Sulzberger Capital Advisors
Latest statistics and disclosures from Sulzberger Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, NVDA, MSFT, VOO, SGOV, and represent 46.56% of Sulzberger Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: SGOV, PMMF, SIVR, GLD, JEPI, JEPQ, NFLX, GOOGL, TSM, IAU.
- Started 6 new stock positions in PMMF, SIVR, SGOV, TSM, SMH, IAU.
- Reduced shares in these 10 stocks: SHV, , ADP, AAPL, JPM, VTI, , CANQ, PFE, VOO.
- Sold out of its positions in ADP, CANQ, XOM, PFE, XLK.
- Sulzberger Capital Advisors was a net buyer of stock by $8.8M.
- Sulzberger Capital Advisors has $99M in assets under management (AUM), dropping by 10.44%.
- Central Index Key (CIK): 0002056727
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Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 25.2 | $25M | -2% | 226k | 110.15 |
|
| NVIDIA Corporation (NVDA) | 6.5 | $6.4M | +2% | 34k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.5 | $5.4M | 11k | 483.61 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.2 | $5.2M | 8.2k | 627.15 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.2 | $4.2M | NEW | 42k | 100.38 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.1 | $4.1M | +30% | 71k | 57.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $3.8M | +15% | 12k | 313.00 |
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| First Tr Exchange-traded Vest Investment (LQTI) | 3.7 | $3.7M | +2% | 182k | 20.12 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.6 | $3.5M | +3% | 14k | 252.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $3.1M | -9% | 9.3k | 335.25 |
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| Nextera Energy (NEE) | 2.7 | $2.7M | 34k | 80.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $2.7M | 5.3k | 502.66 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.4 | $2.4M | +32% | 42k | 58.12 |
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| Broadcom (AVGO) | 2.0 | $2.0M | +4% | 5.8k | 346.10 |
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| Amazon (AMZN) | 1.9 | $1.9M | 8.1k | 230.82 |
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| Apple (AAPL) | 1.5 | $1.5M | -22% | 5.6k | 271.87 |
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| Blackrock Etf Trust Ishares Prime Mo (PMMF) | 1.5 | $1.5M | NEW | 15k | 100.23 |
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| Home Depot (HD) | 1.5 | $1.5M | -3% | 4.2k | 344.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $1.4M | +248% | 3.5k | 396.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.4M | 2.2k | 614.31 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.4 | $1.3M | NEW | 20k | 67.64 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.3M | -21% | 4.1k | 322.22 |
|
| Vanguard World Utilities Etf (VPU) | 1.1 | $1.1M | +24% | 5.8k | 185.03 |
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| Eli Lilly & Co. (LLY) | 1.0 | $943k | +3% | 877.00 | 1074.74 |
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| Procter & Gamble Company (PG) | 0.9 | $931k | +3% | 6.5k | 143.31 |
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| Cisco Systems (CSCO) | 0.9 | $884k | 12k | 77.03 |
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| Abbvie (ABBV) | 0.6 | $621k | 2.7k | 228.49 |
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| Palo Alto Networks (PANW) | 0.6 | $566k | -6% | 3.1k | 184.20 |
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| Goldman Sachs (GS) | 0.6 | $550k | +53% | 626.00 | 879.00 |
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| Netflix (NFLX) | 0.5 | $543k | +1098% | 5.8k | 93.76 |
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| Johnson & Johnson (JNJ) | 0.5 | $497k | 2.4k | 206.95 |
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| Costco Wholesale Corporation (COST) | 0.5 | $473k | -6% | 548.00 | 862.34 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $467k | 3.9k | 120.96 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.4 | $439k | 15k | 30.20 |
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| Visa Com Cl A (V) | 0.4 | $416k | +47% | 1.2k | 350.73 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $399k | NEW | 1.3k | 303.89 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $396k | 811.00 | 487.86 |
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| Danaher Corporation (DHR) | 0.4 | $387k | 1.7k | 228.92 |
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| Abbott Laboratories (ABT) | 0.3 | $334k | 2.7k | 125.29 |
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| McDonald's Corporation (MCD) | 0.3 | $313k | 1.0k | 305.63 |
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| Applied Materials (AMAT) | 0.3 | $308k | 1.2k | 256.99 |
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| Chevron Corporation (CVX) | 0.3 | $287k | 1.9k | 152.41 |
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| Pepsi (PEP) | 0.3 | $266k | +7% | 1.9k | 143.52 |
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| Oracle Corporation (ORCL) | 0.3 | $263k | 1.4k | 194.91 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $256k | 1.4k | 183.40 |
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| Linde SHS (LIN) | 0.3 | $256k | 600.00 | 426.39 |
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| Meta Platforms Cl A (META) | 0.2 | $247k | -7% | 374.00 | 660.10 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $246k | NEW | 3.0k | 81.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $231k | 3.7k | 62.47 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $216k | NEW | 600.00 | 360.13 |
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| Philip Morris International (PM) | 0.2 | $211k | 1.3k | 160.39 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $209k | 1.5k | 139.35 |
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Past Filings by Sulzberger Capital Advisors
SEC 13F filings are viewable for Sulzberger Capital Advisors going back to 2024
- Sulzberger Capital Advisors 2025 Q4 filed Jan. 7, 2026
- Sulzberger Capital Advisors 2025 Q3 filed Nov. 21, 2025
- Sulzberger Capital Advisors 2025 Q2 filed Aug. 5, 2025
- Sulzberger Capital Advisors 2025 Q1 filed April 11, 2025
- Sulzberger Capital Advisors 2024 Q4 filed Feb. 14, 2025