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Sulzberger Capital Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $100,522,207
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · TRUST ISHARE 0-1 · 464288679 · shares: $12,691,323
- J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM · 46641Q332 · shares: $8,731,078
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $7,831,673
- NVIDIA CORPORATION · COM · 67066G104 · shares: $6,853,429
- MICROSOFT CORP · COM · 594918104 · shares: $5,398,404
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $3,852,673
- INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF · 46138G649 · shares: $3,771,672
- J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM · 46654Q203 · shares: $3,736,983
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $3,414,498
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $2,880,757
Reported holdings
56 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 115,041 shares | $12,691,323 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 155,302 shares | $8,731,078 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 11,174 shares | $7,831,673 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 30,008 shares | $6,853,429 |
| MICROSOFT CORP | COM | 594918104 | — | 10,525 shares | $5,398,404 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 11,197 shares | $3,852,673 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 12,380 shares | $3,771,672 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 61,002 shares | $3,736,983 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 9,123 shares | $3,414,498 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 28,613 shares | $2,880,757 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 5,725 shares | $2,850,795 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 35,971 shares | $2,724,444 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 46,637 shares | $2,353,769 |
| AMAZON COM INC | COM | 023135106 | — | 8,691 shares | $2,165,363 |
| APPLE INC | COM | 037833100 | — | 6,261 shares | $2,085,250 |
| BROADCOM INC | COM | 11135F101 | — | 5,795 shares | $2,035,146 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 11,164 shares | $1,909,044 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,029 shares | $1,663,744 |
| BLACKROCK ETF TRUST | ISHA PR MONE ETF | 09290C756 | — | 16,136 shares | $1,617,311 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,032 shares | $1,503,213 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,785 shares | $1,441,479 |
| ELI LILLY & CO | COM | 532457108 | — | 1,187 shares | $1,373,635 |
| CISCO SYS INC | COM | 17275R102 | — | 11,484 shares | $1,236,058 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,695 shares | $1,229,458 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 3,082 shares | $1,224,509 |
| HOME DEPOT INC | COM | 437076102 | — | 4,145 shares | $1,179,211 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,091 shares | $982,293 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 | — | 13,834 shares | $792,827 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,938 shares | $717,523 |
| ABBVIE INC | COM | 00287Y109 | — | 2,718 shares | $711,002 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,481 shares | $656,820 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 4,836 shares | $655,423 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 8,482 shares | $598,914 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 652 shares | $593,542 |
| VISA INC | COM CL A | 92826C839 | — | 1,511 shares | $542,948 |
| NETFLIX INC. | COM | 64110L106 | — | 7,081 shares | $492,696 |
| APPLIED MATLS INC | COM | 038222105 | — | 920 shares | $470,470 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 696 shares | $425,785 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,984 shares | $405,153 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,690 shares | $374,420 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 4,152 shares | $374,137 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 600 shares | $365,400 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 3,511 shares | $346,992 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 10,820 shares | $320,164 |
| SALESFORCE INC | COM | 79466L302 | — | 1,243 shares | $285,356 |
| LINDE PLC | SHS | G54950103 | — | 600 shares | $284,790 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 6,000 shares | $266,760 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,287 shares | $260,741 |
| RTX CORPORATION | COM | 75513E101 | — | 1,398 shares | $259,539 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 3,128 shares | $244,297 |
| MCDONALDS CORP | COM | 580135101 | — | 1,023 shares | $236,252 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 1,500 shares | $233,520 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 132 shares | $228,166 |
| PEPSICO INC | COM | 713448108 | — | 1,730 shares | $219,226 |
| SHELL PLC | SPON ADS | 780259305 | — | 2,284 shares | $217,094 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 827 shares | $205,038 |