Meeder Advisory Services, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Meeder Advisory Services, Inc. reported 690 stock positions worth $2.4 billion. Its top holding was JPMorgan Municipal ETF (JMUB) at 8.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.0%) and Nvidia (NVDA, 4.4%). Compared with Q4 2025, it opened 69 new positions, sold out of 41, added to 394 and reduced 216. The biggest buy was JPMorgan Municipal ETF (JMUB, shares +32%) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −97%).

Most Recent 13F
Q2 2026
Location
DUBLIN, OH
CIK
0001792167
Portfolio Value
$2.4B (Q1 2026)
SEC Filing
0001398344-26-008708 ↗ filed May 7, 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 Q4 2025 Q1 2026: $2.4B $2.4B Q1 2026 Q2 2026: $2.7B Q2 2026

Holdings 690 stocks · $2.4B

JMUB JPMorgan Municipal ETF 8.91% 4,262,379 $213.1M Add +32.5%
IEFA iShares Core MSCI Eafe ETF 6.02% 1,590,254 $144.0M Add +9.4%
NVDA Nvidia Corp. 4.39% 602,234 $105.0M Add +0.2%
IEMG iShares Core MSCI Emerging 4.33% 1,485,283 $103.6M Add +7.3%
AAPL Apple Inc. 4.05% 381,218 $96.7M Add +1.5%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 2.97% 2,944,732 $71.0M Add +30.3%
MSFT Microsoft Corp. 2.50% 161,656 $59.8M Reduce -7.4%
FLMI Franklin Dynamic Municipal B 2.45% 2,365,948 $58.7M Add +25.0%
VEA Vanguard Ftse Developed ETF 2.37% 885,176 $56.7M Reduce -5.1%
AMZN Amazon.com Inc. 1.84% 210,911 $43.9M Add +2.8%
GOOGL Alphabet Inc. Class A 1.67% 138,485 $39.8M Add +9.2%
SGOV iShares 0-3 Month Treasury B 1.55% 369,041 $37.1M Add +44.6%
UITB Victoryshares Core Intermedi 1.52% 771,328 $36.3M Add +4.8%
AVGO Broadcom Inc. 1.49% 115,240 $35.7M Add +0.6%
VCRB Vanguard Core Bond ETF 1.47% 453,083 $35.1M Add +4.9%
SPDW Ste STR SPDR PT DW Eu ETF 1.43% 750,306 $34.3M Reduce -3.8%
GOOG Alphabet Inc. Class C 1.40% 117,008 $33.6M Add +2.3%
META Meta Platforms Inc. Class A 1.22% 50,943 $29.1M Add +5.7%
FMHI First Trust Municipal High I 1.08% 542,231 $25.8M Add +11.0%
JPM JPMorgan Chase & Co. 0.99% 80,435 $23.7M Reduce -0.6%
SPEM State Street SP PTF Em ETF 0.96% 486,722 $22.8M Reduce -4.0%
TSLA Tesla Inc. 0.87% 56,250 $20.9M Reduce -2.5%
XOM Exxon Mobil Corp. 0.86% 120,858 $20.5M Add +5.2%
LLY Eli Lilly & Co. 0.75% 19,473 $17.9M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.72% 35,827 $17.2M Add +6.0%
VYMI Vanguard Int High DVD YLD Inc. 0.71% 179,533 $16.9M Add +7.8%
JNJ Johnson & Johnson 0.65% 63,813 $15.6M Add +8.3%
VWO Vanguard Ftse Emerging Marke 0.63% 276,448 $14.9M Reduce -5.1%
WMT Walmart Inc. 0.62% 119,912 $14.9M Add +4.5%
IDV iShares International Select 0.61% 344,603 $14.7M Add +6.8%
V Visa Inc. Class A 0.48% 37,742 $11.4M Add +0.1%
ABBV Abbvie Inc. 0.47% 51,790 $11.3M Add +3.7%
PLTR Palantir Technologies Inc. Class A 0.46% 74,830 $10.9M Reduce -1.0%
COST Costco Wholesale Corp. 0.44% 10,630 $10.6M Add +9.8%
CAT Caterpillar Inc. 0.44% 14,849 $10.5M Add +0.9%
EFG iShares MSCI Eafe Growth ETF 0.44% 94,053 $10.5M Add +14.2%
NFLX Netflix Inc. 0.43% 107,068 $10.3M Reduce -3.4%
MA Mastercard Inc. Class A 0.43% 20,461 $10.2M Reduce -3.8%
HD Home Depot Inc. 0.37% 27,153 $8.9M Add +1.7%
LRCX Lam Research Corp. 0.37% 41,126 $8.8M Add +4.5%
MU Micron Technology Inc. 0.36% 25,188 $8.5M Add +9.2%
GE General Electric filed as GE AEROSPACE 0.35% 29,906 $8.5M Reduce -0.5%
PG The Procter & Gamble Co. 0.34% 56,758 $8.2M Add +6.1%
CVX Chevron Corp. 0.34% 39,512 $8.2M Add +9.7%
GS Goldman Sachs Group Inc. 0.34% 9,514 $8.0M Add +2.2%
MRK Merck & Co. Inc. 0.31% 62,281 $7.5M Add +10.2%
SCHA Schwab US Small-Cap ETF 0.31% 256,725 $7.5M Add +3.3%
CSCO Cisco Systems Inc. 0.31% 96,007 $7.4M Add +5.7%
MCD McDonald's Corp. 0.31% 23,744 $7.4M Add +8.5%
KO The Coca-Cola Co. 0.30% 94,640 $7.2M Add +12.3%
VB Vanguard Most SM-Cap ETF-Usd 0.30% 27,161 $7.1M Add +2.5%
GEV GE Vernova Inc. 0.29% 7,842 $6.8M Add +1.9%
AMAT Applied Materials Inc. 0.28% 19,884 $6.8M Add +2.0%
AMD Advanced Micro Devices 0.28% 33,184 $6.8M Add +5.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 137,891 $6.7M Reduce -0.1%
ORCL Oracle Corp. 0.27% 44,372 $6.5M Add +2.7%
RTX RTX Corp. 0.27% 33,787 $6.5M Add +4.8%
KLAC KLA Corp. 0.27% 4,306 $6.3M Add +1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 38,341 $6.1M Add +7.9%
PM Philip Morris International 0.25% 36,653 $6.1M Add +13.4%
LIN Linde PLC 0.25% 12,150 $6.0M Add +19.4%
VOO Vanguard S&P 500 ETF 0.25% 9,832 $5.9M Add +60.4%
WFC Wells Fargo & Co. 0.25% 73,728 $5.9M Add +3.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 23,574 $5.7M Reduce -2.1%
ETN Eaton Corp. PLC 0.24% 15,762 $5.6M Reduce -0.1%
AMGN Amgen Inc. 0.23% 15,718 $5.5M Add +8.0%
PH Parker Hannifin Corp. 0.23% 6,017 $5.4M Add +8.2%
AXP American Express Co. 0.22% 17,340 $5.2M Add +4.4%
C Citigroup Inc. 0.21% 45,210 $5.1M Add +3.7%
MS Morgan Stanley 0.21% 31,032 $5.1M Add +2.4%
PEP Pepsico Inc. 0.21% 32,869 $5.1M Add +8.4%
VCIT Vanguard Int-Term Corporate 0.21% 61,140 $5.1M Add +9.6%
GILD Gilead Sciences Inc. 0.21% 35,812 $5.0M Add +5.0%
APH Amphenol Corp. Class A 0.21% 39,161 $4.9M Reduce -1.5%
ADI Analog Devices Inc. 0.20% 15,388 $4.9M Add +9.4%
T AT&T Inc. 0.20% 163,787 $4.7M Add +11.8%
IJR iShares Core S&P Small-Cap E 0.19% 37,393 $4.6M Add +3.3%
UNH Unitedhealth Group Inc. 0.18% 16,113 $4.4M Reduce -0.7%
LOW Lowe's Cos Inc. 0.18% 18,351 $4.3M Add +6.7%
NEE Nextera Energy Inc. 0.18% 46,199 $4.3M Add +3.9%
COP Conocophillips 0.18% 31,742 $4.2M Add +12.5%
COF Capital One Financial Corp. 0.17% 22,798 $4.2M Add +3.3%
LMT Lockheed Martin Corp. 0.17% 6,706 $4.1M Add +20.6%
TMO Thermo Fisher Scientific Inc. 0.16% 8,014 $3.9M Add +4.1%
TT Trane Technologies PLC 0.16% 9,391 $3.9M Add +1.8%
BLK BlackRock Inc. 0.16% 4,054 $3.9M Add +4.8%
VZ Verizon Communications Inc. 0.16% 76,421 $3.8M Add +20.1%
ANET Arista Networks Inc. 0.16% 31,078 $3.8M Add +14.0%
CB Chubb Ltd. 0.16% 11,649 $3.8M Add +10.3%
ISRG Intuitive Surgical Inc. 0.16% 8,214 $3.8M Reduce -2.9%
MCK McKesson Corp. 0.16% 4,330 $3.7M Add +0.2%
HON Honeywell International Inc. 0.15% 16,112 $3.6M Add +11.5%
UNP Union Pacific Corp. 0.15% 14,973 $3.6M Add +8.3%
SYK Stryker Corp. 0.15% 10,957 $3.6M Add +11.7%
WELL Welltower Inc. 0.15% 18,170 $3.6M Add +5.6%
CRWD CrowdStrike Holdings Inc. Class A 0.15% 9,091 $3.5M Add +8.8%
ABT Abbott Laboratories 0.15% 34,361 $3.5M Add +1.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 7,812 $3.4M Reduce -5.8%
MO Altria Group Inc. 0.14% 51,241 $3.4M Add +6.9%
STX Seagate Technology Holdings 0.14% 8,563 $3.4M Reduce -3.5%

Show all 690 holdings

Portfolio Sells Q4 2025 → Q1 2026

IGSB iShares 1-5Y Inv Grade Corp. Reduce -97.1% 0.06% −2.10
MSFT Microsoft Corp. Reduce -7.4% 2.50% −1.12
TSLA Tesla Inc. Reduce -2.5% 0.87% −0.24
JPM JPMorgan Chase & Co. Reduce -0.6% 0.99% −0.13
VEA Vanguard Ftse Developed ETF Reduce -5.1% 2.37% −0.13
PLTR Palantir Technologies Inc. Class A Reduce -1.0% 0.46% −0.12
MA Mastercard Inc. Class A Reduce -3.8% 0.43% −0.09
INTU Intuit Inc. Reduce -11.3% 0.11% −0.09
IBM Intl Business Machines Corp. Reduce -2.1% 0.24% −0.07
SPEM State Street SP PTF Em ETF Reduce -4.0% 0.96% −0.06
FYBR Frontier Communications Pare Sold out 0.00% −0.06
QCOM Qualcomm Inc. Reduce -8.3% 0.11% −0.05
SPDW Ste STR SPDR PT DW Eu ETF Reduce -3.8% 1.43% −0.05
CEG Constellation Energy Reduce -11.7% 0.11% −0.05
UNH Unitedhealth Group Inc. Reduce -0.7% 0.18% −0.05
ISRG Intuitive Surgical Inc. Reduce -2.9% 0.16% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -5.1% 0.63% −0.05
BX Blackstone Inc. Reduce -7.8% 0.09% −0.05
BAC Bank of America Corp. Reduce -0.1% 0.28% −0.04
BKNG Booking Holdings Inc. Reduce -2.6% 0.13% −0.04
GE General Electric Reduce -0.5% 0.35% −0.04
SCMB Schwab Municipal Bond ETF Sold out 0.00% −0.03
DHR Danaher Corp. Reduce -6.1% 0.10% −0.03
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.8% 0.14% −0.03
UBER Uber Technologies Inc. Reduce -4.3% 0.13% −0.03
DASH DoorDash Inc. Class A Reduce -5.9% 0.05% −0.03
HOOD Robinhood Markets Inc. Class A Reduce -0.5% 0.04% −0.03
FLO Flowers Foods Inc. Reduce -63.8% 0.01% −0.03
F Ford Motor Co. Reduce -19.7% 0.05% −0.02
APH Amphenol Corp. Class A Reduce -1.5% 0.21% −0.02
GIS General Mills Inc. Reduce -28.5% 0.03% −0.02
CRDO Credo Technology Group Holdi Reduce -19.5% 0.02% −0.02
JPIE JPMorgan Income ETF Reduce -34.9% 0.03% −0.02
APO Apollo Global Management Inc. Reduce -6.7% 0.04% −0.02
KKR KKR & Co. Inc. Reduce -2.0% 0.04% −0.02
PEG Public Service Enterprise GP Reduce -14.8% 0.08% −0.02
EXAS Exact Sciences Corp. Sold out 0.00% −0.02
AIG American International Group Reduce -10.4% 0.05% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -6.7% 0.09% −0.02
NFLX Netflix Inc. Reduce -3.4% 0.43% −0.02
TEL Te Connectivity PLC Reduce -4.4% 0.09% −0.02
AMP Ameriprise Financial Inc. Reduce -4.9% 0.08% −0.02
CMA Comerica Inc. Sold out 0.00% −0.02
REYN Reynolds Consumer Products I Sold out 0.00% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -23.2% 0.04% −0.01
CTSH Cognizant Tech Solutions-A Reduce -7.9% 0.03% −0.01
CCI Crown Castle Inc. Reduce -55.0% 0.01% −0.01
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.01
KMB Kimberly-Clark Corp. Reduce -41.4% 0.02% −0.01
NEU Newmarket Corp. Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026

JMUB JPMorgan Municipal ETF Add +32.5% 8.91% +1.94
MMIT Nylim Mackay Muni Intermedia Add +30.3% 2.97% +0.61
SGOV iShares 0-3 Month Treasury B Add +44.6% 1.55% +0.45
IEFA iShares Core MSCI Eafe ETF Add +9.4% 6.02% +0.44
FLMI Franklin Dynamic Municipal B Add +25.0% 2.45% +0.43
IEMG iShares Core MSCI Emerging Add +7.3% 4.33% +0.34
XOM Exxon Mobil Corp. Add +5.2% 0.86% +0.26
JNJ Johnson & Johnson Add +8.3% 0.65% +0.13
CVX Chevron Corp. Add +9.7% 0.34% +0.11
COST Costco Wholesale Corp. Add +9.8% 0.44% +0.08
VOO Vanguard S&P 500 ETF Add +60.4% 0.25% +0.08
LRCX Lam Research Corp. Add +4.5% 0.37% +0.08
CAT Caterpillar Inc. Add +0.9% 0.44% +0.08
WMT Walmart Inc. Add +4.5% 0.62% +0.07
FMHI First Trust Municipal High I Add +11.0% 1.08% +0.07
MU Micron Technology Inc. Add +9.2% 0.36% +0.07
GEV GE Vernova Inc. Add +1.9% 0.29% +0.07
AMAT Applied Materials Inc. Add +2.0% 0.28% +0.07
IDV iShares International Select Add +6.8% 0.61% +0.07
LIN Linde PLC Add +19.4% 0.25% +0.07
VYMI Vanguard Int High DVD YLD Inc. Add +7.8% 0.71% +0.06
COP Conocophillips Add +12.5% 0.18% +0.06
MRK Merck & Co. Inc. Add +10.2% 0.31% +0.06
LMT Lockheed Martin Corp. Add +20.6% 0.17% +0.05
VZ Verizon Communications Inc. Add +20.1% 0.16% +0.05
GLW Corning Inc. Add +5.1% 0.13% +0.05
KO The Coca-Cola Co. Add +12.3% 0.30% +0.05
WDC Western Digital Corp. Add +3.3% 0.13% +0.05
KLAC KLA Corp. Add +1.1% 0.27% +0.04
T AT&T Inc. Add +11.8% 0.20% +0.04
ADI Analog Devices Inc. Add +9.4% 0.20% +0.04
VRT Vertiv Holdings Co. Class A Add +2.3% 0.11% +0.04
EFG iShares MSCI Eafe Growth ETF Add +14.2% 0.44% +0.04
DE Deere & Co. Add +13.7% 0.14% +0.04
PSX Phillips 66 Add +6.2% 0.10% +0.03
HON Honeywell International Inc. Add +11.5% 0.15% +0.03
PFE Pfizer Inc. Add +18.0% 0.14% +0.03
PM Philip Morris International Add +13.4% 0.25% +0.03
FDX FedEx Corp. Add +13.4% 0.11% +0.03
GILD Gilead Sciences Inc. Add +5.0% 0.21% +0.03
VLO Valero Energy Corp. Add +2.6% 0.08% +0.03
EOG EOG Resources Inc. Add +19.2% 0.08% +0.03
NOC Northrop Grumman Corp. Add +18.2% 0.10% +0.03
AMGN Amgen Inc. Add +8.0% 0.23% +0.03
PEP Pepsico Inc. Add +8.4% 0.21% +0.03
NEE Nextera Energy Inc. Add +3.9% 0.18% +0.03
SLB SLB Ltd. Add +4.3% 0.10% +0.03
PWR Quanta Services Inc. Add +4.3% 0.10% +0.03
CIEN Ciena Corp. Add +15.6% 0.05% +0.02
APD Air Products & Chemicals Inc. Add +33.8% 0.07% +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