Herold Advisors, Inc. — 13F holdings

Herold Advisors, Inc. reported 269 holdings worth $512M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. AAPL APPLE INC — $27.1M (5.3%)
  2. NVDA NVIDIA CORPORATION — $24.0M (4.7%)
  3. MSFT MICROSOFT CORP — $18.7M (3.6%)
  4. DFUS DIMENSIONAL ETF TRUST — $12.8M (2.5%)
  5. LLY ELI LILLY & CO — $11.8M (2.3%)
  6. AVUS AMERICAN CENTY ETF TR — $10.8M (2.1%)
  7. XOM EXXONMOBIL HOLDINGS CORP — $10.7M (2.1%)
  8. AVLC AMERICAN CENTY ETF TR — $10.5M (2.1%)
  9. JPM JPMORGAN CHASE & CO. — $9.52M (1.9%)
  10. ABBV ABBVIE INC — $8.92M (1.7%)