MEEDER ADVISORY SERVICES, INC.

Filed: 10/24/2025ACC: 0001398344-25-019768

📋 What this filing means

MEEDER ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 624 equity positions with a total reported market value of $2.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

624

Positions

$2.15B

Total AUM (reported)

24.54M

Total Shares

Allocation by class

COM$1.06B49.3%

MUNICIPAL ETF$148.39M6.9%

CORE MSCI EAFE$116.56M5.4%

CL A$90.03M4.2%

CORE MSCI EMKT$83.82M3.9%

VAN FTSE DEV MKT$57.58M2.7%

NYLI MACKAY MUN$50.14M2.3%

Portfolio Concentration

Top 3$370.82M17.2%

4–10$456.95M21.2%

11–25$413.90M19.2%

Rest$909.73M42.3%

Top 3 weight

17.2%

Top 10 weight

38.5%

Voting Authority Distribution

Total shares with voting rights: 24.54M

Sole

Full voting authority

24.54M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole624

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings624

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares2.94M

TypeSH

Market value$148.39M

6.90%

Sole

2.94M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.33M

TypeSH

Market value$116.56M

5.42%

Sole

1.33M

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares567.40K

TypeSH

Market value$105.87M

4.92%

Sole

567.40K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares354.54K

TypeSH

Market value$90.28M

4.20%

Sole

354.54K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares166.01K

TypeSH

Market value$85.99M

4.00%

Sole

166.01K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.27M

TypeSH

Market value$83.82M

3.90%

Sole

1.27M

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares960.97K

TypeSH

Market value$57.58M

2.68%

Sole

960.97K

Shared

0.00

None

0.00

NEW YORK LIFE INVTS ACTIVE E

SOLE

NYLI MACKAY MUN

Shares2.06M

TypeSH

Market value$50.14M

2.33%

Sole

2.06M

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares869.60K

TypeSH

Market value$46.11M

2.14%

Sole

869.60K

Shared

0.00

None

0.00

FRANKLIN TEMPLETON ETF TR

SOLE

FRANKLIN DYN MUN

Shares1.74M

TypeSH

Market value$43.03M

2.00%

Sole

1.74M

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares192.50K

TypeSH

Market value$42.27M

1.96%

Sole

192.50K

Shared

0.00

None

0.00

BROADCOM INC

SOLE

COM

Shares110.85K

TypeSH

Market value$36.57M

1.70%

Sole

110.85K

Shared

0.00

None

0.00

META PLATFORMS INC

SOLE

CL A

Shares47.96K

TypeSH

Market value$35.22M

1.64%

Sole

47.96K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares801.46K

TypeSH

Market value$34.29M

1.59%

Sole

801.46K

Shared

0.00

None

0.00

VICTORY PORTFOLIOS II

SOLE

CORE INTERMEDIAT

Shares655.98K

TypeSH

Market value$31.17M

1.45%

Sole

655.98K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares384.88K

TypeSH

Market value$30.18M

1.40%

Sole

384.88K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares116.79K

TypeSH

Market value$28.39M

1.32%

Sole

116.79K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares107.24K

TypeSH

Market value$26.12M

1.21%

Sole

107.24K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares528.98K

TypeSH

Market value$24.76M

1.15%

Sole

528.98K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares76.39K

TypeSH

Market value$24.10M

1.12%

Sole

76.39K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares232.47K

TypeSH

Market value$23.41M

1.09%

Sole

232.47K

Shared

0.00

None

0.00

TESLA INC

SOLE

COM

Shares51.62K

TypeSH

Market value$22.95M

1.07%

Sole

51.62K

Shared

0.00

None

0.00

FIRST TR EXCH TRADED FD III

SOLE

MUNI HI INCM ETF

Shares449.65K

TypeSH

Market value$21.36M

0.99%

Sole

449.65K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares307.84K

TypeSH

Market value$16.68M

0.78%

Sole

307.84K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares32.65K

TypeSH

Market value$16.42M

0.76%

Sole

32.65K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	2.94M	SH	$148.39M 6.90%	2.94M
ISHARES TRSOLE	CORE MSCI EAFE	1.33M	SH	$116.56M 5.42%	1.33M
NVIDIA CORPORATIONSOLE	COM	567.40K	SH	$105.87M 4.92%	567.40K
APPLE INCSOLE	COM	354.54K	SH	$90.28M 4.20%	354.54K
MICROSOFT CORPSOLE	COM	166.01K	SH	$85.99M 4.00%	166.01K
ISHARES INCSOLE	CORE MSCI EMKT	1.27M	SH	$83.82M 3.90%	1.27M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	960.97K	SH	$57.58M 2.68%	960.97K
NEW YORK LIFE INVTS ACTIVE ESOLE	NYLI MACKAY MUN	2.06M	SH	$50.14M 2.33%	2.06M
ISHARES TRSOLE	ISHS 1-5YR INVS	869.60K	SH	$46.11M 2.14%	869.60K
FRANKLIN TEMPLETON ETF TRSOLE	FRANKLIN DYN MUN	1.74M	SH	$43.03M 2.00%	1.74M
AMAZON COM INCSOLE	COM	192.50K	SH	$42.27M 1.96%	192.50K
BROADCOM INCSOLE	COM	110.85K	SH	$36.57M 1.70%	110.85K
META PLATFORMS INCSOLE	CL A	47.96K	SH	$35.22M 1.64%	47.96K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	801.46K	SH	$34.29M 1.59%	801.46K
VICTORY PORTFOLIOS IISOLE	CORE INTERMEDIAT	655.98K	SH	$31.17M 1.45%	655.98K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	384.88K	SH	$30.18M 1.40%	384.88K
ALPHABET INCSOLE	CAP STK CL A	116.79K	SH	$28.39M 1.32%	116.79K
ALPHABET INCSOLE	CAP STK CL C	107.24K	SH	$26.12M 1.21%	107.24K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	528.98K	SH	$24.76M 1.15%	528.98K
JPMORGAN CHASE & CO.SOLE	COM	76.39K	SH	$24.10M 1.12%	76.39K
ISHARES TRSOLE	0-3 MNTH TREASRY	232.47K	SH	$23.41M 1.09%	232.47K
TESLA INCSOLE	COM	51.62K	SH	$22.95M 1.07%	51.62K
FIRST TR EXCH TRADED FD IIISOLE	MUNI HI INCM ETF	449.65K	SH	$21.36M 0.99%	449.65K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	307.84K	SH	$16.68M 0.78%	307.84K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	32.65K	SH	$16.42M 0.76%	32.65K

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