account_balance
Investment manager · 13F filer · SEC CIK 1891713
Herold Advisors, Inc.
Reported value$512Mas of Sep 30, 2026
Positions269 10 new, 14 sold out
Top 10 weight28.3%AAPL alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.3%
NVDANVIDIA Corp
4.7%Trimmed −8%
MSFTMicrosoft Corp
3.6%Trimmed −3%
DFUSDimensional ETF Trust
2.5%Added +4%
LLYELI Lilly & Co
2.3%Trimmed −4%
AVUSAmerican Centy ETF Tr
2.1%Added +4%
XOMExxonMobil Holdings Corp
2.1%
AVLCAmerican Centy ETF Tr
2.1%Added +8%
JPMJPMorgan Chase & Co
1.9%
ABBVAbbVie Inc.
1.7%−3%
MAMastercard Inc
1.7%
GOOGLAlphabet Inc.
1.6%Trimmed −3%
AAPLApple Inc.
5.3%
NVDANVIDIA Corp
4.7%Trimmed −8%
MSFTMicrosoft Corp
3.6%−3%
DFUSDimensional ETF Trust
2.5%+4%
LLYELI Lilly & Co
2.3%−4%
AVUSAmerican Centy ETF Tr
2.1%
XOMExxonMobil Holdings Corp
2.1%
AVLCAmerican Centy ETF Tr
2.1%
JPMJPMorgan Chase & Co
1.9%
ABBV1.7%MA1.7%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.3% HeldNVDA NVIDIA Corp 4.7% Trimmed −8%MSFT Microsoft Corp 3.6% Trimmed −3%
DFUS Dimensional ETF Trust 2.5% Added +4%
LLY ELI Lilly & Co 2.3% Trimmed −4%AVUS American Centy ETF Tr 2.1% Added +4%
XOM ExxonMobil Holdings Corp 2.1% HeldAVLC American Centy ETF Tr 2.1% Added +8%
JPM JPMorgan Chase & Co 1.9% HeldABBV AbbVie Inc. 1.7% Trimmed −3%MA Mastercard Inc 1.7% HeldGOOGL Alphabet Inc. 1.6% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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