Filed: 7/22/2025ACC: 0001951757-25-000909
📋 What this filing means
SUTTON PLACE INVESTORS LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $166.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$166.17M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COM$28.11M16.9%
US EQUITY MARKET$11.41M6.9%
CL A$9.43M5.7%
INTL CORE EQT MK$9.12M5.5%
US CORE EQUITY 2$8.39M5.1%
CORE FIXED INCOM$7.65M4.6%
PORTFOLIO S&P500$7.37M4.4%
Portfolio Concentration
Top 3$28.92M17.4%
4–10$41.31M24.9%
11–25$36.61M22.0%
Rest$59.34M35.7%
Top 3 weight
17.4%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
DIMENSIONAL ETF TRUST
SOLEShares170.18K
TypeSH
Market value$11.41M
6.86%
Sole
0.00
Shared
0.00
None
170.18K
DIMENSIONAL ETF TRUST
SOLEShares263.78K
TypeSH
Market value$9.12M
5.49%
Sole
0.00
Shared
0.00
None
263.78K
DIMENSIONAL ETF TRUST
SOLEShares234.16K
TypeSH
Market value$8.39M
5.05%
Sole
0.00
Shared
0.00
None
234.16K
DIMENSIONAL ETF TRUST
SOLEShares180.98K
TypeSH
Market value$7.65M
4.60%
Sole
0.00
Shared
0.00
None
180.98K
SPDR SERIES TRUST
SOLEShares101.33K
TypeSH
Market value$7.37M
4.43%
Sole
0.00
Shared
0.00
None
101.33K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.29M
4.39%
Sole
0.00
Shared
0.00
None
10.00
ISHARES TR
SOLEShares43.05K
TypeSH
Market value$5.81M
3.50%
Sole
0.00
Shared
0.00
None
43.05K
DIMENSIONAL ETF TRUST
SOLEShares181.27K
TypeSH
Market value$5.25M
3.16%
Sole
0.00
Shared
0.00
None
181.27K
VANGUARD INDEX FDS
SOLEShares9.79K
TypeSH
Market value$4.29M
2.58%
Sole
0.00
Shared
0.00
None
9.79K
APPLE INC
SOLEShares17.81K
TypeSH
Market value$3.65M
2.20%
Sole
0.00
Shared
0.00
None
17.81K
MICROSOFT CORP
SOLEShares7.15K
TypeSH
Market value$3.55M
2.14%
Sole
0.00
Shared
0.00
None
7.15K
ISHARES TR
SOLEShares17.46K
TypeSH
Market value$3.19M
1.92%
Sole
0.00
Shared
0.00
None
17.46K
NVIDIA CORPORATION
SOLEShares18.88K
TypeSH
Market value$2.98M
1.80%
Sole
0.00
Shared
0.00
None
18.88K
ISHARES TR
SOLEShares44.25K
TypeSH
Market value$2.81M
1.69%
Sole
0.00
Shared
0.00
None
44.25K
ISHARES U S ETF TR
SOLEShares27.49K
TypeSH
Market value$2.58M
1.56%
Sole
0.00
Shared
0.00
None
27.49K
SELECT SECTOR SPDR TR
SOLEShares29.01K
TypeSH
Market value$2.46M
1.48%
Sole
0.00
Shared
0.00
None
29.01K
ISHARES TR
SOLEShares20.98K
TypeSH
Market value$2.31M
1.39%
Sole
0.00
Shared
0.00
None
20.98K
BLACKROCK ETF TRUST
SOLEShares42.20K
TypeSH
Market value$2.30M
1.38%
Sole
0.00
Shared
0.00
None
42.20K
FIRST TR EXCH TRADED FD III
SOLEShares119.65K
TypeSH
Market value$2.27M
1.37%
Sole
0.00
Shared
0.00
None
119.65K
J P MORGAN EXCHANGE TRADED F
SOLEShares20.19K
TypeSH
Market value$2.26M
1.36%
Sole
0.00
Shared
0.00
None
20.19K
JPMORGAN CHASE & CO.
SOLEShares7.06K
TypeSH
Market value$2.05M
1.23%
Sole
0.00
Shared
0.00
None
7.06K
AMAZON COM INC
SOLEShares9.32K
TypeSH
Market value$2.04M
1.23%
Sole
0.00
Shared
0.00
None
9.32K
DIMENSIONAL ETF TRUST
SOLEShares31.67K
TypeSH
Market value$2.02M
1.21%
Sole
0.00
Shared
0.00
None
31.67K
ISHARES TR
SOLEShares20.31K
TypeSH
Market value$1.92M
1.16%
Sole
0.00
Shared
0.00
None
20.31K
ISHARES TR
SOLEShares9.48K
TypeSH
Market value$1.85M
1.11%
Sole
0.00
Shared
0.00
None
9.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 170.18K | SH | $11.41M 6.86% | 0.00 | 0.00 | 170.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 263.78K | SH | $9.12M 5.49% | 0.00 | 0.00 | 263.78K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 234.16K | SH | $8.39M 5.05% | 0.00 | 0.00 | 234.16K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 180.98K | SH | $7.65M 4.60% | 0.00 | 0.00 | 180.98K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 101.33K | SH | $7.37M 4.43% | 0.00 | 0.00 | 101.33K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.29M 4.39% | 0.00 | 0.00 | 10.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 43.05K | SH | $5.81M 3.50% | 0.00 | 0.00 | 43.05K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 181.27K | SH | $5.25M 3.16% | 0.00 | 0.00 | 181.27K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.79K | SH | $4.29M 2.58% | 0.00 | 0.00 | 9.79K |
APPLE INCSOLE | COM | 17.81K | SH | $3.65M 2.20% | 0.00 | 0.00 | 17.81K |
MICROSOFT CORPSOLE | COM | 7.15K | SH | $3.55M 2.14% | 0.00 | 0.00 | 7.15K |
ISHARES TRSOLE | MSCI USA QLT FCT | 17.46K | SH | $3.19M 1.92% | 0.00 | 0.00 | 17.46K |
NVIDIA CORPORATIONSOLE | COM | 18.88K | SH | $2.98M 1.80% | 0.00 | 0.00 | 18.88K |
ISHARES TRSOLE | EAFE VALUE ETF | 44.25K | SH | $2.81M 1.69% | 0.00 | 0.00 | 44.25K |
ISHARES U S ETF TRSOLE | U.S. TECH INDEPD | 27.49K | SH | $2.58M 1.56% | 0.00 | 0.00 | 27.49K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 29.01K | SH | $2.46M 1.48% | 0.00 | 0.00 | 29.01K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 20.98K | SH | $2.31M 1.39% | 0.00 | 0.00 | 20.98K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 42.20K | SH | $2.30M 1.38% | 0.00 | 0.00 | 42.20K |
FIRST TR EXCH TRADED FD IIISOLE | INSTL PFD SECS | 119.65K | SH | $2.27M 1.37% | 0.00 | 0.00 | 119.65K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 20.19K | SH | $2.26M 1.36% | 0.00 | 0.00 | 20.19K |
JPMORGAN CHASE & CO.SOLE | COM | 7.06K | SH | $2.05M 1.23% | 0.00 | 0.00 | 7.06K |
AMAZON COM INCSOLE | COM | 9.32K | SH | $2.04M 1.23% | 0.00 | 0.00 | 9.32K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 31.67K | SH | $2.02M 1.21% | 0.00 | 0.00 | 31.67K |
ISHARES TRSOLE | CORE S&P US VLU | 20.31K | SH | $1.92M 1.16% | 0.00 | 0.00 | 20.31K |
ISHARES TRSOLE | S&P 500 VAL ETF | 9.48K | SH | $1.85M 1.11% | 0.00 | 0.00 | 9.48K |
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