Meeder Advisory Services, Inc. holds a diversified book of 690 stocks worth $2.4B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Air Lease Corp and trimmed Microsoft Corp. Their largest long position is JPMorgan Municipal ETF at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1792167/holdings"
Use Arkolith to show Meeder Advisory Services, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F MUNICIPAL ETF | $213.1M | 4.26M | 8.9% | ▲+32% Added · +1.0M sh | |
| 2 | Ishares TR CORE MSCI EAFE | $144.0M | 1.59M | 6.0% | ▲+9.4% Added · +137K sh | |
| 3 | Nvidia Corporation COM | $105.0M | 602.2K | 4.4% | ▲+0.2% Added · +1K sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $103.6M | 1.49M | 4.3% | ▲+7.3% Added · +101K sh | |
| 5 | Apple Inc COM | $96.7M | 381.2K | 4.0% | ▲+1.5% Added · +6K sh | |
| 6 | New York Life Invts Active E NYLI MACKAY MUN | $71.0M | 2.94M | 3.0% | ▲+30% Added · +684K sh | |
| 7 | Microsoft Corp COM | $59.8M | 161.7K | 2.5% | ▼−7.4% Reduced · −13K sh | |
| 8 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $58.7M | 2.37M | 2.5% | ▲+25% Added · +473K sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $56.7M | 885.2K | 2.4% | ▼−5.1% Reduced · −48K sh | |
| 10 | Amazon Com Inc COM | $43.9M | 210.9K | 1.8% | ▲+2.8% Added · +6K sh | |
| 11 | Alphabet Inc CAP STK CL A | $39.8M | 138.5K | 1.7% | ▲+9.2% Added · +12K sh | |
| 12 | Ishares TR 0-3 MNTH TREASRY | $37.1M | 369.0K | 1.6% | ▲+45% Added · +114K sh | |
| 13 | Victory Portfolios II CORE INTERMEDIAT | $36.3M | 771.3K | 1.5% | ▲+4.8% Added · +35K sh | |
| 14 | Broadcom Inc COM | $35.7M | 115.2K | 1.5% | ▲+0.6% Added · +662 sh | |
| 15 | Vanguard Malvern FDS CORE BD ETF | $35.1M | 453.1K | 1.5% | ▲+4.9% Added · +21K sh | |
| 16 | SPDR Index SHS FDS STATE STREET SPD | $34.3M | 750.3K | 1.4% | ▼−3.8% Reduced · −30K sh | |
| 17 | Alphabet Inc CAP STK CL C | $33.6M | 117.0K | 1.4% | ▲+2.3% Added · +3K sh | |
| 18 | Meta Platforms Inc CL A | $29.1M | 50.9K | 1.2% | ▲+5.7% Added · +3K sh | |
| 19 | First TR Exch Traded FD III MUNI HI INCM ETF | $25.8M | 542.2K | 1.1% | ▲+11% Added · +54K sh | |
| 20 | JPMorgan Chase & Co COM | $23.7M | 80.4K | 1.0% | ▼−0.6% Reduced · −485 sh | |
| 21 | SPDR Index SHS FDS STATE STREET SPD | $22.8M | 486.7K | 1.0% | ▼−4.0% Reduced · −20K sh | |
| 22 | Tesla Inc COM | $20.9M | 56.3K | 0.9% | ▼−2.5% Reduced · −1K sh | |
| 23 | Exxon Mobil Corp COM | $20.5M | 120.9K | 0.9% | ▲+5.2% Added · +6K sh | |
| 24 | Eli Lilly & Co COM | $17.9M | 19.5K | 0.7% | ▲+0.4% Added · +76 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $17.2M | 35.8K | 0.7% | ▲+6.0% Added · +2K sh | |
| 26 | Vanguard Whitehall FDS INTL HIGH ETF | $16.9M | 179.5K | 0.7% | ▲+7.7% Added · +13K sh | |
| 27 | Johnson & Johnson COM | $15.6M | 63.8K | 0.7% | ▲+8.3% Added · +5K sh | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $14.9M | 276.4K | 0.6% | ▼−5.1% Reduced · −15K sh | |
| 29 | Walmart Inc COM | $14.9M | 119.9K | 0.6% | ▲+4.5% Added · +5K sh | |
| 30 | Ishares TR INTL SEL DIV ETF | $14.7M | 344.6K | 0.6% | ▲+6.8% Added · +22K sh | |
| 31 | Visa Inc COM CL A | $11.4M | 37.7K | 0.5% | ▲+0.1% Added · +52 sh | |
| 32 | Abbvie Inc COM | $11.3M | 51.8K | 0.5% | ▲+3.7% Added · +2K sh | |
| 33 | Palantir Technologies Inc CL A | $10.9M | 74.8K | 0.5% | ▼−1.0% Reduced · −758 sh | |
| 34 | Costco Wholesale Corporation COM | $10.6M | 10.6K | 0.4% | ▲+9.8% Added · +950 sh | |
| 35 | Caterpillar Inc COM | $10.5M | 14.8K | 0.4% | ▲+0.9% Added · +132 sh | |
| 36 | Ishares TR EAFE GRWTH ETF | $10.5M | 94.1K | 0.4% | ▲+14% Added · +12K sh | |
| 37 | Netflix Inc. COM | $10.3M | 107.1K | 0.4% | ▼−3.4% Reduced · −4K sh | |
| 38 | Mastercard Incorporated CL A | $10.2M | 20.5K | 0.4% | ▼−3.8% Reduced · −803 sh | |
| 39 | Home Depot Inc COM | $8.9M | 27.2K | 0.4% | ▲+1.7% Added · +451 sh | |
| 40 | Lam Research Corp COM NEW | $8.8M | 41.1K | 0.4% | ▲+4.5% Added · +2K sh | |
| 41 | Micron Technology Inc COM | $8.5M | 25.2K | 0.4% | ▲+9.2% Added · +2K sh | |
| 42 | Ge Aerospace COM NEW | $8.5M | 29.9K | 0.4% | ▼−0.5% Reduced · −140 sh | |
| 43 | Procter & Gamble Co COM | $8.2M | 56.8K | 0.3% | ▲+6.1% Added · +3K sh | |
| 44 | Chevron Corporation COM | $8.2M | 39.5K | 0.3% | ▲+9.7% Added · +3K sh | |
| 45 | Goldman Sachs Group Inc COM | $8.0M | 9.5K | 0.3% | ▲+2.2% Added · +202 sh | |
| 46 | Merck & Co Inc COM | $7.5M | 62.3K | 0.3% | ▲+10% Added · +6K sh | |
| 47 | Schwab Strategic TR US SML CAP ETF | $7.5M | 256.7K | 0.3% | ▲+3.3% Added · +8K sh | |
| 48 | Cisco Sys Inc COM | $7.4M | 96.0K | 0.3% | ▲+5.7% Added · +5K sh | |
| 49 | McDonalds Corp COM | $7.4M | 23.7K | 0.3% | ▲+8.5% Added · +2K sh | |
| 50 | Coca Cola Co COM | $7.2M | 94.6K | 0.3% | ▲+12% Added · +10K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 690 | $2.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 662 | $2.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 624 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 610 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 574 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 557 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 555 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 513 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 448 | $983.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 25, 2024 | 422 | $873.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 403 | $795.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 435 | $928.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 427 | $867.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 399 | $791.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.