Herold Advisors, Inc.: 13F holdings
CIK 18917132026Q2
| Positions | 273 |
|---|
| Reported value | $505.9m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 273 (+10 vs prior quarter) |
|---|
| Reported value | $505.9m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 82,587 | $23.9m | 4.7% |
| NVDA NVIDIA CORPORATION | 114,077 | $22.8m | 4.5% |
| MSFT MICROSOFT CORP | 37,327 | $13.9m | 2.8% |
| LLY ELI LILLY & CO | 10,550 | $12.7m | 2.5% |
| DFUS DIMENSIONAL ETF TRUST | 148,859 | $12.2m | 2.4% |
| AVUS AMERICAN CENTY ETF TR | 81,375 | $10.4m | 2.1% |
| SPYM AMERICAN CENTY ETF TR | 108,644 | $9.8m | 1.9% |
| JPM JPMORGAN CHASE & CO | 29,211 | $9.6m | 1.9% |
| GOOGL ALPHABET INC | 25,060 | $9.0m | 1.8% |
| EXXON MOBIL CORP | 65,431 | $8.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1891713")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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