Skip to content
Disclosery

Sulzberger Capital Advisors, Inc.

Follow

13F filer, CIK 2056727, MIAMI, FL

Sulzberger Capital Advisors, Inc. reported $99,011,598 across 52 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-07. Its ten largest share positions make up 64.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000025

Period
2025-12-31
Reported value
$99M
Holdings
52
Top 10 weight
64.87%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGOVnew+41,805$4.2M
PMMFnew+14,789$1.48M
SIVRnew+19,884$1.34M
GLDadded+2,507$994K
JEPIadded+16,603$950K

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-5,255-$579K
XLKexited-1,920-$541K
ADPexited-1,637-$480K
AAPLreduced-1,590-$432K
JPMreduced-1,130-$364K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000025, largest first. % of portfolio is the value over $99,011,598, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,767 shares; 2025Q1: 203,618 shares; 2025Q2: 259,805 shares; 2025Q3: 231,422 shares; 2025Q4: 226,167 shares 226,167$24.9M25.16%-5,255Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,302 shares; 2025Q1: 32,620 shares; 2025Q2: 33,369 shares; 2025Q3: 33,601 shares; 2025Q4: 34,279 shares 34,279$6.39M6.46%+678Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,129 shares; 2025Q1: 11,341 shares; 2025Q2: 11,057 shares; 2025Q3: 11,025 shares; 2025Q4: 11,226 shares 11,226$5.43M5.48%+201Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,202 shares; 2025Q1: 9,060 shares; 2025Q2: 8,339 shares; 2025Q3: 8,362 shares; 2025Q4: 8,242 shares 8,242$5.17M5.22%-120Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,805 shares 41,805$4.2M4.24%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,523 shares; 2025Q1: 59,608 shares; 2025Q2: 50,812 shares; 2025Q3: 54,463 shares; 2025Q4: 71,066 shares 71,066$4.07M4.11%+16,603Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,194 shares; 2025Q1: 11,457 shares; 2025Q2: 10,693 shares; 2025Q3: 10,418 shares; 2025Q4: 12,003 shares 12,003$3.76M3.79%+1,585Timeline
LQTIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 177,099 shares; 2025Q4: 182,357 shares 182,357$3.67M3.71%+5,258Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,125 shares; 2025Q1: 14,357 shares; 2025Q2: 12,584 shares; 2025Q3: 13,434 shares; 2025Q4: 13,902 shares 13,902$3.52M3.55%+468Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,397 shares; 2025Q1: 12,876 shares; 2025Q2: 10,676 shares; 2025Q3: 10,280 shares; 2025Q4: 9,299 shares 9,299$3.12M3.15%-981Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,445 shares; 2025Q1: 34,200 shares; 2025Q2: 33,450 shares; 2025Q3: 33,750 shares; 2025Q4: 33,750 shares 33,750$2.71M2.74%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,696 shares; 2025Q1: 5,272 shares; 2025Q2: 5,222 shares; 2025Q3: 5,222 shares; 2025Q4: 5,277 shares 5,277$2.65M2.68%+55Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,570 shares; 2025Q1: 40,149 shares; 2025Q2: 30,528 shares; 2025Q3: 31,510 shares; 2025Q4: 41,657 shares 41,657$2.42M2.45%+10,147Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,977 shares; 2025Q1: 5,703 shares; 2025Q2: 5,461 shares; 2025Q3: 5,546 shares; 2025Q4: 5,790 shares 5,790$2M2.02%+244Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,853 shares; 2025Q1: 9,253 shares; 2025Q2: 8,373 shares; 2025Q3: 8,220 shares; 2025Q4: 8,131 shares 8,131$1.88M1.9%-89Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,834 shares; 2025Q1: 8,984 shares; 2025Q2: 7,184 shares; 2025Q3: 7,181 shares; 2025Q4: 5,591 shares 5,591$1.52M1.54%-1,590Timeline
PMMFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,789 shares 14,789$1.48M1.5%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,492 shares; 2025Q3: 4,362 shares; 2025Q4: 4,215 shares 4,215$1.45M1.46%-147Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,007 shares; 2025Q4: 3,514 shares 3,514$1.39M1.41%+2,507Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,678 shares; 2025Q1: 2,368 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares 2,218$1.36M1.38%0Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,884 shares 19,884$1.34M1.36%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,439 shares; 2025Q1: 6,034 shares; 2025Q2: 5,772 shares; 2025Q3: 5,272 shares; 2025Q4: 4,142 shares 4,142$1.33M1.35%-1,130Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,188 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,681 shares; 2025Q4: 5,832 shares 5,832$1.08M1.09%+1,151Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 914 shares; 2025Q2: 842 shares; 2025Q3: 851 shares; 2025Q4: 877 shares 877$943K0.95%+26Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,608 shares; 2025Q1: 7,252 shares; 2025Q2: 6,597 shares; 2025Q3: 6,303 shares; 2025Q4: 6,497 shares 6,497$931K0.94%+194Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,464 shares; 2025Q1: 11,467 shares; 2025Q2: 11,471 shares; 2025Q3: 11,474 shares; 2025Q4: 11,477 shares 11,477$884K0.89%+3Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares 2,718$621K0.63%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,940 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,070 shares 3,070$565K0.57%-214Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 813 shares; 2025Q1: 572 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 626 shares 626$550K0.56%+219Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 465 shares; 2025Q2: 453 shares; 2025Q3: 483 shares; 2025Q4: 5,791 shares 5,791$543K0.55%+5,308Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,780 shares; 2025Q2: 2,760 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400$497K0.5%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 583 shares; 2025Q4: 548 shares 548$473K0.48%-35Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,281 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,863 shares 3,863$467K0.47%+36Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,670 shares; 2025Q1: 7,870 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares; 2025Q4: 14,540 shares 14,540$439K0.44%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 773 shares; 2025Q1: 811 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 1,185 shares 1,185$416K0.42%+380Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,313 shares 1,313$399K0.4%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 965 shares; 2025Q1: 854 shares; 2025Q2: 808 shares; 2025Q3: 810 shares; 2025Q4: 811 shares 811$396K0.4%+1Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,790 shares; 2025Q1: 1,740 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares 1,690$387K0.39%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares 2,663$334K0.34%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023$313K0.32%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$308K0.31%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,084 shares; 2025Q2: 2,064 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares 1,884$287K0.29%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 1,730 shares; 2025Q4: 1,855 shares 1,855$266K0.27%+125Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350$263K0.27%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 1,398 shares; 2025Q4: 1,398 shares 1,398$256K0.26%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$256K0.26%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 497 shares; 2025Q1: 425 shares; 2025Q2: 317 shares; 2025Q3: 403 shares; 2025Q4: 374 shares 374$247K0.25%-29Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares 3,031$246K0.25%newTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700$231K0.23%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600$216K0.22%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,338 shares; 2025Q4: 1,317 shares 1,317$211K0.21%-21Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$209K0.21%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
XLKSELECT SECTOR SPDR TR1,920$541Kshares
ADPAUTOMATIC DATA PROCESSING IN1,637$480Kshares
XOMEXXON MOBIL CORP2,526$285Kshares
CANQCALAMOS ETF TR8,630$260Kshares
PFEPFIZER INC9,510$242Kshares

How Q4 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 0001172661-26-000025 base2026-01-07acceptance time not in the bulk data set