§ 13F · FUND PROFILE
Herold Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $431.5T (13F)Positions · 248Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 82K | $22.3T | 5.0% | −3% |
| 2 | NVDA | NVIDIA CORPORATION | 114K | $21.3T | 4.8% | +1% |
| 3 | MSFT | MICROSOFT CORP | 36K | $17.6T | 3.9% | +3% |
| 4 | LLY | ELI LILLY & CO | 10K | $11.2T | 2.5% | −1% |
| 5 | JPM | JPMORGAN CHASE & CO. | 29K | $9.3T | 2.1% | −1% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 80K | $9.0T | 2.0% | +8% |
| 7 | MA | MASTERCARD INCORPORATED | 15K | $8.8T | 2.0% | −1% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 116K | $8.6T | 1.9% | +14% |
| 9 | GOOGL | ALPHABET INC | 26K | $8.1T | 1.8% | −2% |
| 10 | ABBV | ABBVIE INC | 35K | $8.0T | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEROLD SIGNAL
AC read
Herold Advisors, Inc. is a Other fund managing $431510.7 trillion in assets. The fund runs a broad portfolio of 248 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed