86% -231.0 -5.0% $302.25 +8.8%
27 PG PROCTER & GAMBLE COMPANY Consumer Defensive 8,865.0 $1.3M 0.83% +331.0 +3.9% $144.44 -0.0%
28 ABBV ABBVIE INCORPORATED Healthcare 5,632.0 $1.2M 0.79% -41.0 -0.7% $217.49 -0.8%
29 CSCO CISCO SYSTEMS INCORPORATED Technology 15,507.0 $1.2M 0.78% $77.59 +55.2%
30 BAC BANK AMERICA CORPORATION Financial Services 24,334.0 $1.2M 0.77% $48.75 +6.3%
31 MCD MCDONALDS CORPORATION Consumer Cyclical 3,798.0 $1.2M 0.76% +207.0 +5.8% $310.79 -9.2%
32 CVX CHEVRON CORPORATION Energy 5,545.0 $1.1M 0.74% $206.90 -7.5%
33 FIRST TRUST LONG/SHORT EQUITY ETF 16,103.0 $1.1M 0.73% +2K +12.8% $70.36
34 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 2,591.0 $1.1M 0.73% +221.0 +9.3% $433.91 -6.9%
35 CAT CATERPILLAR INCORPORATED Industrials 1,409.0 $998K 0.65% -85.0 -5.7% $708.46 +24.2%
36 MPC MARATHON PETE CORPORATION Energy 4,028.0 $984K 0.64% -48.0 -1.2% $244.18 +4.3%
37 RTX RTX CORPORATION Industrials 4,700.0 $907K 0.59% $192.90 -8.2%
38 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 53,171.0 $892K 0.58% +27K +106.5% $16.77 +12.7%
39 NFLX NETFLIX INCORPORATED. Communication Services 9,092.0 $874K 0.57% -1K -10.1% $96.15 -7.9%
40 UNP UNION PAC CORPORATION Industrials 3,392.0 $823K 0.53% +337.0 +11.0% $242.60 +9.6%
Page 2 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Consumer Cyclical 17.2%
Consumer Defensive 15.0%
Financial Services 12.9%
Healthcare 9.3%
Industrials 8.0%
Communication Services 7.4%
Energy 4.2%
Basic Materials 0.8%
Real Estate 0.8%