Q3 2026 13F · SEC CIK 2056727

Sulzberger Capital Advisors, Inc.

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $100.5M
Reported positions: 56
Holdings vs S&P 500, 3 yrs: —
Assets under management: $117.1M

Sulzberger Capital Advisors, Inc. is a wealth manager that reported 56 positions worth $100.5M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ishares Tr (SHV, 12.6%), J P Morgan Exchange Traded F (JEPI, 8.7%), Vanguard Index Fds (VOO, 7.8%).

Sulzberger Capital Advisors, Inc. holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SHVIshares Tr	12.6%	18.6%	115,041	-33.3%	$12.7M
JEPIJ P Morgan Exchange Traded F	8.7%	8.1%	155,302	+6.1%	$8.7M
VOOVanguard Index Fds	7.8%	5.7%	11,174	+31.9%	$7.8M
NVDANvidia Corporation	6.8%	5.8%	30,008	+1.6%	$6.9M
MSFTMicrosoft Corp	5.4%	3.8%	10,525	+1.4%	$5.4M
GOOGLAlphabet Inc	3.8%	3.9%	11,197	-0.9%	$3.9M
QQQMInvesco Exch Traded Fd Tr II	3.8%	3.8%	12,380	-3.1%	$3.8M
JEPQJ P Morgan Exchange Traded F	3.7%	2.8%	61,002	+30.5%	$3.7M
VTIVanguard Index Fds	3.4%	3.2%	9,123	+2.9%	$3.4M
SGOVIshares Tr	2.9%	3.0%	28,613	-5.0%	$2.9M
BRK-BBerkshire Hathaway Inc Del	2.8%	2.6%	5,725	+6.7%	$2.9M
NEENextera Energy Inc	2.7%	3.0%	35,971	+1.4%	$2.7M
JAAAJanus Detroit Str Tr	2.3%	—	46,637	—	$2.4M
AMZNAmazon Com Inc	2.2%	1.8%	8,691	+10.0%	$2.2M
AAPLApple Inc	2.1%	1.5%	6,261	+15.8%	$2.1M
AVGOBroadcom Inc	2.0%	2.1%	5,795	+1.4%	$2.0M
VPUVanguard World Fd	1.9%	1.5%	11,164	+40.4%	$1.9M
JPMJpmorgan Chase & Co	1.7%	1.3%	5,029	+23.8%	$1.7M
PMMFBlackrock ETF Trust	1.6%	4.7%	16,136	-66.1%	$1.6M
QQQInvesco Qqq Tr	1.5%	1.5%	2,032	-1.6%	$1.5M
GLDSpdr Gold Tr	1.4%	1.6%	3,785	-12.9%	$1.4M
LLYEli Lilly & Co	1.4%	1.1%	1,187	+30.9%	$1.4M
CSCOCisco Sys Inc	1.2%	1.3%	11,484	+0.0%	$1.2M
TSMTaiwan Semiconductor Manufac	1.2%	0.9%	2,695	+39.2%	$1.2M
PANWPalo Alto Networks Inc	1.2%	0.9%	3,082	+8.1%	$1.2M
HDHome Depot Inc	1.2%	1.4%	4,145	+0.0%	$1.2M
GSGoldman Sachs Group Inc	1.0%	0.6%	1,091	+74.3%	$982K
SIVRAbrdn Silver ETF Trust	0.8%	1.2%	13,834	-36.1%	$793K
PGProcter & Gamble Co	0.7%	0.8%	4,938	-15.4%	$718K
ABBVAbbvie Inc	0.7%	0.7%	2,718	+0.0%	$711K
JNJJohnson & Johnson	0.7%	0.6%	2,481	+3.4%	$657K
ESGVVanguard World Fd	0.7%	0.5%	4,836	+25.2%	$655K
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.4%	8,482	+64.3%	$599K
COSTCostco Wholesale Corporation	0.6%	0.5%	652	+17.7%	$594K
VVisa Inc	0.5%	0.4%	1,511	+14.7%	$543K
NFLXNetflix Inc.	0.5%	0.5%	7,081	+4.7%	$493K
AMATApplied Matls Inc	0.5%	0.6%	920	+0.0%	$470K
AMDAdvanced Micro Devices Inc	0.4%	—	696	—	$426K
CVXChevron Corporation	0.4%	0.3%	1,984	+5.3%	$405K
DHRDanaher Corp Del	0.4%	0.3%	1,690	+0.0%	$374K
VUGVanguard Index Fds	0.4%	0.4%	4,152	-0.6%	$374K
SMHVaneck ETF Trust	0.4%	0.4%	600	+0.0%	$365K
ABTAbbott Laboratories	0.3%	0.2%	3,511	+31.8%	$347K
SPSBSpdr Series Trust	0.3%	0.4%	10,820	-15.9%	$320K
CRMSalesforce Inc	0.3%	—	1,243	—	$285K
LINLinde PLC	0.3%	0.3%	600	+0.0%	$285K
ASXAse Technology Hldg Co Ltd	0.3%	0.3%	6,000	+0.0%	$267K
DUKDuke Energy Corp New	0.3%	—	2,287	—	$261K
RTXRtx Corporation	0.3%	0.3%	1,398	+0.0%	$260K
IAUIshares Gold Tr	0.2%	0.2%	3,128	+4.1%	$244K

What Sulzberger Capital Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$100.5M	56
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 Q3 2026 and filed Oct 20, 2026, lists 56 positions worth $100.5M. The largest are Ishares Tr (SHV) at 12.6%, J P Morgan Exchange Traded F (JEPI) at 8.7%, Vanguard Index Fds (VOO) at 7.8%, Nvidia Corporation (NVDA) at 6.8% and Microsoft Corp (MSFT) at 5.4%.

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

In Q3 2026, Sulzberger Capital Advisors, Inc. added Goldman Sachs Group Inc (GS) (+74.3% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (+64.3% shares) and Vanguard World Fd (VPU) (+40.4% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Sulzberger Capital Advisors, Inc. cut from its top 50 First Tr Exchange-Traded Fd (LQTI), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Ishares Tr (SUSA), Blackrock ETF Trust (PMMF) (-66.1% shares), Abrdn Silver ETF Trust (SIVR) (-36.1% shares) and Ishares Tr (SHV) (-33.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $100.5M.