Q3 2026 13F · SEC CIK 1930301

Sutton Place Investors LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $212.4M
Reported positions: 152
Top holdings a year, 3 yrs: +16.6%
Assets under management: $397.0M

Sutton Place Investors LLC is a wealth manager that reported 152 positions worth $212.4M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Dimensional ETF Trust (DFUS, 6.6%), Spdr Series Trust (SPLG, 6.0%), Dimensional ETF Trust (DFAC, 5.0%). 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 152 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
DFUSDimensional ETF Trust	6.6%	6.7%	169,122	+0.0%	$14.0M
SPLGSpdr Series Trust	6.0%	5.9%	142,546	+2.0%	$12.8M
DFACDimensional ETF Trust	5.0%	5.1%	237,019	-0.1%	$10.5M
DFAIDimensional ETF Trust	4.6%	4.7%	234,786	-0.1%	$9.7M
BRK-ABerkshire Hathaway Inc Del	3.5%	3.6%	10	+0.0%	$7.5M
DFCFDimensional ETF Trust	3.3%	3.6%	174,557	-0.4%	$7.0M
AAPLApple Inc	3.3%	2.9%	21,017	+1.0%	$7.0M
ITOTIshares Tr	3.3%	3.3%	41,714	+0.3%	$6.9M
DFAEDimensional ETF Trust	2.9%	3.0%	155,881	+0.3%	$6.1M
VUGVanguard Index Fds	2.5%	2.5%	58,596	-0.9%	$5.3M
NVDANvidia Corporation	2.5%	2.2%	22,924	+1.7%	$5.2M
MSFTMicrosoft Corp	2.1%	1.5%	8,573	+5.1%	$4.4M
ACWXIshares Tr	1.9%	1.0%	52,123	+92.4%	$3.9M
XLESelect Sector Spdr Tr	1.7%	1.5%	57,958	+0.6%	$3.6M
IVWIshares Tr	1.6%	1.5%	24,545	+6.1%	$3.5M
IETCIshares U S ETF Tr	1.5%	1.5%	28,347	+0.1%	$3.2M
DYNFBlackrock ETF Trust	1.4%	1.5%	44,327	-0.3%	$3.1M
IUSBIshares Tr	1.3%	1.1%	63,371	+28.6%	$2.8M
BBUSJ P Morgan Exchange Traded F	1.3%	1.3%	20,174	+0.9%	$2.8M
IVEIshares Tr	1.3%	1.3%	11,989	+1.2%	$2.7M
AMZNAmazon Com Inc	1.3%	1.3%	10,962	+1.1%	$2.7M
DFASDimensional ETF Trust	1.2%	1.3%	33,107	-0.2%	$2.6M
JPMJpmorgan Chase & Co	1.2%	1.2%	7,466	+2.8%	$2.5M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	2,989	+0.0%	$2.3M
GOOGLAlphabet Inc	0.9%	1.0%	5,726	+2.2%	$2.0M
COROBlackrock ETF Trust	0.9%	0.9%	53,942	+2.2%	$2.0M
DFSDDimensional Short-Duration Fixed Income	0.9%	0.9%	38,946	+2.0%	$1.8M
XOMExxonmobil Holdings Corp	0.8%	—	10,860	—	$1.8M
SCHZSchwab Strategic Tr	0.8%	0.8%	78,895	+9.5%	$1.7M
METAMeta Platforms Inc	0.8%	0.6%	2,314	+1.9%	$1.7M
AVGOBroadcom Inc	0.8%	0.8%	4,633	+8.7%	$1.6M
DFICDimensional ETF Trust	0.7%	0.7%	40,270	+0.8%	$1.5M
MUMicron Technology Inc	0.7%	0.8%	1,400	-0.1%	$1.5M
TSLATesla Inc	0.7%	0.8%	3,925	-2.3%	$1.4M
SPTMSpdr Series Trust	0.7%	0.7%	15,099	+0.0%	$1.4M
FPEIFirst Tr Exch Traded Fd III	0.6%	0.7%	74,589	+6.3%	$1.4M
BLCRBlackrock ETF Trust	0.6%	0.5%	28,090	+30.8%	$1.4M
DIHPDimensional International High Profitabi	0.6%	0.7%	40,675	+0.1%	$1.4M
DFIVDimensional ETF Trust	0.6%	0.6%	24,235	+0.3%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	2,682	+0.9%	$1.3M
GOOGAlphabet Inc	0.6%	0.7%	3,844	-0.2%	$1.3M
BAIBlackrock ETF Trust	0.6%	0.8%	27,515	-8.3%	$1.3M
DFGRDimensional ETF Trust	0.6%	0.6%	47,969	+3.8%	$1.3M
OEFIshares Tr	0.6%	0.6%	3,294	+0.4%	$1.3M
VIGVanguard Specialized Funds	0.6%	0.6%	5,311	+0.0%	$1.2M
JGROJ P Morgan Exchange Traded F	0.5%	0.5%	11,600	+2.8%	$1.1M
BLVVanguard Bd Index Fds	0.5%	0.6%	17,355	+0.4%	$1.1M
GOVTIshares Tr	0.5%	—	48,843	—	$1.1M
JAVAJ P Morgan Exchange Traded F	0.5%	0.5%	13,151	+1.6%	$1.0M
IEFAIshares Tr	0.5%	—	9,917	—	$961K

What Sutton Place Investors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$212.4M	152
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

Questions about Sutton Place Investors LLC's portfolio

What stocks does Sutton Place Investors LLC own?

Sutton Place Investors LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 152 positions worth $212.4M. The largest are Dimensional ETF Trust (DFUS) at 6.6%, Spdr Series Trust (SPLG) at 6.0%, Dimensional ETF Trust (DFAC) at 5.0%, Dimensional ETF Trust (DFAI) at 4.6% and Berkshire Hathaway Inc Del (BRK-A) at 3.5%.

What did Sutton Place Investors LLC buy last quarter?

In Q3 2026, Sutton Place Investors LLC added Ishares Tr (ACWX) (+92.4% shares), Blackrock ETF Trust (BLCR) (+30.8% shares) and Ishares Tr (IUSB) (+28.6% shares), compared with its Q2 2026 filing.

What did Sutton Place Investors LLC sell last quarter?

In Q3 2026, Sutton Place Investors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Invesco Exch Traded Fd Tr II (SPMO), cut from its top 50 Vanguard Index Fds (VTV) and Blackrock ETF Trust (BAI) (-8.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $212.4M.