SEC Form 13F

Herold Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$505,949,000
Positions273

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$23,894,00082,587
NVIDIA CORPORATIONNVDACOM$22,821,000114,077
MICROSOFT CORPMSFTCOM$13,930,00037,327
ELI LILLY & COLLYCOM$12,656,00010,550
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$12,198,000148,859
AMERICAN CENTY ETF TRAVUSUS EQT ETF$10,415,00081,375
AMERICAN CENTY ETF TRAVLCAVANTIS US LARG$9,776,000108,644
JPMORGAN CHASE & COJPMCOM$9,559,00029,211
ALPHABET INCGOOGLCAP STK CL A$8,963,00025,060
EXXON MOBIL CORPXOMCOM$8,949,00065,431

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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