Filed: 11/21/2025ACC: 0001172661-25-005219
📋 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 $89.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$89.65M
Total AUM (reported)
752.26K
Total Shares
Allocation by class
COM$32.63M36.4%
SHORT TREAS BD$25.57M28.5%
S&P 500 ETF SHS$5.12M5.7%
VEST INVESTMENT$3.61M4.0%
TOTAL STK MKT$3.37M3.8%
NASDAQ 100 ETF$3.32M3.7%
EQUITY PREMIUM$3.11M3.5%
Portfolio Concentration
Top 3$37.55M41.9%
4–10$23.71M26.4%
11–25$19.74M22.0%
Rest$8.65M9.7%
Top 3 weight
41.9%
Top 10 weight
68.3%
Voting Authority Distribution
Total shares with voting rights: 752.26K
Sole
Full voting authority
752.26K
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
SOLEShares231.42K
TypeSH
Market value$25.57M
28.52%
Sole
231.42K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares33.60K
TypeSH
Market value$6.27M
6.99%
Sole
33.60K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.03K
TypeSH
Market value$5.71M
6.37%
Sole
11.03K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.36K
TypeSH
Market value$5.12M
5.71%
Sole
8.36K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares177.10K
TypeSH
Market value$3.61M
4.03%
Sole
177.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.28K
TypeSH
Market value$3.37M
3.76%
Sole
10.28K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares13.43K
TypeSH
Market value$3.32M
3.70%
Sole
13.43K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares54.46K
TypeSH
Market value$3.11M
3.47%
Sole
54.46K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.22K
TypeSH
Market value$2.63M
2.93%
Sole
5.22K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares33.75K
TypeSH
Market value$2.55M
2.84%
Sole
33.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.42K
TypeSH
Market value$2.53M
2.82%
Sole
10.42K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.55K
TypeSH
Market value$1.83M
2.04%
Sole
5.55K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.18K
TypeSH
Market value$1.83M
2.04%
Sole
7.18K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares31.51K
TypeSH
Market value$1.81M
2.02%
Sole
31.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.22K
TypeSH
Market value$1.80M
2.01%
Sole
8.22K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.36K
TypeSH
Market value$1.77M
1.97%
Sole
4.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.27K
TypeSH
Market value$1.66M
1.85%
Sole
5.27K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.22K
TypeSH
Market value$1.33M
1.49%
Sole
2.22K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares6.30K
TypeSH
Market value$968.4K
1.08%
Sole
6.30K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares4.68K
TypeSH
Market value$886.6K
0.99%
Sole
4.68K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares11.47K
TypeSH
Market value$785.1K
0.88%
Sole
11.47K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares3.28K
TypeSH
Market value$668.7K
0.75%
Sole
3.28K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares851.00
TypeSH
Market value$649.3K
0.72%
Sole
851.00
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares2.72K
TypeSH
Market value$629.3K
0.70%
Sole
2.72K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares483.00
TypeSH
Market value$579.1K
0.65%
Sole
483.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | SHORT TREAS BD | 231.42K | SH | $25.57M 28.52% | 231.42K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 33.60K | SH | $6.27M 6.99% | 33.60K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.03K | SH | $5.71M 6.37% | 11.03K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.36K | SH | $5.12M 5.71% | 8.36K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | VEST INVESTMENT | 177.10K | SH | $3.61M 4.03% | 177.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.28K | SH | $3.37M 3.76% | 10.28K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 13.43K | SH | $3.32M 3.70% | 13.43K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 54.46K | SH | $3.11M 3.47% | 54.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.22K | SH | $2.63M 2.93% | 5.22K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 33.75K | SH | $2.55M 2.84% | 33.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.42K | SH | $2.53M 2.82% | 10.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.55K | SH | $1.83M 2.04% | 5.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.18K | SH | $1.83M 2.04% | 7.18K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 31.51K | SH | $1.81M 2.02% | 31.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.22K | SH | $1.80M 2.01% | 8.22K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.36K | SH | $1.77M 1.97% | 4.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.27K | SH | $1.66M 1.85% | 5.27K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.22K | SH | $1.33M 1.49% | 2.22K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 6.30K | SH | $968.4K 1.08% | 6.30K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 4.68K | SH | $886.6K 0.99% | 4.68K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.47K | SH | $785.1K 0.88% | 11.47K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 3.28K | SH | $668.7K 0.75% | 3.28K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 851.00 | SH | $649.3K 0.72% | 851.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 2.72K | SH | $629.3K 0.70% | 2.72K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 483.00 | SH | $579.1K 0.65% | 483.00 | 0.00 | 0.00 |
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