Meeder Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Meeder Advisory Services, Inc.

Investment Activity

Meeder Advisory Services, Inc. has $2.73 billion in total holdings as of June 30, 2026.
Meeder Advisory Services, Inc. owns shares of 742 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 6.77% of the portfolio was purchased this quarter.
About 3.52% of the portfolio was sold this quarter.
This quarter, Meeder Advisory Services, Inc. has purchased 690 new stocks and bought additional shares in 339 stocks.
Meeder Advisory Services, Inc. sold shares of 298 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

JPMorgan Municipal ETF: $222,368,140
iShares Core MSCI EAFE ETF: $160,367,262
NVIDIA: $126,331,848
iShares Core MSCI Emerging Markets ETF: $122,377,289
Apple: $112,091,030

Largest New Holdings this Quarter

25434V872 - Dimensional Core Fixed Income ETF: $35,561,672 Holding
46138E743 - Invesco RAFI Developed Markets ex-U.S. ETF: $1,906,884 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $1,797,201 Holding
438516205 - HONEYWELL INTL INC: $1,787,283 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,737,690 Holding

Largest Purchases this Quarter

Dimensional Core Fixed Income ETF: 842,494 shares (about $35.56M)
KLA: 38,395 shares (about $11.58M)
iShares Core MSCI EAFE ETF: 70,206 shares (about $6.78M)
JPMorgan Municipal ETF: 127,477 shares (about $6.46M)
NVIDIA: 29,141 shares (about $5.83M)

Largest Sales this Quarter

VANGUARD MALVERN FDS: 435,888 shares (about $33.66M)
iShares 0-3 Month Treasury Bond ETF: 81,798 shares (about $8.23M)
Vanguard FTSE Developed Markets ETF: 40,860 shares (about $2.91M)
SPDR Portfolio Developed World ex-US ETF: 36,285 shares (about $1.83M)
Alphabet: 5,118 shares (about $1.81M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JMUB JPMorgan Municipal ETF	$222,368,140	$6,457,347 â–²	3.0%	4,389,856	8.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$160,367,262	$6,780,497 â–²	4.4%	1,660,460	5.9%	ETF
NVDA NVIDIA	$126,331,848	$5,830,824 â–²	4.8%	631,375	4.6%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$122,377,289	$663,548 â–¼	-0.5%	1,477,273	4.5%	ETF
AAPL Apple	$112,091,030	$1,781,877 â–²	1.6%	387,376	4.1%	Technology
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$74,273,838	$2,569,607 â–²	3.6%	3,050,260	2.7%	ETF
MSFT Microsoft	$63,090,726	$2,789,816 â–²	4.6%	169,135	2.3%	Technology
VEA Vanguard FTSE Developed Markets ETF	$60,157,522	$2,911,275 â–¼	-4.6%	844,316	2.2%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$59,576,740	$25,824 â–²	0.0%	2,366,974	2.2%	ETF
GOOGL Alphabet	$55,168,203	$5,677,887 â–²	11.5%	154,373	2.0%	Communication Services
AMZN Amazon.com	$54,290,005	$4,021,508 â–²	8.0%	227,784	2.0%	Consumer Discretionary
AVGO Broadcom	$45,796,644	$2,264,617 â–²	5.2%	121,235	1.7%	Technology
GOOG Alphabet	$39,534,077	$1,808,342 â–¼	-4.4%	111,890	1.4%	Communication Services
UITB VictoryShares Core Intermediate Bond ETF	$37,141,390	$1,013,948 â–²	2.8%	792,976	1.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$35,979,517	$1,828,401 â–¼	-4.8%	714,021	1.3%	ETF
DFCF Dimensional Core Fixed Income ETF	$35,561,672	$35,561,672 â–²	New Holding	842,494	1.3%	ETF
MU Micron Technology	$31,123,417	$2,048,884 â–²	7.0%	26,963	1.1%	Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$28,916,728	$8,234,598 â–¼	-22.2%	287,243	1.1%	ETF
META Meta Platforms	$28,364,979	$330,651 â–¼	-1.2%	50,356	1.0%	Communication Services
FMHI First Trust Municipal High Income ETF	$27,773,967	$1,481,176 â–²	5.6%	572,777	1.0%	ETF
JPM JPMorgan Chase & Co.	$26,965,733	$636,983 â–²	2.4%	82,381	1.0%	Finance
LLY Eli Lilly and Company	$24,428,321	$1,072,270 â–²	4.6%	20,367	0.9%	Healthcare
TSLA Tesla	$24,187,709	$529,111 â–²	2.2%	57,508	0.9%	Consumer Discretionary
SPEM SPDR Portfolio Emerging Markets ETF	$23,771,254	$1,431,198 â–¼	-5.7%	459,082	0.9%	ETF
AMD Advanced Micro Devices	$21,005,405	$1,728,230 â–²	9.0%	36,159	0.8%	Technology
LAM RESEARCH CORP	$18,593,625	$772,622 â–²	4.3%	42,909	0.7%	COM NEW
BRK.B Berkshire Hathaway	$18,183,252	$255,700 â–²	1.4%	36,338	0.7%	Finance
CAT Caterpillar	$17,465,901	$1,652,770 â–²	10.5%	16,401	0.6%	Industrials
VYMI Vanguard International High Dividend Yield ETF	$16,482,047	$1,148,054 â–¼	-6.5%	167,842	0.6%	ETF
XOM ExxonMobil	$16,052,021	$471,684 â–¼	-2.9%	117,408	0.6%	Energy
JNJ Johnson & Johnson	$15,931,796	$274,796 â–¼	-1.7%	62,731	0.6%	Healthcare
VWO Vanguard FTSE Emerging Markets ETF	$15,644,515	$856,671 â–¼	-5.2%	262,096	0.6%	ETF
AMAT Applied Materials	$14,613,878	$237,865 â–²	1.7%	20,213	0.5%	Technology
V Visa	$14,016,805	$1,068,029 â–²	8.2%	40,855	0.5%	Finance
WALMART INC	$13,708,638	$127,417 â–²	0.9%	121,037	0.5%	COM
IDV iShares International Select Dividend ETF	$13,361,840	$915,065 â–¼	-6.4%	322,516	0.5%	ETF
EFG iShares MSCI EAFE Growth ETF	$13,278,836	$1,576,773 â–²	13.5%	106,726	0.5%	ETF
ABBV AbbVie	$12,981,500	$50,831 â–¼	-0.4%	51,588	0.5%	Healthcare
KLAC KLA	$12,883,298	$11,584,137 â–²	891.7%	42,701	0.5%	Technology
CSCO Cisco Systems	$11,930,801	$653,784 â–²	5.8%	101,573	0.4%	Technology
GE GE Aerospace	$11,388,071	$211,160 â–²	1.9%	30,471	0.4%	Industrials
MA Mastercard	$10,679,247	$170,515 â–²	1.6%	20,793	0.4%	Finance
COST Costco Wholesale	$9,971,108	$27,128 â–²	0.3%	10,659	0.4%	Consumer Staples
INTC Intel	$9,757,061	$1,511,075 â–²	18.3%	69,878	0.4%	Technology
GS The Goldman Sachs Group	$9,630,353	$8,091 â–²	0.1%	9,522	0.4%	Finance
VB Vanguard Small-Cap ETF	$9,502,234	$1,269,167 â–²	15.4%	31,348	0.3%	ETF
STX Seagate Technology	$9,229,870	$966,893 â–²	11.7%	9,565	0.3%	Technology
GE VERNOVA INC	$9,219,713	$5,875 â–²	0.1%	7,847	0.3%	COM
WDC Western Digital	$8,999,248	$1,686,161 â–²	23.1%	14,090	0.3%	Technology
PALANTIR TECHNOLOGIES INC	$8,662,397	$68,019 â–¼	-0.8%	74,247	0.3%	CL A
HD Home Depot	$8,613,664	$962,834 â–¼	-10.1%	24,423	0.3%	Consumer Discretionary
SCHA Schwab US Small-Cap ETF	$8,364,436	$911,056 â–¼	-9.8%	231,509	0.3%	ETF
PG Procter & Gamble	$8,232,694	$90,331 â–¼	-1.1%	56,142	0.3%	Consumer Staples
BAC Bank of America	$8,185,511	$328,489 â–²	4.2%	143,656	0.3%	Finance
MRK Merck & Co., Inc.	$8,068,252	$65,149 â–²	0.8%	62,788	0.3%	Healthcare
UNH UnitedHealth Group	$7,729,408	$1,032,416 â–²	15.4%	18,597	0.3%	Healthcare
NFLX Netflix	$7,711,511	$66,831 â–²	0.9%	108,004	0.3%	Communication Services
KO CocaCola	$7,634,307	$57,051 â–¼	-0.7%	93,938	0.3%	Consumer Staples
PANW Palo Alto Networks	$7,472,724	$809,576 â–²	12.2%	21,913	0.3%	Technology
IBM International Business Machines	$6,996,343	$366,985 â–²	5.5%	24,879	0.3%	Technology
PM Philip Morris International	$6,967,426	$336,494 â–²	5.1%	38,513	0.3%	Consumer Staples
APH Amphenol	$6,965,706	$60,830 â–²	0.9%	39,506	0.3%	Technology
CRWD CrowdStrike	$6,964,416	$26,710 â–²	0.4%	9,126	0.3%	Technology
MS Morgan Stanley	$6,937,718	$450,697 â–²	6.9%	33,188	0.3%	Finance
ORCL Oracle	$6,920,476	$417,811 â–²	6.4%	47,223	0.3%	Technology
ETN Eaton	$6,659,773	$56,673 â–¼	-0.8%	15,629	0.2%	Industrials
C Citigroup	$6,618,163	$290,558 â–²	4.6%	47,286	0.2%	Finance
CVX Chevron	$6,497,418	$52,048 â–¼	-0.8%	39,198	0.2%	Energy
LINDE PLC	$6,489,671	$184,737 â–²	2.9%	12,506	0.2%	SHS
WFC Wells Fargo & Company	$6,249,626	$156,767 â–²	2.6%	75,625	0.2%	Finance
RTX RTX	$6,242,119	$168,291 â–¼	-2.6%	32,900	0.2%	Industrials
ADI Analog Devices	$6,157,680	$46,071 â–²	0.8%	15,504	0.2%	Technology
PH Parker-Hannifin	$6,030,318	$144,767 â–²	2.5%	6,165	0.2%	Industrials
AXP American Express	$5,926,776	$61,561 â–²	1.0%	17,522	0.2%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,888,457	$835,257 â–²	16.5%	71,246	0.2%	ETF
TJX TJX Companies	$5,834,547	$25,906 â–²	0.4%	38,512	0.2%	Consumer Discretionary
MCD McDonald's	$5,807,812	$610,353 â–¼	-9.5%	21,486	0.2%	Consumer Discretionary
MRVL Marvell Technology	$5,580,485	$198,101 â–²	3.7%	18,733	0.2%	Technology
AMGN Amgen	$5,503,861	$187,940 â–¼	-3.3%	15,199	0.2%	Healthcare
GLW Corning	$5,468,637	$368,322 â–¼	-6.3%	21,410	0.2%	Technology
IJR iShares Core S&P Small-Cap ETF	$5,408,620	$137,188 â–¼	-2.5%	36,468	0.2%	ETF
ARISTA NETWORKS INC	$5,360,502	$81,032 â–²	1.5%	31,555	0.2%	COM SHS
VOO Vanguard S&P 500 ETF	$5,331,019	$1,421,697 â–¼	-21.1%	7,762	0.2%	ETF
COF Capital One Financial	$4,701,532	$127,795 â–²	2.8%	23,435	0.2%	Finance
TT Trane Technologies	$4,692,084	$79,568 â–²	1.7%	9,553	0.2%	Industrials
GILD Gilead Sciences	$4,417,447	$107,009 â–¼	-2.4%	34,965	0.2%	Healthcare
CMI Cummins	$4,297,612	$220,372 â–²	5.4%	6,026	0.2%	Industrials
UNP Union Pacific	$4,148,546	$75,888 â–²	1.9%	15,252	0.2%	Industrials
ADP Automatic Data Processing	$4,095,974	$583,156 â–²	16.6%	18,290	0.1%	Industrials
WELL Welltower	$4,074,515	$49,479 â–¼	-1.2%	17,952	0.1%	Real Estate
QCOM Qualcomm	$4,032,104	$190,518 â–²	5.0%	21,820	0.1%	Technology
TXN Texas Instruments	$4,022,096	$370,495 â–²	10.1%	13,494	0.1%	Technology
TMO Thermo Fisher Scientific	$4,018,493	$501 â–²	0.0%	8,015	0.1%	Healthcare
BLACKROCK INC	$3,975,636	$77,878 â–²	2.0%	4,135	0.1%	COM
CB Chubb	$3,909,728	$59,631 â–¼	-1.5%	11,474	0.1%	Finance
BKNG Booking	$3,883,582	$3,752,400 â–²	2,860.5%	21,789	0.1%	Consumer Discretionary
MO Altria Group	$3,812,991	$126,200 â–²	3.4%	52,995	0.1%	Consumer Staples
NEE NextEra Energy	$3,797,575	$257,344 â–¼	-6.3%	43,267	0.1%	Utilities
DE Deere & Company	$3,785,418	$50,109 â–²	1.3%	5,968	0.1%	Industrials
PEP PepsiCo	$3,762,461	$687,961 â–¼	-15.5%	27,788	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Meeder Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Meeder Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Meeder Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Meeder Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeeder Advisory Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools