DOSSIER · 13F-HR · Q2 2026

Sulzberger Capital Advisors, Inc.

$102M in tracked AUM across 53 positions as of Q2 2026.

SC
CIK 0002056727 · last filed Jun 30, 2026
Total AUM
$102M
as of Q2 2026
Holdings
53
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sulzberger Capital Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SHV
ISHARES TR
$19M173K18.6%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$8M146K8.1%
03
NVDA
NVIDIA CORPORATION
$6M30K5.8%
04
VOO
VANGUARD INDEX FDS
$6M8K5.7%
05
PMMF
BLACKROCK ETF TRUST
$5M48K4.7%
06
GOOGL
ALPHABET INC
$4M11K3.9%
07
MSFT
MICROSOFT CORP
$4M10K3.8%
08
QQQM
INVESCO EXCH TRADED FD TR II
$4M13K3.8%
09
VTI
VANGUARD INDEX FDS
$3M9K3.2%
10
NEE
NEXTERA ENERGY INC
$3M35K3.0%

Filing history

2026Q2Jun 30
$102M 4.5%
53 positionsView →
2026Q1Mar 31
$98M 1.0%
49 positionsView →
2025Q4Dec 31
$99M 195.0%
52 positionsView →
2025Q3Sep 30
$34M 60.7%
24 positionsView →
2025Q2Jun 30
$85M 12.3%
51 positionsLocked
2025Q1Mar 31
$76M 14.0%
48 positionsLocked
2024Q4Dec 31
$88M
59 positionsLocked