Sulzberger Capital Advisors Inc.: Portfolio Shifts in Q2 2026

As of Sulzberger Capital Advisors, Inc.'s latest filing dated June 30, 2026, the firm's portfolio has undergone several adjustments. The total portfolio value stands at $94,678,000.

Major Purchases Observed in Q2 2026

Sulzberger Capital Advisors, Inc. demonstrated significant buying activity during this quarter. The firm notably increased its stake in the J P Morgan Exchange Traded Fund (JEPI), adding 16,048 shares representing a 12.32% increase from the prior period.

Additionally, there was activity in other exchange-traded funds and ETFs:

• The firm initiated or significantly increased its position in FIRST TR EXCHANGE-TRADED FD (IGLD), acquiring 10,440 shares which constituted a 100% increase from the previous period.
• There was also substantial buying of another exchange-traded fund: ISHARES TR (SGOV), with an addition of only 827 shares but representing a 100% increase in holdings, indicating a new position or significant reinforcement.
• The firm added to its Vanguard World Fund ETF position (VANGUARD WORLD FD (VPU)), increasing the holding by 1,956 shares and boosting the portfolio allocation percentage from previous data.

Significant Sales Observed in Q2 2026

The analysis also shows notable selling activity. The largest reduction was observed in ISHARES TR (SHV), where the firm sold 14,498 shares, leading to an 7.75% decrease from prior period holdings.

This sale significantly impacted SHV's allocation within the portfolio.

New Positions and Minor Changes

Several other changes occurred during this quarter:

• The firm added a small position in ASE TECHNOLOGY HLDG CO LTD (ASX), acquiring 6,000 shares which represented an unprecedented 100% increase from the previous period.
• There was activity in another Vanguard fund: VANGUARD TAX-MANAGED FDS (VEA), with a net increase of 1462 shares and a portfolio allocation percentage change of +39.51%, indicating significant buying interest.
• The firm also acquired positions in other ETFs like ABRDN SILVER ETF TRUST (SIVR) (+9.25% increase) and VANGUARD INDEX FDS (VUG) (+32.64% increase).

In summary, Sulzberger Capital Advisors Inc.'s portfolio adjustments in the second quarter of 2026 reflect a strategic shift towards certain exchange-traded funds and ETFs while reducing exposure to others.