13F Insight
DOSSIER · 13F-HR · Q2 2026

Herold Advisors, Inc.

$506M in tracked AUM across 273 positions as of Q2 2026.

HA
CIK 0001891713 · last filed Jun 30, 2026
Total AUM
$506M
as of Q2 2026
Holdings
273
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Herold Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$24M83K4.7%02
NVDA
NVIDIA CORPORATION
$23M114K4.5%03
MSFT
MICROSOFT CORP
$14M37K2.8%04
LLY
ELI LILLY & CO
$13M11K2.5%05
DFUS
DIMENSIONAL ETF TRUST
$12M149K2.4%06
AVUS
AMERICAN CENTY ETF TR
$10M81K2.1%07
AVLC
AMERICAN CENTY ETF TR
$10M109K1.9%08
JPM
JPMORGAN CHASE & CO
$10M29K1.9%09
GOOGL
ALPHABET INC
$9M25K1.8%10
XOM
EXXON MOBIL CORP
$9M65K1.8%

Filing history

2026Q2Jun 30
$506M▲ 13.1%
273 positionsView →2025Q4Dec 31
$447M▲ 95.2%
247 positionsView →2025Q3Sep 30
$229M▼ 51.9%
137 positionsView →2025Q2Jun 30
$477M▲ 4.7%
311 positionsLocked2025Q1Mar 31
$455M▼ 0.8%
282 positionsLocked2024Q4Dec 31
$459M▼ 0.4%
275 positionsLocked2024Q3Sep 30
$461M▲ 6.5%
272 positionsLocked2024Q2Jun 30
$432M▲ 4.6%
263 positionsLocked2024Q1Mar 31
$413M▲ 14.4%
265 positionsLocked2023Q4Dec 31
$361M▲ 10.0%
244 positionsLocked2023Q3Sep 30
$329M▲ 0.6%
246 positionsLocked2023Q2Jun 30
$327M▲ 12.9%
239 positionsLocked
Showing 12 of 19