Sulzberger Capital Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 21, 2025), Sulzberger Capital Advisors, Inc. reported 51 stock positions worth $89.7 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 28.5% of the portfolio, followed by Nvidia (NVDA, 7.0%) and Microsoft (MSFT, 6.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 14 and reduced 20. The biggest buy was FT Vest Invst GRD TRGT I ETF (LQTI, shares +1641%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002056727
- Portfolio Value
- $89.7M (Q3 2025)
- SEC Filing
- 0001172661-25-005219 ↗ filed Nov 21, 2025
Holdings Value
Holdings 51 stocks · $89.7M
| SHV iShares 0-1 Year Treasury Bo | 28.52% | 231,422 | $25.6M | Reduce -10.9% |
| NVDA Nvidia Corp. | 6.99% | 33,601 | $6.3M | Add +0.7% |
| MSFT Microsoft Corp. | 6.37% | 11,025 | $5.7M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 5.71% | 8,362 | $5.1M | Add +0.3% |
| LQTI FT Vest Invst GRD TRGT I ETF | 4.03% | 177,099 | $3.6M | Add +1641.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.76% | 10,280 | $3.4M | Reduce -3.7% |
| QQQM Invesco Nasdaq 100 ETF | 3.70% | 13,434 | $3.3M | Add +6.8% |
| JEPI JPMorgan Equity Premium Inco | 3.47% | 54,463 | $3.1M | Add +7.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.93% | 5,222 | $2.6M | No change |
| NEE Nextera Energy Inc. | 2.84% | 33,750 | $2.5M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 2.83% | 10,418 | $2.5M | Reduce -2.6% |
| AVGO Broadcom Inc. | 2.04% | 5,546 | $1.8M | Add +1.6% |
| AAPL Apple Inc. | 2.04% | 7,181 | $1.8M | Reduce -0.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.02% | 31,510 | $1.8M | Add +3.2% |
| AMZN Amazon.com Inc. | 2.01% | 8,220 | $1.8M | Reduce -1.8% |
| HD Home Depot Inc. | 1.97% | 4,362 | $1.8M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 1.85% | 5,272 | $1.7M | Reduce -8.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.49% | 2,218 | $1.3M | No change |
| PG The Procter & Gamble Co. | 1.08% | 6,303 | $968K | Reduce -4.5% |
| VPU Vanguard Utilities ETF | 0.99% | 4,681 | $887K | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.88% | 11,474 | $785K | Add +0.0% |
| PANW Palo Alto Networks Inc. | 0.75% | 3,284 | $669K | No change |
| LLY Eli Lilly & Co. | 0.72% | 851 | $649K | Add +1.1% |
| ABBV Abbvie Inc. | 0.70% | 2,718 | $629K | No change |
| NFLX Netflix Inc. | 0.65% | 483 | $579K | Add +6.6% |
| XLK SS Technology Select Sector | 0.60% | 1,920 | $541K | Reduce -38.1% |
| COST Costco Wholesale Corp. | 0.60% | 583 | $540K | Reduce -0.8% |
| ADP Automatic Data Processing | 0.54% | 1,637 | $480K | Reduce -0.6% |
| ESGV Vanguard ESG US Stock ETF | 0.51% | 3,827 | $453K | No change |
| JNJ Johnson & Johnson | 0.50% | 2,400 | $445K | Reduce -13.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.49% | 14,540 | $440K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 810 | $388K | Add +0.3% |
| ORCL Oracle Corp. | 0.42% | 1,350 | $380K | No change |
| GLD SPDR Gold Shares | 0.40% | 1,007 | $358K | Reduce -29.2% |
| ABT Abbott Laboratories | 0.40% | 2,663 | $357K | No change |
| DHR Danaher Corp. | 0.37% | 1,690 | $335K | No change |
| GS Goldman Sachs Group Inc. | 0.36% | 407 | $324K | No change |
| MCD McDonald's Corp. | 0.35% | 1,023 | $311K | No change |
| META Meta Platforms Inc. Class A | 0.33% | 403 | $296K | Add +27.1% |
| CVX Chevron Corp. | 0.33% | 1,884 | $293K | Reduce -8.7% |
| LIN Linde PLC | 0.32% | 600 | $285K | No change |
| XOM Exxon Mobil Corp. | 0.32% | 2,526 | $285K | Reduce -13.7% |
| V Visa Inc. Class A | 0.31% | 805 | $275K | No change |
| CANQ Calamos Nasdaq Equity & Inco | 0.29% | 8,630 | $260K | Reduce -5.0% |
| AMAT Applied Materials Inc. | 0.27% | 1,200 | $246K | No change |
| PEP Pepsico Inc. | 0.27% | 1,730 | $243K | Reduce -39.3% |
| PFE Pfizer Inc. | 0.27% | 9,510 | $242K | Reduce -19.2% |
| RTX RTX Corp. | 0.26% | 1,398 | $234K | Reduce -49.7% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 3,700 | $222K | No change |
| PM Philip Morris International | 0.24% | 1,338 | $217K | New |
| SUSA iShares ESG Optimized MSCI U | 0.23% | 1,500 | $203K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SHV iShares 0-1 Year Treasury Bo | Reduce -10.9% | 28.52% | −5.05 |
| DOV Dover Corp. | Sold out | 0.00% | −0.35 |
| XLK SS Technology Select Sector | Reduce -38.1% | 0.60% | −0.31 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.24 |
| RTX RTX Corp. | Reduce -49.7% | 0.26% | −0.21 |
| PEP Pepsico Inc. | Reduce -39.3% | 0.27% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 1.08% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 2.01% | −0.14 |
| GLD SPDR Gold Shares | Reduce -29.2% | 0.40% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -8.7% | 1.85% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.60% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.3% | 6.37% | −0.07 |
| PFE Pfizer Inc. | Reduce -19.2% | 0.27% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.54% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -13.7% | 0.32% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.7% | 3.76% | −0.03 |
| CVX Chevron Corp. | Reduce -8.7% | 0.33% | −0.02 |
| CANQ Calamos Nasdaq Equity & Inco | Reduce -5.0% | 0.29% | −0.02 |
| JNJ Johnson & Johnson | Reduce -13.0% | 0.50% | +0.00 |
| HD Home Depot Inc. | Reduce -2.9% | 1.97% | +0.04 |
| AAPL Apple Inc. | Reduce -0.0% | 2.04% | +0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 2.83% | +0.62 |
Portfolio Buys Q2 2025 → Q3 2025
| LQTI FT Vest Invst GRD TRGT I ETF | Add +1641.0% | 4.03% | +3.79 |
| NVDA Nvidia Corp. | Add +0.7% | 6.99% | +0.82 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.8% | 3.70% | +0.36 |
| AVGO Broadcom Inc. | Add +1.6% | 2.04% | +0.28 |
| PM Philip Morris International | New | 0.24% | +0.24 |
| SUSA iShares ESG Optimized MSCI U | New | 0.23% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 5.71% | +0.17 |
| NEE Nextera Energy Inc. | Add +0.9% | 2.84% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +7.2% | 3.47% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | Add +3.2% | 2.02% | +0.08 |
| META Meta Platforms Inc. Class A | Add +27.1% | 0.33% | +0.06 |
| VPU Vanguard Utilities ETF | Add +1.2% | 0.99% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.43% | +0.02 |
| LLY Eli Lilly & Co. | Add +1.1% | 0.72% | −0.04 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.88% | −0.06 |
| NFLX Netflix Inc. | Add +6.6% | 0.65% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $102.4M | SHV, JEPI, NVDA, VOO, PMMF |
| Q1 2026 | 49 | $98.0M | SHV, JEPI, NVDA, VOO, PMMF |
| Q4 2025 | 52 | $99.0M | SHV, NVDA, MSFT, VOO, SGOV |
| Q3 2025 | 51 | $89.7M | SHV, NVDA, MSFT, VOO, LQTI |
| Q2 2025 | 51 | $85.5M | SHV, MSFT, NVDA, VOO, VTI |
| Q1 2025 | 48 | $76.1M | SHV, VOO, MSFT, VTI, NVDA |
| Q4 2024 | 56 | $87.6M | SHV, VOO, NVDA, VTI, MSFT |