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Herold Advisors, Inc. 13F holdings

Filed 2026-07-22 · Herold Advisors, Inc. · 273 positions · $505.9M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC82.6K$23.9M4.7%
NVDANVIDIA CORPORATION114.1K$22.8M4.5%
MSFTMICROSOFT CORP37.3K$13.9M2.8%
LLYELI LILLY & CO10.6K$12.7M2.5%
DFUSDIMENSIONAL ETF TRUST148.9K$12.2M2.4%
AVUSAMERICAN CENTY ETF TR81.4K$10.4M2.1%
AVLCAMERICAN CENTY ETF TR108.6K$9.8M1.9%
JPMJPMORGAN CHASE & CO29.2K$9.6M1.9%
GOOGLALPHABET INC25.1K$9.0M1.8%
EXMOCEXXON MOBIL CORP65.4K$8.9M1.8%
ABBVABBVIE INC35.1K$8.8M1.7%
MAMASTERCARD INCORPORATED15.9K$8.2M1.6%
WMTWALMART INC70.3K$8.0M1.6%
DFCFDIMENSIONAL ETF TRUST188.2K$7.9M1.6%
AVIGAMERICAN CENTY ETF TR188.2K$7.8M1.5%
VVISA INC22.2K$7.6M1.5%
APHAMPHENOL CORP40.8K$7.2M1.4%
IGIBISHARES TR109.6K$5.8M1.2%
QLCFLEXSHARES TR64.7K$5.8M1.1%
IBMINTERNATIONAL BUSINESS MACHS19.7K$5.5M1.1%
—FLEXSHARES TR128.9K$5.5M1.1%
SKORFLEXSHARES TR109.6K$5.3M1.0%
AMZNAMAZON COM INC21.6K$5.2M1.0%
CVXCHEVRON CORPORATION29.7K$4.9M1.0%
DFIVDIMENSIONAL ETF TRUST89.4K$4.8M1.0%
HDHOME DEPOT INC13.0K$4.6M0.9%
QGRWWISDOMTREE TR67.4K$4.5M0.9%
TSLATESLA INC10.3K$4.3M0.9%
METAMETA PLATFORMS INC7.3K$4.1M0.8%
MRKMERCK & CO INC31.6K$4.1M0.8%
AVDEAMERICAN CENTY ETF TR44.8K$4.0M0.8%
AVUVAMERICAN CENTY ETF TR31.9K$4.0M0.8%
VZVERIZON COMMUNICATIONS INC91.5K$3.9M0.8%
JNJJOHNSON & JOHNSON15.3K$3.9M0.8%
AVLVAMERICAN CENTY ETF TR41.2K$3.8M0.7%
JEPIJ P MORGAN EXCHANGE TRADED F62.7K$3.5M0.7%
JPSTJ P MORGAN EXCHANGE TRADED F67.9K$3.4M0.7%
PGPROCTER & GAMBLE CO23.0K$3.4M0.7%
—BROOKFIELD INFRASTRUCTURE PA90.1K$3.3M0.6%
ETNEATON CORP PLC7.6K$3.3M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL6.4K$3.2M0.6%
XLESELECT SECTOR SPDR TR59.3K$3.1M0.6%
CBCHUBB LIMITED9.0K$3.1M0.6%
AVGOBROADCOM INC7.9K$3.0M0.6%
DSTLETF SER SOLUTIONS49.3K$3.0M0.6%
JEPQJ P MORGAN EXCHANGE TRADED F47.7K$2.9M0.6%
GLWCORNING INC11.4K$2.9M0.6%
DFAUDIMENSIONAL ETF TRUST54.3K$2.8M0.6%
CGDVCAPITAL GROUP DIVIDEND VALUE56.1K$2.8M0.5%
PSXPHILLIPS 6615.8K$2.7M0.5%
CATCATERPILLAR INC2.5K$2.7M0.5%
BNBROOKFIELD CORP62.0K$2.6M0.5%
CTASCINTAS CORP15.1K$2.6M0.5%
ISRGINTUITIVE SURGICAL INC6.5K$2.6M0.5%
DGRWWISDOMTREE TR25.7K$2.5M0.5%
GOOGALPHABET INC6.9K$2.4M0.5%
COSTCOSTCO WHOLESALE CORPORATION2.6K$2.4M0.5%
NEENEXTERA ENERGY INC27.3K$2.4M0.5%
KLACKLA CORP7.9K$2.4M0.5%
LRCXLAM RESEARCH CORP5.5K$2.4M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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