Q2 2026 13F · SEC CIK 1792167

Meeder Advisory Services, Inc.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.7B
Reported positions: 742
Top holdings a year, 3 yrs: +15.6%
Assets under management: $2.9B

Meeder Advisory Services, Inc. is a wealth manager that reported 742 positions worth $2.7B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were J P Morgan Exchange Traded F (JMUB, 8.1%), Ishares Core Msci Eafe ETF (IEFA, 5.9%), Nvidia Corporation Com (NVDA, 4.6%). A portfolio copying its top holdings returned 15.6% a year over the last 3 years, against 20.4% for the S&P 500.

Meeder Advisory Services, Inc. holdings largest 50 of 742 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meeder Advisory Services, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JMUBJ P Morgan Exchange Traded F	8.1%	8.9%	4,389,856	+3.0%	$222.4M
IEFAIshares Core Msci Eafe ETF	5.9%	6.0%	1,660,460	+4.4%	$160.4M
NVDANvidia Corporation Com	4.6%	4.4%	631,375	+4.8%	$126.3M
IEMGIshares	4.5%	4.3%	1,477,273	-0.5%	$122.4M
AAPLApple Inc	4.1%	4.0%	387,376	+1.6%	$112.1M
MMITNyli Mackay Muni Intermediate ETF	2.7%	3.0%	3,050,260	+3.6%	$74.3M
MSFTMicrosoft Corp	2.3%	2.5%	169,135	+4.6%	$63.1M
VEAVanguard Tax-Managed Fds	2.2%	2.4%	844,316	-4.6%	$60.2M
FLMIFranklin Templeton ETF Tr	2.2%	2.5%	2,366,974	+0.0%	$59.6M
GOOGLAlphabet Inc	2.0%	1.7%	154,373	+11.5%	$55.2M
AMZNAmazon Com Inc Com	2.0%	1.8%	227,784	+8.0%	$54.3M
AVGOBroadcom Inc	1.7%	1.5%	121,235	+5.2%	$45.8M
GOOGAlphabet Inc	1.4%	1.4%	111,890	-4.4%	$39.5M
UITBVictory Portfolios II	1.4%	1.5%	792,976	+2.8%	$37.1M
SPDWSPDR Portfolio Developed World	1.3%	1.4%	714,021	-4.8%	$36.0M
DFCFDimensional ETF Trust	1.3%	—	842,494	—	$35.6M
MUMicron Technology Inc	1.1%	0.4%	26,963	+7.0%	$31.1M
SGOViShares 0-3 Month Treasury Bon	1.1%	1.6%	287,243	-22.2%	$28.9M
METAMeta Platforms Inc Class A	1.0%	1.2%	50,356	-1.2%	$28.4M
FMHIFirst Tr Exch Traded Fd III	1.0%	1.1%	572,777	+5.6%	$27.8M
JPMJpmorgan Chase & Co	1.0%	1.0%	82,381	+2.4%	$27.0M
LLYLilly Eli & Co	0.9%	0.7%	20,367	+4.6%	$24.4M
TSLATesla Inc Com	0.9%	0.9%	57,508	+2.2%	$24.2M
SPEMState Street Spdr Portfolio Emerging Mar	0.9%	1.0%	459,082	-5.7%	$23.8M
AMDAdvanced Micro Devices Inc	0.8%	—	36,159	—	$21.0M
LRCXLam Research Corp	0.7%	0.4%	42,909	+4.3%	$18.6M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	36,338	+1.4%	$18.2M
CATCaterpillar Inc Com	0.6%	0.4%	16,401	+10.5%	$17.5M
VYMIVanguard International High Dividend Yie	0.6%	0.7%	167,842	-6.5%	$16.5M
XOMExxon Mobil Corp	0.6%	0.9%	117,408	-2.9%	$16.1M
JNJJohnson & Johnson	0.6%	0.7%	62,731	-1.7%	$15.9M
VWOVanguard Intl Equity Index F	0.6%	0.6%	262,096	-5.2%	$15.6M
AMATApplied Matls Inc	0.5%	—	20,213	—	$14.6M
VVisa Inc Com Cl A	0.5%	0.5%	40,855	+8.2%	$14.0M
WMTWalmart Inc	0.5%	0.6%	121,037	+0.9%	$13.7M
IDVIshares Tr	0.5%	0.6%	322,516	-6.4%	$13.4M
EFGIshares Tr	0.5%	0.4%	106,726	+13.5%	$13.3M
ABBVAbbvie Inc	0.5%	0.5%	51,588	-0.4%	$13.0M
KLACKla Corp	0.5%	—	42,701	—	$12.9M
CSCOCisco Sys Inc	0.4%	0.3%	101,573	+5.8%	$11.9M
GEGe Aerospace	0.4%	0.4%	30,471	+1.9%	$11.4M
MAMastercard Inc.	0.4%	0.4%	20,793	+1.6%	$10.7M
COSTCostco Whsl Corp New	0.4%	0.4%	10,659	+0.3%	$10.0M
INTCIntel Corp	0.4%	—	69,878	—	$9.8M
GSGoldman Sachs Group Inc	0.4%	0.3%	9,522	+0.1%	$9.6M
VBVanguard Indx Fd	0.3%	—	31,348	—	$9.5M
STXSeagate Technology Hldngs Pl	0.3%	—	9,565	—	$9.2M
GEVGe Vernova Inc	0.3%	—	7,847	—	$9.2M
WDCWestern Digital Corp	0.3%	—	14,090	—	$9.0M
PLTRPalantir Technologies Inclass Class A	0.3%	0.5%	74,247	-0.8%	$8.7M

What Meeder Advisory Services, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EFG Ishares Tr+13.5% shares
GOOGL Alphabet Inc+11.5% shares
CAT Caterpillar Inc Com+10.5% shares
V Visa Inc Com Cl A+8.2% shares
AMZN Amazon Com Inc Com+8.0% shares
MU Micron Technology Inc+7.0% shares
CSCO Cisco Sys Inc+5.8% shares
FMHI First Tr Exch Traded Fd III+5.6% shares

Reduced

SGOV iShares 0-3 Month Treasury Bon-22.2% shares
VYMI Vanguard International High Dividend Yie-6.5% shares
IDV Ishares Tr-6.4% shares
SPEM State Street Spdr Portfolio Emerging Mar-5.7% shares
VWO Vanguard Intl Equity Index F-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: +15.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.7B	742
Q1 2026	$2.4B	690
Q4 2025	$2.3B	662
Q3 2025	$2.2B	624
Q2 2025	$1.9B	610
Q1 2025	$1.7B	574
Q4 2024	$1.6B	557
Q3 2024	$1.5B	555
Q2 2024	$1.4B	512
Q1 2024	$983.3M	448
Q4 2023	$873.2M	422
Q3 2023	$795.5M	403

Questions about Meeder Advisory Services, Inc.'s portfolio

What stocks does Meeder Advisory Services, Inc. own?

Meeder Advisory Services, Inc.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 742 positions worth $2.7B. The largest are J P Morgan Exchange Traded F (JMUB) at 8.1%, Ishares Core Msci Eafe ETF (IEFA) at 5.9%, Nvidia Corporation Com (NVDA) at 4.6%, Ishares (IEMG) at 4.5% and Apple Inc (AAPL) at 4.1%.

What did Meeder Advisory Services, Inc. buy last quarter?

In Q2 2026, Meeder Advisory Services, Inc. added Ishares Tr (EFG) (+13.5% shares), Alphabet Inc (GOOGL) (+11.5% shares) and Caterpillar Inc Com (CAT) (+10.5% shares), compared with its Q1 2026 filing.

What did Meeder Advisory Services, Inc. sell last quarter?

In Q2 2026, Meeder Advisory Services, Inc. cut from its top 50 Vanguard Malvern Fds (VCRB), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Home Depot Inc Com (HD), cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 Chevron Corp New (CVX), iShares 0-3 Month Treasury Bon (SGOV) (-22.2% shares), Vanguard International High Dividend Yie (VYMI) (-6.5% shares) and Ishares Tr (IDV) (-6.4% shares), compared with its Q1 2026 filing.

How has Meeder Advisory Services, Inc.'s portfolio performed?

A portfolio copying Meeder Advisory Services, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%.

When is Meeder Advisory Services, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Meeder Advisory Services, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meeder Advisory Services, Inc. manage?

Meeder Advisory Services, Inc. reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.7B.