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, LQTI, and represent 51.63% of Sulzberger Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: LQTI, PM, QQQM, JEPI, SUSA, META, JEPQ, NVDA, NFLX, AVGO.
- Started 2 new stock positions in SUSA, PM.
- Reduced shares in these 10 stocks: SHV, XLK, DOV, RTX, FI, JPM, PEP, GLD, VTI, GOOGL.
- Sold out of its positions in DOV, FI.
- Sulzberger Capital Advisors was a net seller of stock by $-703k.
- Sulzberger Capital Advisors has $90M in assets under management (AUM), dropping by 4.90%.
- Central Index Key (CIK): 0002056727
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Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 28.5 | $26M | -10% | 231k | 110.49 |
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| NVIDIA Corporation (NVDA) | 7.0 | $6.3M | 34k | 186.58 |
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| Microsoft Corporation (MSFT) | 6.4 | $5.7M | 11k | 517.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $5.1M | 8.4k | 612.34 |
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| First Tr Exchange-traded Vest Investment (LQTI) | 4.0 | $3.6M | +1641% | 177k | 20.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $3.4M | -3% | 10k | 328.17 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.7 | $3.3M | +6% | 13k | 247.13 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.5 | $3.1M | +7% | 55k | 57.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $2.6M | 5.2k | 502.75 |
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| Nextera Energy (NEE) | 2.8 | $2.5M | 34k | 75.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $2.5M | -2% | 10k | 243.10 |
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| Broadcom (AVGO) | 2.0 | $1.8M | 5.5k | 329.91 |
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| Apple (AAPL) | 2.0 | $1.8M | 7.2k | 254.63 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.0 | $1.8M | +3% | 32k | 57.52 |
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| Amazon (AMZN) | 2.0 | $1.8M | 8.2k | 219.57 |
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| Home Depot (HD) | 2.0 | $1.8M | -2% | 4.4k | 405.19 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $1.7M | -8% | 5.3k | 315.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $1.3M | 2.2k | 600.37 |
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| Procter & Gamble Company (PG) | 1.1 | $968k | -4% | 6.3k | 153.64 |
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| Vanguard World Utilities Etf (VPU) | 1.0 | $887k | 4.7k | 189.41 |
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| Cisco Systems (CSCO) | 0.9 | $785k | 12k | 68.42 |
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| Palo Alto Networks (PANW) | 0.7 | $669k | 3.3k | 203.62 |
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| Eli Lilly & Co. (LLY) | 0.7 | $649k | 851.00 | 763.00 |
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| Abbvie (ABBV) | 0.7 | $629k | 2.7k | 231.54 |
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| Netflix (NFLX) | 0.6 | $579k | +6% | 483.00 | 1198.92 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $541k | -38% | 1.9k | 281.86 |
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| Costco Wholesale Corporation (COST) | 0.6 | $540k | 583.00 | 925.63 |
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| Automatic Data Processing (ADP) | 0.5 | $481k | 1.6k | 293.50 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $453k | 3.8k | 118.44 |
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| Johnson & Johnson (JNJ) | 0.5 | $445k | -13% | 2.4k | 185.42 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.5 | $440k | 15k | 30.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $389k | 810.00 | 479.61 |
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| Oracle Corporation (ORCL) | 0.4 | $380k | 1.4k | 281.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $358k | -29% | 1.0k | 355.47 |
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| Abbott Laboratories (ABT) | 0.4 | $357k | 2.7k | 133.94 |
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| Danaher Corporation (DHR) | 0.4 | $335k | 1.7k | 198.26 |
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| Goldman Sachs (GS) | 0.4 | $324k | 407.00 | 796.35 |
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| McDonald's Corporation (MCD) | 0.3 | $311k | 1.0k | 303.89 |
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| Meta Platforms Cl A (META) | 0.3 | $296k | +27% | 403.00 | 734.38 |
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| Chevron Corporation (CVX) | 0.3 | $293k | -8% | 1.9k | 155.29 |
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| Linde SHS (LIN) | 0.3 | $285k | 600.00 | 475.00 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $285k | -13% | 2.5k | 112.77 |
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| Visa Com Cl A (V) | 0.3 | $275k | 805.00 | 341.38 |
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| Calamos Etf Tr Nasdaq Equity (CANQ) | 0.3 | $260k | -4% | 8.6k | 30.14 |
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| Applied Materials (AMAT) | 0.3 | $246k | 1.2k | 204.74 |
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| Pepsi (PEP) | 0.3 | $243k | -39% | 1.7k | 140.44 |
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| Pfizer (PFE) | 0.3 | $242k | -19% | 9.5k | 25.48 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $234k | -49% | 1.4k | 167.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $222k | 3.7k | 59.92 |
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| Philip Morris International (PM) | 0.2 | $217k | NEW | 1.3k | 162.20 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $204k | NEW | 1.5k | 135.65 |
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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 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