Meadow Creek Wealth Advisors LLC
Real Assets
Meadow Creek Wealth Advisors LLC is a Real Assets based in Atlanta, GA led by Jeffrey Michael Kaplan, reporting $5.0B in AUM as of Q3 2025 with IVV as the largest holding (9% allocation).
Managing PartnerJeffrey Michael Kaplan
- Portfolio Value
- $150.4M
- Positions
- 136
- Top Holding
- IVV at 9.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Meadow Creek Wealth Advisors LLC's portfolio (45.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.9M | 9.26% | +$267.6K Bought | — 21.0K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $9.7M | 6.44% | -$42.9K Sold | 0.00% 143.3K shares | |
Packaging & Containers Consumer Cyclical | $9.6M | 6.38% | — | 0.24% 239.0K shares | |
Semiconductors Technology | $7.3M | 4.83% | -$184.0K Sold | 0.00% 39.9K shares | |
Software - Infrastructure Technology | $6.4M | 4.25% | +$91.1K Bought | 0.00% 12.5K shares | |
Semiconductors Technology | $5.9M | 3.93% | -$368.3K Sold | 0.00% 16.7K shares | |
Consumer Electronics Technology | $5.1M | 3.37% | +$265.5K Bought | 0.00% 20.5K shares | |
ETF ETF | $4.2M | 2.82% | +$4.2M New | — 168.0K shares | |
Banks - Diversified Financial Services | $3.5M | 2.31% | -$86.6K Sold | 0.00% 11.6K shares | |
Drug Manufacturers - General Healthcare | $3.0M | 2.00% | -$242.5K Sold | 0.00% 3.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Meadow Creek Wealth Advisors LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Meadow Creek Wealth Advisors LLC
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