Herold Advisors, Inc. holds a diversified book of 263 stocks worth $455.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened BBLX BBB 5-10Y Corpbond ETF and trimmed Nvidia Corp. Their largest long position is Apple Inc at 5% of the equity book.
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.
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.
67% 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
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 | $21.3M | 83.9K | 4.7% | ▲+2.5% Added · +2K sh | |
| 2 | Nvidia Corporation COM | $19.8M | 113.8K | 4.4% | ▼−0.2% Reduced · −205 sh | |
| 3 | Microsoft Corp COM | $13.6M | 36.6K | 3.0% | ▲+0.9% Added · +338 sh | |
| 4 | Exxon Mobil Corp COM | $11.1M | 65.3K | 2.4% | ▼−0.4% Reduced · −257 sh | |
| 5 | Eli Lilly & Co COM | $9.4M | 10.2K | 2.1% | ▼−2.4% Reduced · −251 sh | |
| 6 | American Centy ETF TR US EQT ETF | $9.4M | 84.3K | 2.1% | ▲+5.1% Added · +4K sh | |
| 7 | Dimensional ETF Trust US EQUITY MARKET | $9.4M | 132.1K | 2.1% | ▲+14% Added · +16K sh | |
| 8 | Walmart Inc COM | $8.8M | 70.5K | 1.9% | ▼−0.5% Reduced · −336 sh | |
| 9 | JPMorgan Chase & Co COM | $8.5M | 28.9K | 1.9% | ▲+0.3% Added · +85 sh | |
| 10 | Mastercard Incorporated CL A | $7.9M | 15.8K | 1.7% | ▲+2.8% Added · +426 sh | |
| 11 | Abbvie Inc COM | $7.6M | 35.1K | 1.7% | —Held | |
| 12 | Dimensional ETF Trust CORE FIXED INCOM | $7.3M | 174.0K | 1.6% | ▲+11% Added · +17K sh | |
| 13 | American Centy ETF TR AVANTIS CORE FI | $7.2M | 174.4K | 1.6% | ▲+6.8% Added · +11K sh | |
| 14 | Alphabet Inc CAP STK CL A | $7.2M | 24.9K | 1.6% | ▼−4.0% Reduced · −1K sh | |
| 15 | American Centy ETF TR AVANTIS US LARG | $7.0M | 90.6K | 1.5% | ▲+17% Added · +13K sh | |
| 16 | Visa Inc COM CL A | $6.8M | 22.7K | 1.5% | ▲+1.8% Added · +410 sh | |
| 17 | Chevron Corporation COM | $5.7M | 27.5K | 1.2% | ▼−1.8% Reduced · −493 sh | |
| 18 | Amphenol Corp CL A | $5.2M | 40.8K | 1.1% | ▲+7.0% Added · +3K sh | |
| 19 | Ishares TR ISHS 5-10YR INVT | $5.2M | 96.8K | 1.1% | ▲+18% Added · +15K sh | |
| 20 | Flexshares TR CR SCD US BD | $4.8M | 98.2K | 1.0% | ▲+17% Added · +15K sh | |
| 21 | International Business Machs COM | $4.8M | 19.6K | 1.0% | ▲+1.7% Added · +333 sh | |
| 22 | Amazon Com Inc COM | $4.5M | 21.7K | 1.0% | ▲+2.1% Added · +455 sh | |
| 23 | Flexshares TR US QUALITY CAP | $4.4M | 56.7K | 1.0% | ▲+12% Added · +6K sh | |
| 24 | Verizon Communications Inc COM | $4.3M | 86.3K | 1.0% | ▲+2.5% Added · +2K sh | |
| 25 | Flexshares TR INT QLTDVDYNAM | $4.3M | 113.4K | 0.9% | ▲+11% Added · +11K sh | |
| 26 | Dimensional ETF Trust INTERNATNAL VAL | $4.2M | 80.2K | 0.9% | ▲+14% Added · +10K sh | |
| 27 | Home Depot Inc COM | $4.2M | 12.8K | 0.9% | ▲+1.2% Added · +155 sh | |
| 28 | Meta Platforms Inc CL A | $4.0M | 7.0K | 0.9% | ▼−0.7% Reduced · −50 sh | |
| 29 | ETF Ser Solutions DISTILLATE US | $4.0M | 68.8K | 0.9% | ▼−3.5% Reduced · −3K sh | |
| 30 | American Centy ETF TR INTL EQT ETF | $3.9M | 46.4K | 0.9% | ▲+5.9% Added · +3K sh | |
| 31 | Merck & Co Inc COM | $3.8M | 31.7K | 0.8% | ▲+5.0% Added · +2K sh | |
| 32 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.8M | 74.5K | 0.8% | ▼−10% Reduced · −9K sh | |
| 33 | Johnson & Johnson COM | $3.8M | 15.4K | 0.8% | ▲+1.8% Added · +271 sh | |
| 34 | Tesla Inc COM | $3.8M | 10.1K | 0.8% | ▲+6.0% Added · +576 sh | |
| 35 | Select Sector SPDR TR STATE STREET ENE | $3.6M | 59.6K | 0.8% | ▼−3.9% Reduced · −2K sh | |
| 36 | Brookfield Infrastructure Pa LP INT UNIT | $3.4M | 94.2K | 0.7% | ▲+1.8% Added · +2K sh | |
| 37 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.4M | 59.9K | 0.7% | ▲+2.5% Added · +1K sh | |
| 38 | Procter & Gamble Co COM | $3.4M | 23.4K | 0.7% | ▼−5.7% Reduced · −1K sh | |
| 39 | American Centy ETF TR US SML CP VALU | $3.3M | 30.1K | 0.7% | ▲+14% Added · +4K sh | |
| 40 | Wisdomtree TR US QUALITY GROW | $3.2M | 60.6K | 0.7% | ▲+9.9% Added · +5K sh | |
| 41 | Intuitive Surgical Inc COM NEW | $3.0M | 6.5K | 0.7% | —Held | |
| 42 | AT&T Inc COM | $2.9M | 101.7K | 0.6% | ▲+1.4% Added · +1K sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 6.1K | 0.6% | ▲+5.9% Added · +341 sh | |
| 44 | Chubb Ltd Switz COM | $2.9M | 9.0K | 0.6% | ▲+18% Added · +1K sh | |
| 45 | Phillips 66 COM | $2.9M | 16.1K | 0.6% | ▼−0.6% Reduced · −104 sh | |
| 46 | American Centy ETF TR US LARGE CAP VLU | $2.9M | 35.5K | 0.6% | ▲+9.7% Added · +3K sh | |
| 47 | Eaton Corp PLC SHS | $2.8M | 7.9K | 0.6% | ▲+1.8% Added · +142 sh | |
| 48 | SPDR Gold TR GOLD SHS | $2.7M | 6.3K | 0.6% | —Held | |
| 49 | Wisdomtree TR US QTLY DIV GRT | $2.6M | 29.2K | 0.6% | ▼−7.3% Reduced · −2K sh | |
| 50 | Costco Wholesale Corporation COM | $2.6M | 2.6K | 0.6% | ▼−4.5% Reduced · −120 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. Price-derived performance is withheld until the price-source policy and freshness gate are green.