Filed: 4/22/2026ACC: 0001951757-26-000695
๐ What this filing means
SUTTON PLACE INVESTORS LLC filed this quarterly 13FโHR report disclosing 136 equity positions with a total reported market value of $182.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$182.83M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COM$37.05M20.3%
US EQUITY MARKET$12.16M6.7%
STATE STREET SPD$10.16M5.6%
US CORE EQUITY 2$9.18M5.0%
CL A$9.14M5.0%
INTL CORE EQT MK$8.93M4.9%
CORE FIXED INCOM$7.35M4.0%
Portfolio Concentration
Top 3$30.28M16.6%
4โ10$43.88M24.0%
11โ25$37.15M20.3%
Rest$71.53M39.1%
Top 3 weight
16.6%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 2.58M
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
2.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings136
Rows:
DIMENSIONAL ETF TRUST
SOLEShares171.55K
TypeSH
Market value$12.16M
6.65%
Sole
0.00
Shared
0.00
None
171.55K
DIMENSIONAL ETF TRUST
SOLEShares236.22K
TypeSH
Market value$9.18M
5.02%
Sole
0.00
Shared
0.00
None
236.22K
DIMENSIONAL ETF TRUST
SOLEShares229.33K
TypeSH
Market value$8.93M
4.89%
Sole
0.00
Shared
0.00
None
229.33K
SPDR SERIES TRUST
SOLEShares108.83K
TypeSH
Market value$8.33M
4.56%
Sole
0.00
Shared
0.00
None
108.83K
DIMENSIONAL ETF TRUST
SOLEShares174.10K
TypeSH
Market value$7.35M
4.02%
Sole
0.00
Shared
0.00
None
174.10K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.18M
3.93%
Sole
0.00
Shared
0.00
None
10.00
ISHARES TR
SOLEShares42.77K
TypeSH
Market value$6.09M
3.33%
Sole
0.00
Shared
0.00
None
42.77K
DIMENSIONAL ETF TRUST
SOLEShares157.70K
TypeSH
Market value$5.34M
2.92%
Sole
0.00
Shared
0.00
None
157.70K
APPLE INC
SOLEShares20.89K
TypeSH
Market value$5.30M
2.90%
Sole
0.00
Shared
0.00
None
20.89K
VANGUARD INDEX FDS
SOLEShares9.80K
TypeSH
Market value$4.28M
2.34%
Sole
0.00
Shared
0.00
None
9.80K
NVIDIA CORPORATION
SOLEShares21.96K
TypeSH
Market value$3.83M
2.10%
Sole
0.00
Shared
0.00
None
21.96K
SELECT SECTOR SPDR TR
SOLEShares57.26K
TypeSH
Market value$3.51M
1.92%
Sole
0.00
Shared
0.00
None
57.26K
MICROSOFT CORP
SOLEShares7.92K
TypeSH
Market value$2.93M
1.60%
Sole
0.00
Shared
0.00
None
7.92K
ISHARES TR
SOLEShares13.40K
TypeSH
Market value$2.83M
1.55%
Sole
0.00
Shared
0.00
None
13.40K
BLACKROCK ETF TRUST
SOLEShares44.62K
TypeSH
Market value$2.60M
1.42%
Sole
0.00
Shared
0.00
None
44.62K
ISHARES TR
SOLEShares21.80K
TypeSH
Market value$2.47M
1.35%
Sole
0.00
Shared
0.00
None
21.80K
ISHARES U S ETF TR
SOLEShares27.87K
TypeSH
Market value$2.46M
1.35%
Sole
0.00
Shared
0.00
None
27.87K
J P MORGAN EXCHANGE TRADED F
SOLEShares19.89K
TypeSH
Market value$2.33M
1.27%
Sole
0.00
Shared
0.00
None
19.89K
DIMENSIONAL ETF TRUST
SOLEShares32.51K
TypeSH
Market value$2.31M
1.26%
Sole
0.00
Shared
0.00
None
32.51K
AMAZON COM INC
SOLEShares10.73K
TypeSH
Market value$2.24M
1.22%
Sole
0.00
Shared
0.00
None
10.73K
JPMORGAN CHASE & CO
SOLEShares7.24K
TypeSH
Market value$2.13M
1.16%
Sole
0.00
Shared
0.00
None
7.24K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.99K
TypeSH
Market value$1.94M
1.06%
Sole
0.00
Shared
0.00
None
2.99K
DICKS SPORTING GOODS INC
SOLEShares9.63K
TypeSH
Market value$1.91M
1.04%
Sole
0.00
Shared
0.00
None
9.63K
ISHARES TR
SOLEShares9.64K
TypeSH
Market value$1.85M
1.01%
Sole
0.00
Shared
0.00
None
9.64K
EXXON MOBIL CORP
SOLEShares10.70K
TypeSH
Market value$1.81M
0.99%
Sole
0.00
Shared
0.00
None
10.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 171.55K | SH | $12.16M 6.65% | 0.00 | 0.00 | 171.55K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 236.22K | SH | $9.18M 5.02% | 0.00 | 0.00 | 236.22K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 229.33K | SH | $8.93M 4.89% | 0.00 | 0.00 | 229.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 108.83K | SH | $8.33M 4.56% | 0.00 | 0.00 | 108.83K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 174.10K | SH | $7.35M 4.02% | 0.00 | 0.00 | 174.10K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.18M 3.93% | 0.00 | 0.00 | 10.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 42.77K | SH | $6.09M 3.33% | 0.00 | 0.00 | 42.77K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 157.70K | SH | $5.34M 2.92% | 0.00 | 0.00 | 157.70K |
APPLE INCSOLE | COM | 20.89K | SH | $5.30M 2.90% | 0.00 | 0.00 | 20.89K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.80K | SH | $4.28M 2.34% | 0.00 | 0.00 | 9.80K |
NVIDIA CORPORATIONSOLE | COM | 21.96K | SH | $3.83M 2.10% | 0.00 | 0.00 | 21.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 57.26K | SH | $3.51M 1.92% | 0.00 | 0.00 | 57.26K |
MICROSOFT CORPSOLE | COM | 7.92K | SH | $2.93M 1.60% | 0.00 | 0.00 | 7.92K |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.40K | SH | $2.83M 1.55% | 0.00 | 0.00 | 13.40K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 44.62K | SH | $2.60M 1.42% | 0.00 | 0.00 | 44.62K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 21.80K | SH | $2.47M 1.35% | 0.00 | 0.00 | 21.80K |
ISHARES U S ETF TRSOLE | U.S. TECH INDEPD | 27.87K | SH | $2.46M 1.35% | 0.00 | 0.00 | 27.87K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 19.89K | SH | $2.33M 1.27% | 0.00 | 0.00 | 19.89K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 32.51K | SH | $2.31M 1.26% | 0.00 | 0.00 | 32.51K |
AMAZON COM INCSOLE | COM | 10.73K | SH | $2.24M 1.22% | 0.00 | 0.00 | 10.73K |
JPMORGAN CHASE & COSOLE | COM | 7.24K | SH | $2.13M 1.16% | 0.00 | 0.00 | 7.24K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.99K | SH | $1.94M 1.06% | 0.00 | 0.00 | 2.99K |
DICKS SPORTING GOODS INCSOLE | COM | 9.63K | SH | $1.91M 1.04% | 0.00 | 0.00 | 9.63K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.64K | SH | $1.85M 1.01% | 0.00 | 0.00 | 9.64K |
EXXON MOBIL CORPSOLE | COM | 10.70K | SH | $1.81M 0.99% | 0.00 | 0.00 | 10.70K |
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