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CIK: 0001792167
Total reported value
$2.7B
$2.7B
690 檔
24.2%
The Q1 2026 SEC filing reveals that Meeder Advisory Services, Inc. held a total portfolio value of $2.7B, covering 690 public equity positions.
In Q1 2026, Meeder Advisory Services, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 690 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 8.91% | -0.77% | +32.48% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.02% | -0.15% | +9.44% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | +0.23% | +0.20% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.33% | +0.15% | +7.32% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.05% | +1.53% | |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 2.97% | -0.25% | +30.25% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.19% | -7.41% | |
| 8 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 2.45% | -0.27% | +24.99% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.37% | -0.17% | -5.12% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.15% | +2.75% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.35% | +9.17% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.55% | -0.49% | +44.59% | |
| 13 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.52% | -0.16% | +4.76% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.19% | +0.58% | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.47% | -1.42% | +4.86% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.43% | -0.11% | -3.81% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.05% | +2.33% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.18% | +5.69% | |
| 19 | FMHI | First Trust Municipal High I | ETF-Other | 1.08% | -0.06% | +11.03% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | — | -0.60% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.96% | -0.09% | -3.98% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.02% | -2.55% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.27% | +5.17% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.14% | +0.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.05% | +5.98% | |
| 26 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.71% | -0.11% | +7.75% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.07% | +8.35% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.06% | -5.07% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.12% | +4.50% | |
| 30 | IDV | Ishares International Select | ETF-Other | 0.61% | -0.12% | +6.83% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.03% | +0.14% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.01% | +3.73% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.14% | -1.00% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.08% | +9.81% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.20% | +0.90% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.44% | +0.05% | +14.23% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.15% | -3.36% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.04% | -3.78% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.05% | +1.69% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | +0.31% | +4.52% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.36% | +0.78% | +9.16% | |
| 42 | GE | General Electric | Stock-Industrials | 0.36% | +0.06% | -0.47% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.04% | +6.11% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.10% | +9.67% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.01% | +2.17% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.01% | +10.17% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | — | +3.30% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.13% | +5.71% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.10% | +8.46% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.02% | +12.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | +1.9% | +32.48% | Add |
| 2 | MMIT | Nyli Mackay Muni Intrm ETF | +0.6% | +30.25% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +44.59% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +9.44% | Add |
| 5 | FLMI | Franklin Dynamic Municipal B | +0.4% | +24.99% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.32% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +5.17% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +8.35% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +9.67% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +60.39% | Add |
| 11 | FMHI | First Trust Municipal High I | +0.1% | +11.03% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | +9.81% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +0.90% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | +4.52% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | +9.16% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +4.50% | Add |
| 17 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +7.75% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +1.94% | Add |
| 19 | COP | Conocophillips | +0.1% | +12.54% | Add |
| 20 | IDV | Ishares International Select | +0.1% | +6.83% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | +2.01% | Add |
| 22 | LIN | Linde plc | +0.1% | +19.35% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +10.17% | Add |
| 24 | LMT | Lockheed Martin CORP | +0.1% | +20.59% | Add |
| 25 | KO | Coca-cola Co/the | +0.1% | +12.26% | Add |
| 26 | VZ | Verizon Communications Inc | +0.1% | +20.05% | Add |
| 27 | GLW | Corning Inc | +0.1% | +5.14% | Add |
| 28 | WDC | Western Digital CORP | +0.1% | +3.25% | Add |
| 29 | KLAC | Kla CORP | +0.1% | +1.06% | Add |
| 30 | T | At&t Inc | 0% | +11.84% | Add |
| 31 | EFG | Ishares Msci Eafe Growth ETF | 0% | +14.23% | Add |
| 32 | ADI | Analog Devices Inc | 0% | +9.41% | Add |
| 33 | VRT | Vertiv Holdings Co-a | 0% | +2.25% | Add |
| 34 | MPC | Marathon Petroleum CORP | 0% | -0.94% | Trim |
| 35 | STX | Seagate Technology Holdings plc | 0% | -3.55% | Trim |
| 36 | DE | Deere & Co | 0% | +13.67% | Add |
| 37 | VCRB | Vanguard Core Bond ETF | 0% | +4.86% | Add |
| 38 | PM | Philip Morris International | 0% | +13.39% | Add |
| 39 | PSX | Phillips 66 | 0% | +6.19% | Add |
| 40 | HON | Honeywell International Inc | 0% | +11.53% | Add |
| 41 | PFE | Pfizer Inc | 0% | +17.95% | Add |
| 42 | GILD | Gilead Sciences Inc | 0% | +5.05% | Add |
| 43 | AMGN | Amgen Inc | 0% | +8.04% | Add |
| 44 | FDX | Fedex CORP | 0% | +13.44% | Add |
| 45 | NEE | Nextera Energy Inc | 0% | +3.86% | Add |
| 46 | NOC | Northrop Grumman CORP | 0% | +18.21% | Add |
| 47 | EOG | Eog Resources Inc | 0% | +19.17% | Add |
| 48 | TJX | Tjx Companies Inc | 0% | +7.94% | Add |
| 49 | SLB | Slb LTD | 0% | +4.31% | Add |
| 50 | APD | Air Products & Chemicals Inc | 0% | +33.77% | Add |
According to official SEC Form 13F filings, Meeder Advisory Services, Inc. reported a total U.S. public equity portfolio value of $2.7B across 690 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMUB, IEFA, NVDA) accounted for 24.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
AL
市值: $559.7K
Top Position Liquidated / Trimmed
FYBR
前期市值: $1.5M
During Q1 2026, Meeder Advisory Services, Inc.'s top holdings by market value included JMUB (8.9%)、IEFA (6.0%)、NVDA (4.4%). The largest single position, JMUB, represented 8.9% of total portfolio value.
In Q1 2026, Meeder Advisory Services, Inc. made 200 total portfolio adjustments, initiating 12 new buys, adding to 133 positions, trimming 48 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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