Sulzberger Capital Advisors, Inc.

Est. AUM

$98.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	TRUST ISHARE 0-1	$20.7M	187087	21.08%	SOLE
2	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$7.4M	130258	7.53%	SOLE
3	NVIDIA CORPORATION	COM	$5.7M	32662	5.81%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	8453	5.15%	SOLE
5	BLACKROCK ETF TRUST	ISHARES PRIME MO	$4.9M	48478	4.97%	SOLE
6	MICROSOFT CORP	COM	$4.1M	11045	4.17%	SOLE
7	ISHARES TR	0-3 MNTH TREASRY	$4.0M	39346	4.04%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$3.5M	179981	3.60%	SOLE
9	ALPHABET INC	CAP STK CL A	$3.3M	11545	3.39%	SOLE
10	NEXTERA ENERGY INC	COM	$3.2M	34812	3.30%	SOLE
11	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.2M	13477	3.27%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	9250	3.03%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5297	2.59%	SOLE
14	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.4M	42448	2.41%	SOLE
15	SPDR GOLD TR	GOLD SHS	$1.8M	4195	1.84%	SOLE
16	BROADCOM INC	COM	$1.8M	5743	1.81%	SOLE
17	AMAZON COM INC	COM	$1.7M	8267	1.76%	SOLE
18	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.7M	23847	1.74%	SOLE
19	APPLE INC	COM	$1.4M	5506	1.43%	SOLE
20	HOME DEPOT INC	COM	$1.4M	4215	1.41%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$1.2M	2140	1.26%	SOLE
22	JPMORGAN CHASE & CO	COM	$1.2M	4142	1.24%	SOLE
23	VANGUARD WORLD FD	UTILITIES ETF	$1.2M	5993	1.21%	SOLE
24	CISCO SYS INC	COM	$891K	11480	0.91%	SOLE
25	PROCTER & GAMBLE CO	COM	$843K	5833	0.86%	SOLE
26	ELI LILLY & CO	COM	$807K	877	0.82%	SOLE
27	NETFLIX INC.	COM	$652K	6776	0.67%	SOLE
28	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$627K	1856	0.64%	SOLE
29	ABBVIE INC	COM	$591K	2718	0.60%	SOLE
30	JOHNSON & JOHNSON	COM	$587K	2400	0.60%	SOLE
31	COSTCO WHOLESALE CORPORATION	COM	$566K	568	0.58%	SOLE
32	GOLDMAN SACHS GROUP INC	COM	$530K	626	0.54%	SOLE
33	PALO ALTO NETWORKS INC	COM	$492K	3070	0.50%	SOLE
34	VISA INC	COM CL A	$459K	1518	0.47%	SOLE
35	VANGUARD WORLD FD	ESG US STK ETF	$434K	3863	0.44%	SOLE
36	APPLIED MATLS INC	COM	$410K	1200	0.42%	SOLE
37	CHEVRON CORPORATION	COM	$390K	1884	0.40%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$387K	12870	0.39%	SOLE
39	DANAHER CORP DEL	COM	$320K	1690	0.33%	SOLE
40	MCDONALDS CORP	COM	$318K	1023	0.32%	SOLE
41	PEPSICO INC	COM	$310K	1994	0.32%	SOLE
42	VANGUARD INDEX FDS	GROWTH ETF	$304K	696	0.31%	SOLE
43	LINDE PLC	SHS	$297K	600	0.30%	SOLE
44	ABBOTT LABORATORIES	COM	$273K	2663	0.28%	SOLE
45	RTX CORPORATION	COM	$270K	1398	0.28%	SOLE
46	ISHARES GOLD TR	ISHARES NEW	$267K	3031	0.27%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$237K	3700	0.24%	SOLE
48	VANECK ETF TRUST	SEMICONDUCTR ETF	$230K	600	0.23%	SOLE
49	SHELL PLC	SPON ADS	$212K	2284	0.22%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.