Sulzberger Capital Advisors, Inc. Top Holdings and 13F Report (2026) About Sulzberger Capital Advisors, Inc.Investment ActivitySulzberger Capital Advisors, Inc. has $102.43 million in total holdings as of June 30, 2026.Sulzberger Capital Advisors, Inc. owns shares of 53 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, Sulzberger Capital Advisors, Inc. has purchased 49 new stocks and bought additional shares in 13 stocks.Sulzberger Capital Advisors, Inc. sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Short Treasury Bond ETF $19,045,196JPMorgan Equity Premium Income ETF $8,263,363NVIDIA $5,909,067Vanguard S&P 500 ETF $5,818,679BLACKROCK ETF TRUST $4,777,665 Largest New Holdings this Quarter 00215W100 - ASE Technology $270,720 Holding464288802 - iShares MSCI USA ESG Select ETF $231,450 Holding33733E856 - FT Vest Gold Strategy Target Income ETF $219,866 Holding718172109 - Philip Morris International $217,092 Holding464287598 - iShares Russell 1000 Value ETF $200,490 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 16,048 shares (about $906.39K)Vanguard Utilities ETF 1,956 shares (about $382.86K)Vanguard Growth ETF 3,480 shares (about $299.77K)ASE Technology 6,000 shares (about $270.72K)JPMorgan Nasdaq Equity Premium Income ETF 4,306 shares (about $264.65K) Largest Sales this Quarter iShares Short Treasury Bond ETF 14,498 shares (about $1.60M)iShares 0-3 Month Treasury Bond ETF 9,215 shares (about $927.67K)NVIDIA 3,130 shares (about $626.28K)FIRST TR EXCHANGE-TRADED FD 25,924 shares (about $500.59K)Microsoft 667 shares (about $248.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSulzberger Capital Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$19,045,196$1,599,854 â–¼-7.7%172,58918.6%ETFJEPIJPMorgan Equity Premium Income ETF$8,263,363$906,391 â–²12.3%146,3068.1%ETFNVDANVIDIA$5,909,067$626,283 â–¼-9.6%29,5325.8%Computer and TechnologyVOOVanguard S&P 500 ETF$5,818,679$13,049 â–²0.2%8,4725.7%ETFBLACKROCK ETF TRUST$4,777,665$85,163 â–¼-1.8%47,6294.7%ISHA PR MONE ETFGOOGLAlphabet$4,036,501$89,343 â–¼-2.2%11,2953.9%Computer and TechnologyMSFTMicrosoft$3,871,355$248,814 â–¼-6.0%10,3783.8%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$3,870,950$212,074 â–¼-5.2%12,7773.8%ETFVTIVanguard Total Stock Market ETF$3,280,498$142,469 â–¼-4.2%8,8653.2%ETFNEENextEra Energy$3,113,992$58,543 â–²1.9%35,4793.0%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$3,033,288$927,674 â–¼-23.4%30,1313.0%ETFFIRST TR EXCHANGE-TRADED FD$2,974,841$500,592 â–¼-14.4%154,0572.9%VEST INVESTMENTJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,873,501$264,647 â–²10.1%46,7542.8%ETFBRK.BBerkshire Hathaway$2,685,624$35,028 â–²1.3%5,3672.6%FinanceAVGOBroadcom$2,159,597$9,822 â–¼-0.5%5,7172.1%Computer and TechnologyAMZNAmazon.com$1,883,363$86,994 â–¼-4.4%7,9021.8%Retail/WholesaleGLDSPDR Gold Shares$1,601,348$55,994 â–²3.6%4,3471.6%FinanceAAPLApple$1,564,464$28,645 â–¼-1.8%5,4071.5%Computer and TechnologyVPUVanguard Utilities ETF$1,555,890$382,856 â–²32.6%7,9491.5%ETFQQQInvesco QQQ$1,520,666$55,230 â–¼-3.5%2,0651.5%FinanceHDHome Depot$1,461,859$24,688 â–¼-1.7%4,1451.4%Retail/WholesaleCSCOCisco Systems$1,348,726$235 â–²0.0%11,4821.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,329,614$26,186 â–¼-1.9%4,0621.3%FinanceSIVRabrdn Physical Silver Shares ETF$1,216,713$123,965 â–¼-9.2%21,6421.2%ETFLLYEli Lilly and Company$1,088,071$35,989 â–²3.4%9071.1%MedicalPANWPalo Alto Networks$971,907$75,024 â–¼-7.2%2,8500.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$924,594$38,206 â–²4.3%1,9360.9%Computer and TechnologyPGProcter & Gamble$856,230$880 â–²0.1%5,8390.8%Consumer StaplesABBVAbbVie$683,9580.0%2,7180.7%MedicalAMATApplied Materials$665,160$202,440 â–¼-23.3%9200.6%Computer and TechnologyGSThe Goldman Sachs Group$633,1180.0%6260.6%FinanceJNJJohnson & Johnson$609,5280.0%2,4000.6%MedicalCOSTCostco Wholesale$518,250$13,097 â–¼-2.5%5540.5%Retail/WholesaleESGVVanguard ESG U.S. Stock ETF$510,8430.0%3,8630.5%ETFNFLXNetflix$483,092$714 â–¼-0.1%6,7660.5%Consumer DiscretionaryVVisa$451,850$68,961 â–¼-13.2%1,3170.4%Business ServicesSMHVanEck Semiconductor ETF$393,5340.0%6000.4%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$386,2290.0%12,8700.4%ETFVEAVanguard FTSE Developed Markets ETF$367,793$104,168 â–²39.5%5,1620.4%ETFVUGVanguard Growth ETF$359,721$299,768 â–²500.0%4,1760.4%ETFDHRDanaher$321,9110.0%1,6900.3%MedicalCVXChevron$312,2920.0%1,8840.3%EnergyLINDE PLC$311,3640.0%6000.3%SHSMCDMcDonald's$276,5270.0%1,0230.3%Retail/WholesaleASXASE Technology$270,720$270,720 â–²New Holding6,0000.3%Computer and TechnologyRTXRTX$265,2430.0%1,3980.3%AerospaceABTAbbott Laboratories$241,6410.0%2,6630.2%MedicalPEPPepsiCo$234,242$35,746 â–¼-13.2%1,7300.2%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$231,450$231,450 â–²New Holding1,5000.2%ETFIAUiShares Gold Trust$226,983$1,888 â–¼-0.8%3,0060.2%FinanceIGLDFT Vest Gold Strategy Target Income ETF$219,866$219,866 â–²New Holding10,4400.2%ETFPMPhilip Morris International$217,092$217,092 â–²New Holding1,2000.2%Consumer StaplesIWDiShares Russell 1000 Value ETF$200,490$200,490 â–²New Holding8270.2%ETFSHELShell$0$212,412 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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