Herold Advisors, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 455,349
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 263 | 455,349 | 13F-HR | Herold Advisors, Inc. |
| Q4 2025 | 2/17/2026 | 247 | 447,484 | 13F-HR | Herold Advisors, Inc. |
| Q3 2025 | 11/13/2025 | 248 | 431,511 | 13F-HR | Herold Advisors, Inc. |
| Q2 2025 | 8/14/2025 | 311 | 476,988 | 13F-HR | Herold Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 335 K | 73.6% | 0 | 80.54 K | -80.54 K |
| ETFs | 119.6 K | 26.3% | 88.65 K | 0 | 88.65 K |
| Debt | 700 | 0.2% | 100 | 0 | 100 |
| Other | 0 | 0.0% | 0 | 340 | -340 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
455,349
Holdings
263
QoQ value change ($000)
7,865
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.