Sulzberger Capital Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Sulzberger Capital Advisors, Inc. reported 52 stock positions worth $99.0 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 25.2% of the portfolio, followed by Nvidia (NVDA, 6.5%) and Microsoft (MSFT, 5.5%). Compared with Q3 2025, it opened 6 new positions, sold out of 5, added to 20 and reduced 11. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002056727
- Portfolio Value
- $99.0M (Q4 2025)
- SEC Filing
- 0001172661-26-000025 ↗ filed Jan 7, 2026
Holdings Value
Holdings 52 stocks · $99.0M
| SHV iShares 0-1 Year Treasury Bo | 25.16% | 226,167 | $24.9M | Reduce -2.3% |
| NVDA Nvidia Corp. | 6.46% | 34,279 | $6.4M | Add +2.0% |
| MSFT Microsoft Corp. | 5.48% | 11,226 | $5.4M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 5.22% | 8,242 | $5.2M | Reduce -1.4% |
| SGOV iShares 0-3 Month Treasury B | 4.24% | 41,805 | $4.2M | New |
| JEPI JPMorgan Equity Premium Inco | 4.11% | 71,066 | $4.1M | Add +30.5% |
| GOOGL Alphabet Inc. Class A | 3.79% | 12,003 | $3.8M | Add +15.2% |
| LQTI FT Vest Invst GRD TRGT I ETF | 3.71% | 182,357 | $3.7M | Add +3.0% |
| QQQM Invesco Nasdaq 100 ETF | 3.55% | 13,902 | $3.5M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 3.15% | 9,299 | $3.1M | Reduce -9.5% |
| NEE Nextera Energy Inc. | 2.74% | 33,750 | $2.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.68% | 5,277 | $2.7M | Add +1.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.45% | 41,657 | $2.4M | Add +32.2% |
| AVGO Broadcom Inc. | 2.02% | 5,790 | $2.0M | Add +4.4% |
| AMZN Amazon.com Inc. | 1.90% | 8,131 | $1.9M | Reduce -1.1% |
| AAPL Apple Inc. | 1.54% | 5,591 | $1.5M | Reduce -22.1% |
| PMMF Ishrs Prime MMKT ETF | 1.50% | 14,789 | $1.5M | New |
| HD Home Depot Inc. | 1.46% | 4,215 | $1.5M | Reduce -3.4% |
| GLD SPDR Gold Shares | 1.41% | 3,514 | $1.4M | Add +249.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.38% | 2,218 | $1.4M | No change |
| SIVR Abrdn Physical Silver Shares | 1.36% | 19,884 | $1.3M | New |
| JPM JPMorgan Chase & Co. | 1.35% | 4,142 | $1.3M | Reduce -21.4% |
| VPU Vanguard Utilities ETF | 1.09% | 5,832 | $1.1M | Add +24.6% |
| LLY Eli Lilly & Co. | 0.95% | 877 | $943K | Add +3.1% |
| PG The Procter & Gamble Co. | 0.94% | 6,497 | $931K | Add +3.1% |
| CSCO Cisco Systems Inc. | 0.89% | 11,477 | $884K | Add +0.0% |
| ABBV Abbvie Inc. | 0.63% | 2,718 | $621K | No change |
| PANW Palo Alto Networks Inc. | 0.57% | 3,070 | $565K | Reduce -6.5% |
| GS Goldman Sachs Group Inc. | 0.56% | 626 | $550K | Add +53.8% |
| NFLX Netflix Inc. | 0.55% | 5,791 | $543K | Add +19.9% |
| JNJ Johnson & Johnson | 0.50% | 2,400 | $497K | No change |
| COST Costco Wholesale Corp. | 0.48% | 548 | $473K | Reduce -6.0% |
| ESGV Vanguard ESG US Stock ETF | 0.47% | 3,863 | $467K | Add +0.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.44% | 14,540 | $439K | No change |
| V Visa Inc. Class A | 0.42% | 1,185 | $416K | Add +47.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 1,313 | $399K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 811 | $396K | Add +0.1% |
| DHR Danaher Corp. | 0.39% | 1,690 | $387K | No change |
| ABT Abbott Laboratories | 0.34% | 2,663 | $334K | No change |
| MCD McDonald's Corp. | 0.32% | 1,023 | $313K | No change |
| AMAT Applied Materials Inc. | 0.31% | 1,200 | $308K | No change |
| CVX Chevron Corp. | 0.29% | 1,884 | $287K | No change |
| PEP Pepsico Inc. | 0.27% | 1,855 | $266K | Add +7.2% |
| ORCL Oracle Corp. | 0.27% | 1,350 | $263K | No change |
| RTX RTX Corp. | 0.26% | 1,398 | $256K | No change |
| LIN Linde PLC | 0.26% | 600 | $256K | No change |
| META Meta Platforms Inc. Class A | 0.25% | 374 | $247K | Reduce -7.2% |
| IAU iShares Gold Trust | 0.25% | 3,031 | $246K | New |
| VEA Vanguard Ftse Developed ETF | 0.23% | 3,700 | $231K | No change |
| SMH Vaneck Semiconductor ETF | 0.22% | 600 | $216K | New |
| PM Philip Morris International | 0.21% | 1,317 | $211K | Reduce -1.6% |
| SUSA iShares ESG Optimized MSCI U | 0.21% | 1,500 | $209K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.3% | 25.16% | −3.36 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.5% | 3.15% | −0.61 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.60 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.54 |
| JPM JPMorgan Chase & Co. | Reduce -21.4% | 1.35% | −0.51 |
| HD Home Depot Inc. | Reduce -3.4% | 1.46% | −0.51 |
| AAPL Apple Inc. | Reduce -22.1% | 1.54% | −0.50 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 5.22% | −0.49 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.32 |
| CANQ Calamos Nasdaq Equity & Inco | Sold out | 0.00% | −0.29 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.27 |
| PANW Palo Alto Networks Inc. | Reduce -6.5% | 0.57% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 0.48% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 1.90% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -7.2% | 0.25% | −0.08 |
| PM Philip Morris International | Reduce -1.6% | 0.21% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | New | 4.24% | +4.24 |
| PMMF Ishrs Prime MMKT ETF | New | 1.50% | +1.50 |
| SIVR Abrdn Physical Silver Shares | New | 1.36% | +1.36 |
| GLD SPDR Gold Shares | Add +249.0% | 1.41% | +1.01 |
| GOOGL Alphabet Inc. Class A | Add +15.2% | 3.79% | +0.97 |
| JEPI JPMorgan Equity Premium Inco | Add +30.5% | 4.11% | +0.64 |
| JEPQ JPM Nasdaq Equity Premium | Add +32.2% | 2.45% | +0.42 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.40% | +0.40 |
| IAU iShares Gold Trust | New | 0.25% | +0.25 |
| LLY Eli Lilly & Co. | Add +3.1% | 0.95% | +0.23 |
| SMH Vaneck Semiconductor ETF | New | 0.22% | +0.22 |
| GS Goldman Sachs Group Inc. | Add +53.8% | 0.56% | +0.19 |
| V Visa Inc. Class A | Add +47.2% | 0.42% | +0.11 |
| VPU Vanguard Utilities ETF | Add +24.6% | 1.09% | +0.10 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.89% | +0.02 |
| PEP Pepsico Inc. | Add +7.2% | 0.27% | −0.00 |
| AVGO Broadcom Inc. | Add +4.4% | 2.02% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +0.9% | 0.47% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.40% | −0.03 |
| NFLX Netflix Inc. | Add +19.9% | 0.55% | −0.10 |
| PG The Procter & Gamble Co. | Add +3.1% | 0.94% | −0.14 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.5% | 3.55% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 2.68% | −0.25 |
| LQTI FT Vest Invst GRD TRGT I ETF | Add +3.0% | 3.71% | −0.33 |
| NVDA Nvidia Corp. | Add +2.0% | 6.46% | −0.54 |
| MSFT Microsoft Corp. | Add +1.8% | 5.48% | −0.89 |
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 |