SIMON QUICK ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1692038
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.5B
Holdings
421
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SIMON QUICK ADVISORS, LLC disclosed 421 positions worth $2.5B in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 8.4% of the equity portfolio. During the quarter the fund opened 59 new positions and exited 17. The portfolio is most concentrated in Other (76.5% of disclosed assets). All figures are sourced directly from SIMON QUICK ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1692038.
AI Fund Analysis
Concentrating
$SPY8.4% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
6.7% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
6.1% weight
Held 10 quarters
ISHARES TR - RUS 1000 GRW
5.0% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
4.5% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
9 quarters accumulating
VANGUARD INDEX FDS - S&P 5
9 quarters accumulating
$IVZ9 quarters accumulating
VANGUARD INDEX FDS - SMALL
8 quarters accumulating
VANGUARD BD INDEX FDS - TO
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$208.7M279,510 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$166.1M1,928,693 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$150.7M691,556 shISHARES TR - RUS 1000 GRW ETF
—Quality
$123.4M994,081 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$111.7M162,570 shISHARES TR - CORE S&P500 ETF
—Quality
$102.3M136,664 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$92.6M1,524,098 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$82.2M1,153,049 sh- 76.4
Quality
$76.9M265,628 sh ISHARES TR - CORE S&P TTL STK
—Quality
$72.1M438,896 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $208.7M | 279,510 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $166.1M | 1,928,693 |
| VANGUARD INDEX FDS - VALUE ETF | — | $150.7M | 691,556 |
| ISHARES TR - RUS 1000 GRW ETF | — | $123.4M | 994,081 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $111.7M | 162,570 |
| ISHARES TR - CORE S&P500 ETF | — | $102.3M | 136,664 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $92.6M | 1,524,098 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $82.2M | 1,153,049 |
 Apple Inc.$AAPL | 76.4 | $76.9M | 265,628 |
| ISHARES TR - CORE S&P TTL STK | — | $72.1M | 438,896 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SIMON QUICK ADVISORS, LLC's 421 positions.
Showing top 10 of 421 holdings.
Sector Allocation
Other
$1.9B
Technology
$184.9M
Financials
$132.3M
Industrials
$75.5M
Consumer Discretionary
$56.5M
Energy
$41.3M
Healthcare
$33.7M
Real Estate
$22.2M
Top Holdings — SIMON QUICK ADVISORS, LLC (Q2 2026)
Top 150 of 421 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $208.7M | 8.4% | +1% | — |
| 2 | — | VANGUARD INDEX FDS - GROWTH ETF | $166.1M | 6.7% | +517% | — |
| 3 | — | VANGUARD INDEX FDS - VALUE ETF | $150.7M | 6.1% | +4% | — |
| 4 | — | ISHARES TR - RUS 1000 GRW ETF | $123.4M | 5.0% | +302% | — |
| 5 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $111.7M | 4.5% | +8% | — |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $102.3M | 4.1% | +4% | — |
| 7 | — | SPDR SERIES TRUST - ST STR P500VAL | $92.6M | 3.7% | -0% | — |
| 8 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $82.2M | 3.3% | +5% | — |
| 9 | $AAPL | Apple Inc. | $76.9M | 3.1% | -4% | 76.4 |
| 10 | — | ISHARES TR - CORE S&P TTL STK | $72.1M | 2.9% | -0% | — |
| 11 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $62.7M | 2.5% | -4% | — |
| 12 |  $DOV | DOVER Corp | $36.1M | 1.5% | -6% | 58.1 |
| 13 |  $AMZN | AMAZON COM INC | $35.4M | 1.4% | -7% | 68.7 |
| 14 | — | ISHARES INC - CORE MSCI EMKT | $34.4M | 1.4% | -6% | — |
| 15 | — | ISHARES TR - CORE MSCI EAFE | $33.6M | 1.4% | -1% | — |
| 16 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $32.2M | 1.3% | -18% | — |
| 17 | — | ISHARES TR - RUS 1000 VAL ETF | $30.1M | 1.2% | -11% | — |
| 18 |  $BAC | BANK OF AMERICA CORP /DE/ | $29.3M | 1.2% | +20% | 67.6 |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $27.1M | 1.1% | -1% | — |
| 20 | — | VANGUARD INDEX FDS - SMALL CP ETF | $26.6M | 1.1% | +2% | — |
| 21 | — | VANGUARD WORLD FD - INF TECH ETF | $23.7M | 1.0% | +693% | — |
| 22 | — | ISHARES TR - TRUST ISHARE 0-1 | $19.8M | 0.8% | +0% | — |
| 23 |  $MSFT | MICROSOFT CORP | $16.9M | 0.7% | +12% | 79.8 |
| 24 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $16.0M | 0.7% | -1% | — |
| 25 | — | ISHARES TR - ULTRA SHORT DUR | $14.8M | 0.6% | -0% | — |
| 26 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $14.2M | 0.6% | +0% | 74.2 |
| 27 | — | ISHARES TR - CORE S&P MCP ETF | $13.9M | 0.6% | +0% | — |
| 28 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $13.8M | 0.6% | -2% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $13.3M | 0.5% | -3% | — |
| 30 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $12.5M | 0.5% | -0% | — |
| 31 |  $HUBB | HUBBELL INC | $12.4M | 0.5% | +0% | 64.1 |
| 32 |  $META | Meta Platforms, Inc. | $12.3M | 0.5% | +16% | 79.6 |
| 33 | — | ISHARES TR - RUSSELL 2000 ETF | $11.5M | 0.5% | -6% | — |
| 34 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $10.6M | 0.4% | +1% | — |
| 35 | — | ISHARES INC - MSCI EURZONE ETF | $10.6M | 0.4% | -0% | — |
| 36 | — | J P MORGAN EXCHANGE TRADED F - BETA DEVE EX ETF | $10.3M | 0.4% | +0% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $10.2M | 0.4% | +1% | — |
| 38 | — | ISHARES TR - 0-3 MTH TREASURY | $10.2M | 0.4% | +5% | — |
| 39 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $9.9M | 0.4% | -0% | — |
| 40 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $9.9M | 0.4% | +2% | — |
| 41 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.8M | 0.4% | +53% | 70 |
| 42 |  $BRK.A | BERKSHIRE HATHAWAY INC | $9.7M | 0.4% | -7% | 73.8 |
| 43 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $9.4M | 0.4% | -0% | — |
| 44 |  $GOOGL | Alphabet Inc. | $9.4M | 0.4% | -10% | 78.2 |
| 45 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $9.4M | 0.4% | -1% | — |
| 46 | — | ISHARES TR - RUS MID CAP ETF | $9.2M | 0.4% | +0% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $8.9M | 0.4% | -2% | 70.7 |
| 48 | — | FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDM | $8.9M | 0.4% | -0% | — |
| 49 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $8.7M | 0.3% | NEW | — |
| 50 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $8.3M | 0.3% | +7% | — |
| 51 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $8.3M | 0.3% | -1% | — |
| 52 |  $AVGO | Broadcom Inc. | $8.2M | 0.3% | -1% | 84.5 |
| 53 |  $XOM.R34088 | EXXON MOBIL CORP | $8.2M | 0.3% | -2% | 57.9 |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.0M | 0.3% | -12% | 73.8 |
| 55 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $7.8M | 0.3% | -0% | — |
| 56 |  $NVDA | NVIDIA CORP | $7.1M | 0.3% | -1% | 85.9 |
| 57 |  $WMB | WILLIAMS COMPANIES, INC. | $7.1M | 0.3% | +0% | 64.3 |
| 58 |  $GOOG | Alphabet Inc. | $7.0M | 0.3% | -4% | 78.2 |
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $7.0M | 0.3% | +7% | — |
| 60 |  $LLY | ELI LILLY & Co | $7.0M | 0.3% | +2% | 87.5 |
| 61 | — | ISHARES TR - US TREAS BD ETF | $6.8M | 0.3% | +2% | — |
| 62 |  $C | CITIGROUP INC | $6.7M | 0.3% | -1% | 65 |
| 63 | — | 2023 ETF SERIES TRUST - EAGL CAP SEL ETF | $6.7M | 0.3% | NEW | — |
| 64 | — | ISHARES TR - S&P 500 GRWT ETF | $6.5M | 0.3% | +0% | — |
| 65 |  $MS | MORGAN STANLEY | $6.4M | 0.3% | -17% | 75.8 |
| 66 |  $ETN | Eaton Corp plc | $6.3M | 0.3% | +0% | — |
| 67 |  $COMP | Compass, Inc. | $6.1M | 0.3% | +0% | 61.2 |
| 68 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $6.1M | 0.3% | -0% | — |
| 69 |  $ET | Energy Transfer LP | $6.1M | 0.3% | +495% | 64.4 |
| 70 | $IVZ | Invesco Ltd. | $6.1M | 0.2% | +0% | — |
| 71 | — | FRANKLIN TEMPLETON ETF TR - FTSE CANADA | $5.8M | 0.2% | -0% | — |
| 72 |  $FITB | FIFTH THIRD BANCORP | $5.8M | 0.2% | +1% | 63.2 |
| 73 |  $UNH | UNITEDHEALTH GROUP INC | $5.7M | 0.2% | +6% | 62.7 |
| 74 |  $KMI | KINDER MORGAN, INC. | $5.5M | 0.2% | +0% | 71.3 |
| 75 |  $INSM | INSMED Inc | $5.3M | 0.2% | -0% | 39.4 |
| 76 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $5.2M | 0.2% | -5% | — |
| 77 | — | VANGUARD WORLD FD - CONSUM STP ETF | $5.2M | 0.2% | -0% | — |
| 78 |  $TFC | TRUIST FINANCIAL CORP | $5.1M | 0.2% | +1% | 76.4 |
| 79 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $5.1M | 0.2% | -0% | — |
| 80 | — | ISHARES TR - RUSSELL 3000 ETF | $5.1M | 0.2% | -2% | — |
| 81 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $5.0M | 0.2% | +22% | — |
| 82 |  $DLR | DIGITAL REALTY TRUST, INC. | $4.8M | 0.2% | -0% | 72.8 |
| 83 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $4.7M | 0.2% | -1% | — |
| 84 |  $CAT | CATERPILLAR INC | $4.7M | 0.2% | +2% | 66.5 |
| 85 | — | ISHARES TR - SELECT DIVID ETF | $4.6M | 0.2% | +24% | — |
| 86 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.5M | 0.2% | +27% | — |
| 87 |  $EMR | EMERSON ELECTRIC CO | $4.5M | 0.2% | +1% | 65.3 |
| 88 |  $STT | STATE STREET CORP | $4.5M | 0.2% | -0% | 71.5 |
| 89 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | $4.4M | 0.2% | +0% | — |
| 90 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $4.4M | 0.2% | -2% | — |
| 91 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.4M | 0.2% | -0% | — |
| 92 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.4M | 0.2% | +2% | — |
| 93 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $4.4M | 0.2% | -1% | — |
| 94 | — | ISHARES TR - RUS 2000 GRW ETF | $4.3M | 0.2% | +2% | — |
| 95 |  $BLK | BlackRock, Inc. | $4.3M | 0.2% | +1% | 70 |
| 96 |  $XEL | XCEL ENERGY INC | $4.3M | 0.2% | +1% | 56.4 |
| 97 | — | SPDR SERIES TRUST - ST STR SP DIV | $4.2M | 0.2% | +23% | — |
| 98 | — | ISHARES TR - MSCI USA QLT FCT | $4.1M | 0.2% | -1% | — |
| 99 |  $WMT | Walmart Inc. | $4.1M | 0.2% | -2% | 60.2 |
| 100 |  $GD | GENERAL DYNAMICS CORP | $4.0M | 0.2% | +1% | 68.7 |
| 101 |  $GLD | SPDR GOLD TRUST | $3.8M | 0.1% | -14% | — |
| 102 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $3.7M | 0.1% | -19% | — |
| 103 | — | ISHARES TR - MSCI EAFE ETF | $3.6M | 0.1% | +0% | — |
| 104 |  $JNJ | JOHNSON & JOHNSON | $3.6M | 0.1% | +2% | 69 |
| 105 | — | FLEXSHARES TR - IBOXX 5YR TRGT | $3.5M | 0.1% | +0% | — |
| 106 |  $VICR | VICOR CORP | $3.5M | 0.1% | -3% | 58.1 |
| 107 |  $TSLA | Tesla, Inc. | $3.5M | 0.1% | +5% | 53.9 |
| 108 |  $MDT | Medtronic plc | $3.5M | 0.1% | -15% | 68.7 |
| 109 | — | ISHARES TR - MSCI ACWI EX US | $3.4M | 0.1% | -3% | — |
| 110 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.3M | 0.1% | +1% | — |
| 111 |  $T | AT&T INC. | $3.3M | 0.1% | +0% | 65.7 |
| 112 |  $VZ | VERIZON COMMUNICATIONS INC | $3.3M | 0.1% | +48% | 65.8 |
| 113 | — | ISHARES TR - SHRT NAT MUN ETF | $3.2M | 0.1% | -0% | — |
| 114 | — | ISHARES TR - GLB INFRASTR ETF | $3.2M | 0.1% | +2% | — |
| 115 |  $WELL | WELLTOWER INC. | $3.1M | 0.1% | -1% | 59.8 |
| 116 |  $HD | HOME DEPOT, INC. | $3.1M | 0.1% | +3% | 60.3 |
| 117 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | $3.0M | 0.1% | -0% | — |
| 118 |  $MCD | MCDONALDS CORP | $3.0M | 0.1% | -8% | 69 |
| 119 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.0M | 0.1% | -4% | — |
| 120 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.0M | 0.1% | -5% | — |
| 121 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.9M | 0.1% | +4% | 66.3 |
| 122 | — | PACER FDS TR - US CASH COWS 100 | $2.9M | 0.1% | +0% | — |
| 123 |  $CVX | CHEVRON CORP | $2.9M | 0.1% | +2% | 62.8 |
| 124 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $2.9M | 0.1% | +2% | 59.3 |
| 125 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $2.8M | 0.1% | -0% | 57.5 |
| 126 |  $ADBE | ADOBE INC. | $2.8M | 0.1% | +0% | 77.6 |
| 127 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.6M | 0.1% | +1% | — |
| 128 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $2.6M | 0.1% | +7% | — |
| 129 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $2.5M | 0.1% | +0% | — |
| 130 | — | ISHARES TR - MSCI USA VALUE | $2.4M | 0.1% | -0% | — |
| 131 |  $TRGP | Targa Resources Corp. | $2.4M | 0.1% | +0% | 63.3 |
| 132 |  $MP | MP Materials Corp. / DE | $2.4M | 0.1% | -0% | 34.2 |
| 133 |  $GILD | GILEAD SCIENCES, INC. | $2.4M | 0.1% | +0% | 57.4 |
| 134 | — | VANGUARD WORLD FD - MATERIALS ETF | $2.4M | 0.1% | -1% | — |
| 135 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $2.4M | 0.1% | +0% | — |
| 136 | — | ISHARES TR - EAFE SML CP ETF | $2.3M | 0.1% | -0% | — |
| 137 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $2.3M | 0.1% | +565% | — |
| 138 |  $VICI | VICI PROPERTIES INC. | $2.3M | 0.1% | +4% | 65.8 |
| 139 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.1M | 0.1% | +26% | — |
| 140 | — | SPDR SERIES TRUST - ST STR SP600SM C | $2.1M | 0.1% | +0% | — |
| 141 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.1% | +5% | 66.2 |
| 142 |  $OKE | ONEOK INC /NEW/ | $2.0M | 0.1% | +290% | 71.7 |
| 143 | — | ISHARES TR - US INFRASTRUC | $2.0M | 0.1% | -0% | — |
| 144 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.0M | 0.1% | +0% | — |
| 145 | — | ISHARES TR - TIPS BD ETF | $2.0M | 0.1% | +0% | — |
| 146 | — | ISHARES TR - S&P 500 VAL ETF | $2.0M | 0.1% | -1% | — |
| 147 | — | ISHARES TR - BROAD USD HIGH | $1.9M | 0.1% | +0% | — |
| 148 |  $WM | WASTE MANAGEMENT INC | $1.9M | 0.1% | +14% | 67.6 |
| 149 |  $NFLX | NETFLIX INC | $1.9M | 0.1% | -37% | 78.8 |
| 150 |  $VRT | Vertiv Holdings Co | $1.9M | 0.1% | -11% | 81 |
New Positions (59)
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$8.7M
2023 ETF SERIES TRUST - EAGL CAP SEL ETF$6.7M
FIDELITY COVINGTON TRUST - HIGH DIVID ETF$1.0M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$896,482 SPDR SERIES TRUST - ST STR SP500DIV$844,470
ISHARES INC - MSCI JAPAN ETF$685,441
$BN BROOKFIELD Corp /ON/$592,672 ISHARES TR - RUS TP200 GR ETF$581,499
$KKR KKR & Co. Inc.$498,645 BLACKROCK ETF TRUST - ISHARES US EQUIT$404,864
$TJX TJX COMPANIES INC /DE/$394,355
$VG Venture Global, Inc.$390,585
$CRVS Corvus Pharmaceuticals, Inc.$373,500 DIMENSIONAL ETF TRUST - US CORE EQT MKT$371,540
$ADI ANALOG DEVICES INC$352,687Exited Positions (17)
EA SERIES TRUST
$Z ZILLOW GROUP, INC.
$ACN Accenture plc
$PLNT Planet Fitness, Inc.
$ALB ALBEMARLE CORP
$BX Blackstone Inc.
$REGN REGENERON PHARMACEUTICALS, INC.
$SPGI S&P Global Inc.
$CNQ CANADIAN NATURAL RESOURCES Ltd
$PAYX PAYCHEX INC
$ROL ROLLINS INC
$TSCO TRACTOR SUPPLY CO /DE/ ISHARES TR
$RMD RESMED INC
$SYK STRYKER CORPBrowse Top Institutional Investors
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