Sulzberger Capital Advisors, Inc. Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$99.0M
Holdings
52
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 226,167 | $24.9M | 25.16% | |
| 2 | NVDANVIDIA CORPORATION | 34,279 | $6.4M | 6.46% | |
| 3 | MSFTMICROSOFT CORP | 11,226 | $5.4M | 5.48% | |
| 4 | VOOVANGUARD INDEX FDS | 8,242 | $5.2M | 5.22% | |
| 5 | SGOVISHARES TR | 41,805 | $4.2M | 4.24% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 71,066 | $4.1M | 4.11% | |
| 7 | GOOGLALPHABET INC | 12,003 | $3.8M | 3.79% | |
| 8 | LQTIFIRST TR EXCHANGE-TRADED FD | 182,357 | $3.7M | 3.71% | |
| 9 | QQQMINVESCO EXCH TRADED FD TR II | 13,902 | $3.5M | 3.55% | |
| 10 | VTIVANGUARD INDEX FDS | 9,299 | $3.1M | 3.15% | |
| 11 | NEENEXTERA ENERGY INC | 33,750 | $2.7M | 2.74% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,277 | $2.7M | 2.68% | |
| 13 | JEPQJ P MORGAN EXCHANGE TRADED F | 41,657 | $2.4M | 2.45% | |
| 14 | AVGOBROADCOM INC | 5,790 | $2.0M | 2.02% | |
| 15 | AMZNAMAZON COM INC | 8,131 | $1.9M | 1.89% | |
| 16 | AAPLAPPLE INC | 5,591 | $1.5M | 1.54% | |
| 17 | PMMFBLACKROCK ETF TRUST | 14,789 | $1.5M | 1.50% | |
| 18 | HDHOME DEPOT INC | 4,215 | $1.4M | 1.46% | |
| 19 | GQ9SPDR GOLD TR | 3,514 | $1.4M | 1.41% | |
| 20 | NDQINVESCO QQQ TR | 2,218 | $1.4M | 1.38% | |
| 21 | SIVRABRDN SILVER ETF TRUST | 19,884 | $1.3M | 1.36% | |
| 22 | JPMJPMORGAN CHASE & CO. | 4,142 | $1.3M | 1.35% | |
| 23 | VPUVANGUARD WORLD FD | 5,832 | $1.1M | 1.09% | |
| 24 | LLYELI LILLY & CO | 877 | $942K | 0.95% | |
| 25 | PGPROCTER AND GAMBLE CO | 6,497 | $931K | 0.94% | |
| 26 | CSCOCISCO SYS INC | 11,477 | $884K | 0.89% | |
| 27 | ABBVABBVIE INC | 2,718 | $621K | 0.63% | |
| 28 | PANWPALO ALTO NETWORKS INC | 3,070 | $565K | 0.57% | |
| 29 | GSGOLDMAN SACHS GROUP INC | 626 | $550K | 0.56% | |
| 30 | NFLXNETFLIX INC | 5,791 | $542K | 0.55% | |
| 31 | JNJJOHNSON & JOHNSON | 2,400 | $496K | 0.50% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 548 | $472K | 0.48% | |
| 33 | ESGVVANGUARD WORLD FD | 3,863 | $467K | 0.47% | |
| 34 | SPSBSPDR SERIES TRUST | 14,540 | $439K | 0.44% | |
| 35 | VVISA INC | 1,185 | $415K | 0.42% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,313 | $399K | 0.40% | |
| 37 | VUGVANGUARD INDEX FDS | 811 | $395K | 0.40% | |
| 38 | DHRDANAHER CORPORATION | 1,690 | $386K | 0.39% | |
| 39 | ABTABBOTT LABS | 2,663 | $333K | 0.34% | |
| 40 | MCDMCDONALDS CORP | 1,023 | $312K | 0.32% | |
| 41 | AMATAPPLIED MATLS INC | 1,200 | $308K | 0.31% | |
| 42 | CVXCHEVRON CORP NEW | 1,884 | $287K | 0.29% | |
| 43 | PEPPEPSICO INC | 1,855 | $266K | 0.27% | |
| 44 | ORCLORACLE CORP | 1,350 | $263K | 0.27% | |
| 45 | RTXRTX CORPORATION | 1,398 | $256K | 0.26% | |
| 46 | LINLINDE PLC | 600 | $255K | 0.26% | |
| 47 | METAMETA PLATFORMS INC | 374 | $246K | 0.25% | |
| 48 | IAU*ISHARES GOLD TR | 3,031 | $246K | 0.25% | |
| 49 | VEAVANGUARD TAX-MANAGED FDS | 3,700 | $231K | 0.23% | |
| 50 | SMHVANECK ETF TRUST | 600 | $216K | 0.22% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 1,317 | $211K | 0.21% | |
| 52 | SUSAISHARES TR | 1,500 | $209K | 0.21% |