SIMON QUICK ADVISORS, LLC
SIMON QUICK ADVISORS, LLC reported 421 positions worth $2.48B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPY (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $208.7M | 8.43% | 279,510 | — | — | |
| ▸ 2 | VUG | SH | $166.1M | 6.71% | 1,928,693 | — | — | |
| ▸ 3 | VTV | SH | $150.7M | 6.09% | 691,556 | — | — | |
| ▸ 4 | IWF | SH | $123.4M | 4.99% | 994,081 | — | — | |
| ▸ 5 | VOO | SH | $111.7M | 4.51% | 162,570 | — | — | |
| ▸ 6 | IVV | SH | $102.3M | 4.13% | 136,664 | — | — | |
| ▸ 7 | SPYV | SH | $92.6M | 3.74% | 1,524,098 | — | — | |
| ▸ 8 | VEA | SH | $82.2M | 3.32% | 1,153,049 | — | — | |
| ▸ 9 | AAPL | SH | $76.9M | 3.10% | 265,628 | — | — | |
| ▸ 10 | ITOT | SH | $72.1M | 2.91% | 438,896 | — | — |
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Frequently Asked Questions
What stocks does SIMON QUICK ADVISORS, LLC hold as of Q2 2026?
SIMON QUICK ADVISORS, LLC reported 421 positions worth $2.48B in its Q2 2026 13F filing. Largest positions: SPY (8.4%), VUG (6.7%), VTV (6.1%), IWF (5.0%) and VOO (4.5%).
What did SIMON QUICK ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SIMON QUICK ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.