Meadow Creek Wealth Advisors LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Meadow Creek Wealth Advisors LLC opened 12 positions, added to 77, reduced 58 and sold out of 6.
- Q1 2026: Stock DFAS; Country of operation —; Class Exchange Traded Funds (Country Baskets/iShares) - Domestic; Shares before 3,000.
- Q4 2025: Stock VOO; Country of operation —; Class Exchange Traded Funds (Country Baskets/iShares) - Domestic; Shares before 713.
- Q3 2025: Stock JEPI; Country of operation —; Class Exchange Traded Funds (Country Baskets/iShares) - Domestic; Shares before 79,285.
- Q3 2025: Stock SCHD; Country of operation —; Class Exchange Traded Funds (Country Baskets/iShares) - Domestic; Shares before 12,952.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801107), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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