Filed: 8/7/2025ACC: 0001398344-25-014712
📋 What this filing means
MEEDER ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 610 equity positions with a total reported market value of $1.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
610
Positions
$1.93B
Total AUM (reported)
23.25M
Total Shares
Allocation by class
COM$950.23M49.2%
MUNICIPAL ETF$135.32M7.0%
CORE MSCI EAFE$100.30M5.2%
CL A$85.85M4.4%
CORE MSCI EMKT$72.46M3.8%
VAN FTSE DEV MKT$56.22M2.9%
NYLI MACKAY MUN$45.55M2.4%
Portfolio Concentration
Top 3$323.29M16.7%
4–10$403.84M20.9%
11–25$360.48M18.7%
Rest$843.60M43.7%
Top 3 weight
16.7%
Top 10 weight
37.7%
Voting Authority Distribution
Total shares with voting rights: 23.25M
Sole
Full voting authority
23.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole610
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings610
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares2.73M
TypeSH
Market value$135.32M
7.01%
Sole
2.73M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.20M
TypeSH
Market value$100.30M
5.19%
Sole
1.20M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares554.84K
TypeSH
Market value$87.66M
4.54%
Sole
554.84K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares157.86K
TypeSH
Market value$78.52M
4.07%
Sole
157.86K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.21M
TypeSH
Market value$72.46M
3.75%
Sole
1.21M
Shared
0.00
None
0.00
APPLE INC
SOLEShares328.35K
TypeSH
Market value$67.37M
3.49%
Sole
328.35K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares986.10K
TypeSH
Market value$56.22M
2.91%
Sole
986.10K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares1.91M
TypeSH
Market value$45.55M
2.36%
Sole
1.91M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares808.28K
TypeSH
Market value$42.64M
2.21%
Sole
808.28K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares187.21K
TypeSH
Market value$41.07M
2.13%
Sole
187.21K
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares1.59M
TypeSH
Market value$38.66M
2.00%
Sole
1.59M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares46.33K
TypeSH
Market value$34.20M
1.77%
Sole
46.33K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares821.02K
TypeSH
Market value$33.24M
1.72%
Sole
821.02K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares105.46K
TypeSH
Market value$29.07M
1.51%
Sole
105.46K
Shared
0.00
None
0.00
VICTORY PORTFOLIOS II
SOLEShares563.37K
TypeSH
Market value$26.52M
1.37%
Sole
563.37K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares331.66K
TypeSH
Market value$25.73M
1.33%
Sole
331.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares238.04K
TypeSH
Market value$23.97M
1.24%
Sole
238.04K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares548.07K
TypeSH
Market value$23.42M
1.21%
Sole
548.07K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares73.32K
TypeSH
Market value$21.26M
1.10%
Sole
73.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares114.04K
TypeSH
Market value$20.10M
1.04%
Sole
114.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares105.57K
TypeSH
Market value$18.73M
0.97%
Sole
105.57K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares395.98K
TypeSH
Market value$18.49M
0.96%
Sole
395.98K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.74K
TypeSH
Market value$15.90M
0.82%
Sole
32.74K
Shared
0.00
None
0.00
TESLA INC
SOLEShares49.27K
TypeSH
Market value$15.65M
0.81%
Sole
49.27K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares314.31K
TypeSH
Market value$15.55M
0.80%
Sole
314.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 2.73M | SH | $135.32M 7.01% | 2.73M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.20M | SH | $100.30M 5.19% | 1.20M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 554.84K | SH | $87.66M 4.54% | 554.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 157.86K | SH | $78.52M 4.07% | 157.86K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.21M | SH | $72.46M 3.75% | 1.21M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 328.35K | SH | $67.37M 3.49% | 328.35K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 986.10K | SH | $56.22M 2.91% | 986.10K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 1.91M | SH | $45.55M 2.36% | 1.91M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 808.28K | SH | $42.64M 2.21% | 808.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 187.21K | SH | $41.07M 2.13% | 187.21K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 1.59M | SH | $38.66M 2.00% | 1.59M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 46.33K | SH | $34.20M 1.77% | 46.33K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 821.02K | SH | $33.24M 1.72% | 821.02K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 105.46K | SH | $29.07M 1.51% | 105.46K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 563.37K | SH | $26.52M 1.37% | 563.37K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 331.66K | SH | $25.73M 1.33% | 331.66K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 238.04K | SH | $23.97M 1.24% | 238.04K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 548.07K | SH | $23.42M 1.21% | 548.07K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 73.32K | SH | $21.26M 1.10% | 73.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 114.04K | SH | $20.10M 1.04% | 114.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 105.57K | SH | $18.73M 0.97% | 105.57K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | MUNI HI INCM ETF | 395.98K | SH | $18.49M 0.96% | 395.98K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.74K | SH | $15.90M 0.82% | 32.74K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 49.27K | SH | $15.65M 0.81% | 49.27K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 314.31K | SH | $15.55M 0.80% | 314.31K | 0.00 | 0.00 |
Page 1 of 25
…