Herold Advisors, Inc. - Portfolio Stock Holdings
Herold Advisors, Inc. disclosed 281 stock positions in a recent SEC 13F filing. $512,200,203 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $540,163,645 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
281Est. Stock Holding Value:
$512,200,203Top Stock Holdings By Sector
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Portfolio Stock Holdings - Herold Advisors, Inc.
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% of Portfolio
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