Sulzberger Capital Advisors, Inc.
Q3 2026 13F filing
Updated 16 days ago56 disclosed positions worth $100.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $12.7M | 115.0K | 12.63% | Trimmed(-33.3%) |
| 2 | J J P MORGAN EXCHANGE TRADED F | $8.7M | 155.3K | 8.69% | Added(+6.2%) |
| 3 | V VANGUARD INDEX FDS | $7.8M | 11.2K | 7.79% | Added(+31.9%) |
| 4 | N NVIDIA CORPORATION | $6.9M | 30.0K | 6.82% | Added(+1.6%) |
| 5 | M MICROSOFT CORP | $5.4M | 10.5K | 5.37% | Added(+1.4%) |
| 6 | G ALPHABET INC | $3.9M | 11.2K | 3.83% | Trimmed(-0.9%) |
| 7 | E INVESCO EXCH TRADED FD TR II | $3.8M | 12.4K | 3.75% | Trimmed(-3.1%) |
| 8 | J J P MORGAN EXCHANGE TRADED F | $3.7M | 61.0K | 3.72% | Added(+30.5%) |
| 9 | V VANGUARD INDEX FDS | $3.4M | 9.1K | 3.40% | Added(+2.9%) |
| 10 | E ISHARES TR | $2.9M | 28.6K | 2.87% | Trimmed(-5.0%) |
| 11 | B BERKSHIRE HATHAWAY INC DEL | $2.9M | 5.7K | 2.84% | Added(+6.7%) |
| 12 | N NEXTERA ENERGY INC | $2.7M | 36.0K | 2.71% | Added(+1.4%) |
| 13 | N JANUS DETROIT STR TR | $2.4M | 46.6K | 2.34% | — |
| 14 | A AMAZON COM INC | $2.2M | 8.7K | 2.15% | Added(+10.0%) |
| 15 | A APPLE INC | $2.1M | 6.3K | 2.07% | Added(+15.8%) |
| 16 | A BROADCOM INC | $2M | 5.8K | 2.02% | Added(+1.4%) |
| 17 | V VANGUARD WORLD FD | $1.9M | 11.2K | 1.90% | Added(+40.5%) |
| 18 | J JPMORGAN CHASE & CO | $1.7M | 5.0K | 1.66% | Added(+23.8%) |
| 19 | E BLACKROCK ETF TRUST | $1.6M | 16.1K | 1.61% | Trimmed(-66.1%) |
| 20 | Q INVESCO QQQ TR | $1.5M | 2.0K | 1.50% | Trimmed(-1.6%) |
| 21 | G SPDR GOLD TR | $1.4M | 3.8K | 1.43% | Trimmed(-12.9%) |
| 22 | L ELI LILLY & CO | $1.4M | 1.2K | 1.37% | Added(+30.9%) |
| 23 | C CISCO SYS INC | $1.2M | 11.5K | 1.23% | Added(+0.0%) |
| 24 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 2.7K | 1.22% | Added(+39.2%) |
| 25 | P PALO ALTO NETWORKS INC | $1.2M | 3.1K | 1.22% | Added(+8.1%) |
| 26 | H HOME DEPOT INC | $1.2M | 4.1K | 1.17% | Unchanged |
| 27 | G GOLDMAN SACHS GROUP INC | $982K | 1.1K | 0.98% | Added(+74.3%) |
| 28 | S ABRDN SILVER ETF TRUST | $793K | 13.8K | 0.79% | Trimmed(-36.1%) |
| 29 | P PROCTER & GAMBLE CO | $718K | 4.9K | 0.71% | Trimmed(-15.4%) |
| 30 | A ABBVIE INC | $711K | 2.7K | 0.71% | Unchanged |
| 31 | J JOHNSON & JOHNSON | $657K | 2.5K | 0.65% | Added(+3.4%) |
| 32 | V VANGUARD WORLD FD | $655K | 4.8K | 0.65% | Added(+25.2%) |
| 33 | V VANGUARD TAX-MANAGED FDS | $599K | 8.5K | 0.60% | Added(+64.3%) |
| 34 | C COSTCO WHOLESALE CORPORATION | $594K | 652 | 0.59% | Added(+17.7%) |
| 35 | V VISA INC | $543K | 1.5K | 0.54% | Added(+14.7%) |
| 36 | N NETFLIX INC. | $493K | 7.1K | 0.49% | Added(+4.7%) |
| 37 | A APPLIED MATLS INC | $470K | 920 | 0.47% | Unchanged |
| 38 | A ADVANCED MICRO DEVICES INC | $426K | 696 | 0.42% | — |
| 39 | C CHEVRON CORPORATION | $405K | 2.0K | 0.40% | Added(+5.3%) |
| 40 | D DANAHER CORP DEL | $374K | 1.7K | 0.37% | Unchanged |
| 41 | V VANGUARD INDEX FDS | $374K | 4.2K | 0.37% | Trimmed(-0.6%) |
| 42 | H VANECK ETF TRUST | $365K | 600 | 0.36% | Unchanged |
| 43 | A ABBOTT LABORATORIES | $347K | 3.5K | 0.35% | Added(+31.8%) |
| 44 | S SPDR SERIES TRUST | $320K | 10.8K | 0.32% | Trimmed(-15.9%) |
| 45 | C SALESFORCE INC | $285K | 1.2K | 0.28% | — |
| 46 | L LINDE PLC | $285K | 600 | 0.28% | Unchanged |
| 47 | A ASE TECHNOLOGY HLDG CO LTD | $267K | 6.0K | 0.27% | Unchanged |
| 48 | D DUKE ENERGY CORP NEW | $261K | 2.3K | 0.26% | — |
| 49 | R RTX CORPORATION | $260K | 1.4K | 0.26% | Unchanged |
| 50 | I ISHARES GOLD TR | $244K | 3.1K | 0.24% | Added(+4.1%) |