§ 13F · FUND PROFILE
Herold Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $432M (13F)Positions · 248Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 84K | $21M | 4.7% | +3% |
| 2 | NVDA | NVIDIA CORPORATION | 114K | $20M | 4.4% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 37K | $14M | 3.0% | +1% |
| 4 | XOM | EXXON MOBIL CORP | 65K | $11M | 2.4% | ±0% |
| 5 | LLY | ELI LILLY & CO | 10K | $9M | 2.1% | −2% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 84K | $9M | 2.1% | +5% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 132K | $9M | 2.1% | +14% |
| 8 | WMT | WALMART INC | 70K | $9M | 1.9% | ±0% |
| 9 | JPM | JPMORGAN CHASE & CO | 29K | $9M | 1.9% | ±0% |
| 10 | MA | MASTERCARD INCORPORATED | 16K | $8M | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEROLD SIGNAL
AC read
Herold Advisors, Inc. is a Other fund managing $432 million in assets. The fund runs a broad portfolio of 248 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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