Sulzberger Capital Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Sulzberger Capital Advisors, Inc. reported 49 stock positions worth $98.0 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 21.1% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 7.5%) and Nvidia (NVDA, 5.8%). Compared with Q4 2025, it opened 1 new position, sold out of 4, added to 16 and reduced 14. The biggest buy was Ishrs Prime MMKT ETF (PMMF, shares +228%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002056727
- Portfolio Value
- $98.0M (Q1 2026)
- SEC Filing
- 0001172661-26-001442 ↗ filed Apr 10, 2026
Holdings Value
Holdings 49 stocks · $98.0M
| SHV iShares 0-1 Year Treasury Bo | 21.08% | 187,087 | $20.7M | Reduce -17.3% |
| JEPI JPMorgan Equity Premium Inco | 7.53% | 130,258 | $7.4M | Add +83.3% |
| NVDA Nvidia Corp. | 5.81% | 32,662 | $5.7M | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 5.16% | 8,453 | $5.1M | Add +2.6% |
| PMMF Ishrs Prime MMKT ETF | 4.97% | 48,478 | $4.9M | Add +227.8% |
| MSFT Microsoft Corp. | 4.17% | 11,045 | $4.1M | Reduce -1.6% |
| SGOV iShares 0-3 Month Treasury B | 4.04% | 39,346 | $4.0M | Reduce -5.9% |
| LQTI FT Vest Invst GRD TRGT I ETF | 3.60% | 179,981 | $3.5M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 3.39% | 11,545 | $3.3M | Reduce -3.8% |
| NEE Nextera Energy Inc. | 3.30% | 34,812 | $3.2M | Add +3.1% |
| QQQM Invesco Nasdaq 100 ETF | 3.27% | 13,477 | $3.2M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.03% | 9,250 | $3.0M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.59% | 5,297 | $2.5M | Add +0.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.41% | 42,448 | $2.4M | Add +1.9% |
| GLD SPDR Gold Shares | 1.84% | 4,195 | $1.8M | Add +19.4% |
| AVGO Broadcom Inc. | 1.81% | 5,743 | $1.8M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.76% | 8,267 | $1.7M | Add +1.7% |
| SIVR Abrdn Physical Silver Shares | 1.74% | 23,847 | $1.7M | Add +19.9% |
| AAPL Apple Inc. | 1.43% | 5,506 | $1.4M | Reduce -1.5% |
| HD Home Depot Inc. | 1.41% | 4,215 | $1.4M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.26% | 2,140 | $1.2M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 1.24% | 4,142 | $1.2M | No change |
| VPU Vanguard Utilities ETF | 1.21% | 5,993 | $1.2M | Add +2.8% |
| CSCO Cisco Systems Inc. | 0.91% | 11,480 | $891K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.86% | 5,833 | $843K | Reduce -10.2% |
| LLY Eli Lilly & Co. | 0.82% | 877 | $807K | No change |
| NFLX Netflix Inc. | 0.66% | 6,776 | $652K | Add +17.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.64% | 1,856 | $627K | Add +41.4% |
| ABBV Abbvie Inc. | 0.60% | 2,718 | $591K | No change |
| JNJ Johnson & Johnson | 0.60% | 2,400 | $587K | No change |
| COST Costco Wholesale Corp. | 0.58% | 568 | $566K | Add +3.6% |
| GS Goldman Sachs Group Inc. | 0.54% | 626 | $530K | No change |
| PANW Palo Alto Networks Inc. | 0.50% | 3,070 | $492K | No change |
| V Visa Inc. Class A | 0.47% | 1,518 | $459K | Add +28.1% |
| ESGV Vanguard ESG US Stock ETF | 0.44% | 3,863 | $434K | No change |
| AMAT Applied Materials Inc. | 0.42% | 1,200 | $410K | No change |
| CVX Chevron Corp. | 0.40% | 1,884 | $390K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.40% | 12,870 | $387K | Reduce -11.5% |
| DHR Danaher Corp. | 0.33% | 1,690 | $320K | No change |
| MCD McDonald's Corp. | 0.32% | 1,023 | $318K | No change |
| PEP Pepsico Inc. | 0.32% | 1,994 | $310K | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 696 | $304K | Reduce -14.2% |
| LIN Linde PLC | 0.30% | 600 | $297K | No change |
| ABT Abbott Laboratories | 0.28% | 2,663 | $273K | No change |
| RTX RTX Corp. | 0.28% | 1,398 | $270K | No change |
| IAU iShares Gold Trust | 0.27% | 3,031 | $267K | No change |
| VEA Vanguard Ftse Developed ETF | 0.24% | 3,700 | $237K | No change |
| SMH Vaneck Semiconductor ETF | 0.23% | 600 | $230K | No change |
| SHEL Shell PLC-ADR | 0.22% | 2,284 | $212K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SHV iShares 0-1 Year Treasury Bo | Reduce -17.3% | 21.08% | −4.08 |
| MSFT Microsoft Corp. | Reduce -1.6% | 4.17% | −1.31 |
| NVDA Nvidia Corp. | Reduce -4.7% | 5.81% | −0.64 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 3.39% | −0.41 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.1% | 3.27% | −0.28 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.27 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.25 |
| PM Philip Morris International | Sold out | 0.00% | −0.21 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.21 |
| AVGO Broadcom Inc. | Reduce -0.8% | 1.81% | −0.21 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.9% | 4.04% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 3.03% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 1.26% | −0.12 |
| LQTI FT Vest Invst GRD TRGT I ETF | Reduce -1.3% | 3.60% | −0.11 |
| AAPL Apple Inc. | Reduce -1.5% | 1.43% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.2% | 0.31% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -10.2% | 0.86% | −0.08 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -11.5% | 0.40% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| PMMF Ishrs Prime MMKT ETF | Add +227.8% | 4.97% | +3.48 |
| JEPI JPMorgan Equity Premium Inco | Add +83.3% | 7.53% | +3.43 |
| NEE Nextera Energy Inc. | Add +3.1% | 3.30% | +0.56 |
| GLD SPDR Gold Shares | Add +19.4% | 1.84% | +0.44 |
| SIVR Abrdn Physical Silver Shares | Add +19.9% | 1.74% | +0.38 |
| TSM Taiwan Semiconductor-SP ADR | Add +41.4% | 0.64% | +0.24 |
| SHEL Shell PLC-ADR | New | 0.22% | +0.22 |
| VPU Vanguard Utilities ETF | Add +2.8% | 1.21% | +0.12 |
| NFLX Netflix Inc. | Add +17.0% | 0.66% | +0.12 |
| COST Costco Wholesale Corp. | Add +3.6% | 0.58% | +0.10 |
| V Visa Inc. Class A | Add +28.1% | 0.47% | +0.05 |
| PEP Pepsico Inc. | Add +7.5% | 0.32% | +0.05 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.91% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +1.9% | 2.41% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 5.16% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 2.59% | −0.09 |
| AMZN Amazon.com Inc. | Add +1.7% | 1.76% | −0.14 |
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 |