13F Insight
DOSSIER · 13F-HR · Q3 2026

Herold Advisors, Inc.

$512M in tracked AUM across 269 positions as of Q3 2026.

HA
CIK 0001891713 · last filed Sep 30, 2026
Total AUM
$512M
as of Q3 2026
Holdings
269
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Herold Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$27M82K5.3%02
NVDA
NVIDIA CORPORATION
$24M105K4.7%03
MSFT
MICROSOFT CORP
$19M36K3.6%04
DFUS
DIMENSIONAL ETF TRUST
$13M154K2.5%05
LLY
ELI LILLY & CO
$12M10K2.3%06
AVUS
AMERICAN CENTY ETF TR
$11M85K2.1%07
XOM
EXXONMOBIL HOLDINGS CORP
$11M66K2.1%08
AVLC
AMERICAN CENTY ETF TR
$11M117K2.1%09
JPM
JPMORGAN CHASE & CO
$10M29K1.9%10
ABBV
ABBVIE INC
$9M34K1.7%

Filing history

2026Q3Sep 30
$512M▲ 1.2%
269 positionsView →2026Q2Jun 30
$506M▲ 13.1%
273 positionsView →2025Q4Dec 31
$447M▲ 95.2%
247 positionsView →2025Q3Sep 30
$229M▼ 51.9%
137 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20