Filed: 4/10/2026ACC: 0001172661-26-001442
📋 What this filing means
SULZBERGER CAPITAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $97.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$97.99M
Total AUM (reported)
895.40K
Total Shares
Allocation by class
COM$28.77M29.4%
TRUST ISHARE 0-1$20.65M21.1%
EQUITY PREMIUM$7.38M7.5%
S&P 500 ETF SHS$5.05M5.2%
ISHARES PRIME MO$4.87M5.0%
0-3 MNTH TREASRY$3.96M4.0%
VEST INVESTMENT$3.52M3.6%
Portfolio Concentration
Top 3$33.73M34.4%
4–10$28.05M28.6%
11–25$26.24M26.8%
Rest$9.97M10.2%
Top 3 weight
34.4%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 895.40K
Sole
Full voting authority
895.40K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
ISHARES TR
SOLEShares187.09K
TypeSH
Market value$20.65M
21.08%
Sole
187.09K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares130.26K
TypeSH
Market value$7.38M
7.53%
Sole
130.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares32.66K
TypeSH
Market value$5.70M
5.81%
Sole
32.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.45K
TypeSH
Market value$5.05M
5.16%
Sole
8.45K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares48.48K
TypeSH
Market value$4.87M
4.97%
Sole
48.48K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.04K
TypeSH
Market value$4.09M
4.17%
Sole
11.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares39.35K
TypeSH
Market value$3.96M
4.04%
Sole
39.35K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares179.98K
TypeSH
Market value$3.52M
3.60%
Sole
179.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.54K
TypeSH
Market value$3.32M
3.39%
Sole
11.54K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares34.81K
TypeSH
Market value$3.23M
3.30%
Sole
34.81K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares13.48K
TypeSH
Market value$3.20M
3.27%
Sole
13.48K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.25K
TypeSH
Market value$2.97M
3.03%
Sole
9.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.30K
TypeSH
Market value$2.54M
2.59%
Sole
5.30K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares42.45K
TypeSH
Market value$2.36M
2.41%
Sole
42.45K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares4.20K
TypeSH
Market value$1.81M
1.84%
Sole
4.20K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.74K
TypeSH
Market value$1.78M
1.81%
Sole
5.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.27K
TypeSH
Market value$1.72M
1.76%
Sole
8.27K
Shared
0.00
None
0.00
ABRDN SILVER ETF TRUST
SOLEShares23.85K
TypeSH
Market value$1.71M
1.74%
Sole
23.85K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.51K
TypeSH
Market value$1.40M
1.43%
Sole
5.51K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.21K
TypeSH
Market value$1.39M
1.41%
Sole
4.21K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.14K
TypeSH
Market value$1.24M
1.26%
Sole
2.14K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares4.14K
TypeSH
Market value$1.22M
1.24%
Sole
4.14K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares5.99K
TypeSH
Market value$1.19M
1.21%
Sole
5.99K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares11.48K
TypeSH
Market value$890.7K
0.91%
Sole
11.48K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares5.83K
TypeSH
Market value$842.5K
0.86%
Sole
5.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TRUST ISHARE 0-1 | 187.09K | SH | $20.65M 21.08% | 187.09K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 130.26K | SH | $7.38M 7.53% | 130.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 32.66K | SH | $5.70M 5.81% | 32.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.45K | SH | $5.05M 5.16% | 8.45K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES PRIME MO | 48.48K | SH | $4.87M 4.97% | 48.48K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.04K | SH | $4.09M 4.17% | 11.04K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 39.35K | SH | $3.96M 4.04% | 39.35K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | VEST INVESTMENT | 179.98K | SH | $3.52M 3.60% | 179.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.54K | SH | $3.32M 3.39% | 11.54K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 34.81K | SH | $3.23M 3.30% | 34.81K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 13.48K | SH | $3.20M 3.27% | 13.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.25K | SH | $2.97M 3.03% | 9.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.30K | SH | $2.54M 2.59% | 5.30K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 42.45K | SH | $2.36M 2.41% | 42.45K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.20K | SH | $1.81M 1.84% | 4.20K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.74K | SH | $1.78M 1.81% | 5.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.27K | SH | $1.72M 1.76% | 8.27K | 0.00 | 0.00 |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 23.85K | SH | $1.71M 1.74% | 23.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.51K | SH | $1.40M 1.43% | 5.51K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.21K | SH | $1.39M 1.41% | 4.21K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.14K | SH | $1.24M 1.26% | 2.14K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.14K | SH | $1.22M 1.24% | 4.14K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 5.99K | SH | $1.19M 1.21% | 5.99K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.48K | SH | $890.7K 0.91% | 11.48K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 5.83K | SH | $842.5K 0.86% | 5.83K | 0.00 | 0.00 |
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