Meeder Advisory Services, Inc.

Est. AUM

$2.39B

13F long equity, this entity only

Positions

689

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$213.1M	4262379	8.93%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$144.0M	1590254	6.03%	SOLE
3	NVIDIA CORPORATION	COM	$105.0M	602234	4.40%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$103.6M	1485283	4.34%	SOLE
5	APPLE INC	COM	$96.7M	381218	4.05%	SOLE
6	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$71.0M	2944732	2.97%	SOLE
7	MICROSOFT CORP	COM	$59.8M	161656	2.51%	SOLE
8	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$58.7M	2365948	2.46%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$56.7M	885176	2.38%	SOLE
10	AMAZON COM INC	COM	$43.9M	210911	1.84%	SOLE
11	ALPHABET INC	CAP STK CL A	$39.8M	138485	1.67%	SOLE
12	ISHARES TR	0-3 MNTH TREASRY	$37.1M	369041	1.56%	SOLE
13	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$36.3M	771328	1.52%	SOLE
14	BROADCOM INC	COM	$35.7M	115240	1.49%	SOLE
15	VANGUARD MALVERN FDS	CORE BD ETF	$35.1M	453083	1.47%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$34.3M	750306	1.44%	SOLE
17	ALPHABET INC	CAP STK CL C	$33.6M	117008	1.41%	SOLE
18	META PLATFORMS INC	CL A	$29.1M	50943	1.22%	SOLE
19	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$25.8M	542231	1.08%	SOLE
20	JPMORGAN CHASE & CO	COM	$23.7M	80435	0.99%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$22.8M	486722	0.96%	SOLE
22	TESLA INC	COM	$20.9M	56250	0.88%	SOLE
23	EXXON MOBIL CORP	COM	$20.5M	120858	0.86%	SOLE
24	ELI LILLY & CO	COM	$17.9M	19473	0.75%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$17.2M	35827	0.72%	SOLE
26	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$16.9M	179533	0.71%	SOLE
27	JOHNSON & JOHNSON	COM	$15.6M	63813	0.65%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.9M	276448	0.63%	SOLE
29	WALMART INC	COM	$14.9M	119912	0.62%	SOLE
30	ISHARES TR	INTL SEL DIV ETF	$14.7M	344603	0.61%	SOLE
31	VISA INC	COM CL A	$11.4M	37742	0.48%	SOLE
32	ABBVIE INC	COM	$11.3M	51790	0.47%	SOLE
33	PALANTIR TECHNOLOGIES INC	CL A	$10.9M	74830	0.46%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$10.6M	10630	0.44%	SOLE
35	CATERPILLAR INC	COM	$10.5M	14849	0.44%	SOLE
36	ISHARES TR	EAFE GRWTH ETF	$10.5M	94053	0.44%	SOLE
37	NETFLIX INC.	COM	$10.3M	107068	0.43%	SOLE
38	MASTERCARD INCORPORATED	CL A	$10.2M	20461	0.43%	SOLE
39	HOME DEPOT INC	COM	$8.9M	27153	0.37%	SOLE
40	LAM RESEARCH CORP	COM NEW	$8.8M	41126	0.37%	SOLE
41	MICRON TECHNOLOGY INC	COM	$8.5M	25188	0.36%	SOLE
42	GE AEROSPACE	COM NEW	$8.5M	29906	0.36%	SOLE
43	PROCTER & GAMBLE CO	COM	$8.2M	56758	0.34%	SOLE
44	CHEVRON CORPORATION	COM	$8.2M	39512	0.34%	SOLE
45	GOLDMAN SACHS GROUP INC	COM	$8.0M	9514	0.34%	SOLE
46	MERCK & CO INC	COM	$7.5M	62281	0.31%	SOLE
47	SCHWAB STRATEGIC TR	US SML CAP ETF	$7.5M	256725	0.31%	SOLE
48	CISCO SYS INC	COM	$7.4M	96007	0.31%	SOLE
49	MCDONALDS CORP	COM	$7.4M	23744	0.31%	SOLE
50	COCA COLA CO	COM	$7.2M	94640	0.30%	SOLE

1–50 of 689

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.