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Larry Herold

Herold Advisors, Inc.

Assets Managed
$505.949M
Holdings
273
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.12%(2Q avg: 6.44%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Herold Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 273 positions.

Assets under management

The assets under management (AUM) of Herold Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 505.949M in assets, with a quarterly growth rate of 11.12% and a 2-quarter average growth rate of 6.44%. The portfolio is managed by Larry Herold, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.62%
4.73%
$23.894M
82,587 shares@ $289.32 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.26%
4.52%
$22.821M
114,077 shares@ $200.05 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.89%
2.76%
$13.93M
37,327 shares@ $373.19 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 3.51%
2.51%
$12.656M
10,550 shares@ $1199.63 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 12.7%
2.42%
$12.198M
148,859 shares@ $81.95 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -3.49%
2.06%
$10.415M
81,375 shares@ $127.99 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 19.94%
1.94%
$9.776M
108,644 shares@ $89.99 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.07%
1.89%
$9.559M
29,211 shares@ $327.24 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.62%
1.78%
$8.963M
25,060 shares@ $357.67 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.16%
1.77%
$8.949M
65,431 shares@ $136.78 avg price

1-10 of 273