Meeder Advisory Services, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Meeder Advisory Services, Inc. reported 662 stock positions worth $2.3 billion. Its top holding was JPMorgan Municipal ETF (JMUB) at 7.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 5.6%) and Nvidia (NVDA, 4.8%). Compared with Q3 2025, it opened 74 new positions, sold out of 37, added to 399 and reduced 179. The biggest buy was Alphabet Class A (GOOGL, shares +9%) and the biggest sale Netflix (NFLX, shares −1%).

Most Recent 13F
Q2 2026
Location
DUBLIN, OH
CIK
0001792167
Portfolio Value
$2.3B (Q4 2025)
SEC Filing
0001398344-26-002770 ↗ filed Feb 11, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $983.3M Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $2.2B Q3 2025 Q4 2025: $2.3B $2.3B Q4 2025 Q1 2026: $2.4B Q1 2026 Q2 2026: $2.7B Q2 2026

Holdings 662 stocks · $2.3B

JMUB JPMorgan Municipal ETF 6.98% 3,217,485 $162.5M Add +9.4%
IEFA iShares Core MSCI Eafe ETF 5.58% 1,453,131 $130.0M Add +8.8%
NVDA Nvidia Corp. 4.81% 601,005 $112.1M Add +5.9%
AAPL Apple Inc. 4.38% 375,468 $102.1M Add +5.9%
IEMG iShares Core MSCI Emerging 3.99% 1,384,026 $93.0M Add +8.8%
MSFT Microsoft Corp. 3.62% 174,591 $84.4M Add +5.2%
VEA Vanguard Ftse Developed ETF 2.50% 932,957 $58.3M Reduce -2.9%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 2.36% 2,260,794 $55.0M Add +9.6%
IGSB iShares 1-5Y Inv Grade Corp. 2.16% 953,003 $50.4M Add +9.6%
AMZN Amazon.com Inc. 2.03% 205,263 $47.4M Add +6.6%
FLMI Franklin Dynamic Municipal B 2.02% 1,892,928 $47.1M Add +9.0%
GOOGL Alphabet Inc. Class A 1.70% 126,850 $39.7M Add +8.6%
AVGO Broadcom Inc. 1.70% 114,578 $39.7M Add +3.4%
GOOG Alphabet Inc. Class C 1.54% 114,349 $35.9M Add +6.6%
UITB Victoryshares Core Intermedi 1.50% 736,257 $34.9M Add +12.2%
SPDW Ste STR SPDR PT DW Eu ETF 1.49% 780,026 $34.6M Reduce -2.7%
VCRB Vanguard Core Bond ETF 1.44% 432,071 $33.7M Add +12.3%
META Meta Platforms Inc. Class A 1.37% 48,202 $31.8M Add +0.5%
JPM JPMorgan Chase & Co. 1.12% 80,920 $26.1M Add +5.9%
TSLA Tesla Inc. 1.11% 57,722 $26.0M Add +11.8%
SGOV iShares 0-3 Month Treasury B 1.10% 255,232 $25.6M Add +9.8%
SPEM State Street SP PTF Em ETF 1.02% 506,890 $23.7M Reduce -4.2%
FMHI First Trust Municipal High I 1.00% 488,345 $23.4M Add +8.6%
LLY Eli Lilly & Co. 0.89% 19,397 $20.8M Add +11.6%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 33,805 $17.0M Add +3.5%
VWO Vanguard Ftse Emerging Marke 0.67% 291,203 $15.7M Reduce -5.4%
VYMI Vanguard Int High DVD YLD Inc. 0.64% 166,627 $15.0M Add +3.1%
XOM Exxon Mobil Corp. 0.59% 114,913 $13.8M Add +6.0%
PLTR Palantir Technologies Inc. Class A 0.58% 75,588 $13.4M Reduce -0.4%
V Visa Inc. Class A 0.57% 37,690 $13.2M Add +1.8%
WMT Walmart Inc. 0.55% 114,749 $12.8M Add +8.6%
IDV iShares International Select 0.55% 322,583 $12.7M Add +2.5%
JNJ Johnson & Johnson 0.52% 58,897 $12.2M Add +10.7%
MA Mastercard Inc. Class A 0.52% 21,264 $12.1M Add +9.0%
ABBV Abbvie Inc. 0.49% 49,930 $11.4M Add +3.7%
NFLX Netflix Inc. 0.45% 110,793 $10.4M Reduce -0.7%
EFG iShares MSCI Eafe Growth ETF 0.40% 82,337 $9.4M Add +44.9%
GE General Electric filed as GE AEROSPACE 0.40% 30,046 $9.3M Add +14.6%
HD Home Depot Inc. 0.39% 26,702 $9.2M Reduce -2.8%
CAT Caterpillar Inc. 0.36% 14,717 $8.4M Add +9.1%
ORCL Oracle Corp. 0.36% 43,200 $8.4M Add +5.5%
COST Costco Wholesale Corp. 0.36% 9,680 $8.3M Add +0.2%
GS Goldman Sachs Group Inc. 0.35% 9,312 $8.2M Add +7.2%
PG The Procter & Gamble Co. 0.33% 53,488 $7.7M Reduce -11.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.33% 137,955 $7.6M Add +10.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 24,081 $7.1M Add +7.2%
SCHA Schwab US Small-Cap ETF 0.30% 248,521 $7.1M Add +7.2%
CSCO Cisco Systems Inc. 0.30% 90,822 $7.0M Add +8.7%
VB Vanguard Most SM-Cap ETF-Usd 0.29% 26,506 $6.8M Add +6.5%
AMD Advanced Micro Devices 0.29% 31,487 $6.7M Add +13.3%
LRCX Lam Research Corp. 0.29% 39,347 $6.7M Add +7.6%
MCD McDonald's Corp. 0.29% 21,891 $6.7M Add +4.6%
WFC Wells Fargo & Co. 0.28% 71,078 $6.6M Add +6.9%
MU Micron Technology Inc. 0.28% 23,074 $6.6M Add +12.9%
AXP American Express Co. 0.26% 16,614 $6.1M Add +7.6%
MRK Merck & Co. Inc. 0.26% 56,534 $6.0M Add +7.0%
RTX RTX Corp. 0.25% 32,239 $5.9M Add +7.0%
KO The Coca-Cola Co. 0.25% 84,307 $5.9M Reduce -0.3%
CVX Chevron Corp. 0.24% 36,029 $5.5M Reduce -3.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.23% 35,520 $5.5M Add +10.1%
MS Morgan Stanley 0.23% 30,295 $5.4M Add +9.1%
APH Amphenol Corp. Class A 0.23% 39,773 $5.4M Add +5.7%
UNH Unitedhealth Group Inc. 0.23% 16,230 $5.4M Add +4.1%
COF Capital One Financial Corp. 0.23% 22,064 $5.3M Add +3.0%
PM Philip Morris International 0.22% 32,326 $5.2M Reduce -2.9%
KLAC KLA Corp. 0.22% 4,261 $5.2M Add +4.2%
C Citigroup Inc. 0.22% 43,600 $5.1M Add +6.5%
ETN Eaton Corp. PLC 0.22% 15,786 $5.0M Add +5.7%
GEV GE Vernova Inc. 0.22% 7,693 $5.0M Add +14.1%
AMAT Applied Materials Inc. 0.22% 19,493 $5.0M Add +10.5%
PH Parker Hannifin Corp. 0.21% 5,559 $4.9M Add +9.1%
ISRG Intuitive Surgical Inc. 0.21% 8,461 $4.8M Add +9.3%
AMGN Amgen Inc. 0.20% 14,548 $4.8M Add +4.2%
VCIT Vanguard Int-Term Corporate 0.20% 55,810 $4.7M Add +10.9%
INTU Intuit Inc. 0.20% 6,921 $4.6M Add +3.8%
TMO Thermo Fisher Scientific Inc. 0.19% 7,700 $4.5M Add +3.7%
PEP Pepsico Inc. 0.19% 30,311 $4.4M Add +3.1%
IJR iShares Core S&P Small-Cap E 0.19% 36,188 $4.3M Add +4.6%
LIN Linde PLC 0.19% 10,180 $4.3M Reduce -8.9%
NOW ServiceNow Inc. 0.18% 27,924 $4.3M No change
ABT Abbott Laboratories 0.18% 33,948 $4.3M Reduce -4.9%
CRM Salesforce Inc. 0.18% 15,810 $4.2M Add +1.0%
GILD Gilead Sciences Inc. 0.18% 34,090 $4.2M Add +5.2%
LOW Lowe's Cos Inc. 0.18% 17,199 $4.1M Add +8.4%
BLK BlackRock Inc. 0.18% 3,869 $4.1M Add +2.3%
BKNG Booking Holdings Inc. 0.17% 756 $4.0M Add +4.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 8,295 $4.0M Add +0.9%
CRWD CrowdStrike Holdings Inc. Class A 0.17% 8,354 $3.9M Add +5.7%
CEG Constellation Energy 0.17% 10,993 $3.9M Add +22.5%
QCOM Qualcomm Inc. 0.17% 22,670 $3.9M Add +3.9%
VOO Vanguard S&P 500 ETF 0.17% 6,130 $3.8M Add +11.4%
UBER Uber Technologies Inc. 0.16% 46,751 $3.8M Add +1.8%
ADI Analog Devices Inc. 0.16% 14,065 $3.8M Reduce -2.5%
ADP Automatic Data Processing 0.16% 14,306 $3.7M Reduce -0.3%
T AT&T Inc. 0.16% 146,444 $3.6M Reduce -13.0%
TT Trane Technologies PLC 0.15% 9,226 $3.6M Add +5.0%
NEE Nextera Energy Inc. 0.15% 44,481 $3.6M Add +12.4%
ANET Arista Networks Inc. 0.15% 27,251 $3.6M Add +5.2%
MCK McKesson Corp. 0.15% 4,320 $3.5M Add +6.9%
BSX Boston Scientific Corp. 0.15% 37,105 $3.5M Add +0.7%

Show all 662 holdings

Portfolio Sells Q3 2025 → Q4 2025

NFLX Netflix Inc. Reduce -0.7% 0.45% −0.18
VEA Vanguard Ftse Developed ETF Reduce -2.9% 2.50% −0.17
SPEM State Street SP PTF Em ETF Reduce -4.2% 1.02% −0.13
HD Home Depot Inc. Reduce -2.8% 0.39% −0.12
SPDW Ste STR SPDR PT DW Eu ETF Reduce -2.7% 1.49% −0.11
VWO Vanguard Ftse Emerging Marke Reduce -5.4% 0.67% −0.10
PG The Procter & Gamble Co. Reduce -11.4% 0.33% −0.10
PLTR Palantir Technologies Inc. Class A Reduce -0.4% 0.58% −0.07
T AT&T Inc. Reduce -13.0% 0.16% −0.06
LIN Linde PLC Reduce -8.9% 0.19% −0.06
VZ Verizon Communications Inc. Reduce -23.1% 0.11% −0.06
FISV Fiserv Inc. Reduce -10.6% 0.04% −0.05
MSTR Strategy Inc. Reduce -42.3% 0.01% −0.04
MDLZ Mondelez International Inc. Class A Reduce -19.6% 0.07% −0.04
ABT Abbott Laboratories Reduce -4.9% 0.18% −0.04
ADP Automatic Data Processing Reduce -0.3% 0.16% −0.04
K Kellanova Sold out 0.00% −0.04
TMUS T-Mobile US Inc. Reduce -4.9% 0.10% −0.03
CVX Chevron Corp. Reduce -3.3% 0.24% −0.03
MPC Marathon Petroleum Corp. Reduce -8.3% 0.08% −0.03
TXN Texas Instruments Inc. Reduce -18.3% 0.08% −0.03
MO Altria Group Inc. Reduce -2.4% 0.12% −0.03
EOG EOG Resources Inc. Reduce -29.8% 0.05% −0.03
AMT American Tower Corp. Reduce -30.8% 0.04% −0.03
DD Dupont DE Nemours Inc. Reduce -32.2% 0.01% −0.03
PGR Progressive Corp. Reduce -5.5% 0.12% −0.03
SO The Southern Co. Reduce -9.2% 0.10% −0.03
PM Philip Morris International Reduce -2.9% 0.22% −0.03
VEEV Veeva Systems Inc. Class A Reduce -22.0% 0.03% −0.03
MELI MercadoLibre Inc. Reduce -4.6% 0.08% −0.03
SNPS Synopsys Inc. Reduce -11.1% 0.09% −0.03
SYK Stryker Corp. Reduce -1.9% 0.15% −0.02
LNG Cheniere Energy Inc. Reduce -42.0% 0.02% −0.02
KMB Kimberly-Clark Corp. Reduce -25.4% 0.03% −0.02
PAYX Paychex Inc. Reduce -19.2% 0.05% −0.02
EQH Equitable Holdings Inc. Sold out 0.00% −0.02
KR Kroger Co. Reduce -22.9% 0.04% −0.02
CLX Clorox Company Reduce -47.1% 0.01% −0.02
CI The Cigna Group Reduce -15.5% 0.06% −0.02
OGN Organon & Co. Reduce -29.9% 0.01% −0.02
ALE Allete Inc. Sold out 0.00% −0.02
FLUT Flutter Entertainment PLC-Di Sold out 0.00% −0.02
ADBE Adobe Inc. Reduce -5.9% 0.12% −0.02
CARR Carrier Global Corp. Reduce -10.8% 0.05% −0.02
NWS News Corp. Class B Reduce -56.1% 0.01% −0.02
ZTS Zoetis Inc. Reduce -13.6% 0.04% −0.02
DUK Duke Energy Corp. Reduce -4.4% 0.09% −0.02
GGG Graco Inc. Reduce -60.8% 0.01% −0.02
PPG PPG Industries Inc. Reduce -52.2% 0.01% −0.02
AOS Smith (a.o.) Corp. Sold out 0.00% −0.02

Portfolio Buys Q3 2025 → Q4 2025

GOOGL Alphabet Inc. Class A Add +8.6% 1.70% +0.38
GOOG Alphabet Inc. Class C Add +6.6% 1.54% +0.33
LLY Eli Lilly & Co. Add +11.6% 0.89% +0.28
AAPL Apple Inc. Add +5.9% 4.38% +0.19
IEFA iShares Core MSCI Eafe ETF Add +8.8% 5.58% +0.16
MU Micron Technology Inc. Add +12.9% 0.28% +0.12
EFG iShares MSCI Eafe Growth ETF Add +44.9% 0.40% +0.10
IEMG iShares Core MSCI Emerging Add +8.8% 3.99% +0.10
AMD Advanced Micro Devices Add +13.3% 0.29% +0.08
JMUB JPMorgan Municipal ETF Add +9.4% 6.98% +0.08
AMZN Amazon.com Inc. Add +6.6% 2.03% +0.07
JNJ Johnson & Johnson Add +10.7% 0.52% +0.06
CAT Caterpillar Inc. Add +9.1% 0.36% +0.06
LRCX Lam Research Corp. Add +7.6% 0.29% +0.06
MRK Merck & Co. Inc. Add +7.0% 0.26% +0.05
UITB Victoryshares Core Intermedi Add +12.2% 1.50% +0.05
TSLA Tesla Inc. Add +11.8% 1.11% +0.05
AMAT Applied Materials Inc. Add +10.5% 0.22% +0.05
ISRG Intuitive Surgical Inc. Add +9.3% 0.21% +0.04
WMT Walmart Inc. Add +8.6% 0.55% +0.04
VCRB Vanguard Core Bond ETF Add +12.3% 1.44% +0.04
QQQ Invesco QQQ Trust Series 1 Add +64.8% 0.11% +0.04
CSCO Cisco Systems Inc. Add +8.7% 0.30% +0.03
SCMB Schwab Municipal Bond ETF New 0.03% +0.03
GE General Electric Add +14.6% 0.40% +0.03
MMIT Nylim Mackay Muni Intermedia Add +9.6% 2.36% +0.03
PH Parker Hannifin Corp. Add +9.1% 0.21% +0.03
WDC Western Digital Corp. Add +18.8% 0.08% +0.03
GS Goldman Sachs Group Inc. Add +7.2% 0.35% +0.03
CEG Constellation Energy Add +22.5% 0.17% +0.03
BAC Bank of America Corp. Add +10.7% 0.33% +0.03
MS Morgan Stanley Add +9.1% 0.23% +0.03
EFA iShares MSCI Eafe ETF Add +94.1% 0.06% +0.03
AXP American Express Co. Add +7.6% 0.26% +0.03
WBD Warner Bros Discovery Inc. New 0.03% +0.03
XOM Exxon Mobil Corp. Add +6.0% 0.59% +0.03
C Citigroup Inc. Add +6.5% 0.22% +0.03
WFC Wells Fargo & Co. Add +6.9% 0.28% +0.03
TMO Thermo Fisher Scientific Inc. Add +3.7% 0.19% +0.02
IWF iShares Russell 1000 Growth Add +120.3% 0.05% +0.02
GEV GE Vernova Inc. Add +14.1% 0.22% +0.02
IVE iShares S&P 500 Value ETF New 0.02% +0.02
PEG Public Service Enterprise GP Add +45.4% 0.10% +0.02
DTH Wisdomtree International Hig New 0.02% +0.02
CAH Cardinal Health Inc. Add +28.3% 0.06% +0.02
GM General Motors Co. Add +4.1% 0.10% +0.02
AMGN Amgen Inc. Add +4.2% 0.20% +0.02
FLMI Franklin Dynamic Municipal B Add +9.0% 2.02% +0.02
IMCG iShares Morningstar Mid-Cap New 0.02% +0.02
F Ford Motor Co. Add +32.7% 0.08% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 742$2.7BJMUB, IEFA, NVDA, IEMG, AAPL
Q1 2026 690$2.4BJMUB, IEFA, NVDA, IEMG, AAPL
Q4 2025 662$2.3BJMUB, IEFA, NVDA, AAPL, IEMG
Q3 2025 624$2.2BJMUB, IEFA, NVDA, AAPL, MSFT
Q2 2025 610$1.9BJMUB, IEFA, NVDA, MSFT, IEMG
Q1 2025 574$1.7BJMUB, IEFA, AAPL, IEMG, NVDA
Q4 2024 557$1.6BMUB, VTEB, AAPL, NVDA, IEFA
Q3 2024 555$1.5BMUB, VTEB, AAPL, MSFT, IEFA
Q2 2024 513$1.4BMUB, VTEB, AAPL, MSFT, VEA
Q1 2024 448$983.3MMUB, VTEB, MSFT, AAPL, VEA