Larry Herold

Herold Advisors, Inc.

Assets Managed

$455.349M

Holdings

263

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

1.76%(2Q avg: 2.73%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Herold Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 263 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 455.349M in assets, with a quarterly growth rate of 1.76% and a 2-quarter average growth rate of 2.73%. The portfolio is managed by Larry Herold, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 2.51%	4.68%	$21.306M 83,949 shares@ $253.8 avg price	Increased 2.51%
NVDA Nvidia Corp Recent Activity Decreased -0.17%	4.36%	$19.845M 113,791 shares@ $174.41 avg price	Decreased -0.17%
MSFT Microsoft Corp Recent Activity Increased 0.94%	2.98%	$13.562M 36,636 shares@ $370.18 avg price	Increased 0.94%
XOM Exxon Mobil Corp Recent Activity Decreased -0.39%	2.44%	$11.084M 65,330 shares@ $169.67 avg price	Decreased -0.39%
LLY Eli Lilly & Co Recent Activity Decreased -2.4%	2.06%	$9.376M 10,193 shares@ $919.88 avg price	Decreased -2.4%
AVUS Avantis U.s. Equity Etf Recent Activity Increased 5.12%	2.06%	$9.375M 84,322 shares@ $111.18 avg price	Increased 5.12%
DFUS Dimensional Us Eq Mkt Etf Recent Activity Increased 14%	2.06%	$9.366M 132,085 shares@ $70.91 avg price	Increased 14%
WMT Walmart Inc Recent Activity Decreased -0.47%	1.93%	$8.759M 70,475 shares@ $124.29 avg price	Decreased -0.47%
JPM Jpmorgan Chase & Co Recent Activity Increased 0.3%	1.87%	$8.502M 28,902 shares@ $294.16 avg price	Increased 0.3%
MA Mastercard Inc - A Recent Activity Increased 2.78%	1.74%	$7.891M 15,793 shares@ $499.67 avg price	Increased 2.78%

1-10 of 263