SUTTON PLACE INVESTORS LLC

ARMONK, NY · CIK 1930301 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyArmonk, NY

$206.5m reported value +13.0% vs Q1 2026

148positions

41.4%in top 10

19 new 54 added 58 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	169,100	$13.9m6.71%	6.71%	Reduced -2.4k	-2,449 -1.4%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	139,693	$12.3m5.94%	5.94%	Added +30.9k	+30,866 28.4%
3	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	237,209	$10.5m5.10%	5.10%	Added +992	+992 0.4%
4	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	235,084	$9.7m4.70%	4.70%	Added +5.8k	+5,752 2.5%
5	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	10	$7.5m3.63%	3.63%	Unchanged
6	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	175,236	$7.4m3.58%	3.58%	Added +1.1k	+1,140 0.7%
7	ISHARES TR CORE S&P TTL STK ITOT	ITOT	41,605	$6.8m3.31%	3.31%	Reduced -1.2k	-1,164 -2.7%
8	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	155,425	$6.2m3.03%	3.03%	Reduced -2.3k	-2,271 -1.4%
9	APPLE INC COM AAPL	AAPL	20,815	$6.0m2.92%	2.92%	Reduced -78	-78 -0.4%
10	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	59,119	$5.1m2.47%	2.47%	Added +307	+307 0.5%
11	NVIDIA CORPORATION COM NVDA	NVDA	22,543	$4.5m2.18%	2.18%	Added +579	+579 2.6%
12	ISHARES TR S&P 500 GRWT ETF IVW	IVW	23,143	$3.2m1.54%	1.54%	Added +1.3k	+1,345 6.2%
13	SELECT SECTOR SPDR TR ENERGY XLE	XLE	57,635	$3.1m1.48%	1.48%	Added +380	+380 0.7%
14	MICROSOFT CORP COM MSFT	MSFT	8,158	$3.0m1.47%	1.47%	Added +233	+233 2.9%
15	ISHARES U S ETF TR U.S. TECH INDEPD IETC	IETC	28,324	$3.0m1.47%	1.47%	Added +458	+458 1.6%
16	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	44,451	$3.0m1.46%	1.46%	Reduced -169	-169 -0.4%
17	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	33,162	$2.7m1.32%	1.32%	Added +649	+649 2.0%
18	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	20,001	$2.7m1.30%	1.30%	Added +115	+115 0.6%
19	ISHARES TR S&P 500 VAL ETF IVE	IVE	11,843	$2.7m1.30%	1.30%	Reduced -1.6k	-1,560 -11.6%
20	AMAZON COM INC COM AMZN	AMZN	10,840	$2.6m1.25%	1.25%	Added +107	+107 1.0%
21	JPMORGAN CHASE & CO COM JPM	JPM	7,261	$2.4m1.15%	1.15%	Added +24	+24 0.3%
22	ISHARES TR CORE TOTAL USD IUSB	IUSB	49,293	$2.3m1.10%	1.10%	Added +15.6k	+15,605 46.3%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,989	$2.2m1.08%	1.08%	Unchanged
24	ISHARES TR MSCI ACWI EX US ACWX	ACWX	27,092	$2.1m1.00%	1.00%	Added +6.5k	+6,469 31.4%
25	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,602	$2.0m0.97%	0.97%	Added +73	+73 1.3%
26	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	52,784	$1.9m0.94%	0.94%	Added +3.6k	+3,581 7.3%
27	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	38,194	$1.8m0.88%	0.88%	Added +477	+477 1.3%
28	TESLA INC COM TSLA	TSLA	4,016	$1.7m0.82%	0.82%	Added +254	+254 6.8%
29	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	72,046	$1.7m0.81%	0.81%	Added +633	+633 0.9%
30	MICRON TECHNOLOGY INC COM MU	MU	1,402	$1.6m0.78%	0.78%	Added +41	+41 3.0%
31	BROADCOM INC COM AVGO	AVGO	4,263	$1.6m0.78%	0.78%	Added +53	+53 1.3%
32	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	30,009	$1.6m0.77%	0.77%	Reduced -6.3k	-6,305 -17.4%
33	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	39,933	$1.5m0.72%	0.72%	Added +1.0k	+1,031 2.6%
34	EXXON MOBIL CORP COM XOM	XOM	10,725	$1.5m0.71%	0.71%	Added +27	+27 0.2%
35	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	40,642	$1.4m0.67%	0.67%	Added +2.1k	+2,089 5.4%
36	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	15,099	$1.4m0.66%	0.66%	Reduced -225	-225 -1.5%
37	ALPHABET INC CAP STK CL C GOOG	GOOG	3,850	$1.4m0.66%	0.66%	Added +68	+68 1.8%
38	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	70,179	$1.4m0.66%	0.66%	Added +811	+811 1.2%
39	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	46,210	$1.3m0.65%	0.65%	Added +3.4k	+3,384 7.9%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,657	$1.3m0.64%	0.64%	Reduced -18	-18 -0.7%
41	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	24,173	$1.3m0.63%	0.63%	Added +128	+128 0.5%
42	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	7,996	$1.3m0.63%	0.63%	Reduced -2.1k	-2,089 -20.7%
43	META PLATFORMS INC CL A META	META	2,271	$1.3m0.62%	0.62%	Reduced -7	-7 -0.3%
44	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,311	$1.3m0.61%	0.61%	Unchanged
45	ISHARES TR S&P 100 ETF OEF	OEF	3,281	$1.2m0.58%	0.58%	Added +77	+77 2.4%
46	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	17,278	$1.2m0.58%	0.58%	Reduced -873	-873 -4.8%
47	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	11,286	$1.1m0.54%	0.54%	Reduced -21	-21 -0.2%
48	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	21,468	$1.1m0.52%	0.52%	Added +2.9k	+2,926 15.8%
49	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	12,941	$1.0m0.50%	0.50%	Added +69	+69 0.5%
50	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,479	$976.1k0.47%	0.47%	Reduced -497	-497 -10.0%
51	CISCO SYS INC COM CSCO	CSCO	7,904	$928.4k0.45%	0.45%	Added +80	+80 1.0%
52	ISHARES TR MBS ETF MBB	MBB	9,602	$907.6k0.44%	0.44%	Added +137	+137 1.4%
53	ISHARES TR US TREAS BD ETF GOVT	GOVT	39,833	$907.4k0.44%	0.44%	Added +4.4k	+4,432 12.5%
54	ISHARES TR CORE MSCI EAFE IEFA	IEFA	9,327	$900.8k0.44%	0.44%	Added +121	+121 1.3%
55	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	5,477	$896.4k0.43%	0.43%	Reduced -17	-17 -0.3%
56	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,520	$883.0k0.43%	0.43%	Added +58	+58 4.0%
57	WEBSTER FINL CORP COM WBS	WBS	11,525	$880.7k0.43%	0.43%	Unchanged
58	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	9,098	$877.9k0.43%	0.43%	Reduced -4.5k	-4,477 -33.0%
59	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	14,660	$875.3k0.42%	0.42%	Added +2.2k	+2,208 17.7%
60	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,937	$863.9k0.42%	0.42%	Reduced -5.7k	-5,707 -59.2%
61	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	19,780	$852.7k0.41%	0.41%	Reduced -10.7k	-10,687 -35.1%
62	JOHNSON & JOHNSON COM JNJ	JNJ	3,284	$834.0k0.40%	0.40%	Reduced -2	-2 -0.1%
63	ELI LILLY & CO COM LLY	LLY	688	$825.2k0.40%	0.40%	Added +22	+22 3.3%
64	SCHWAB CHARLES CORP COM SCHW	SCHW	8,808	$812.7k0.39%	0.39%	Reduced -10	-10 -0.1%
65	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	17,502	$797.7k0.39%	0.39%	Reduced -9.3k	-9,321 -34.8%
66	MERCK & CO INC COM MRK	MRK	6,109	$785.0k0.38%	0.38%	Reduced -6	-6 -0.1%
67	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	18,139	$775.8k0.38%	0.38%	Reduced -2.0k	-1,984 -9.9%
68	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,616	$771.8k0.37%	0.37%	Reduced -4	-4 -0.2%
69	GE AEROSPACE COM NEW GE	GE	1,860	$695.1k0.34%	0.34%	Reduced -11	-11 -0.6%
70	INTEL CORP COM INTC	INTC	4,770	$666.0k0.32%	0.32%	Added +199	+199 4.3%
71	ISHARES TR EAFE VALUE ETF EFV	EFV	8,473	$648.6k0.31%	0.31%	Reduced -14.0k	-14,022 -62.3%
72	SPDR SER TR S&P DIVID ETF SDY	SDY	4,217	$641.7k0.31%	0.31%	Unchanged
73	TJX COS INC NEW COM TJX	TJX	4,213	$638.3k0.31%	0.31%	Reduced -199	-199 -4.5%
74	APPLIED MATLS INC COM AMAT	AMAT	863	$623.9k0.30%	0.30%	Added +6	+6 0.7%
75	GE VERNOVA INC COM GEV	GEV	530	$622.7k0.30%	0.30%	Unchanged
76	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	17,462	$611.7k0.30%	0.30%	Unchanged
77	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	20,754	$582.1k0.28%	0.28%	New
78	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,319	$571.6k0.28%	0.28%	Added +26	+26 2.0%
79	ISHARES TR NEW YORK MUN ETF NYF	NYF	10,493	$565.6k0.27%	0.27%	Reduced -398	-398 -3.6%
80	ISHARES TR NATIONAL MUN ETF MUB	MUB	5,169	$556.3k0.27%	0.27%	Reduced -82	-82 -1.6%
81	ISHARES TR U.S. TECH ETF IYW	IYW	2,116	$533.7k0.26%	0.26%	Reduced -7	-7 -0.3%
82	BANK AMERICA CORP COM BAC	BAC	9,291	$529.4k0.26%	0.26%	Reduced -10	-10 -0.1%
83	CATERPILLAR INC COM CAT	CAT	495	$527.1k0.26%	0.26%	Reduced -1	-1 -0.2%
84	WALMART INC COM WMT	WMT	4,554	$515.8k0.25%	0.25%	Reduced -20	-20 -0.4%
85	PHILIP MORRIS INTL INC COM PM	PM	2,811	$508.5k0.25%	0.25%	Added +127	+127 4.7%
86	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	649	$477.9k0.23%	0.23%	Unchanged
87	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	9,474	$476.4k0.23%	0.23%	New
88	VISA INC COM CL A V	V	1,384	$474.8k0.23%	0.23%	Added +42	+42 3.1%
89	ISHARES TR CORE S&P500 ETF IVV	IVV	632	$473.3k0.23%	0.23%	Added +6	+6 1.0%
90	UNITEDHEALTH GROUP INC COM UNH	UNH	1,125	$467.6k0.23%	0.23%	New
91	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,608	$452.1k0.22%	0.22%	Added +29	+29 1.8%
92	CONAGRA BRANDS INC COM CAG	CAG	33,160	$446.3k0.22%	0.22%	Added +755	+755 2.3%
93	KLA CORP COM NEW KLAC	KLAC	1,417	$427.5k0.21%	0.21%	Reduced -33	-33 -2.3%
94	SANDISK CORP COM SNDK	SNDK	186	$422.9k0.20%	0.20%	New
95	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	9,695	$413.7k0.20%	0.20%	Reduced -1.2k	-1,152 -10.6%
96	J P MORGAN EXCHANGE TRADED F BETABUILDERS US BBMC	BBMC	3,220	$409.4k0.20%	0.20%	Reduced -94	-94 -2.8%
97	ISHARES TR FUTURE AI & TECH ARTY	ARTY	5,350	$407.5k0.20%	0.20%	Unchanged
98	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	7,520	$402.3k0.19%	0.19%	Reduced -324	-324 -4.1%
99	J P MORGAN EXCHANGE TRADED F BETABUILDERS US BBAG	BBAG	8,363	$384.3k0.19%	0.19%	Reduced -714	-714 -7.9%
100	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	1,300	$374.0k0.18%	0.18%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DICKS SPORTING GOODS INC DKS	DKS	9,631	$1.9m9.6k shares
ISHARES TR IAGG	IAGG	11,586	$579.8k11.6k shares
AT&T INC T	T	8,622	$250.0k8.6k shares
ISHARES INC IEMG	IEMG	3,436	$239.7k3.4k shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,718	$236.9k4.7k shares
INVESCO EXCHANGE TRADED FD T XLG	XLG	3,818	$208.3k3.8k shares
MCDONALDS CORP MCD	MCD	653	$202.9k653 shares