Filed: 1/21/2026ACC: 0001951757-26-000267
📋 What this filing means
SUTTON PLACE INVESTORS LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $182.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$182.14M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
COM$37.20M20.4%
US EQUITY MARKET$12.58M6.9%
CL A$9.74M5.3%
STATE STREET SPD$9.52M5.2%
US CORE EQUITY 2$9.28M5.1%
INTL CORE EQT MK$8.70M4.8%
CORE FIXED INCOM$7.93M4.4%
Portfolio Concentration
Top 3$30.57M16.8%
4–10$44.50M24.4%
11–25$38.76M21.3%
Rest$68.32M37.5%
Top 3 weight
16.8%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 2.47M
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
2.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings130
Rows:
DIMENSIONAL ETF TRUST
SOLEShares169.66K
TypeSH
Market value$12.58M
6.91%
Sole
0.00
Shared
0.00
None
169.66K
DIMENSIONAL ETF TRUST
SOLEShares234.47K
TypeSH
Market value$9.28M
5.10%
Sole
0.00
Shared
0.00
None
234.47K
DIMENSIONAL ETF TRUST
SOLEShares228.26K
TypeSH
Market value$8.70M
4.78%
Sole
0.00
Shared
0.00
None
228.26K
DIMENSIONAL ETF TRUST
SOLEShares186.35K
TypeSH
Market value$7.93M
4.35%
Sole
0.00
Shared
0.00
None
186.35K
SPDR SERIES TRUST
SOLEShares94.58K
TypeSH
Market value$7.59M
4.17%
Sole
0.00
Shared
0.00
None
94.58K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.55M
4.14%
Sole
0.00
Shared
0.00
None
10.00
ISHARES TR
SOLEShares43.07K
TypeSH
Market value$6.40M
3.52%
Sole
0.00
Shared
0.00
None
43.07K
APPLE INC
SOLEShares19.19K
TypeSH
Market value$5.22M
2.86%
Sole
0.00
Shared
0.00
None
19.19K
DIMENSIONAL ETF TRUST
SOLEShares155.08K
TypeSH
Market value$5.05M
2.77%
Sole
0.00
Shared
0.00
None
155.08K
VANGUARD INDEX FDS
SOLEShares9.75K
TypeSH
Market value$4.76M
2.61%
Sole
0.00
Shared
0.00
None
9.75K
NVIDIA CORPORATION
SOLEShares20.90K
TypeSH
Market value$3.90M
2.14%
Sole
0.00
Shared
0.00
None
20.90K
MICROSOFT CORP
SOLEShares7.70K
TypeSH
Market value$3.72M
2.04%
Sole
0.00
Shared
0.00
None
7.70K
BLACKROCK ETF TRUST
SOLEShares47.30K
TypeSH
Market value$2.88M
1.58%
Sole
0.00
Shared
0.00
None
47.30K
ISHARES U S ETF TR
SOLEShares27.84K
TypeSH
Market value$2.83M
1.55%
Sole
0.00
Shared
0.00
None
27.84K
ISHARES TR
SOLEShares12.81K
TypeSH
Market value$2.72M
1.49%
Sole
0.00
Shared
0.00
None
12.81K
SELECT SECTOR SPDR TR
SOLEShares56.92K
TypeSH
Market value$2.55M
1.40%
Sole
0.00
Shared
0.00
None
56.92K
J P MORGAN EXCHANGE TRADED F
SOLEShares19.92K
TypeSH
Market value$2.46M
1.35%
Sole
0.00
Shared
0.00
None
19.92K
AMAZON COM INC
SOLEShares10.42K
TypeSH
Market value$2.40M
1.32%
Sole
0.00
Shared
0.00
None
10.42K
ISHARES TR
SOLEShares19.42K
TypeSH
Market value$2.39M
1.31%
Sole
0.00
Shared
0.00
None
19.42K
JPMORGAN CHASE & CO.
SOLEShares7.21K
TypeSH
Market value$2.32M
1.28%
Sole
0.00
Shared
0.00
None
7.21K
DIMENSIONAL ETF TRUST
SOLEShares32.71K
TypeSH
Market value$2.28M
1.25%
Sole
0.00
Shared
0.00
None
32.71K
INVESCO EXCHANGE TRADED FD T
SOLEShares36.93K
TypeSH
Market value$2.19M
1.20%
Sole
0.00
Shared
0.00
None
36.93K
ISHARES TR
SOLEShares30.17K
TypeSH
Market value$2.15M
1.18%
Sole
0.00
Shared
0.00
None
30.17K
SPDR S&P 500 ETF TR
SOLEShares2.92K
TypeSH
Market value$1.99M
1.09%
Sole
0.00
Shared
0.00
None
2.92K
DIMENSIONAL ETF TRUST
SOLEShares41.27K
TypeSH
Market value$1.98M
1.09%
Sole
0.00
Shared
0.00
None
41.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 169.66K | SH | $12.58M 6.91% | 0.00 | 0.00 | 169.66K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 234.47K | SH | $9.28M 5.10% | 0.00 | 0.00 | 234.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 228.26K | SH | $8.70M 4.78% | 0.00 | 0.00 | 228.26K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 186.35K | SH | $7.93M 4.35% | 0.00 | 0.00 | 186.35K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 94.58K | SH | $7.59M 4.17% | 0.00 | 0.00 | 94.58K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.55M 4.14% | 0.00 | 0.00 | 10.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 43.07K | SH | $6.40M 3.52% | 0.00 | 0.00 | 43.07K |
APPLE INCSOLE | COM | 19.19K | SH | $5.22M 2.86% | 0.00 | 0.00 | 19.19K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 155.08K | SH | $5.05M 2.77% | 0.00 | 0.00 | 155.08K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.75K | SH | $4.76M 2.61% | 0.00 | 0.00 | 9.75K |
NVIDIA CORPORATIONSOLE | COM | 20.90K | SH | $3.90M 2.14% | 0.00 | 0.00 | 20.90K |
MICROSOFT CORPSOLE | COM | 7.70K | SH | $3.72M 2.04% | 0.00 | 0.00 | 7.70K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 47.30K | SH | $2.88M 1.58% | 0.00 | 0.00 | 47.30K |
ISHARES U S ETF TRSOLE | U.S. TECH INDEPD | 27.84K | SH | $2.83M 1.55% | 0.00 | 0.00 | 27.84K |
ISHARES TRSOLE | S&P 500 VAL ETF | 12.81K | SH | $2.72M 1.49% | 0.00 | 0.00 | 12.81K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 56.92K | SH | $2.55M 1.40% | 0.00 | 0.00 | 56.92K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 19.92K | SH | $2.46M 1.35% | 0.00 | 0.00 | 19.92K |
AMAZON COM INCSOLE | COM | 10.42K | SH | $2.40M 1.32% | 0.00 | 0.00 | 10.42K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 19.42K | SH | $2.39M 1.31% | 0.00 | 0.00 | 19.42K |
JPMORGAN CHASE & CO.SOLE | COM | 7.21K | SH | $2.32M 1.28% | 0.00 | 0.00 | 7.21K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 32.71K | SH | $2.28M 1.25% | 0.00 | 0.00 | 32.71K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 36.93K | SH | $2.19M 1.20% | 0.00 | 0.00 | 36.93K |
ISHARES TRSOLE | EAFE VALUE ETF | 30.17K | SH | $2.15M 1.18% | 0.00 | 0.00 | 30.17K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.92K | SH | $1.99M 1.09% | 0.00 | 0.00 | 2.92K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 41.27K | SH | $1.98M 1.09% | 0.00 | 0.00 | 41.27K |
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