Sulzberger Capital Advisors, Inc. ETF holdings
Miami, FL
Reported $62.7M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$62.7M
ETFs held
22
Change from prior quarter
+1.6%
With price moves
ETFs as a share of its 13F
61.2%
of $102.4M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SHV | iShares 0–1 Year Treasury Bond ETF | $19.0M | 172,589 | −14,498 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $8.3M | 146,306 | +16,048 shares |
| VOO | Vanguard S&P 500 ETF | $5.8M | 8,472 | +19 shares |
| PMMF | iShares Prime Money Market ETF | $4.8M | 47,629 | −849 shares |
| QQQM | Invesco NASDAQ 100 ETF | $3.9M | 12,777 | −700 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $3.3M | 8,865 | −385 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $3.0M | 30,131 | −9,215 shares |
| LQTI | FT Vest Investment Grade & Target Income ETF | $3.0M | 154,057 | −25,924 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $2.9M | 46,754 | +4,306 shares |
| GLD | SPDR Gold Shares | $1.6M | 4,347 | +152 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056727. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sulzberger Capital Advisors, Inc. own?
Sulzberger Capital Advisors, Inc. reported 22 ETF positions worth $62.7M in its Form 13F for June 30, 2026. The largest was SHV, at $19.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.