Filed: 10/28/2025ACC: 0001951757-25-001221
📋 What this filing means
SUTTON PLACE INVESTORS LLC filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $175.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$175.40M
Total AUM (reported)
2.44M
Total Shares
Allocation by class
COM$32.27M18.4%
US EQUITY MARKET$12.29M7.0%
CL A$9.84M5.6%
INTL CORE EQT MK$9.64M5.5%
US CORE EQUITY 2$9.02M5.1%
CORE FIXED INCOM$7.67M4.4%
PORTFOLIO S&P500$7.62M4.3%
Portfolio Concentration
Top 3$30.95M17.6%
4–10$43.32M24.7%
11–25$38.71M22.1%
Rest$62.42M35.6%
Top 3 weight
17.6%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 2.44M
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
2.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings122
Rows:
DIMENSIONAL ETF TRUST
SOLEShares169.62K
TypeSH
Market value$12.29M
7.01%
Sole
0.00
Shared
0.00
None
169.62K
DIMENSIONAL ETF TRUST
SOLEShares265.13K
TypeSH
Market value$9.64M
5.49%
Sole
0.00
Shared
0.00
None
265.13K
DIMENSIONAL ETF TRUST
SOLEShares233.96K
TypeSH
Market value$9.02M
5.14%
Sole
0.00
Shared
0.00
None
233.96K
DIMENSIONAL ETF TRUST
SOLEShares179.32K
TypeSH
Market value$7.67M
4.37%
Sole
0.00
Shared
0.00
None
179.32K
SPDR SERIES TRUST
SOLEShares97.26K
TypeSH
Market value$7.62M
4.34%
Sole
0.00
Shared
0.00
None
97.26K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.54M
4.30%
Sole
0.00
Shared
0.00
None
10.00
ISHARES TR
SOLEShares43.12K
TypeSH
Market value$6.28M
3.58%
Sole
0.00
Shared
0.00
None
43.12K
DIMENSIONAL ETF TRUST
SOLEShares155.71K
TypeSH
Market value$4.91M
2.80%
Sole
0.00
Shared
0.00
None
155.71K
VANGUARD INDEX FDS
SOLEShares9.74K
TypeSH
Market value$4.67M
2.66%
Sole
0.00
Shared
0.00
None
9.74K
APPLE INC
SOLEShares18.17K
TypeSH
Market value$4.63M
2.64%
Sole
0.00
Shared
0.00
None
18.17K
MICROSOFT CORP
SOLEShares7.26K
TypeSH
Market value$3.76M
2.15%
Sole
0.00
Shared
0.00
None
7.26K
NVIDIA CORPORATION
SOLEShares19.82K
TypeSH
Market value$3.70M
2.11%
Sole
0.00
Shared
0.00
None
19.82K
ISHARES TR
SOLEShares15.21K
TypeSH
Market value$2.96M
1.69%
Sole
0.00
Shared
0.00
None
15.21K
BLACKROCK ETF TRUST
SOLEShares49.33K
TypeSH
Market value$2.92M
1.66%
Sole
0.00
Shared
0.00
None
49.33K
ISHARES U S ETF TR
SOLEShares27.52K
TypeSH
Market value$2.80M
1.60%
Sole
0.00
Shared
0.00
None
27.52K
SELECT SECTOR SPDR TR
SOLEShares29.22K
TypeSH
Market value$2.61M
1.49%
Sole
0.00
Shared
0.00
None
29.22K
ISHARES TR
SOLEShares20.23K
TypeSH
Market value$2.44M
1.39%
Sole
0.00
Shared
0.00
None
20.23K
J P MORGAN EXCHANGE TRADED F
SOLEShares19.78K
TypeSH
Market value$2.39M
1.36%
Sole
0.00
Shared
0.00
None
19.78K
ISHARES TR
SOLEShares34.81K
TypeSH
Market value$2.36M
1.35%
Sole
0.00
Shared
0.00
None
34.81K
JPMORGAN CHASE & CO.
SOLEShares7.09K
TypeSH
Market value$2.24M
1.28%
Sole
0.00
Shared
0.00
None
7.09K
AMAZON COM INC
SOLEShares10.04K
TypeSH
Market value$2.21M
1.26%
Sole
0.00
Shared
0.00
None
10.04K
DIMENSIONAL ETF TRUST
SOLEShares31.63K
TypeSH
Market value$2.17M
1.23%
Sole
0.00
Shared
0.00
None
31.63K
INVESCO EXCHANGE TRADED FD T
SOLEShares37.48K
TypeSH
Market value$2.16M
1.23%
Sole
0.00
Shared
0.00
None
37.48K
ISHARES TR
SOLEShares9.95K
TypeSH
Market value$2.06M
1.17%
Sole
0.00
Shared
0.00
None
9.95K
SPDR S&P 500 ETF TR
SOLEShares2.92K
TypeSH
Market value$1.95M
1.11%
Sole
0.00
Shared
0.00
None
2.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 169.62K | SH | $12.29M 7.01% | 0.00 | 0.00 | 169.62K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 265.13K | SH | $9.64M 5.49% | 0.00 | 0.00 | 265.13K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 233.96K | SH | $9.02M 5.14% | 0.00 | 0.00 | 233.96K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 179.32K | SH | $7.67M 4.37% | 0.00 | 0.00 | 179.32K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 97.26K | SH | $7.62M 4.34% | 0.00 | 0.00 | 97.26K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.54M 4.30% | 0.00 | 0.00 | 10.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 43.12K | SH | $6.28M 3.58% | 0.00 | 0.00 | 43.12K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 155.71K | SH | $4.91M 2.80% | 0.00 | 0.00 | 155.71K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.74K | SH | $4.67M 2.66% | 0.00 | 0.00 | 9.74K |
APPLE INCSOLE | COM | 18.17K | SH | $4.63M 2.64% | 0.00 | 0.00 | 18.17K |
MICROSOFT CORPSOLE | COM | 7.26K | SH | $3.76M 2.15% | 0.00 | 0.00 | 7.26K |
NVIDIA CORPORATIONSOLE | COM | 19.82K | SH | $3.70M 2.11% | 0.00 | 0.00 | 19.82K |
ISHARES TRSOLE | MSCI USA QLT FCT | 15.21K | SH | $2.96M 1.69% | 0.00 | 0.00 | 15.21K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 49.33K | SH | $2.92M 1.66% | 0.00 | 0.00 | 49.33K |
ISHARES U S ETF TRSOLE | U.S. TECH INDEPD | 27.52K | SH | $2.80M 1.60% | 0.00 | 0.00 | 27.52K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 29.22K | SH | $2.61M 1.49% | 0.00 | 0.00 | 29.22K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 20.23K | SH | $2.44M 1.39% | 0.00 | 0.00 | 20.23K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 19.78K | SH | $2.39M 1.36% | 0.00 | 0.00 | 19.78K |
ISHARES TRSOLE | EAFE VALUE ETF | 34.81K | SH | $2.36M 1.35% | 0.00 | 0.00 | 34.81K |
JPMORGAN CHASE & CO.SOLE | COM | 7.09K | SH | $2.24M 1.28% | 0.00 | 0.00 | 7.09K |
AMAZON COM INCSOLE | COM | 10.04K | SH | $2.21M 1.26% | 0.00 | 0.00 | 10.04K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 31.63K | SH | $2.17M 1.23% | 0.00 | 0.00 | 31.63K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 37.48K | SH | $2.16M 1.23% | 0.00 | 0.00 | 37.48K |
ISHARES TRSOLE | S&P 500 VAL ETF | 9.95K | SH | $2.06M 1.17% | 0.00 | 0.00 | 9.95K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.92K | SH | $1.95M 1.11% | 0.00 | 0.00 | 2.92K |
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