Sulzberger Capital Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Sulzberger Capital Advisors, Inc. held in its portfolio 52 assets valued at $99,011,598 (i.e. $99.01M).
The most valuable assets in the portfolio included: ISHARES TR ($24.91M), NVIDIA CORPORATION ($6.39M), and MICROSOFT CORP ($5.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sulzberger Capital Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 226167 | 24912295 | TRUST ISHARE 0-1 |
| NVIDIA CORPORATION | 34279 | 6393034 | COM |
| MICROSOFT CORP | 11226 | 5428995 | COM |
| VANGUARD INDEX FDS | 8242 | 5168957 | S&P 500 ETF SHS |
| ISHARES TR | 41805 | 4196386 | 0-3 MNTH TREASRY |
| J P MORGAN EXCHANGE TRADED F | 71066 | 4067818 | EQUITY PREMIUM |
| ALPHABET INC | 12003 | 3756941 | CAP STK CL A |
| FIRST TR EXCHANGE-TRADED FD | 182357 | 3669023 | VEST INVESTMENT |
| INVESCO EXCH TRADED FD TR II | 13902 | 3516219 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 9299 | 3117521 | TOTAL STK MKT |
| NEXTERA ENERGY INC | 33750 | 2709450 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5277 | 2652515 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 41657 | 2421105 | NASDAQ EQT PREM |
| BROADCOM INC | 5790 | 2003919 | COM |
| AMAZON COM INC | 8131 | 1876797 | COM |
| APPLE INC | 5591 | 1520027 | COM |
| BLACKROCK ETF TRUST | 14789 | 1482301 | ISHARES PRIME MO |
| HOME DEPOT INC | 4215 | 1450382 | COM |
| SPDR GOLD TR | 3514 | 1392633 | GOLD SHS |
| INVESCO QQQ TR | 2218 | 1362540 | UNIT SER 1 |
| ABRDN SILVER ETF TRUST | 19884 | 1344954 | PHYSCL SILVR SHS |
| JPMORGAN CHASE & CO. | 4142 | 1334635 | COM |
| VANGUARD WORLD FD | 5832 | 1079111 | UTILITIES ETF |
| ELI LILLY & CO | 877 | 942547 | COM |
| PROCTER AND GAMBLE CO | 6497 | 931090 | COM |
| CISCO SYS INC | 11477 | 884091 | COM |
| ABBVIE INC | 2718 | 621036 | COM |
| PALO ALTO NETWORKS INC | 3070 | 565494 | COM |
| GOLDMAN SACHS GROUP INC | 626 | 550254 | COM |
| NETFLIX INC | 5791 | 542964 | COM |
| JOHNSON & JOHNSON | 2400 | 496680 | COM |
| COSTCO WHSL CORP NEW | 548 | 472562 | COM |
| VANGUARD WORLD FD | 3863 | 467268 | ESG US STK ETF |
| SPDR SERIES TRUST | 14540 | 439108 | STATE STREET SPD |
| VISA INC | 1185 | 415613 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 1313 | 399008 | SPONSORED ADS |
| VANGUARD INDEX FDS | 811 | 395654 | GROWTH ETF |
| DANAHER CORPORATION | 1690 | 386875 | COM |
| ABBOTT LABS | 2663 | 333647 | COM |
| MCDONALDS CORP | 1023 | 312659 | COM |
| APPLIED MATLS INC | 1200 | 308388 | COM |
| CHEVRON CORP NEW | 1884 | 287140 | COM |
| PEPSICO INC | 1855 | 266230 | COM |
| ORACLE CORP | 1350 | 263129 | COM |
| RTX CORPORATION | 1398 | 256393 | COM |
| LINDE PLC | 600 | 255834 | SHS |
| META PLATFORMS INC | 374 | 246876 | CL A |
| ISHARES GOLD TR | 3031 | 246026 | ISHARES NEW |
| VANGUARD TAX-MANAGED FDS | 3700 | 231139 | VAN FTSE DEV MKT |
| VANECK ETF TRUST | 600 | 216078 | SEMICONDUCTR ETF |
| PHILIP MORRIS INTL INC | 1317 | 211239 | COM |
| ISHARES TR | 1500 | 209018 | ESG OPTIMIZED |
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