SUTTON PLACE INVESTORS LLC

Est. AUM

$182.8M

13F long equity, this entity only

Positions

136

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.2M	171549	6.65%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.2M	236217	5.02%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.9M	229332	4.89%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$8.3M	108827	4.56%	SOLE
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.3M	174096	4.02%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL A	$7.2M	10	3.93%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$6.1M	42769	3.33%	SOLE
8	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.3M	157696	2.92%	SOLE
9	APPLE INC	COM	$5.3M	20893	2.90%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$4.3M	9802	2.34%	SOLE
11	NVIDIA CORPORATION	COM	$3.8M	21964	2.10%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.5M	57255	1.92%	SOLE
13	MICROSOFT CORP	COM	$2.9M	7925	1.60%	SOLE
14	ISHARES TR	S&P 500 VAL ETF	$2.8M	13403	1.55%	SOLE
15	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.6M	44620	1.42%	SOLE
16	ISHARES TR	S&P 500 GRWT ETF	$2.5M	21798	1.35%	SOLE
17	ISHARES U S ETF TR	U.S. TECH INDEPD	$2.5M	27866	1.35%	SOLE
18	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.3M	19886	1.27%	SOLE
19	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.3M	32513	1.27%	SOLE
20	AMAZON COM INC	COM	$2.2M	10733	1.22%	SOLE
21	JPMORGAN CHASE & CO	COM	$2.1M	7237	1.16%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2989	1.06%	SOLE
23	DICKS SPORTING GOODS INC	COM	$1.9M	9631	1.04%	SOLE
24	ISHARES TR	MSCI USA QLT FCT	$1.9M	9644	1.01%	SOLE
25	EXXON MOBIL CORP	COM	$1.8M	10698	0.99%	SOLE
26	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.8M	37717	0.99%	SOLE
27	ISHARES TR	EAFE VALUE ETF	$1.7M	22495	0.92%	SOLE
28	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	71413	0.91%	SOLE
29	ALPHABET INC	CAP STK CL A	$1.6M	5529	0.87%	SOLE
30	BLACKROCK ETF TRUST	ISHARES INTL CTR	$1.6M	49203	0.87%	SOLE
31	ISHARES TR	CORE UNIVRSL USD	$1.6M	33688	0.85%	SOLE
32	ISHARES TR	MSCI ACWI EX US	$1.4M	20623	0.77%	SOLE
33	TESLA INC	COM	$1.4M	3762	0.77%	SOLE
34	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.4M	38902	0.76%	SOLE
35	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.3M	69368	0.72%	SOLE
36	META PLATFORMS INC	CL A	$1.3M	2278	0.71%	SOLE
37	BROADCOM INC	COM	$1.3M	4210	0.71%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2675	0.70%	SOLE
39	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.3M	24045	0.69%	SOLE
40	VANGUARD BD INDEX FDS	LONG TERM BOND	$1.2M	18151	0.68%	SOLE
41	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	38553	0.68%	SOLE
42	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.2M	26823	0.67%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	15324	0.66%	SOLE
44	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.2M	36314	0.65%	SOLE
45	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	5311	0.62%	SOLE
46	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.1M	42826	0.62%	SOLE
47	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.1M	10085	0.62%	SOLE
48	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.1M	30467	0.60%	SOLE
49	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.1M	13575	0.60%	SOLE
50	ALPHABET INC	CAP STK CL C	$1.1M	3782	0.59%	SOLE

1–50 of 136

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.