Sutton Place Investors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Sutton Place Investors Llc disclosed 141 stock positions valued at approximately $206.52M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, SPDR SERIES TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 141
- Portfolio Value
- $206.52M
Holdings by Sector
Sutton Place Investors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 6.71% | 169,100 | -2,449 | -1.43% | $13,856,047 |
| SPDR SERIES TRUST | SPLG | Other | 5.94% | 139,693 | +30,866 | +28.36% | $12,276,203 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.10% | 237,209 | +992 | +0.42% | $10,522,610 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.70% | 235,084 | +5,752 | +2.51% | $9,697,204 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.63% | 10 | - | - | $7,488,500 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.58% | 175,236 | +1,140 | +0.65% | $7,396,718 |
| ISHARES TR | ITOT | Other | 3.31% | 41,605 | -1,164 | -2.72% | $6,834,401 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.03% | 155,425 | -2,271 | -1.44% | $6,249,659 |
| APPLE INC | AAPL | Technology | 2.92% | 20,815 | -78 | -0.37% | $6,023,169 |
| VANGUARD INDEX FDS | VUG | Other | 2.47% | 59,119 | +49,317 | +503.13% | $5,092,531 |
| NVIDIA CORPORATION | NVDA | Technology | 2.18% | 22,543 | +579 | +2.64% | $4,510,631 |
| ISHARES TR | IVW | Other | 1.54% | 23,143 | +1,345 | +6.17% | $3,182,857 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.48% | 57,635 | +380 | +0.66% | $3,061,020 |
| MICROSOFT CORP | MSFT | Technology | 1.47% | 8,158 | +233 | +2.94% | $3,042,953 |
| ISHARES U S ETF TR | IETC | Other | 1.47% | 28,324 | +458 | +1.64% | $3,040,607 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.46% | 44,451 | -169 | -0.38% | $3,023,113 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.32% | 33,162 | +649 | +2.00% | $2,730,521 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 1.30% | 20,001 | +115 | +0.58% | $2,694,535 |
| ISHARES TR | IVE | Other | 1.30% | 11,843 | -1,560 | -11.64% | $2,689,072 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.25% | 10,840 | +107 | +1.00% | $2,583,606 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.15% | 7,261 | +24 | +0.33% | $2,376,826 |
| ISHARES TR | IUSB | Other | 1.10% | 49,293 | +15,605 | +46.32% | $2,274,872 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.08% | 2,989 | - | - | $2,231,900 |
| ISHARES TR | ACWX | Other | 1.00% | 27,092 | +6,469 | +31.37% | $2,061,972 |
| ALPHABET INC | GOOGL | Communication Services | 0.97% | 5,602 | +73 | +1.32% | $2,001,992 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.88% | 38,194 | +477 | +1.26% | $1,823,764 |
| TESLA INC | TSLA | Consumer Cyclical | 0.82% | 4,016 | +254 | +6.75% | $1,689,130 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.81% | 72,046 | +633 | +0.89% | $1,666,424 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.78% | 1,402 | +41 | +3.01% | $1,618,315 |
| BROADCOM INC | AVGO | Technology | 0.78% | 4,263 | +53 | +1.26% | $1,610,348 |
Showing 30 of 141 holdings in the latest reporting period.