Sulzberger Capital Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Sulzberger Capital Advisors, Inc. reported 53 stock positions worth $102.4 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 18.6% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 8.1%) and Nvidia (NVDA, 5.8%). Compared with Q1 2026, it opened 5 new positions, sold out of 1, added to 12 and reduced 23. The biggest buy was JPMorgan Equity Premium Inco (JEPI, shares +12%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002056727
- Portfolio Value
- $102.4M (Q2 2026)
- SEC Filing
- 0001172661-26-002666 ↗ filed Jul 17, 2026
Holdings Value
Holdings 53 stocks · $102.4M
| SHV iShares 0-1 Year Treasury Bo | 18.59% | 172,589 | $19.0M | Reduce -7.8% |
| JEPI JPMorgan Equity Premium Inco | 8.07% | 146,306 | $8.3M | Add +12.3% |
| NVDA Nvidia Corp. | 5.77% | 29,532 | $5.9M | Reduce -9.6% |
| VOO Vanguard S&P 500 ETF | 5.68% | 8,472 | $5.8M | Add +0.2% |
| PMMF Ishrs Prime MMKT ETF | 4.66% | 47,629 | $4.8M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 3.94% | 11,295 | $4.0M | Reduce -2.2% |
| MSFT Microsoft Corp. | 3.78% | 10,378 | $3.9M | Reduce -6.0% |
| QQQM Invesco Nasdaq 100 ETF | 3.78% | 12,777 | $3.9M | Reduce -5.2% |
| VTI VG Morningstar TS MKT ETF-US | 3.20% | 8,865 | $3.3M | Reduce -4.2% |
| NEE Nextera Energy Inc. | 3.04% | 35,479 | $3.1M | Add +1.9% |
| SGOV iShares 0-3 Month Treasury B | 2.96% | 30,131 | $3.0M | Reduce -23.4% |
| LQTI FT Vest Invst GRD TRGT I ETF | 2.90% | 154,057 | $3.0M | Reduce -14.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.81% | 46,754 | $2.9M | Add +10.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.62% | 5,367 | $2.7M | Add +1.3% |
| AVGO Broadcom Inc. | 2.11% | 5,717 | $2.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.84% | 7,902 | $1.9M | Reduce -4.4% |
| GLD SPDR Gold Shares | 1.56% | 4,347 | $1.6M | Add +3.6% |
| AAPL Apple Inc. | 1.53% | 5,407 | $1.6M | Reduce -1.8% |
| VPU Vanguard Utilities ETF | 1.52% | 7,949 | $1.6M | Add +32.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.48% | 2,065 | $1.5M | Reduce -3.5% |
| HD Home Depot Inc. | 1.43% | 4,145 | $1.5M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 1.32% | 11,482 | $1.3M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 1.30% | 4,062 | $1.3M | Reduce -1.9% |
| SIVR Abrdn Physical Silver Shares | 1.19% | 21,642 | $1.2M | Reduce -9.3% |
| LLY Eli Lilly & Co. | 1.06% | 907 | $1.1M | Add +3.4% |
| PANW Palo Alto Networks Inc. | 0.95% | 2,850 | $972K | Reduce -7.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 1,936 | $925K | Add +4.3% |
| PG The Procter & Gamble Co. | 0.84% | 5,839 | $856K | Add +0.1% |
| ABBV Abbvie Inc. | 0.67% | 2,718 | $684K | No change |
| AMAT Applied Materials Inc. | 0.65% | 920 | $665K | Reduce -23.3% |
| GS Goldman Sachs Group Inc. | 0.62% | 626 | $633K | No change |
| JNJ Johnson & Johnson | 0.60% | 2,400 | $610K | No change |
| COST Costco Wholesale Corp. | 0.51% | 554 | $518K | Reduce -2.5% |
| ESGV Vanguard ESG US Stock ETF | 0.50% | 3,863 | $511K | No change |
| NFLX Netflix Inc. | 0.47% | 6,766 | $483K | Reduce -0.1% |
| V Visa Inc. Class A | 0.44% | 1,317 | $452K | Reduce -13.2% |
| SMH Vaneck Semiconductor ETF | 0.38% | 600 | $394K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.38% | 12,870 | $386K | No change |
| VEA Vanguard Ftse Developed ETF | 0.36% | 5,162 | $368K | Add +39.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 4,176 | $360K | No change |
| DHR Danaher Corp. | 0.31% | 1,690 | $322K | No change |
| CVX Chevron Corp. | 0.30% | 1,884 | $312K | No change |
| LIN Linde PLC | 0.30% | 600 | $311K | No change |
| MCD McDonald's Corp. | 0.27% | 1,023 | $277K | No change |
| ASX Ase Technology Holding -ADR | 0.26% | 6,000 | $271K | New |
| RTX RTX Corp. | 0.26% | 1,398 | $265K | No change |
| ABT Abbott Laboratories | 0.24% | 2,663 | $242K | No change |
| PEP Pepsico Inc. | 0.23% | 1,730 | $234K | Reduce -13.2% |
| SUSA iShares ESG Optimized MSCI U | 0.23% | 1,500 | $231K | New |
| IAU iShares Gold Trust | 0.22% | 3,006 | $227K | Reduce -0.8% |
| IGLD FT Vest Gold Strategy Target | 0.21% | 10,440 | $220K | New |
| PM Philip Morris International | 0.21% | 1,200 | $217K | New |
| IWD iShares Russell 1000 Value E | 0.20% | 827 | $200K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.8% | 18.59% | −2.48 |
| SGOV iShares 0-3 Month Treasury B | Reduce -23.4% | 2.96% | −1.08 |
| LQTI FT Vest Invst GRD TRGT I ETF | Reduce -14.4% | 2.90% | −0.69 |
| SIVR Abrdn Physical Silver Shares | Reduce -9.3% | 1.19% | −0.55 |
| MSFT Microsoft Corp. | Reduce -6.0% | 3.78% | −0.39 |
| PMMF Ishrs Prime MMKT ETF | Reduce -1.8% | 4.66% | −0.31 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.22 |
| NFLX Netflix Inc. | Reduce -0.1% | 0.47% | −0.19 |
| PEP Pepsico Inc. | Reduce -13.2% | 0.23% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.51% | −0.07 |
| IAU iShares Gold Trust | Reduce -0.8% | 0.22% | −0.05 |
| NVDA Nvidia Corp. | Reduce -9.6% | 5.77% | −0.04 |
| V Visa Inc. Class A | Reduce -13.2% | 0.44% | −0.03 |
| HD Home Depot Inc. | Reduce -1.7% | 1.43% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.30% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -4.4% | 1.84% | +0.08 |
| AAPL Apple Inc. | Reduce -1.8% | 1.53% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 3.20% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 1.48% | +0.22 |
| AMAT Applied Materials Inc. | Reduce -23.3% | 0.65% | +0.23 |
| AVGO Broadcom Inc. | Reduce -0.5% | 2.11% | +0.29 |
| PANW Palo Alto Networks Inc. | Reduce -7.2% | 0.95% | +0.45 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -5.2% | 3.78% | +0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 3.94% | +0.55 |
Portfolio Buys Q1 2026 → Q2 2026
| JEPI JPMorgan Equity Premium Inco | Add +12.3% | 8.07% | +0.53 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 5.68% | +0.53 |
| CSCO Cisco Systems Inc. | Add +0.0% | 1.32% | +0.41 |
| JEPQ JPM Nasdaq Equity Premium | Add +10.1% | 2.81% | +0.40 |
| VPU Vanguard Utilities ETF | Add +32.6% | 1.52% | +0.31 |
| ASX Ase Technology Holding -ADR | New | 0.26% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.3% | 0.90% | +0.26 |
| LLY Eli Lilly & Co. | Add +3.4% | 1.06% | +0.24 |
| SUSA iShares ESG Optimized MSCI U | New | 0.23% | +0.23 |
| IGLD FT Vest Gold Strategy Target | New | 0.21% | +0.21 |
| PM Philip Morris International | New | 0.21% | +0.21 |
| IWD iShares Russell 1000 Value E | New | 0.20% | +0.20 |
| VEA Vanguard Ftse Developed ETF | Add +39.5% | 0.36% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 2.62% | +0.03 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.84% | −0.02 |
| NEE Nextera Energy Inc. | Add +1.9% | 3.04% | −0.26 |
| GLD SPDR Gold Shares | Add +3.6% | 1.56% | −0.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $102.4M | SHV, JEPI, NVDA, VOO, PMMF |
| Q1 2026 | 49 | $98.0M | SHV, JEPI, NVDA, VOO, PMMF |
| Q4 2025 | 52 | $99.0M | SHV, NVDA, MSFT, VOO, SGOV |
| Q3 2025 | 51 | $89.7M | SHV, NVDA, MSFT, VOO, LQTI |
| Q2 2025 | 51 | $85.5M | SHV, MSFT, NVDA, VOO, VTI |
| Q1 2025 | 48 | $76.1M | SHV, VOO, MSFT, VTI, NVDA |
| Q4 2024 | 56 | $87.6M | SHV, VOO, NVDA, VTI, MSFT |