Sulzberger Capital Advisors, Inc. — 13F Holdings & Portfolio
CIK 2056727 · latest 13F-HR filed 2026-04-10
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$98.0M
Long-equity book
Holdings
49
Distinct positions
Period
2026-03-31
Filed 2026-04-10
Q/Q Activity
+1 / −4 / ↑18 / ↓19
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLACKROCK ETF TRUST$3.4M +228.7%
- J P MORGAN EXCHANGE TRADED F$3.3M +81.5%
- NEXTERA ENERGY INC$523.9K +19.3%
- SPDR GOLD TR$412.4K +29.6%
- ABRDN SILVER ETF TRUST$362.7K +27.0%
Top Trims
- ISHARES TR-$4.3M -17.1%
- MICROSOFT CORP-$1.3M -24.7%
- NVIDIA CORPORATION-$696.8K -10.9%
- ALPHABET INC-$437.1K -11.6%
- INVESCO EXCH TRADED FD TR II-$313.7K -8.9%
Exited Positions
- ORACLE CORP$263.1K
- META PLATFORMS INC$246.9K
- PHILIP MORRIS INTL INC$211.2K
- ISHARES TR$209.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | SHV | 464288679 | $20.7M | 21.08% | 187,087 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $7.4M | 7.53% | 130,258 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.7M | 5.81% | 32,662 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $5.1M | 5.16% | 8,453 | SH |
| 5 | BLACKROCK ETF TRUST | PMMF | 09290C756 | $4.9M | 4.97% | 48,478 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $4.1M | 4.17% | 11,045 | SH |
| 7 | ISHARES TR | SGOV | 46436E718 | $4.0M | 4.04% | 39,346 | SH |
| 8 | FIRST TR EXCHANGE-TRADED FD | LQTI | 33738D747 | $3.5M | 3.60% | 179,981 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $3.3M | 3.39% | 11,545 | SH |
| 10 | NEXTERA ENERGY INC | NEE | 65339F101 | $3.2M | 3.30% | 34,812 | SH |
| 11 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $3.2M | 3.27% | 13,477 | SH |
| 12 | VANGUARD INDEX FDS | VTI | 922908769 | $3.0M | 3.03% | 9,250 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.5M | 2.59% | 5,297 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $2.4M | 2.41% | 42,448 | SH |
| 15 | SPDR GOLD TR | GLD | 78463V107 | $1.8M | 1.84% | 4,195 | SH |
| 16 | BROADCOM INC | AVGO | 11135F101 | $1.8M | 1.81% | 5,743 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 1.76% | 8,267 | SH |
| 18 | ABRDN SILVER ETF TRUST | SIVR | 003264108 | $1.7M | 1.74% | 23,847 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $1.4M | 1.43% | 5,506 | SH |
| 20 | HOME DEPOT INC | HD | 437076102 | $1.4M | 1.41% | 4,215 | SH |
| 21 | INVESCO QQQ TR | QQQ | 46090E103 | $1.2M | 1.26% | 2,140 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 1.24% | 4,142 | SH |
| 23 | VANGUARD WORLD FD | VPU | 92204A876 | $1.2M | 1.21% | 5,993 | SH |
| 24 | CISCO SYS INC | CSCO | 17275R102 | $890.7K | 0.91% | 11,480 | SH |
| 25 | PROCTER & GAMBLE CO | PG | 742718109 | $842.5K | 0.86% | 5,833 | SH |
| 26 | ELI LILLY & CO | LLY | 532457108 | $806.7K | 0.82% | 877 | SH |
| 27 | NETFLIX INC. | NFLX | 64110L106 | $651.5K | 0.66% | 6,776 | SH |
| 28 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $627.2K | 0.64% | 1,856 | SH |
| 29 | ABBVIE INC | ABBV | 00287Y109 | $591.1K | 0.60% | 2,718 | SH |
| 30 | JOHNSON & JOHNSON | JNJ | 478160104 | $586.7K | 0.60% | 2,400 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $566.0K | 0.58% | 568 | SH |
| 32 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $529.6K | 0.54% | 626 | SH |
| 33 | PALO ALTO NETWORKS INC | PANW | 697435105 | $492.2K | 0.50% | 3,070 | SH |
| 34 | VISA INC | V | 92826C839 | $458.8K | 0.47% | 1,518 | SH |
| 35 | VANGUARD WORLD FD | ESGV | 921910733 | $433.7K | 0.44% | 3,863 | SH |
| 36 | APPLIED MATLS INC | AMAT | 038222105 | $410.1K | 0.42% | 1,200 | SH |
| 37 | CHEVRON CORPORATION | CVX | 166764100 | $389.8K | 0.40% | 1,884 | SH |
| 38 | SPDR SERIES TRUST | SPSB | 78464A474 | $387.0K | 0.39% | 12,870 | SH |
| 39 | DANAHER CORP DEL | DHR | 235851102 | $320.4K | 0.33% | 1,690 | SH |
| 40 | MCDONALDS CORP | MCD | 580135101 | $317.9K | 0.32% | 1,023 | SH |
| 41 | PEPSICO INC | PEP | 713448108 | $309.6K | 0.32% | 1,994 | SH |
| 42 | VANGUARD INDEX FDS | VUG | 922908736 | $304.0K | 0.31% | 696 | SH |
| 43 | LINDE PLC | LIN | G54950103 | $297.5K | 0.30% | 600 | SH |
| 44 | ABBOTT LABORATORIES | ABT | 002824100 | $273.4K | 0.28% | 2,663 | SH |
| 45 | RTX CORPORATION | RTX | 75513E101 | $269.7K | 0.28% | 1,398 | SH |
| 46 | ISHARES GOLD TR | IAU | 464285204 | $267.2K | 0.27% | 3,031 | SH |
| 47 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $237.1K | 0.24% | 3,700 | SH |
| 48 | VANECK ETF TRUST | SMH | 92189F676 | $230.0K | 0.23% | 600 | SH |
| 49 | SHELL PLC | SHEL | 780259305 | $212.4K | 0.22% | 2,284 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-10 | $98.0M | 49 | 0001172661-26-001442 |
| 2025-12-31 | 2026-01-07 | $99.0M | 52 | 0001172661-26-000025 |