StockDriftsStockDriftsTop 50 Herold Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.72% | 82.6K | $23.9M | -1.62%(-1.36K) | $148.56(+105.55%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.51% | 114.1K | $22.8M | +0.25%(+286) | $50.63(+346.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.75% | 37.3K | $13.9M | +1.89%(+691) | $299.50(+62.29%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.5% | 10.6K | $12.7M | +3.50%(+357) | $386.87(+204.85%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.41% | 148.9K | $12.2M | +12.70%(+16.77K) | $63.76(+33.12%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.06% | 81.4K | $10.4M | -3.49%(-2.95K) | $82.79(+59.90%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 1.93% | 108.6K | $9.8M | +19.93%(+18.06K) | $72.01(+29.09%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.89% | 29.2K | $9.6M | +1.07%(+309) | $162.77(+124.07%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.77% | 25.1K | $9.0M | +0.61%(+153) | $110.99(+210.59%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 1.77% | 65.4K | $8.9M | +0.15%(+101) | $88.19(+82.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.14% | +64.90% | — | — | +74.22% |
| Top 20 Holdings Unweighted | +17.39% | +61.75% | — | — | +70.05% |
Herold Advisors, Inc. reports $505.95M in US-listed equity holdings across 273 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), NVDA (4.5%) and MSFT (2.8%). The top 20 holdings account for 40.69% of reported assets. Its disclosed equity book has returned +64.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Herold Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1891713). View Herold Advisors, Inc.’s 13F filings on SEC