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Sulzberger Capital Advisors, Inc.

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13F filer, CIK 2056727, MIAMI, FL

Sulzberger Capital Advisors, Inc. reported $89,650,248 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-21. Its ten largest share positions make up 68.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005219

Period
2025-09-30
Reported value
$89.7M
Holdings
51
Top 10 weight
68.33%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LQTIadded+166,927$3.41M
PMnew+1,338$217K
QQQMadded+850$210K
JEPIadded+3,651$208K
SUSAnew+1,500$203K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHVreduced-28,383-$3.14M
XLKreduced-1,180-$333K
DOVexited-1,625-$298K
RTXreduced-1,380-$231K
FISVexited-1,200-$207K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005219, largest first. % of portfolio is the value over $89,650,248, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,767 shares; 2025Q1: 203,618 shares; 2025Q2: 259,805 shares; 2025Q3: 231,422 shares 231,422$25.6M28.52%-28,383Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,302 shares; 2025Q1: 32,620 shares; 2025Q2: 33,369 shares; 2025Q3: 33,601 shares 33,601$6.27M6.99%+232Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,129 shares; 2025Q1: 11,341 shares; 2025Q2: 11,057 shares; 2025Q3: 11,025 shares 11,025$5.71M6.37%-32Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,202 shares; 2025Q1: 9,060 shares; 2025Q2: 8,339 shares; 2025Q3: 8,362 shares 8,362$5.12M5.71%+23Timeline
LQTIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 177,099 shares 177,099$3.61M4.03%+166,927Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,397 shares; 2025Q1: 12,876 shares; 2025Q2: 10,676 shares; 2025Q3: 10,280 shares 10,280$3.37M3.76%-396Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,125 shares; 2025Q1: 14,357 shares; 2025Q2: 12,584 shares; 2025Q3: 13,434 shares 13,434$3.32M3.7%+850Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,523 shares; 2025Q1: 59,608 shares; 2025Q2: 50,812 shares; 2025Q3: 54,463 shares 54,463$3.11M3.47%+3,651Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,696 shares; 2025Q1: 5,272 shares; 2025Q2: 5,222 shares; 2025Q3: 5,222 shares 5,222$2.63M2.93%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,445 shares; 2025Q1: 34,200 shares; 2025Q2: 33,450 shares; 2025Q3: 33,750 shares 33,750$2.55M2.84%+300Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,194 shares; 2025Q1: 11,457 shares; 2025Q2: 10,693 shares; 2025Q3: 10,418 shares 10,418$2.53M2.82%-275Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,977 shares; 2025Q1: 5,703 shares; 2025Q2: 5,461 shares; 2025Q3: 5,546 shares 5,546$1.83M2.04%+85Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,834 shares; 2025Q1: 8,984 shares; 2025Q2: 7,184 shares; 2025Q3: 7,181 shares 7,181$1.83M2.04%-3Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,570 shares; 2025Q1: 40,149 shares; 2025Q2: 30,528 shares; 2025Q3: 31,510 shares 31,510$1.81M2.02%+982Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,853 shares; 2025Q1: 9,253 shares; 2025Q2: 8,373 shares; 2025Q3: 8,220 shares 8,220$1.8M2.01%-153Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,492 shares; 2025Q3: 4,362 shares 4,362$1.77M1.97%-130Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,439 shares; 2025Q1: 6,034 shares; 2025Q2: 5,772 shares; 2025Q3: 5,272 shares 5,272$1.66M1.85%-500Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,678 shares; 2025Q1: 2,368 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares 2,218$1.33M1.49%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,608 shares; 2025Q1: 7,252 shares; 2025Q2: 6,597 shares; 2025Q3: 6,303 shares 6,303$968K1.08%-294Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,188 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,681 shares 4,681$887K0.99%+55Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,464 shares; 2025Q1: 11,467 shares; 2025Q2: 11,471 shares; 2025Q3: 11,474 shares 11,474$785K0.88%+3Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,940 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares 3,284$669K0.75%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 914 shares; 2025Q2: 842 shares; 2025Q3: 851 shares 851$649K0.72%+9Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares 2,718$629K0.7%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 465 shares; 2025Q2: 453 shares; 2025Q3: 483 shares 483$579K0.65%+30Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,465 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 1,920 shares 1,920$541K0.6%-1,180Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 583 shares 583$540K0.6%-5Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,637 shares 1,637$480K0.54%-10Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,281 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares 3,827$453K0.51%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,780 shares; 2025Q2: 2,760 shares; 2025Q3: 2,400 shares 2,400$445K0.5%-360Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,670 shares; 2025Q1: 7,870 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares 14,540$440K0.49%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 965 shares; 2025Q1: 854 shares; 2025Q2: 808 shares; 2025Q3: 810 shares 810$388K0.43%+2Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350$380K0.42%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,007 shares 1,007$358K0.4%-415Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares 2,663$357K0.4%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,790 shares; 2025Q1: 1,740 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares 1,690$335K0.37%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 813 shares; 2025Q1: 572 shares; 2025Q2: 407 shares; 2025Q3: 407 shares 407$324K0.36%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023$311K0.35%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 497 shares; 2025Q1: 425 shares; 2025Q2: 317 shares; 2025Q3: 403 shares 403$296K0.33%+86Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,084 shares; 2025Q2: 2,064 shares; 2025Q3: 1,884 shares 1,884$293K0.33%-180Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$285K0.32%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,004 shares; 2025Q1: 2,936 shares; 2025Q2: 2,926 shares; 2025Q3: 2,526 shares 2,526$285K0.32%-400Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 773 shares; 2025Q1: 811 shares; 2025Q2: 805 shares; 2025Q3: 805 shares 805$275K0.31%0Timeline
CANQCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,840 shares; 2025Q2: 9,081 shares; 2025Q3: 8,630 shares 8,630$260K0.29%-451Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200$246K0.27%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 1,730 shares 1,730$243K0.27%-1,120Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,770 shares; 2025Q1: 11,770 shares; 2025Q2: 11,770 shares; 2025Q3: 9,510 shares 9,510$242K0.27%-2,260Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 1,398 shares 1,398$234K0.26%-1,380Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700$222K0.25%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,338 shares 1,338$217K0.24%newTimeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$203K0.23%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DOVDOVER CORP1,625$298Kshares
FISVFISERV INC1,200$207Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-005219 base2025-11-21acceptance time not in the bulk data set