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 44.55% of Sulzberger Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: PMMF, JEPI, GLD, SIVR, SHEL, TSM, VOO, V, NEE, NFLX.
- Started 1 new stock position in SHEL.
- Reduced shares in these 10 stocks: SHV, NVDA, , SGOV, , PM, SUSA, GOOGL, QQQM, PG.
- Sold out of its positions in META, SUSA, ORCL, PM.
- Sulzberger Capital Advisors was a net buyer of stock by $1.9M.
- Sulzberger Capital Advisors has $98M in assets under management (AUM), dropping by -1.03%.
- Central Index Key (CIK): 0002056727
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Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 21.1 | $21M | -17% | 187k | 110.39 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.5 | $7.4M | +83% | 130k | 56.68 |
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| NVIDIA Corporation (NVDA) | 5.8 | $5.7M | -4% | 33k | 174.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.2 | $5.1M | +2% | 8.5k | 597.60 |
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| Blackrock Etf Trust Ishares Prime Mo (PMMF) | 5.0 | $4.9M | +227% | 49k | 100.50 |
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| Microsoft Corporation (MSFT) | 4.2 | $4.1M | 11k | 370.19 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.0 | $4.0M | -5% | 39k | 100.66 |
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| First Tr Exchange-traded Vest Investment (LQTI) | 3.6 | $3.5M | 180k | 19.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $3.3M | -3% | 12k | 287.56 |
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| Nextera Energy (NEE) | 3.3 | $3.2M | +3% | 35k | 92.88 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.3 | $3.2M | -3% | 14k | 237.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.0 | $3.0M | 9.3k | 320.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.5M | 5.3k | 479.21 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.4 | $2.4M | 42k | 55.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $1.8M | +19% | 4.2k | 430.29 |
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| Broadcom (AVGO) | 1.8 | $1.8M | 5.7k | 309.51 |
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| Amazon (AMZN) | 1.8 | $1.7M | 8.3k | 208.27 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.7 | $1.7M | +19% | 24k | 71.61 |
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| Apple (AAPL) | 1.4 | $1.4M | 5.5k | 253.81 |
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| Home Depot (HD) | 1.4 | $1.4M | 4.2k | 328.89 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.2M | -3% | 2.1k | 577.18 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $1.2M | 4.1k | 294.16 |
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| Vanguard World Utilities Etf (VPU) | 1.2 | $1.2M | +2% | 6.0k | 198.16 |
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| Cisco Systems (CSCO) | 0.9 | $891k | 12k | 77.59 |
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| Procter & Gamble Company (PG) | 0.9 | $843k | -10% | 5.8k | 144.44 |
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| Eli Lilly & Co. (LLY) | 0.8 | $807k | 877.00 | 919.88 |
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| Netflix (NFLX) | 0.7 | $652k | +17% | 6.8k | 96.15 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $627k | +41% | 1.9k | 337.95 |
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| Abbvie (ABBV) | 0.6 | $591k | 2.7k | 217.49 |
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| Johnson & Johnson (JNJ) | 0.6 | $587k | 2.4k | 244.44 |
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| Costco Wholesale Corporation (COST) | 0.6 | $566k | +3% | 568.00 | 996.43 |
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| Goldman Sachs (GS) | 0.5 | $530k | 626.00 | 845.99 |
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| Palo Alto Networks (PANW) | 0.5 | $492k | 3.1k | 160.32 |
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| Visa Com Cl A (V) | 0.5 | $459k | +28% | 1.5k | 302.27 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $434k | 3.9k | 112.27 |
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| Applied Materials (AMAT) | 0.4 | $410k | 1.2k | 341.79 |
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| Chevron Corporation (CVX) | 0.4 | $390k | 1.9k | 206.90 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.4 | $387k | -11% | 13k | 30.07 |
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| Danaher Corporation (DHR) | 0.3 | $320k | 1.7k | 189.60 |
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| McDonald's Corporation (MCD) | 0.3 | $318k | 1.0k | 310.79 |
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| Pepsi (PEP) | 0.3 | $310k | +7% | 2.0k | 155.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $304k | -14% | 696.00 | 436.79 |
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| Linde SHS (LIN) | 0.3 | $298k | 600.00 | 495.76 |
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| Abbott Laboratories (ABT) | 0.3 | $273k | 2.7k | 102.67 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $270k | 1.4k | 192.90 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $267k | 3.0k | 88.16 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $237k | 3.7k | 64.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $230k | 600.00 | 383.40 |
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| Shell Spon Ads (SHEL) | 0.2 | $212k | NEW | 2.3k | 93.00 |
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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 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