Q2 2026 13F · SEC CIK 1930301

Sutton Place Investors LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $206.5M
Reported positions: 148
Top holdings a year, 3 yrs: +16.6%
Assets under management: $397.0M

Sutton Place Investors LLC is a wealth manager that reported 148 positions worth $206.5M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Dimensional ETF Trust (DFUS, 6.7%), Spdr Series Trust (SPLG, 5.9%), Dimensional U.s. Core Equity 2 (DFAC, 5.1%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Sutton Place Investors LLC holdings largest 50 of 148 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sutton Place Investors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	6.7%	6.7%	169,100	-1.4%	$13.9M
SPLGSpdr Series Trust	5.9%	4.6%	139,693	+28.4%	$12.3M
DFACDimensional U.s. Core Equity 2	5.1%	5.0%	237,209	+0.4%	$10.5M
DFAIDimensional International Core Equity Ma	4.7%	4.9%	235,084	+2.5%	$9.7M
BRK-ABerkshire Hathaway Inc Del	3.6%	3.9%	10	+0.0%	$7.5M
DFCFDimensional ETF Trust	3.6%	4.0%	175,236	+0.7%	$7.4M
ITOTIshares Total US Stock Market ETF	3.3%	3.3%	41,605	-2.7%	$6.8M
DFAEDimensional ETF Trust	3.0%	2.9%	155,425	-1.4%	$6.2M
AAPLApple Inc	2.9%	2.9%	20,815	-0.4%	$6.0M
VUGVanguard Indx Fd	2.5%	2.3%	59,119	+503.1%	$5.1M
NVDANvidia Corporation Com	2.2%	2.1%	22,543	+2.6%	$4.5M
IVWIshares	1.5%	1.3%	23,143	+6.2%	$3.2M
XLEState Street Energy Select Sector Spdr E	1.5%	1.9%	57,635	+0.7%	$3.1M
MSFTMicrosoft Corp	1.5%	1.6%	8,158	+2.9%	$3.0M
IETCIshares U.s. Tech Independence Focused E	1.5%	1.3%	28,324	+1.6%	$3.0M
DYNFIshares U.s. Equity Factor Rotation Acti	1.5%	1.4%	44,451	-0.4%	$3.0M
DFASDimensional ETF Trust	1.3%	1.3%	33,162	+2.0%	$2.7M
BBUSJ P Morgan Exchange Traded F	1.3%	1.3%	20,001	+0.6%	$2.7M
IVEIshares S&p 500 Value ETF	1.3%	1.5%	11,843	-11.6%	$2.7M
AMZNAmazon Com Inc Com	1.3%	1.2%	10,840	+1.0%	$2.6M
JPMJpmorgan Chase & Co	1.2%	1.2%	7,261	+0.3%	$2.4M
IUSBIshares Core Universal Usd Bond ETF	1.1%	0.9%	49,293	+46.3%	$2.3M
SPYSpdr S&p 500 ETF Tr	1.1%	1.1%	2,989	+0.0%	$2.2M
ACWXIshares Tr	1.0%	0.8%	27,092	+31.4%	$2.1M
GOOGLAlphabet Inc	1.0%	0.9%	5,602	+1.3%	$2.0M
COROBlackrock ETF Trust	0.9%	0.9%	52,784	+7.3%	$1.9M
DFSDDimensional ETF Trust	0.9%	1.0%	38,194	+1.3%	$1.8M
TSLATesla Inc Com	0.8%	0.8%	4,016	+6.8%	$1.7M
SCHZSchwab Strategic Tr	0.8%	0.9%	72,046	+0.9%	$1.7M
MUMicron Technology Inc	0.8%	—	1,402	—	$1.6M
AVGOBroadcom Inc	0.8%	0.7%	4,263	+1.3%	$1.6M
BAIIshares A.i. Innovation and Tech Active	0.8%	0.7%	30,009	-17.4%	$1.6M
DFICDfa Dimensional Intl Core Equit	0.7%	0.8%	39,933	+2.7%	$1.5M
XOMExxon Mobil Corp	0.7%	1.0%	10,725	+0.3%	$1.5M
DIHPDimensional ETF Trust	0.7%	0.7%	40,642	+5.4%	$1.4M
SPTMSpdr Series Trust	0.7%	0.7%	15,099	-1.5%	$1.4M
GOOGAlphabet Inc	0.7%	0.6%	3,850	+1.8%	$1.4M
FPEIFirst Tr Exch Traded Fd III	0.7%	0.7%	70,179	+1.2%	$1.4M
DFGRDimensional ETF Trust	0.6%	0.6%	46,210	+7.9%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	2,657	-0.7%	$1.3M
DFIVDimensional ETF Trust	0.6%	0.7%	24,173	+0.5%	$1.3M
SPMOInvesco Exch Traded Fd Tr II	0.6%	0.6%	7,996	-20.7%	$1.3M
METAMeta Platforms Inc Class A	0.6%	0.7%	2,271	-0.3%	$1.3M
VIGVanguard Dividend Appreciation ETF	0.6%	0.6%	5,311	+0.0%	$1.3M
OEFIshares S&p 100 ETF	0.6%	—	3,281	—	$1.2M
BLVVanguard Bd Index Fds	0.6%	0.7%	17,278	-4.8%	$1.2M
JGROJ P Morgan Exchange Traded F	0.5%	—	11,286	—	$1.1M
BLCRBlackrock ETF Trust	0.5%	—	21,468	—	$1.1M
JAVAJ P Morgan Exchange Traded F	0.5%	—	12,941	—	$1.0M
VTVVanguard Value ETF	0.5%	—	4,479	—	$976K

What Sutton Place Investors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.1% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +13.5% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$206.5M	148
Q1 2026	$182.8M	136
Q4 2025	$182.1M	130
Q3 2025	$175.4M	122
Q2 2025	$166.2M	118
Q1 2025	$148.7M	106
Q4 2024	$172.7M	129
Q3 2024	$163.7M	123
Q2 2024	$150.3M	117
Q1 2024	$202.1M	150
Q4 2023	$138.1M	118
Q3 2023	$76.8M	72

Questions about Sutton Place Investors LLC's portfolio

What stocks does Sutton Place Investors LLC own?

Sutton Place Investors LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 148 positions worth $206.5M. The largest are Dimensional ETF Trust (DFUS) at 6.7%, Spdr Series Trust (SPLG) at 5.9%, Dimensional U.s. Core Equity 2 (DFAC) at 5.1%, Dimensional International Core Equity Ma (DFAI) at 4.7% and Berkshire Hathaway Inc Del (BRK-A) at 3.6%.

What did Sutton Place Investors LLC buy last quarter?

In Q2 2026, Sutton Place Investors LLC added Vanguard Indx Fd (VUG) (+503.1% shares), Ishares Core Universal Usd Bond ETF (IUSB) (+46.3% shares) and Ishares Tr (ACWX) (+31.4% shares), compared with its Q1 2026 filing.

What did Sutton Place Investors LLC sell last quarter?

In Q2 2026, Sutton Place Investors LLC cut from its top 50 Dicks Sporting Goods Inc Com (DKS), cut from its top 50 Ishares Msci USA Quality Factor ETF (QUAL), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Bondbloxx ETF Trust (XTEN), cut from its top 50 Blackrock ETF Trust (BTHM), Invesco Exch Traded Fd Tr II (SPMO) (-20.7% shares), Ishares A.i. Innovation and Tech Active (BAI) (-17.4% shares) and Ishares S&p 500 Value ETF (IVE) (-11.6% shares), compared with its Q1 2026 filing.

How has Sutton Place Investors LLC's portfolio performed?

A portfolio copying Sutton Place Investors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.1% against +20.1%. Over 5 years: +13.5% a year against +15.9%.

When is Sutton Place Investors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sutton Place Investors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sutton Place Investors LLC manage?

Sutton Place Investors LLC reported $397.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.5M.