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Sulzberger Capital Advisors, Inc.

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13F filer, CIK 2056727, MIAMI, FL

Sulzberger Capital Advisors, Inc. reported $97,987,155 across 49 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-10. Its ten largest share positions make up 63.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001442

Period
2026-03-31
Reported value
$98M
Holdings
49
Top 10 weight
63.05%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PMMFadded+33,689$3.39M
JEPIadded+59,192$3.36M
GLDadded+681$293K
SIVRadded+3,963$284K
SHELnew+2,284$212K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHVreduced-39,080-$4.31M
NVDAreduced-1,617-$282K
ORCLexited-1,350-$263K
SGOVreduced-2,459-$248K
METAexited-374-$247K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001442, largest first. % of portfolio is the value over $97,987,155, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,767 shares; 2025Q1: 203,618 shares; 2025Q2: 259,805 shares; 2025Q3: 231,422 shares; 2025Q4: 226,167 shares; 2026Q1: 187,087 shares 187,087$20.7M21.08%-39,080Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,523 shares; 2025Q1: 59,608 shares; 2025Q2: 50,812 shares; 2025Q3: 54,463 shares; 2025Q4: 71,066 shares; 2026Q1: 130,258 shares 130,258$7.38M7.53%+59,192Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,302 shares; 2025Q1: 32,620 shares; 2025Q2: 33,369 shares; 2025Q3: 33,601 shares; 2025Q4: 34,279 shares; 2026Q1: 32,662 shares 32,662$5.7M5.81%-1,617Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,202 shares; 2025Q1: 9,060 shares; 2025Q2: 8,339 shares; 2025Q3: 8,362 shares; 2025Q4: 8,242 shares; 2026Q1: 8,453 shares 8,453$5.05M5.16%+211Timeline
PMMFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,789 shares; 2026Q1: 48,478 shares 48,478$4.87M4.97%+33,689Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,129 shares; 2025Q1: 11,341 shares; 2025Q2: 11,057 shares; 2025Q3: 11,025 shares; 2025Q4: 11,226 shares; 2026Q1: 11,045 shares 11,045$4.09M4.17%-181Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,805 shares; 2026Q1: 39,346 shares 39,346$3.96M4.04%-2,459Timeline
LQTIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 177,099 shares; 2025Q4: 182,357 shares; 2026Q1: 179,981 shares 179,981$3.52M3.6%-2,376Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,194 shares; 2025Q1: 11,457 shares; 2025Q2: 10,693 shares; 2025Q3: 10,418 shares; 2025Q4: 12,003 shares; 2026Q1: 11,545 shares 11,545$3.32M3.39%-458Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,445 shares; 2025Q1: 34,200 shares; 2025Q2: 33,450 shares; 2025Q3: 33,750 shares; 2025Q4: 33,750 shares; 2026Q1: 34,812 shares 34,812$3.23M3.3%+1,062Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,125 shares; 2025Q1: 14,357 shares; 2025Q2: 12,584 shares; 2025Q3: 13,434 shares; 2025Q4: 13,902 shares; 2026Q1: 13,477 shares 13,477$3.2M3.27%-425Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,397 shares; 2025Q1: 12,876 shares; 2025Q2: 10,676 shares; 2025Q3: 10,280 shares; 2025Q4: 9,299 shares; 2026Q1: 9,250 shares 9,250$2.97M3.03%-49Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,696 shares; 2025Q1: 5,272 shares; 2025Q2: 5,222 shares; 2025Q3: 5,222 shares; 2025Q4: 5,277 shares; 2026Q1: 5,297 shares 5,297$2.54M2.59%+20Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,570 shares; 2025Q1: 40,149 shares; 2025Q2: 30,528 shares; 2025Q3: 31,510 shares; 2025Q4: 41,657 shares; 2026Q1: 42,448 shares 42,448$2.36M2.41%+791Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,007 shares; 2025Q4: 3,514 shares; 2026Q1: 4,195 shares 4,195$1.81M1.84%+681Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,977 shares; 2025Q1: 5,703 shares; 2025Q2: 5,461 shares; 2025Q3: 5,546 shares; 2025Q4: 5,790 shares; 2026Q1: 5,743 shares 5,743$1.78M1.81%-47Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,853 shares; 2025Q1: 9,253 shares; 2025Q2: 8,373 shares; 2025Q3: 8,220 shares; 2025Q4: 8,131 shares; 2026Q1: 8,267 shares 8,267$1.72M1.76%+136Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,884 shares; 2026Q1: 23,847 shares 23,847$1.71M1.74%+3,963Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,834 shares; 2025Q1: 8,984 shares; 2025Q2: 7,184 shares; 2025Q3: 7,181 shares; 2025Q4: 5,591 shares; 2026Q1: 5,506 shares 5,506$1.4M1.43%-85Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,492 shares; 2025Q3: 4,362 shares; 2025Q4: 4,215 shares; 2026Q1: 4,215 shares 4,215$1.39M1.41%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,678 shares; 2025Q1: 2,368 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares; 2026Q1: 2,140 shares 2,140$1.24M1.26%-78Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,439 shares; 2025Q1: 6,034 shares; 2025Q2: 5,772 shares; 2025Q3: 5,272 shares; 2025Q4: 4,142 shares; 2026Q1: 4,142 shares 4,142$1.22M1.24%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,188 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,681 shares; 2025Q4: 5,832 shares; 2026Q1: 5,993 shares 5,993$1.19M1.21%+161Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,464 shares; 2025Q1: 11,467 shares; 2025Q2: 11,471 shares; 2025Q3: 11,474 shares; 2025Q4: 11,477 shares; 2026Q1: 11,480 shares 11,480$891K0.91%+3Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,608 shares; 2025Q1: 7,252 shares; 2025Q2: 6,597 shares; 2025Q3: 6,303 shares; 2025Q4: 6,497 shares; 2026Q1: 5,833 shares 5,833$843K0.86%-664Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 914 shares; 2025Q2: 842 shares; 2025Q3: 851 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877$807K0.82%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 465 shares; 2025Q2: 453 shares; 2025Q3: 483 shares; 2025Q4: 5,791 shares; 2026Q1: 6,776 shares 6,776$652K0.66%+985Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,313 shares; 2026Q1: 1,856 shares 1,856$627K0.64%+543Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718$591K0.6%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,780 shares; 2025Q2: 2,760 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$587K0.6%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 583 shares; 2025Q4: 548 shares; 2026Q1: 568 shares 568$566K0.58%+20Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 813 shares; 2025Q1: 572 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626$530K0.54%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,940 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares 3,070$492K0.5%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 773 shares; 2025Q1: 811 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 1,185 shares; 2026Q1: 1,518 shares 1,518$459K0.47%+333Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,281 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,863 shares; 2026Q1: 3,863 shares 3,863$434K0.44%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$410K0.42%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,084 shares; 2025Q2: 2,064 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,884 shares 1,884$390K0.4%0Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,670 shares; 2025Q1: 7,870 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares; 2025Q4: 14,540 shares; 2026Q1: 12,870 shares 12,870$387K0.39%-1,670Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,790 shares; 2025Q1: 1,740 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690$320K0.33%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023$318K0.32%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 1,730 shares; 2025Q4: 1,855 shares; 2026Q1: 1,994 shares 1,994$310K0.32%+139Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 965 shares; 2025Q1: 854 shares; 2025Q2: 808 shares; 2025Q3: 810 shares; 2025Q4: 811 shares; 2026Q1: 696 shares 696$304K0.31%-115Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$297K0.3%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares 2,663$273K0.28%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 1,398 shares; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares 1,398$270K0.28%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares; 2026Q1: 3,031 shares 3,031$267K0.27%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700$237K0.24%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares 600$230K0.23%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,284 shares 2,284$212K0.22%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ORCLORACLE CORP1,350$263Kshares
METAMETA PLATFORMS INC374$247Kshares
PMPHILIP MORRIS INTL INC1,317$211Kshares
SUSAISHARES TR1,500$209Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001442 base2026-04-10acceptance time not in the bulk data set