Filed: 1/7/2026ACC: 0001172661-26-000025
📋 What this filing means
SULZBERGER CAPITAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $99.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$99.01M
Total AUM (reported)
845.04K
Total Shares
Allocation by class
COM$31.35M31.7%
TRUST ISHARE 0-1$24.91M25.2%
S&P 500 ETF SHS$5.17M5.2%
0-3 MNTH TREASRY$4.20M4.2%
EQUITY PREMIUM$4.07M4.1%
CAP STK CL A$3.76M3.8%
VEST INVESTMENT$3.67M3.7%
Portfolio Concentration
Top 3$36.73M37.1%
4–10$27.49M27.8%
11–25$24.50M24.7%
Rest$10.28M10.4%
Top 3 weight
37.1%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 845.04K
Sole
Full voting authority
845.04K
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)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
ISHARES TR
SOLEShares226.17K
TypeSH
Market value$24.91M
25.16%
Sole
226.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares34.28K
TypeSH
Market value$6.39M
6.46%
Sole
34.28K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.23K
TypeSH
Market value$5.43M
5.48%
Sole
11.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.24K
TypeSH
Market value$5.17M
5.22%
Sole
8.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares41.80K
TypeSH
Market value$4.20M
4.24%
Sole
41.80K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares71.07K
TypeSH
Market value$4.07M
4.11%
Sole
71.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12K
TypeSH
Market value$3.76M
3.79%
Sole
12K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares182.36K
TypeSH
Market value$3.67M
3.71%
Sole
182.36K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares13.90K
TypeSH
Market value$3.52M
3.55%
Sole
13.90K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.30K
TypeSH
Market value$3.12M
3.15%
Sole
9.30K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares33.75K
TypeSH
Market value$2.71M
2.74%
Sole
33.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.28K
TypeSH
Market value$2.65M
2.68%
Sole
5.28K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares41.66K
TypeSH
Market value$2.42M
2.45%
Sole
41.66K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.79K
TypeSH
Market value$2.00M
2.02%
Sole
5.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.13K
TypeSH
Market value$1.88M
1.90%
Sole
8.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.59K
TypeSH
Market value$1.52M
1.54%
Sole
5.59K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares14.79K
TypeSH
Market value$1.48M
1.50%
Sole
14.79K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.21K
TypeSH
Market value$1.45M
1.46%
Sole
4.21K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares3.51K
TypeSH
Market value$1.39M
1.41%
Sole
3.51K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.22K
TypeSH
Market value$1.36M
1.38%
Sole
2.22K
Shared
0.00
None
0.00
ABRDN SILVER ETF TRUST
SOLEShares19.88K
TypeSH
Market value$1.34M
1.36%
Sole
19.88K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares4.14K
TypeSH
Market value$1.33M
1.35%
Sole
4.14K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares5.83K
TypeSH
Market value$1.08M
1.09%
Sole
5.83K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares877.00
TypeSH
Market value$942.5K
0.95%
Sole
877.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares6.50K
TypeSH
Market value$931.1K
0.94%
Sole
6.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TRUST ISHARE 0-1 | 226.17K | SH | $24.91M 25.16% | 226.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 34.28K | SH | $6.39M 6.46% | 34.28K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.23K | SH | $5.43M 5.48% | 11.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.24K | SH | $5.17M 5.22% | 8.24K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 41.80K | SH | $4.20M 4.24% | 41.80K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 71.07K | SH | $4.07M 4.11% | 71.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12K | SH | $3.76M 3.79% | 12K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | VEST INVESTMENT | 182.36K | SH | $3.67M 3.71% | 182.36K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 13.90K | SH | $3.52M 3.55% | 13.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.30K | SH | $3.12M 3.15% | 9.30K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 33.75K | SH | $2.71M 2.74% | 33.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.28K | SH | $2.65M 2.68% | 5.28K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 41.66K | SH | $2.42M 2.45% | 41.66K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.79K | SH | $2.00M 2.02% | 5.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.13K | SH | $1.88M 1.90% | 8.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.59K | SH | $1.52M 1.54% | 5.59K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES PRIME MO | 14.79K | SH | $1.48M 1.50% | 14.79K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.21K | SH | $1.45M 1.46% | 4.21K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 3.51K | SH | $1.39M 1.41% | 3.51K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.22K | SH | $1.36M 1.38% | 2.22K | 0.00 | 0.00 |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 19.88K | SH | $1.34M 1.36% | 19.88K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 4.14K | SH | $1.33M 1.35% | 4.14K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 5.83K | SH | $1.08M 1.09% | 5.83K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 877.00 | SH | $942.5K 0.95% | 877.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 6.50K | SH | $931.1K 0.94% | 6.50K | 0.00 | 0.00 |
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