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Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. is a Miami, Florida-based registered investment adviser founded in 2000. The firm specializes in wealth management and investment advisory services, primarily serving individual US and international clients. Sulzberger Capital focuses on providing tailored investment management, portfolio design, and financial advice. As a boutique firm, it offers personalized service and fiduciary oversight. The company reports an employee count under 10, with leadership by Gene C. Sulzberger.
Investment Strategy
Sulzberger Capital Advisors employs a diversified investment strategy centered on public equities, fixed income, and ETFs. The firm’s approach is grounded in asset allocation, risk management, and selecting high-conviction positions. Portfolios typically include a blend of large-cap stocks, technology sector leaders, and core index funds, with a patient, long-term investment philosophy tailored to client objectives. The firm caters to high-net-worth individuals, often incorporating both US and international assets in custom portfolios.
Latest 13F Filing Activity
Sulzberger Capital Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $85M. The fund increased holdings in Ishares TR, Nvidia Corporation, Microsoft Corp. among other positions. Sulzberger Capital Advisors, Inc. reduced exposure to Apple Inc., J P Morgan Exchange Traded F, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 33.57% | $28.7M | 259,805 | $110.36 | $110.42 | +$6.2M |
M MSFT | MICROSOFT CORP | 6.44% | $5.5M | 11,057 | $421.50 | $497.41 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 6.17% | $5.3M | 33,369 | $134.82 | $157.99 | +$1.7M |
V VOO | VANGUARD INDEX FDS | 5.54% | $4.7M | 8,339 | $538.81 | $568.03 | +$80.8K |
V VTI | VANGUARD INDEX FDS | 3.80% | $3.2M | 10,676 | $289.81 | $303.93 | -$294.1K |
Industry Allocation
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