DOSSIER · 13F-HR · Q3 2026

Sulzberger Capital Advisors, Inc.

$101M in tracked AUM across 56 positions as of Q3 2026.

SC
CIK 0002056727 · last filed Sep 30, 2026
Total AUM
$101M
as of Q3 2026
Holdings
56
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Sulzberger Capital Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SHV
ISHARES TR
$13M115K12.6%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$9M155K8.7%
03
VOO
VANGUARD INDEX FDS
$8M11K7.8%
04
NVDA
NVIDIA CORPORATION
$7M30K6.8%
05
MSFT
MICROSOFT CORP
$5M11K5.4%
06
GOOGL
ALPHABET INC
$4M11K3.8%
07
QQQM
INVESCO EXCH TRADED FD TR II
$4M12K3.8%
08
JEPQ
J P MORGAN EXCHANGE TRADED F
$4M61K3.7%
09
VTI
VANGUARD INDEX FDS
$3M9K3.4%
10
SGOV
ISHARES TR
$3M29K2.9%

Filing history

2026Q3Sep 30
$101M▼ 1.9%
56 positionsView →
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 positionsLocked
2025Q2Jun 30
$85M▲ 12.3%
51 positionsLocked
2025Q1Mar 31
$76M▼ 14.0%
48 positionsLocked
2024Q4Dec 31
$88M—
59 positionsLocked