Q2 2026 13F · SEC CIK 2056727

Sulzberger Capital Advisors, Inc.

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $102.4M
Reported positions: 53
Holdings vs S&P 500, 3 yrs: —
Assets under management: $117.1M

Sulzberger Capital Advisors, Inc. is a wealth manager that reported 53 positions worth $102.4M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Ishares Tr (SHV, 18.6%), Jpmorgan Equity Premium Income ETF (JEPI, 8.1%), Nvidia Corporation Com (NVDA, 5.8%).

Sulzberger Capital Advisors, Inc. holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sulzberger Capital Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SHVIshares Tr	18.6%	21.1%	172,589	-7.7%	$19.0M
JEPIJpmorgan Equity Premium Income ETF	8.1%	7.5%	146,306	+12.3%	$8.3M
NVDANvidia Corporation Com	5.8%	5.8%	29,532	-9.6%	$5.9M
VOOVanguard S&p 500 ETF	5.7%	5.2%	8,472	+0.2%	$5.8M
PMMFBlackrock ETF Trust	4.7%	5.0%	47,629	-1.8%	$4.8M
GOOGLAlphabet Inc	3.9%	3.4%	11,295	-2.2%	$4.0M
MSFTMicrosoft Corp	3.8%	4.2%	10,378	-6.0%	$3.9M
QQQMInvesco Nasdaq 100 ETF	3.8%	3.3%	12,777	-5.2%	$3.9M
VTIVanguard Index Fds	3.2%	3.0%	8,865	-4.2%	$3.3M
NEENextera Energy Inc Com	3.0%	3.3%	35,479	+1.9%	$3.1M
SGOViShares 0-3 Month Treasury Bon	3.0%	4.0%	30,131	-23.4%	$3.0M
LQTIFirst Tr Exchange-Traded Fd	2.9%	3.6%	154,057	-14.4%	$3.0M
JEPQJpmorgan Nasdaq Equity Premium Income Et	2.8%	2.4%	46,754	+10.1%	$2.9M
BRK-BBerkshire Hathaway Inc Del	2.6%	2.6%	5,367	+1.3%	$2.7M
AVGOBroadcom Inc	2.1%	1.8%	5,717	-0.5%	$2.2M
AMZNAmazon Com Inc Com	1.8%	1.8%	7,902	-4.4%	$1.9M
GLDSpdr Gold Shares	1.6%	1.8%	4,347	+3.6%	$1.6M
AAPLApple Inc	1.5%	1.4%	5,407	-1.8%	$1.6M
VPUVanguard World Fd	1.5%	1.2%	7,949	+32.6%	$1.6M
QQQInvesco Qqq Tr	1.5%	1.3%	2,065	-3.5%	$1.5M
HDHome Depot Inc Com	1.4%	1.4%	4,145	-1.7%	$1.5M
CSCOCisco Sys Inc	1.3%	0.9%	11,482	+0.0%	$1.3M
JPMJpmorgan Chase & Co	1.3%	1.2%	4,062	-1.9%	$1.3M
SIVRAbrdn Silver ETF Trust	1.2%	1.7%	21,642	-9.2%	$1.2M
LLYLilly Eli & Co	1.1%	0.8%	907	+3.4%	$1.1M
PANWPalo Alto Networks Inc	0.9%	0.5%	2,850	-7.2%	$972K
TSMTaiwan Semiconductor Manufac	0.9%	0.6%	1,936	+4.3%	$925K
PGProcter & Gamble Co Com	0.8%	0.9%	5,839	+0.1%	$856K
ABBVAbbvie Inc	0.7%	0.6%	2,718	+0.0%	$684K
AMATApplied Matls Inc	0.6%	0.4%	920	-23.3%	$665K
GSGoldman Sachs Group Inc	0.6%	0.5%	626	+0.0%	$633K
JNJJohnson & Johnson	0.6%	0.6%	2,400	+0.0%	$610K
COSTCostco Whsl Corp New	0.5%	0.6%	554	-2.5%	$518K
ESGVVanguard World Fd	0.5%	0.4%	3,863	+0.0%	$511K
NFLXNetflix Inc Total	0.5%	0.7%	6,766	-0.1%	$483K
VVisa Inc Com Cl A	0.4%	0.5%	1,317	-13.2%	$452K
SMHVaneck Semiconductor ETF	0.4%	0.2%	600	+0.0%	$394K
SPSBSpdr Series Trust	0.4%	0.4%	12,870	+0.0%	$386K
VEAVanguard Tax-Managed Fds	0.4%	0.2%	5,162	+39.5%	$368K
VUGVanguard Indx Fd	0.4%	0.3%	4,176	+500.0%	$360K
DHRDanaher Corporation	0.3%	0.3%	1,690	+0.0%	$322K
CVXChevron Corp New	0.3%	0.4%	1,884	+0.0%	$312K
LINLinde PLC	0.3%	0.3%	600	+0.0%	$311K
MCDMcdonalds Corp Com	0.3%	0.3%	1,023	+0.0%	$277K
ASXAse Technology Hldg Co Ltd	0.3%	New	6,000	—	$271K
RTXRtx Corporation Com	0.3%	0.3%	1,398	+0.0%	$265K
ABTAbbott Laboratories	0.2%	0.3%	2,663	+0.0%	$242K
PEPPepsico Inc	0.2%	0.3%	1,730	-13.2%	$234K
SUSAiShares MSCI USA ESG Select ETF	0.2%	New	1,500	—	$231K
IAUIshares Gold Trust	0.2%	0.3%	3,006	-0.8%	$227K

What Sulzberger Capital Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$102.4M	53
Q1 2026	$98.0M	49
Q4 2025	$99.0M	52
Q3 2025	$89.7M	51
Q2 2025	$85.5M	51
Q1 2025	$76.1M	48
Q4 2024	$87.6M	56

Questions about Sulzberger Capital Advisors, Inc.'s portfolio

What stocks does Sulzberger Capital Advisors, Inc. own?

Sulzberger Capital Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 53 positions worth $102.4M. The largest are Ishares Tr (SHV) at 18.6%, Jpmorgan Equity Premium Income ETF (JEPI) at 8.1%, Nvidia Corporation Com (NVDA) at 5.8%, Vanguard S&p 500 ETF (VOO) at 5.7% and Blackrock ETF Trust (PMMF) at 4.7%.

What did Sulzberger Capital Advisors, Inc. buy last quarter?

In Q2 2026, Sulzberger Capital Advisors, Inc. added a new position in Ase Technology Hldg Co Ltd (ASX), a new position in iShares MSCI USA ESG Select ETF (SUSA), Vanguard Indx Fd (VUG) (+500.0% shares), Vanguard Tax-Managed Fds (VEA) (+39.5% shares) and Vanguard World Fd (VPU) (+32.6% shares), compared with its Q1 2026 filing.

What did Sulzberger Capital Advisors, Inc. sell last quarter?

In Q2 2026, Sulzberger Capital Advisors, Inc. cut from its top 50 Shell PLC (SHEL), iShares 0-3 Month Treasury Bon (SGOV) (-23.4% shares), Applied Matls Inc (AMAT) (-23.3% shares) and First Tr Exchange-Traded Fd (LQTI) (-14.4% shares), compared with its Q1 2026 filing.

When is Sulzberger Capital Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sulzberger Capital Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sulzberger Capital Advisors, Inc. manage?

Sulzberger Capital Advisors, Inc. reported $117.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $102.4M.