StockDriftsStockDriftsTop 50 Meeder Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | 8.14% | 4.39M | $222.4M | +2.99%(+127.48K) | $50.13(-0.85%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.87% | 1.66M | $160.4M | +4.41%(+70.21K) | $73.53(+37.79%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.62% | 631.4K | $126.3M | +4.84%(+29.14K) | $70.38(+221.21%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.48% | 1.48M | $122.4M | -0.54%(-8.01K) | $52.42(+57.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.1% | 387.4K | $112.1M | +1.62%(+6.16K) | $170.33(+79.28%) | 2026-06-30 | |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 2.72% | 3.05M | $74.3M | +3.58%(+105.53K) | $24.07(+0.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 169.1K | $63.1M | +4.63%(+7.48K) | $331.24(+46.74%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.2% | 844.3K | $60.2M | -4.62%(-40.86K) | $43.08(+71.79%) | 2026-06-30 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 2.18% | 2.37M | $59.6M | +0.04%(+1.03K) | $24.47(+1.08%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.02% | 154.4K | $55.2M | +11.47%(+15.89K) | $169.91(+102.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.09% | — | — | +65.44% |
| Top 20 Holdings Unweighted | +17.45% | +62.01% | — | — | +82.96% |
Meeder Advisory Services, Inc. reports $2.73B in US-listed equity holdings across 742 positions in its most recent 13F filing. Its largest disclosed positions are JMUB (8.1%), IEFA (5.9%) and NVDA (4.6%). The top 20 holdings account for 52% of reported assets. Its disclosed equity book has returned +49.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meeder Advisory Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792167). View Meeder Advisory Services, Inc.’s 13F filings on SEC