Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $13.9M | 6.7% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $12.3M | 5.9% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $10.5M | 5.1% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $9.7M | 4.7% |
| Berkshire Hathaway Inc. DelCL A | CL A | $7.49M | 3.6% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $7.4M | 3.6% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $6.83M | 3.3% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $6.25M | 3.0% |
| Apple Inc.COM | COM | $6.02M | 2.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $5.09M | 2.5% |
| Nvidia CorporationCOM | COM | $4.51M | 2.2% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $3.18M | 1.5% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $3.06M | 1.5% |
| Microsoft Corp.COM | COM | $3.04M | 1.5% |
| iShares U S ETF TRU.S. TECH INDEPD | U.S. TECH INDEPD | $3.04M | 1.5% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $3.02M | 1.5% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $2.73M | 1.3% |
| J P Morgan Exchange Traded FBETABUILDRS US | BETABUILDRS US | $2.69M | 1.3% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $2.69M | 1.3% |
| Amazon Com Inc.COM | COM | $2.58M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $2.38M | 1.2% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $2.27M | 1.1% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.23M | 1.1% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $2.06M | 1.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2M | 1.0% |
| Blackrock ETF TrustISHA IN CTRY ETF | ISHA IN CTRY ETF | $1.93M | 0.9% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $1.82M | 0.9% |
| Tesla Inc.COM | COM | $1.69M | 0.8% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $1.67M | 0.8% |
| Micron Technology Inc.COM | COM | $1.62M | 0.8% |
| Broadcom Inc.COM | COM | $1.61M | 0.8% |
| Blackrock ETF TrustISHA I IN TE ETF | ISHA I IN TE ETF | $1.58M | 0.8% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $1.49M | 0.7% |
| Exxon Mobil Corp.COM | COM | $1.47M | 0.7% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $1.39M | 0.7% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $1.37M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.36M | 0.7% |
| First TR Exch Traded FD IiiINSTL PFD SECS | INSTL PFD SECS | $1.35M | 0.7% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $1.34M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.33M | 0.6% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $1.31M | 0.6% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $1.29M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $1.28M | 0.6% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.26M | 0.6% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $1.2M | 0.6% |
| Vanguard BD Index FdsLONG TERM BOND | LONG TERM BOND | $1.19M | 0.6% |
| J P Morgan Exchange Traded FACTIVE GROWTH | ACTIVE GROWTH | $1.11M | 0.5% |
| Blackrock ETF TrustISHA LA CORE ETF | ISHA LA CORE ETF | $1.08M | 0.5% |
| J P Morgan Exchange Traded FACTIVE VALUE ETF | ACTIVE VALUE ETF | $1.03M | 0.5% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $976K | 0.5% |
Dimensional ETF TrustUS EQUI MARK ETF$13.9M
- Class
- US EQUI MARK ETF
- Share
- 6.7%
SPDR Series TrustST STR P500ETF$12.3M
- Class
- ST STR P500ETF
- Share
- 5.9%
Dimensional ETF TrustUS COR EQU 2 ETF$10.5M
- Class
- US COR EQU 2 ETF
- Share
- 5.1%
Dimensional ETF TrustINTL CORE EQT MK$9.7M
- Class
- INTL CORE EQT MK
- Share
- 4.7%
Berkshire Hathaway Inc. DelCL A$7.49M
- Class
- CL A
- Share
- 3.6%
Dimensional ETF TrustCORE FIXE IN ETF$7.4M
- Class
- CORE FIXE IN ETF
- Share
- 3.6%
iShares TRCORE S&P TTL STK$6.83M
- Class
- CORE S&P TTL STK
- Share
- 3.3%
Dimensional ETF TrustEMGR CRE EQT MNG$6.25M
- Class
- EMGR CRE EQT MNG
- Share
- 3.0%
Apple Inc.COM$6.02M
- Class
- COM
- Share
- 2.9%
Vanguard Index FdsGROWTH ETF$5.09M
- Class
- GROWTH ETF
- Share
- 2.5%
Nvidia CorporationCOM$4.51M
- Class
- COM
- Share
- 2.2%
iShares TRS&P 500 GRWT ETF$3.18M
- Class
- S&P 500 GRWT ETF
- Share
- 1.5%
Select Sector SPDR TRST STR ENERG ETF$3.06M
- Class
- ST STR ENERG ETF
- Share
- 1.5%
Microsoft Corp.COM$3.04M
- Class
- COM
- Share
- 1.5%
iShares U S ETF TRU.S. TECH INDEPD$3.04M
- Class
- U.S. TECH INDEPD
- Share
- 1.5%
Blackrock ETF TrustISHARES US EQUIT$3.02M
- Class
- ISHARES US EQUIT
- Share
- 1.5%
Dimensional ETF TrustUS SMALL CAP ETF$2.73M
- Class
- US SMALL CAP ETF
- Share
- 1.3%
J P Morgan Exchange Traded FBETABUILDRS US$2.69M
- Class
- BETABUILDRS US
- Share
- 1.3%
iShares TRS&P 500 VAL ETF$2.69M
- Class
- S&P 500 VAL ETF
- Share
- 1.3%
Amazon Com Inc.COM$2.58M
- Class
- COM
- Share
- 1.3%
JPMORGAN Chase & COCOM$2.38M
- Class
- COM
- Share
- 1.2%
iShares TRCORE UNIVRSL USD$2.27M
- Class
- CORE UNIVRSL USD
- Share
- 1.1%
State Str SPDR S&P 500 ETF TTR UNIT$2.23M
- Class
- TR UNIT
- Share
- 1.1%
iShares TRMSCI ACWI EX US$2.06M
- Class
- MSCI ACWI EX US
- Share
- 1.0%
Alphabet Inc.CAP STK CL A$2M
- Class
- CAP STK CL A
- Share
- 1.0%
Blackrock ETF TrustISHA IN CTRY ETF$1.93M
- Class
- ISHA IN CTRY ETF
- Share
- 0.9%
Dimensional ETF TrustSHOR DUR FIX ETF$1.82M
- Class
- SHOR DUR FIX ETF
- Share
- 0.9%
Tesla Inc.COM$1.69M
- Class
- COM
- Share
- 0.8%
Schwab Strategic TRUS AGGREGATE B$1.67M
- Class
- US AGGREGATE B
- Share
- 0.8%
Micron Technology Inc.COM$1.62M
- Class
- COM
- Share
- 0.8%
Broadcom Inc.COM$1.61M
- Class
- COM
- Share
- 0.8%
Blackrock ETF TrustISHA I IN TE ETF$1.58M
- Class
- ISHA I IN TE ETF
- Share
- 0.8%
Dimensional ETF TrustINTL CORE EQUITY$1.49M
- Class
- INTL CORE EQUITY
- Share
- 0.7%
Exxon Mobil Corp.COM$1.47M
- Class
- COM
- Share
- 0.7%
Dimensional ETF TrustINTL HIGH PROFIT$1.39M
- Class
- INTL HIGH PROFIT
- Share
- 0.7%
SPDR Series TrustST STR PR SP1500$1.37M
- Class
- ST STR PR SP1500
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$1.36M
- Class
- CAP STK CL C
- Share
- 0.7%
First TR Exch Traded FD IiiINSTL PFD SECS$1.35M
- Class
- INSTL PFD SECS
- Share
- 0.7%
Dimensional ETF TrustGLOBAL REAL EST$1.34M
- Class
- GLOBAL REAL EST
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$1.33M
- Class
- CL B NEW
- Share
- 0.6%
Dimensional ETF TrustINTERNATNAL VAL$1.31M
- Class
- INTERNATNAL VAL
- Share
- 0.6%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$1.29M
- Class
- S&P 500 MOMNTM
- Share
- 0.6%
Meta Platforms Inc.CL A$1.28M
- Class
- CL A
- Share
- 0.6%
Vanguard Specialized FundsDIV APP ETF$1.26M
- Class
- DIV APP ETF
- Share
- 0.6%
iShares TRS&P 100 ETF$1.2M
- Class
- S&P 100 ETF
- Share
- 0.6%
Vanguard BD Index FdsLONG TERM BOND$1.19M
- Class
- LONG TERM BOND
- Share
- 0.6%
J P Morgan Exchange Traded FACTIVE GROWTH$1.11M
- Class
- ACTIVE GROWTH
- Share
- 0.5%
Blackrock ETF TrustISHA LA CORE ETF$1.08M
- Class
- ISHA LA CORE ETF
- Share
- 0.5%
J P Morgan Exchange Traded FACTIVE VALUE ETF$1.03M
- Class
- ACTIVE VALUE ETF
- Share
- 0.5%
Vanguard Index FdsVALUE ETF$976K
- Class
- VALUE ETF
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 148 positions by value, with holdings of the same security combined. The 148 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1930301
- File number
- 028-22551
- Options
- 0 call, 0 put
- In the 25 largest
- 61.5%
- Prior quarter
- $183M at 31 March 2026
- Positions opened
- 19
- Positions closed
- 7
Common questions
What are Sutton Place Investors’ 13F holdings worth?
$207 million across 148 positions for the quarter ended 30 June 2026.
What is Sutton Place Investors’ largest 13F holding?
DIMENSIONAL ETF TRUST (US EQUI MARK ETF) was the largest position at $13.9 million, or 6.7% of reported 13F value, as of 30 June 2026.
How concentrated is Sutton Place Investors’ 13F portfolio?
The ten largest positions accounted for 41.4% of reported value and the twenty-five largest for 61.5%, across 148 positions as of 30 June 2026.
Does Form 13F show everything Sutton Place Investors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sutton Place Investors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.