Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Herold Advisors, Inc. (CIK 1891713) reported $455.3M across 263 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($21.3M, 4.68%), NVDA ($19.8M, 4.36%), MSFT ($13.6M, 2.98%), XOM ($11.1M, 2.43%), LLY ($9.4M, 2.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.3M | 4.68% | 83,949 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $19.8M | 4.36% | 113,791 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $13.6M | 2.98% | 36,636 | Added |
| 4 | XOM | EXXON MOBIL CORP | $11.1M | 2.43% | 65,330 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $9.4M | 2.06% | 10,193 | Trimmed |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $9.4M | 2.06% | 132,085 | Added |
| 7 | AVUS | AMERICAN CENTY ETF TR | $9.4M | 2.06% | 84,322 | Added |
| 8 | WMT | WALMART INC | $8.8M | 1.92% | 70,475 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $8.5M | 1.87% | 28,902 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $7.9M | 1.73% | 15,793 | Added |
| 11 | ABBV | ABBVIE INC | $7.6M | 1.68% | 35,090 | Hold |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $7.3M | 1.61% | 173,993 | Added |
| 13 | AVIG | AMERICAN CENTY ETF TR | $7.2M | 1.59% | 174,440 | Added |
| 14 | GOOGL | ALPHABET INC | $7.2M | 1.57% | 24,907 | Trimmed |
| 15 | AVLC | AMERICAN CENTY ETF TR | $7.0M | 1.54% | 90,586 | Added |
| 16 | V | VISA INC | $6.8M | 1.50% | 22,655 | Added |
| 17 | CVX | CHEVRON CORPORATION | $5.7M | 1.25% | 27,492 | Trimmed |
| 18 | IGIB | ISHARES TR | $5.2M | 1.13% | 96,818 | Added |
| 19 | APH | AMPHENOL CORP | $5.2M | 1.13% | 40,788 | Added |
| 20 | SKOR | FLEXSHARES TR | $4.8M | 1.05% | 98,157 | Added |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $4.8M | 1.04% | 19,616 | Added |
| 22 | AMZN | AMAZON COM INC | $4.5M | 0.99% | 21,722 | Added |
| 23 | QLC | FLEXSHARES TR | $4.4M | 0.97% | 56,744 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $4.3M | 0.95% | 86,347 | Added |
| 25 | IQDY | FLEXSHARES TR | $4.3M | 0.94% | 113,433 | Added |
Source: SEC Form 13F filings · as of 2026-03-31