Meeder Advisory Services portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 7, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Meeder Advisory Services reported a $2.7 bn portfolio of 739 companies (742 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are JMUB, IEFA, NVDA.
Sections with a free account
What changed this quarter
673 positions with a change (82 new, 305 added to, 258 trimmed, 28 sold); also, 4 exited through an acquisition or merger, 2 entered through a spin-off. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Vanguard Core Bond ETF−96%fewer sharesReduced1.5% → under 0.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- J P Morgan Exchange Traded FundJMUB8.1%
- iShares Core Msci Eafe ETFIEFA5.9%
- NVIDIANVDA4.6%
- IsharesIEMG4.5%
- AppleAAPL4.1%
- AlphabetGOOGL · GOOG3.5%
- New York Life Invts Active EMMIT2.7%
- MicrosoftMSFT2.3%
- Vanguard Ftse Developed ETFVEA2.2%
- Franklin Dynamic Municipal B ETFFLMI2.2%
- Amazon.comAMZN2.0%
- BroadcomAVGO1.7%
- Victory Portfolios IIUITB1.4%
- STE Str SPDR PT DW EU ETFSPDW1.3%
- Dimensional ETF TrustDFCF1.3%
Portfolio by sector
- ● No sector 38%
- ● Information Technology 24%
- ● Financials 8%
- ● Industrials 6%
- ● Communication Services 6%
- ● Consumer Discretionary 5%
- ● Health Care 5%
- ● Consumer Staples 3%
- ● Energy 2%
- ● Utilities 2%
- ● Materials 1%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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