Herold Advisors, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 505,949
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 273 | 505,949 | 13F-HR | Herold Advisors, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 368 K | 72.7% | 32.98 K | 0 | 32.98 K |
| ETFs | 136.6 K | 27.0% | 17.02 K | 0 | 17.02 K |
| Debt | 1.302 K | 0.3% | 602 | 0 | 602 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
505,949
Holdings
273
QoQ value change ($000)
50,600
(11.1%)
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.