Sutton Place Investors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Sutton Place Investors Llc disclosed 152 stock positions valued at approximately $212.36M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, SPDR SERIES TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 152
- Portfolio Value
- $212.36M
Holdings by Sector
Sutton Place Investors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 6.61% | 169,122 | +22 | +0.01% | $14,042,210 |
| SPDR SERIES TRUST | SPLG | Other | 6.03% | 142,546 | +2,853 | +2.04% | $12,794,924 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 4.96% | 237,019 | -190 | -0.08% | $10,535,511 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.58% | 234,786 | -298 | -0.13% | $9,727,182 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.52% | 10 | - | - | $7,470,050 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.30% | 174,557 | -679 | -0.39% | $7,003,233 |
| APPLE INC | AAPL | Technology | 3.30% | 21,017 | +202 | +0.97% | $6,999,169 |
| ISHARES TR | ITOT | Other | 3.27% | 41,714 | +109 | +0.26% | $6,936,179 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.89% | 155,881 | +456 | +0.29% | $6,127,696 |
| VANGUARD INDEX FDS | VUG | Other | 2.49% | 58,596 | -523 | -0.88% | $5,280,056 |
| NVIDIA CORPORATION | NVDA | Technology | 2.47% | 22,924 | +381 | +1.69% | $5,235,385 |
| MICROSOFT CORP | MSFT | Technology | 2.07% | 8,573 | +415 | +5.09% | $4,397,321 |
| ISHARES TR | ACWX | Other | 1.86% | 52,123 | +25,031 | +92.39% | $3,941,541 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.68% | 57,958 | +323 | +0.56% | $3,564,424 |
| ISHARES TR | IVW | Other | 1.64% | 24,545 | +1,402 | +6.06% | $3,491,772 |
| ISHARES U S ETF TR | IETC | Other | 1.52% | 28,347 | +23 | +0.08% | $3,235,813 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.45% | 44,327 | -124 | -0.28% | $3,070,088 |
| ISHARES TR | IUSB | Other | 1.32% | 63,371 | +14,078 | +28.56% | $2,794,027 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 1.31% | 20,174 | +173 | +0.86% | $2,775,539 |
| ISHARES TR | IVE | Other | 1.29% | 11,989 | +146 | +1.23% | $2,736,849 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.29% | 10,962 | +122 | +1.13% | $2,731,182 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.21% | 33,107 | -55 | -0.17% | $2,563,144 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.16% | 7,466 | +205 | +2.82% | $2,469,835 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.07% | 2,989 | - | - | $2,279,302 |
| ALPHABET INC | GOOGL | Communication Services | 0.93% | 5,726 | +124 | +2.21% | $1,970,208 |
| BLACKROCK ETF TRUST | CORO | Other | 0.92% | 53,942 | +1,158 | +2.19% | $1,960,792 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.85% | 38,946 | +752 | +1.97% | $1,809,899 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.83% | 10,860 | +135 | +1.26% | $1,767,438 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.82% | 78,895 | +6,849 | +9.51% | $1,743,579 |
| META PLATFORMS INC | META | Communication Services | 0.79% | 2,314 | +43 | +1.89% | $1,678,067 |
Showing 30 of 152 holdings in the latest reporting period.