Sulzberger Capital Advisors, Inc. 13F Holdings
CIK 0002056727 · MIAMI, FL
As of Sep 30, 2025, Sulzberger Capital Advisors, Inc. reported 51 positions worth $89.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 231,422 | $25.6M | 28.52% |
| NVIDIA CORP | NVDA | Technology | 33,601 | $6.3M | 6.99% |
| MICROSOFT CORP | MSFT | Technology | 11,025 | $5.7M | 6.37% |
| VANGUARD 500 INDEX FUND | VOO | — | 8,362 | $5.1M | 5.71% |
| FIRST TR EXCHANGE-TRADED FD | — | — | 177,099 | $3.6M | 4.03% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,280 | $3.4M | 3.76% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 13,434 | $3.3M | 3.70% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 54,463 | $3.1M | 3.47% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,222 | $2.6M | 2.93% |
| NEXTERA ENERGY INC | NEE | Utilities | 33,750 | $2.5M | 2.84% |
| ALPHABET INC | GOOGL | Equity | 10,418 | $2.5M | 2.82% |
| BROADCOM INC | AVGO | Technology | 5,546 |