§ 13F · FUND PROFILE
Herold Advisors, Inc..
AUM · $506M (13F)Positions · 273Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 83K | $24M | 4.7% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 114K | $23M | 4.5% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 37K | $14M | 2.8% | +2% |
| 4 | LLY | ELI LILLY & CO | 11K | $13M | 2.5% | +4% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 149K | $12M | 2.4% | +13% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 81K | $10M | 2.1% | −3% |
| 7 | AVLC | AMERICAN CENTY ETF TR | 109K | $10M | 1.9% | +20% |
| 8 | JPM | JPMORGAN CHASE & CO | 29K | $10M | 1.9% | +1% |
| 9 | GOOGL | ALPHABET INC | 25K | $9M | 1.8% | +1% |
| 10 | XOM | EXXON MOBIL CORP | 65K | $9M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEROLD SIGNAL
AC read
Herold Advisors, Inc. is a Other fund managing $506 million in assets. The fund runs a broad portfolio of 273 positions.
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