Herold Advisors, Inc. 13F Holdings

CIK 0001891713 · New York, NY

As of Sep 30, 2025, Herold Advisors, Inc. reported 248 positions worth $420.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology84,645$21.6M5.12%
NVIDIA CORPNVDATechnology112,920$21.1M5.01%
MICROSOFT CORPMSFTTechnology35,084 8.2M4.32%
JPMORGAN CHASE & COJPMFinancial Services29,013$9.2M2.18%
MASTERCARD INCMAFinancial Services15,447$8.8M2.09%
ABBVIE INCABBVEquity35,847$8.3M1.97%
AVANTIS US EQUITY ETFAVUS—74,331$8.1M1.92%
ELI LILLY & COLLYHealthcare10,541$8.0M1.91%
VISA INC-CLASS A SHARESVFinancial Services21,960$7.5M1.78%
DIMENSIONAL US EQUITY MARKET ETFDFUS—101,836$7.4M1.75%
EXXON MOBIL CORPXOMEnergy64,851$7.3M1.74%
WALMART INCWMTConsumer Defensive70,836$7.3M1.74%
AMERICAN CENTY ETF TRAVIG—159,964$6.7M1.60%
DIMENSIONAL CORE FIXED INCOME ETFDFCF—152,351$6.5M1.55%
ALPHABET INCGOOGLEquity26,463$6.4M1.53%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology20,060$5.7M1.35%
META PLATFORMS INCMETACommunication Services7,341$5.4M1.28%
HOME DEPOT INCHDConsumer Cyclical12,528$5.1M1.21%
AMERICAN CENTY ETF TRAVLC—64,655$4.9M1.18%
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFDSTL—85,008$4.9M1.17%
TESLA INCTSLAConsumer Cyclical10,750$4.8M1.14%
AMPHENOL CORP-CL AAPHTechnology38,176$4.7M1.12%
AMAZON.COM INCAMZNEquity20,948$4.6M1.09%
JPMORGAN ULTRA-SHORT INCOMEJPST—89,585$4.5M1.08%
CHEVRON CORPCHVEnergy28,443$4.4M1.05%