Filed: 7/17/2026ACC: 0001172661-26-002666
📋 What this filing means
SULZBERGER CAPITAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $102.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$102.43M
Total AUM (reported)
881.81K
Total Shares
Allocation by class
COM$31.02M30.3%
TRUST ISHARE 0-1$19.05M18.6%
EQUITY PREMIUM$8.26M8.1%
S&P 500 ETF SHS$5.82M5.7%
ISHA PR MONE ETF$4.78M4.7%
CAP STK CL A$4.04M3.9%
NASDAQ 100 ETF$3.87M3.8%
Portfolio Concentration
Top 3$33.22M32.4%
4–10$28.77M28.1%
11–25$28.30M27.6%
Rest$12.15M11.9%
Top 3 weight
32.4%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 881.81K
Sole
Full voting authority
881.81K
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)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
ISHARES TR
SOLEShares172.59K
TypeSH
Market value$19.05M
18.59%
Sole
172.59K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares146.31K
TypeSH
Market value$8.26M
8.07%
Sole
146.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares29.53K
TypeSH
Market value$5.91M
5.77%
Sole
29.53K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.47K
TypeSH
Market value$5.82M
5.68%
Sole
8.47K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares47.63K
TypeSH
Market value$4.78M
4.66%
Sole
47.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.29K
TypeSH
Market value$4.04M
3.94%
Sole
11.29K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.38K
TypeSH
Market value$3.87M
3.78%
Sole
10.38K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares12.78K
TypeSH
Market value$3.87M
3.78%
Sole
12.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.87K
TypeSH
Market value$3.28M
3.20%
Sole
8.87K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares35.48K
TypeSH
Market value$3.11M
3.04%
Sole
35.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.13K
TypeSH
Market value$3.03M
2.96%
Sole
30.13K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares154.06K
TypeSH
Market value$2.97M
2.90%
Sole
154.06K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares46.75K
TypeSH
Market value$2.87M
2.81%
Sole
46.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.37K
TypeSH
Market value$2.69M
2.62%
Sole
5.37K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.72K
TypeSH
Market value$2.16M
2.11%
Sole
5.72K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.90K
TypeSH
Market value$1.88M
1.84%
Sole
7.90K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares4.35K
TypeSH
Market value$1.60M
1.56%
Sole
4.35K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.41K
TypeSH
Market value$1.56M
1.53%
Sole
5.41K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares7.95K
TypeSH
Market value$1.56M
1.52%
Sole
7.95K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.06K
TypeSH
Market value$1.52M
1.48%
Sole
2.06K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.14K
TypeSH
Market value$1.46M
1.43%
Sole
4.14K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares11.48K
TypeSH
Market value$1.35M
1.32%
Sole
11.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares4.06K
TypeSH
Market value$1.33M
1.30%
Sole
4.06K
Shared
0.00
None
0.00
ABRDN SILVER ETF TRUST
SOLEShares21.64K
TypeSH
Market value$1.22M
1.19%
Sole
21.64K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares907.00
TypeSH
Market value$1.09M
1.06%
Sole
907.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TRUST ISHARE 0-1 | 172.59K | SH | $19.05M 18.59% | 172.59K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 146.31K | SH | $8.26M 8.07% | 146.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 29.53K | SH | $5.91M 5.77% | 29.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.47K | SH | $5.82M 5.68% | 8.47K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA PR MONE ETF | 47.63K | SH | $4.78M 4.66% | 47.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.29K | SH | $4.04M 3.94% | 11.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.38K | SH | $3.87M 3.78% | 10.38K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 12.78K | SH | $3.87M 3.78% | 12.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.87K | SH | $3.28M 3.20% | 8.87K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 35.48K | SH | $3.11M 3.04% | 35.48K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 30.13K | SH | $3.03M 2.96% | 30.13K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | VEST INVESTMENT | 154.06K | SH | $2.97M 2.90% | 154.06K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 46.75K | SH | $2.87M 2.81% | 46.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.37K | SH | $2.69M 2.62% | 5.37K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.72K | SH | $2.16M 2.11% | 5.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.90K | SH | $1.88M 1.84% | 7.90K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.35K | SH | $1.60M 1.56% | 4.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.41K | SH | $1.56M 1.53% | 5.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 7.95K | SH | $1.56M 1.52% | 7.95K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.06K | SH | $1.52M 1.48% | 2.06K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.14K | SH | $1.46M 1.43% | 4.14K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.48K | SH | $1.35M 1.32% | 11.48K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.06K | SH | $1.33M 1.30% | 4.06K | 0.00 | 0.00 |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 21.64K | SH | $1.22M 1.19% | 21.64K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 907.00 | SH | $1.09M 1.06% | 907.00 | 0.00 | 0.00 |
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