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SUTTON PLACE INVESTORS LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $212,363,007
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $14,042,210
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $12,794,924
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $10,535,511
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $9,727,182
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $7,470,050
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $7,003,233
- APPLE INC · COM · 037833100 · shares: $6,999,169
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $6,936,179
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $6,127,696
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $5,280,056
Reported holdings
152 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 169,122 shares | $14,042,210 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 142,546 shares | $12,794,924 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 237,019 shares | $10,535,511 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 234,786 shares | $9,727,182 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 10 shares | $7,470,050 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 174,557 shares | $7,003,233 |
| APPLE INC | COM | 037833100 | — | 21,017 shares | $6,999,169 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 41,714 shares | $6,936,179 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 155,881 shares | $6,127,696 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 58,596 shares | $5,280,056 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 22,924 shares | $5,235,385 |
| MICROSOFT CORP | COM | 594918104 | — | 8,573 shares | $4,397,321 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 52,123 shares | $3,941,541 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 57,958 shares | $3,564,424 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 24,545 shares | $3,491,772 |
| ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 | — | 28,347 shares | $3,235,813 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 44,327 shares | $3,070,088 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 63,371 shares | $2,794,027 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | — | 20,174 shares | $2,775,539 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 11,989 shares | $2,736,849 |
| AMAZON COM INC | COM | 023135106 | — | 10,962 shares | $2,731,182 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 33,107 shares | $2,563,144 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 7,466 shares | $2,469,835 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,989 shares | $2,279,302 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,726 shares | $1,970,208 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 53,942 shares | $1,960,792 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 38,946 shares | $1,809,899 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 10,860 shares | $1,767,438 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 78,895 shares | $1,743,579 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,314 shares | $1,678,067 |
| BROADCOM INC | COM | 11135F101 | — | 4,633 shares | $1,627,063 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 40,270 shares | $1,514,555 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,400 shares | $1,491,527 |
| TESLA INC | COM | 88160R101 | — | 3,925 shares | $1,392,629 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 15,099 shares | $1,389,892 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | — | 74,589 shares | $1,375,416 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 28,090 shares | $1,375,286 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 40,675 shares | $1,370,341 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 24,235 shares | $1,353,778 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,682 shares | $1,335,502 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,844 shares | $1,309,805 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 27,515 shares | $1,298,433 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 47,969 shares | $1,297,561 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 3,294 shares | $1,258,572 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 5,311 shares | $1,239,212 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 11,600 shares | $1,120,328 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 17,355 shares | $1,088,700 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 48,843 shares | $1,068,196 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | — | 13,151 shares | $1,048,398 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 9,917 shares | $960,740 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,540 shares | $942,110 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 4,331 shares | $935,893 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,454 shares | $914,412 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 5,477 shares | $913,564 |
| CISCO SYS INC | COM | 17275R102 | — | 8,388 shares | $902,762 |
| MERCK & CO INC | COM | 58933Y105 | — | 6,113 shares | $888,300 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 19,979 shares | $878,676 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 8,834 shares | $863,400 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 3,847 shares | $854,957 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 14,162 shares | $850,853 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,827 shares | $833,459 |
| ELI LILLY & CO | COM | 532457108 | — | 711 shares | $822,684 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 | — | 18,201 shares | $748,789 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 17,657 shares | $748,304 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 8,430 shares | $667,150 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 845 shares | $647,143 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 17,585 shares | $637,105 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 21,242 shares | $634,286 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 2,354 shares | $623,575 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 4,217 shares | $617,686 |
| INTEL CORP | COM | 458140100 | — | 4,879 shares | $586,602 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,866 shares | $582,733 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 11,591 shares | $580,709 |
| TJX COS INC NEW | COM | 872540109 | — | 4,263 shares | $564,038 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,842 shares | $542,310 |
| VISA INC | COM CL A | 92826C839 | — | 1,430 shares | $513,842 |
| BANK OF AMER CORP | COM | 060505104 | — | 9,342 shares | $508,507 |
| GE VERNOVA INC | COM | 36828A101 | — | 534 shares | $507,562 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 10,552 shares | $499,743 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 649 shares | $480,111 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | — | 9,466 shares | $478,222 |
| WALMART INC | COM | 931142103 | — | 4,587 shares | $476,681 |
| CONAGRA BRANDS INC | COM | 205887102 | — | 34,835 shares | $468,176 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,480 shares | $463,884 |
| APPLIED MATLS INC | COM | 038222105 | — | 893 shares | $456,662 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 3,011 shares | $454,239 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,345 shares | $441,846 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 5,350 shares | $419,012 |
| ISHARES TR | MBS ETF | 464288588 | — | 4,641 shares | $415,926 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | — | 9,698 shares | $411,195 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,001 shares | $408,692 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,098 shares | $403,054 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 7,874 shares | $402,519 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q340 | — | 3,340 shares | $402,169 |
| CATERPILLAR INC | COM | 149123101 | — | 496 shares | $402,152 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 9,081 shares | $393,116 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,763 shares | $387,676 |
| ABBVIE INC | COM | 00287Y109 | — | 1,379 shares | $360,733 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 7,986 shares | $357,613 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 648 shares | $357,353 |