Meeder Advisory Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Meeder Advisory Services, Inc. disclosed 732 stock positions valued at approximately $2.73B as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, ISHARES TR, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 732
- Portfolio Value
- $2.73B
Holdings by Sector
Meeder Advisory Services, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 8.14% | 4,389,856 | +127,477 | +2.99% | $222,368,140 |
| ISHARES TR | IEFA | Other | 5.87% | 1,660,460 | +70,206 | +4.41% | $160,367,262 |
| NVIDIA CORPORATION | NVDA | Technology | 4.62% | 631,375 | +29,141 | +4.84% | $126,331,848 |
| ISHARES INC | IEMG | Other | 4.48% | 1,477,273 | -8,010 | -0.54% | $122,377,289 |
| APPLE INC | AAPL | Technology | 4.10% | 387,376 | +6,158 | +1.62% | $112,091,030 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 2.72% | 3,050,260 | +105,528 | +3.58% | $74,273,838 |
| MICROSOFT CORP | MSFT | Technology | 2.31% | 169,135 | +7,479 | +4.63% | $63,090,726 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.20% | 844,316 | -40,860 | -4.62% | $60,157,522 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 2.18% | 2,366,974 | +1,026 | +0.04% | $59,576,740 |
| ALPHABET INC | GOOGL | Communication Services | 2.02% | 154,373 | +15,888 | +11.47% | $55,168,203 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.99% | 227,784 | +16,873 | +8.00% | $54,290,005 |
| BROADCOM INC | AVGO | Technology | 1.68% | 121,235 | +5,995 | +5.20% | $45,796,644 |
| ALPHABET INC | GOOG | Communication Services | 1.45% | 111,890 | -5,118 | -4.37% | $39,534,077 |
| VICTORY PORTFOLIOS II | UITB | Other | 1.36% | 792,976 | +21,648 | +2.81% | $37,141,390 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.32% | 714,021 | -36,285 | -4.84% | $35,979,517 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.30% | 842,494 | +842,494 | +100.00% | $35,561,672 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.14% | 26,963 | +1,775 | +7.05% | $31,123,417 |
| ISHARES TR | SGOV | Other | 1.06% | 287,243 | -81,798 | -22.17% | $28,916,728 |
| META PLATFORMS INC | META | Communication Services | 1.04% | 50,356 | -587 | -1.15% | $28,364,979 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 1.02% | 572,777 | +30,546 | +5.63% | $27,773,967 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.99% | 82,381 | +1,946 | +2.42% | $26,965,733 |
| ELI LILLY & CO | LLY | Healthcare | 0.89% | 20,367 | +894 | +4.59% | $24,428,321 |
| TESLA INC | TSLA | Consumer Cyclical | 0.89% | 57,508 | +1,258 | +2.24% | $24,187,709 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.87% | 459,082 | -27,640 | -5.68% | $23,771,254 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.77% | 36,159 | +2,975 | +8.97% | $21,005,405 |
| LAM RESEARCH CORP | LRCX | Other | 0.68% | 42,909 | +1,783 | +4.34% | $18,593,625 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.67% | 36,338 | +511 | +1.43% | $18,183,252 |
| CATERPILLAR INC | CAT | Industrials | 0.64% | 16,401 | +1,552 | +10.45% | $17,465,901 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.60% | 167,842 | -11,691 | -6.51% | $16,482,047 |
| EXXON MOBIL CORP | XOM | Energy | 0.59% | 117,408 | -3,450 | -2.85% | $16,052,021 |
Showing 30 of 732 holdings in the latest reporting period.