Filed: 8/5/2025ACC: 0001172661-25-002902
📋 What this filing means
SULZBERGER CAPITAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $85.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$85.46M
Total AUM (reported)
616.94K
Total Shares
Allocation by class
COM$31.01M36.3%
SHORT TREAS BD$28.69M33.6%
S&P 500 ETF SHS$4.74M5.5%
TOTAL STK MKT$3.24M3.8%
EQUITY PREMIUM$2.89M3.4%
NASDAQ 100 ETF$2.86M3.3%
CL B NEW$2.54M3.0%
Portfolio Concentration
Top 3$39.46M46.2%
4–10$20.47M24.0%
11–25$16.99M19.9%
Rest$8.54M10.0%
Top 3 weight
46.2%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 616.94K
Sole
Full voting authority
616.94K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
ISHARES TR
SOLEShares259.81K
TypeSH
Market value$28.69M
33.57%
Sole
259.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.06K
TypeSH
Market value$5.50M
6.44%
Sole
11.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares33.37K
TypeSH
Market value$5.27M
6.17%
Sole
33.37K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.34K
TypeSH
Market value$4.74M
5.54%
Sole
8.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.68K
TypeSH
Market value$3.24M
3.80%
Sole
10.68K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares50.81K
TypeSH
Market value$2.89M
3.38%
Sole
50.81K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares12.58K
TypeSH
Market value$2.86M
3.34%
Sole
12.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.22K
TypeSH
Market value$2.54M
2.97%
Sole
5.22K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares33.45K
TypeSH
Market value$2.32M
2.72%
Sole
33.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.69K
TypeSH
Market value$1.88M
2.21%
Sole
10.69K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.37K
TypeSH
Market value$1.84M
2.15%
Sole
8.37K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.77K
TypeSH
Market value$1.67M
1.96%
Sole
5.77K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares30.53K
TypeSH
Market value$1.66M
1.94%
Sole
30.53K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.49K
TypeSH
Market value$1.65M
1.93%
Sole
4.49K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.46K
TypeSH
Market value$1.51M
1.76%
Sole
5.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.18K
TypeSH
Market value$1.47M
1.72%
Sole
7.18K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.22K
TypeSH
Market value$1.22M
1.43%
Sole
2.22K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares6.60K
TypeSH
Market value$1.05M
1.23%
Sole
6.60K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares4.63K
TypeSH
Market value$816.5K
0.96%
Sole
4.63K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares11.47K
TypeSH
Market value$795.9K
0.93%
Sole
11.47K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares3.10K
TypeSH
Market value$785.0K
0.92%
Sole
3.10K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares3.28K
TypeSH
Market value$672.0K
0.79%
Sole
3.28K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares842.00
TypeSH
Market value$656.4K
0.77%
Sole
842.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares453.00
TypeSH
Market value$606.6K
0.71%
Sole
453.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares588.00
TypeSH
Market value$582.1K
0.68%
Sole
588.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | SHORT TREAS BD | 259.81K | SH | $28.69M 33.57% | 259.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.06K | SH | $5.50M 6.44% | 11.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 33.37K | SH | $5.27M 6.17% | 33.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.34K | SH | $4.74M 5.54% | 8.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.68K | SH | $3.24M 3.80% | 10.68K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 50.81K | SH | $2.89M 3.38% | 50.81K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 12.58K | SH | $2.86M 3.34% | 12.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.22K | SH | $2.54M 2.97% | 5.22K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 33.45K | SH | $2.32M 2.72% | 33.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.69K | SH | $1.88M 2.21% | 10.69K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.37K | SH | $1.84M 2.15% | 8.37K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.77K | SH | $1.67M 1.96% | 5.77K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 30.53K | SH | $1.66M 1.94% | 30.53K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.49K | SH | $1.65M 1.93% | 4.49K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.46K | SH | $1.51M 1.76% | 5.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.18K | SH | $1.47M 1.72% | 7.18K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.22K | SH | $1.22M 1.43% | 2.22K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 6.60K | SH | $1.05M 1.23% | 6.60K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 4.63K | SH | $816.5K 0.96% | 4.63K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.47K | SH | $795.9K 0.93% | 11.47K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 3.10K | SH | $785.0K 0.92% | 3.10K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 3.28K | SH | $672.0K 0.79% | 3.28K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 842.00 | SH | $656.4K 0.77% | 842.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 453.00 | SH | $606.6K 0.71% | 453.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 588.00 | SH | $582.1K 0.68% | 588.00 | 0.00 | 0.00 |
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