Sulzberger Capital Advisors
Latest statistics and disclosures from Sulzberger Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, JEPI, NVDA, VOO, PMMF, and represent 42.77% of Sulzberger Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: JEPI, VPU, VUG, ASX, JEPQ, SUSA, IGLD, PM, IWD, VEA.
- Started 5 new stock positions in SUSA, PM, ASX, IGLD, IWD.
- Reduced shares in these 10 stocks: SHV, SGOV, NVDA, LQTI, MSFT, SHEL, QQQM, AMAT, VTI, SIVR.
- Sold out of its position in SHEL.
- Sulzberger Capital Advisors was a net seller of stock by $-2.1M.
- Sulzberger Capital Advisors has $102M in assets under management (AUM), dropping by 4.53%.
- Central Index Key (CIK): 0002056727
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Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 53 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 18.6 | $19M | -7% | 173k | 110.35 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 8.1 | $8.3M | +12% | 146k | 56.48 |
|
| NVIDIA Corporation (NVDA) | 5.8 | $5.9M | -9% | 30k | 200.09 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $5.8M | 8.5k | 686.81 |
|
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| Blackrock Etf Trust Isha Pr Mone Etf (PMMF) | 4.7 | $4.8M | 48k | 100.31 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $4.0M | -2% | 11k | 357.37 |
|
| Microsoft Corporation (MSFT) | 3.8 | $3.9M | -6% | 10k | 373.03 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.8 | $3.9M | -5% | 13k | 302.96 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.2 | $3.3M | -4% | 8.9k | 370.05 |
|
| Nextera Energy (NEE) | 3.0 | $3.1M | 36k | 87.77 |
|
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 3.0 | $3.0M | -23% | 30k | 100.67 |
|
| First Tr Exchange-traded Vest Investment (LQTI) | 2.9 | $3.0M | -14% | 154k | 19.31 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.8 | $2.9M | +10% | 47k | 61.46 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.7M | 5.4k | 500.40 |
|
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| Broadcom (AVGO) | 2.1 | $2.2M | 5.7k | 377.75 |
|
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| Amazon (AMZN) | 1.8 | $1.9M | -4% | 7.9k | 238.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $1.6M | +3% | 4.3k | 368.38 |
|
| Apple (AAPL) | 1.5 | $1.6M | 5.4k | 289.34 |
|
|
| Vanguard World Utilities Etf (VPU) | 1.5 | $1.6M | +32% | 7.9k | 195.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $1.5M | -3% | 2.1k | 736.40 |
|
| Home Depot (HD) | 1.4 | $1.5M | 4.1k | 352.68 |
|
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| Cisco Systems (CSCO) | 1.3 | $1.3M | 12k | 117.46 |
|
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.3M | 4.1k | 327.33 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.2 | $1.2M | -9% | 22k | 56.22 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $1.1M | +3% | 907.00 | 1199.64 |
|
| Palo Alto Networks (PANW) | 0.9 | $972k | -7% | 2.9k | 341.02 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $925k | +4% | 1.9k | 477.58 |
|
| Procter & Gamble Company (PG) | 0.8 | $856k | 5.8k | 146.64 |
|
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| Abbvie (ABBV) | 0.7 | $684k | 2.7k | 251.64 |
|
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| Applied Materials (AMAT) | 0.6 | $665k | -23% | 920.00 | 723.00 |
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| Goldman Sachs (GS) | 0.6 | $633k | 626.00 | 1011.37 |
|
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| Johnson & Johnson (JNJ) | 0.6 | $610k | 2.4k | 253.97 |
|
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| Costco Wholesale Corporation (COST) | 0.5 | $518k | -2% | 554.00 | 935.47 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $511k | 3.9k | 132.24 |
|
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| Netflix (NFLX) | 0.5 | $483k | 6.8k | 71.40 |
|
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| Visa Com Cl A (V) | 0.4 | $452k | -13% | 1.3k | 343.09 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $394k | 600.00 | 655.89 |
|
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.4 | $386k | 13k | 30.01 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $368k | +39% | 5.2k | 71.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $360k | +500% | 4.2k | 86.14 |
|
| Danaher Corporation (DHR) | 0.3 | $322k | 1.7k | 190.48 |
|
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| Chevron Corporation (CVX) | 0.3 | $312k | 1.9k | 165.76 |
|
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| Linde SHS (LIN) | 0.3 | $311k | 600.00 | 518.94 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $277k | 1.0k | 270.31 |
|
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.3 | $271k | NEW | 6.0k | 45.12 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $265k | 1.4k | 189.73 |
|
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| Abbott Laboratories (ABT) | 0.2 | $242k | 2.7k | 90.74 |
|
|
| Pepsi (PEP) | 0.2 | $234k | -13% | 1.7k | 135.40 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $232k | NEW | 1.5k | 154.30 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $227k | 3.0k | 75.51 |
|
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.2 | $220k | NEW | 10k | 21.06 |
|
| Philip Morris International (PM) | 0.2 | $217k | NEW | 1.2k | 180.91 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $201k | NEW | 827.00 | 242.43 |
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Past Filings by Sulzberger Capital Advisors
SEC 13F filings are viewable for Sulzberger Capital Advisors going back to 2024
- Sulzberger Capital Advisors 2026 Q2 filed July 17, 2026
- Sulzberger Capital Advisors 2026 Q1 filed April 10, 2026
- Sulzberger Capital Advisors 2025 Q4 filed Jan. 7, 2026
- Sulzberger Capital Advisors 2025 Q3 filed Nov. 21, 2025
- Sulzberger Capital Advisors 2025 Q2 filed Aug. 5, 2025
- Sulzberger Capital Advisors 2025 Q1 filed April 11, 2025
- Sulzberger Capital Advisors 2024 Q4 filed Feb. 14, 2025