account_balance
Investment manager · 13F filer · SEC CIK 2056727
Sulzberger Capital Advisors, Inc.
Reported value$101Mas of Sep 30, 2026
Positions56 6 new, 3 sold out
Top 10 weight58.9%SHV alone is 13%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHViShares Tr
12.6%Trimmed −33%
JEPIJ P Morgan Exchange Traded F
8.7%Added +6%
VOOVanguard Index FDS
7.8%Added +32%
NVDANVIDIA Corp
6.8%
MSFTMicrosoft Corp
5.4%
GOOGLAlphabet Inc.
3.8%
QQQMInvesco Exch Traded Fd Tr II
3.8%Trimmed −3%
JEPQJ P Morgan Exchange Traded F
3.7%Added +30%
VTIVanguard Index FDS
3.4%Added +3%
SGOViShares Tr
2.9%−5%
BRK-BBerkshire Hathaway Inc
2.8%+7%
NEENextEra Energy Inc
2.7%
SHViShares Tr
12.6%Trimmed −33%
JEPIJ P Morgan Exchange Traded F
8.7%Added +6%
VOOVanguard Index FDS
7.8%+32%
NVDANVIDIA Corp
6.8%
MSFTMicrosoft Corp
5.4%
GOOGLAlphabet Inc.
3.8%
QQQMInvesco Exch Traded Fd Tr II
3.8%
JEPQJ P Morgan Exchange Traded F
3.7%
VTI3.4%
SGOV
BRK-BNEE2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHV iShares Tr 12.6% Trimmed −33%
JEPI J P Morgan Exchange Traded F 8.7% Added +6%
VOO Vanguard Index FDS 7.8% Added +32%
NVDA NVIDIA Corp 6.8% HeldMSFT Microsoft Corp 5.4% HeldGOOGL Alphabet Inc. 3.8% HeldQQQM Invesco Exch Traded Fd Tr II 3.8% Trimmed −3%
JEPQ J P Morgan Exchange Traded F 3.7% Added +30%
VTI Vanguard Index FDS 3.4% Added +3%
SGOV iShares Tr 2.9% Trimmed −5%
BRK-B Berkshire Hathaway Inc 2.8% Added +7%NEE NextEra Energy Inc 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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