SUTTON PLACE INVESTORS LLC
CIK 1930301 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- DFUS6.71%
- SPYM5.94%
- DFAC5.10%
- DFAI4.70%
- BRK.A3.63%
- DFCF3.58%
- ITOT3.31%
- DFAE3.03%
- AAPL2.92%
- VUG2.47%
Share classes counted separately41.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +1.38 pp4.56% → 5.94%Shares +30.87K (+28.36%)
- MUWeight increased · +0.53 pp0.25% → 0.78%Shares +41 (+3.01%)
- XLEWeight decreased · -0.44 pp1.92% → 1.48%Shares +380 (+0.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $13.86M | 6.71% | 169.10K shares | 6.65% → 6.71%+0.06 pp -2.45K (-1.43%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $12.28M | 5.94% | 139.69K shares | 4.56% → 5.94%+1.38 pp +30.87K (+28.36%) | Added | ↗▾ |
| 03 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $10.52M | 5.10% | 237.21K shares | 5.02% → 5.10%+0.08 pp +992 (+0.42%) | Added | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $9.70M | 4.70% | 235.08K shares | 4.89% → 4.70%-0.19 pp +5.75K (+2.51%) | Added | ↗▾ |
| 05 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $7.49M | 3.63% | 10 shares | 3.93% → 3.63%-0.30 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $7.40M | 3.58% | 175.24K shares | 4.02% → 3.58%-0.44 pp +1.14K (+0.65%) | Added | ↗▾ |
| 07 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $6.83M | 3.31% | 41.60K shares | 3.33% → 3.31%-0.02 pp -1.16K (-2.72%) | Reduced | ↗▾ |
| 08 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $6.25M | 3.03% | 155.43K shares | 2.92% → 3.03%+0.11 pp -2.27K (-1.44%) | Reduced | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $6.02M | 2.92% | 20.82K shares | 2.90% → 2.92%+0.02 pp -78 (-0.37%) | Reduced | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $5.09M | 2.47% | 59.12K shares | 2.34% → 2.47%+0.13 pp +49.32K (+503.13%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DKS DICK'S SPORTING GOODS INC | Non-derivative | -9,631 | -$1.91M | SEC filing ↗ | SEC filing ↗ |
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -11,586 | -$579.76K | SEC filing ↗ | SEC filing ↗ |
| T AT&T INC | Non-derivative | -8,622 | -$249.95K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1930301 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 206519013
}Research all 148 reported holdings.
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