13F-HR filed by Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-07, with 52 holding rows worth $99,011,598.
- Accession
- 0001172661-26-000025
- Filer
- CIK 2056727
- Filed
- 2026-01-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 52 entries on the cover page, a total value of $99,011,598 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,011,598 with VALUE read as dollars as filed, 13F file number 028-25339. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Short Treasury Bond ETF | 464288679 | SHS | 226,167 | $24,912,295 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 34,279 | $6,393,034 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,226 | $5,428,995 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,242 | $5,168,957 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 41,805 | $4,196,386 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 71,066 | $4,067,818 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 12,003 | $3,756,941 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D747 | VEST INVESTMENT | 182,357 | $3,669,023 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 13,902 | $3,516,219 | dollars as filed | |
| VTI | 922908769 | COM | 9,299 | $3,117,521 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 33,750 | $2,709,450 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,277 | $2,652,515 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 41,657 | $2,421,105 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,790 | $2,003,919 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,131 | $1,876,797 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,591 | $1,520,027 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C756 | ISHA PR MONE ETF | 14,789 | $1,482,301 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,215 | $1,450,382 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,514 | $1,392,633 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,218 | $1,362,540 | dollars as filed | |
| ABRDN SILVER ETF TRUST | 003264108 | PHYSCL SILVR SHS | 19,884 | $1,344,954 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,142 | $1,334,635 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 5,832 | $1,079,111 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 877 | $942,547 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,497 | $931,090 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 11,477 | $884,091 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,718 | $621,036 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,070 | $565,494 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 626 | $550,254 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,791 | $542,964 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,400 | $496,680 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 548 | $472,562 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,863 | $467,268 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 14,540 | $439,108 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,185 | $415,613 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,313 | $399,008 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 811 | $395,654 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,690 | $386,875 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,663 | $333,647 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,023 | $312,659 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,200 | $308,388 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,884 | $287,140 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,855 | $266,230 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,350 | $263,129 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,398 | $256,393 | dollars as filed | |
| Linde plc | G54950103 | COM | 600 | $255,834 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 374 | $246,876 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 3,031 | $246,026 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,700 | $231,139 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 600 | $216,078 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,317 | $211,239 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 1,500 | $209,018 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000025 | this filing | 2026-01-07 | acceptance time not in the bulk data set |