Institutional filer · SEC 13F · Q3 2025
Sulzberger Capital Advisors, Inc.
The reported 13F portfolio of Sulzberger Capital Advisors, Inc. (CIK 2056727) - top holdings, how concentrated the book is, and what changed last quarter.
- $89.7M
- Reported book
- 51
- Positions
- #314
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Sulzberger Capital Advisors, Inc. ranks #314 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $89.7M across 51 positions, a concentrated portfolio led by a few core positions.
- $89.7M
- reported 13F value
- 51
- disclosed positions
- 28.5%
- in ISHARES TR
- #314
- of 360 filers
Top-5 share 51.6% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Sulzberger Capital Advisors, Inc. ranks #314 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Sulzberger Capital Advisors, Inc. sits by disclosed position count
Sulzberger Capital Advisors, Inc. reports 51 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Sulzberger Capital Advisors, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
51 267th of 360 higher than 93 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Sulzberger Capital Advisors, Inc. reports $0.09B across 51 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2056727 · Q3 2025 $90M book
BOOK-LIGHT · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #314/360
- POS-FOCUS 51 names
- CONC-DOM 52% top-5
- LEAD-DOM 28.5% ISHARES TR
- PHOTO-FINISH Clarion Wealth Manag…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Clarion Wealth Managment Partners, LLC
Read with: Ownership concentration guide - Sulzberger Capital Advisors, Inc.'s top-five positions weigh 52% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Sulzberger Capital Advisors, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$89.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $25.6M | 28.5% |
| 2 | NVIDIA CORPORATION | $6.3M | 7.0% |
| 3 | MICROSOFT CORP | $5.7M | 6.4% |
| 4 | VANGUARD INDEX FDS | $5.1M | 5.7% |
| 5 | FIRST TR EXCHANGE-TRADED FD | $3.6M | 4.0% |
| 6 | VANGUARD INDEX FDS | $3.4M | 3.8% |
| 7 | INVESCO EXCH TRADED FD TR II | $3.3M | 3.7% |
| 8 | J P MORGAN EXCHANGE TRADED F | $3.1M | 3.5% |
| 9 | BERKSHIRE HATHAWAY INC DEL | $2.6M | 2.9% |
| 10 | NEXTERA ENERGY INC | $2.5M | 2.8% |
| 11 | ALPHABET INC | $2.5M | 2.8% |
| 12 | BROADCOM INC | $1.8M | 2.0% |
| 13 | APPLE INC | $1.8M | 2.0% |
| 14 | J P MORGAN EXCHANGE TRADED F | $1.8M | 2.0% |
| 15 | AMAZON COM INC | $1.8M | 2.0% |
| 16 | HOME DEPOT INC | $1.8M | 2.0% |
| 17 | JPMORGAN CHASE & CO. | $1.7M | 1.9% |
| 18 | INVESCO QQQ TR | $1.3M | 1.5% |
| 19 | PROCTER AND GAMBLE CO | $968K | 1.1% |
| 20 | VANGUARD WORLD FD | $887K | 1.0% |
| 21 | CISCO SYS INC | $785K | 0.9% |
| 22 | PALO ALTO NETWORKS INC | $669K | 0.8% |
| 23 | ELI LILLY & CO | $649K | 0.7% |
| 24 | ABBVIE INC | $629K | 0.7% |
| 25 | NETFLIX INC | $579K | 0.7% |
Latest Quarter Trades · Q3 2025
New positions (51)
Frequently Asked Questions
- How big is Sulzberger Capital Advisors, Inc.'s 13F portfolio?
- Sulzberger Capital Advisors, Inc. reports $89.7M of long US-equity positions across 51 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Sulzberger Capital Advisors, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Sulzberger Capital Advisors, Inc. ranks #314 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Sulzberger Capital Advisors, Inc.'s largest position?
- Sulzberger Capital Advisors, Inc.'s largest reported position is ISHARES TR at $25.6M, about 28.5% of its reported book as of Q3 2025.
- What did Sulzberger Capital Advisors, Inc. trade last quarter?
- In its Q3 2025 filing, Sulzberger Capital Advisors, Inc. opened 51 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Sulzberger Capital Advisors, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($89.7M here).
Similar holding count
Nearest filers by number of disclosed positions (51 here).
Using this filing
- The rankings sort every tracked filer the same way Sulzberger Capital Advisors, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Clarion Wealth Managment Partners, LLC reported the nearest book value ($91.3M) this quarter, a useful scale comparison for Sulzberger Capital Advisors, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.