What does Herold Advisors, Inc. hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Herold Advisors, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

APPLE INC

$22M82K5.0%

NVIDIA CORPORATION

$21M114K4.8%

MICROSOFT CORP

$18M36K3.9%

ELI LILLY & CO

$11M10K2.5%

JPMORGAN CHASE & CO.

$9M29K2.1%

AMERICAN CENTY ETF TR

$9M80K2.0%

MASTERCARD INCORPORATED

$9M15K2.0%

DIMENSIONAL ETF TRUST

$9M116K1.9%

ALPHABET INC

$8M26K1.8%

ABBVIE INC

$8M35K1.8%

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