Herold Advisors, Inc. holds a diversified book of 273 stocks worth $505.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Dimensional Short Duration and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+21.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Herold Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Herold Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $65.2B |
| MORGAN STANLEY | 79 / 80 | $582.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $151.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $87.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $55.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.7B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $10.1B |
Ranked by how many of Herold Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $23.9M | 82.6K | 4.7% | ▼−1.6% Reduced · −1K sh | |
| 2 | Nvidia Corporation COM | $22.8M | 114.1K | 4.5% | ▲+0.3% Added · +286 sh | |
| 3 | Microsoft Corp COM | $13.9M | 37.3K | 2.8% | ▲+1.9% Added · +691 sh | |
| 4 | Eli Lilly & Co COM | $12.7M | 10.6K | 2.5% | ▲+3.5% Added · +357 sh | |
| 5 | Dimensional ETF Trust US EQUI MARK ETF | $12.2M | 148.9K | 2.4% | ▲+13% Added · +17K sh | |
| 6 | American Centy ETF TR US EQT ETF | $10.4M | 81.4K | 2.1% | ▼−3.5% Reduced · −3K sh | |
| 7 | American Centy ETF TR AVANTIS US LARG | $9.8M | 108.6K | 1.9% | ▲+20% Added · +18K sh | |
| 8 | JPMorgan Chase & Co COM | $9.6M | 29.2K | 1.9% | ▲+1.1% Added · +309 sh | |
| 9 | Alphabet Inc CAP STK CL A | $9.0M | 25.1K | 1.8% | ▲+0.6% Added · +153 sh | |
| 10 | Exxon Mobil Corp COM | $8.9M | 65.4K | 1.8% | ▲+0.1% Added · +101 sh | |
| 11 | Abbvie Inc COM | $8.8M | 35.1K | 1.7% | ▲+0.1% Added · +33 sh | |
| 12 | Mastercard Incorporated CL A | $8.2M | 15.9K | 1.6% | ▲+0.7% Added · +109 sh | |
| 13 | Walmart Inc COM | $8.0M | 70.3K | 1.6% | ▼−0.2% Reduced · −135 sh | |
| 14 | Dimensional ETF Trust CORE FIXE IN ETF | $7.9M | 188.2K | 1.6% | ▲+8.2% Added · +14K sh | |
| 15 | American Centy ETF TR AVANTIS CORE FI | $7.8M | 188.2K | 1.5% | ▲+7.9% Added · +14K sh | |
| 16 | Visa Inc COM CL A | $7.6M | 22.2K | 1.5% | ▼−1.9% Reduced · −442 sh | |
| 17 | Amphenol Corp CL A | $7.2M | 40.8K | 1.4% | ▼~0% Reduced · −11 sh | |
| 18 | Ishares TR ISHS 5-10YR INVT | $5.8M | 109.6K | 1.2% | ▲+13% Added · +13K sh | |
| 19 | Flexshares TR US QUALITY CAP | $5.8M | 64.7K | 1.1% | ▲+14% Added · +8K sh | |
| 20 | International Business Machs COM | $5.5M | 19.7K | 1.1% | ▲+0.7% Added · +132 sh | |
| 21 | Flexshares TR INT QLTDVDYNAM | $5.5M | 128.9K | 1.1% | ▲+14% Added · +15K sh | |
| 22 | Flexshares TR CR SCD US BD | $5.3M | 109.6K | 1.0% | ▲+12% Added · +11K sh | |
| 23 | Amazon Com Inc COM | $5.2M | 21.6K | 1.0% | ▼−0.6% Reduced · −133 sh | |
| 24 | Chevron Corporation COM | $4.9M | 29.7K | 1.0% | ▲+8.1% Added · +2K sh | |
| 25 | Dimensional ETF Trust INTERNATNAL VAL | $4.8M | 89.4K | 1.0% | ▲+11% Added · +9K sh | |
| 26 | Home Depot Inc COM | $4.6M | 13.0K | 0.9% | ▲+1.6% Added · +210 sh | |
| 27 | Wisdomtree TR US QUALITY GROW | $4.5M | 67.4K | 0.9% | ▲+11% Added · +7K sh | |
| 28 | Tesla Inc COM | $4.3M | 10.3K | 0.9% | ▲+1.6% Added · +159 sh | |
| 29 | Meta Platforms Inc CL A | $4.1M | 7.3K | 0.8% | ▲+3.5% Added · +248 sh | |
| 30 | Merck & Co Inc COM | $4.1M | 31.6K | 0.8% | ▼−0.1% Reduced · −36 sh | |
| 31 | American Centy ETF TR INTL EQT ETF | $4.0M | 44.8K | 0.8% | ▼−3.4% Reduced · −2K sh | |
| 32 | American Centy ETF TR US SML CP VALU | $4.0M | 31.9K | 0.8% | ▲+5.7% Added · +2K sh | |
| 33 | Verizon Communications Inc COM | $3.9M | 91.5K | 0.8% | ▲+6.0% Added · +5K sh | |
| 34 | Johnson & Johnson COM | $3.9M | 15.3K | 0.8% | ▼−0.9% Reduced · −138 sh | |
| 35 | American Centy ETF TR US LARGE CAP VLU | $3.8M | 41.2K | 0.7% | ▲+16% Added · +6K sh | |
| 36 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.5M | 62.7K | 0.7% | ▲+4.7% Added · +3K sh | |
| 37 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.4M | 67.9K | 0.7% | ▼−8.9% Reduced · −7K sh | |
| 38 | Procter & Gamble Co COM | $3.4M | 23.0K | 0.7% | ▼−1.9% Reduced · −444 sh | |
| 39 | Brookfield Infrastructure Pa LP INT UNIT | $3.3M | 90.1K | 0.6% | ▼−4.4% Reduced · −4K sh | |
| 40 | Eaton Corp PLC SHS | $3.3M | 7.6K | 0.6% | ▼−3.0% Reduced · −240 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.4K | 0.6% | ▲+4.2% Added · +258 sh | |
| 42 | Select Sector SPDR TR ST STR ENERG ETF | $3.1M | 59.3K | 0.6% | ▼−0.5% Reduced · −286 sh | |
| 43 | Chubb Limited COM | $3.1M | 9.0K | 0.6% | ▲~0% Added · +1 sh | |
| 44 | Broadcom Inc COM | $3.0M | 7.9K | 0.6% | ▼−3.3% Reduced · −275 sh | |
| 45 | ETF Ser Solutions DISTILLATE US | $3.0M | 49.3K | 0.6% | ▼−28% Reduced · −20K sh | |
| 46 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.9M | 47.7K | 0.6% | ▲+9.6% Added · +4K sh | |
| 47 | Corning Inc COM | $2.9M | 11.4K | 0.6% | ▼−5.0% Reduced · −604 sh | |
| 48 | Dimensional ETF Trust US CORE EQT MKT | $2.8M | 54.3K | 0.6% | ▲+2.0% Added · +1K sh | |
| 49 | Capital Group Dividend Value SHS CREAT UNIT | $2.8M | 56.1K | 0.5% | ▲+8.2% Added · +4K sh | |
| 50 | Phillips 66 COM | $2.7M | 15.8K | 0.5% | ▼−1.7% Reduced · −279 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1891713/holdings"
Use Arkolith to show Herold Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.