Simon Quick Advisors
$2.2B Assets Reported
433 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 276,686 | $180M | 8.2% |
| VUG | VANGUARD INDEX FDS | 312,649 | $137M | 6.2% |
| VTV | VANGUARD INDEX FDS | 662,211 | $130M | 5.9% |
| IWF | ISHARES TR | 247,479 | $106M | 4.8% |
| VOO | VANGUARD INDEX FDS | 150,934 | $90M | 4.1% |
| SPYV | SPDR SERIES TRUST | 1,529,979 | $87M | 4.0% |
| IVV | ISHARES TR | 131,736 | $86M | 3.9% |
| AAPL | APPLE INC | 277,854 | $71M | 3.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,098,313 | $70M | 3.2% |
| JAAA | JANUS DETROIT STR TR | 1,294,575 | $65M | 3.0% |
Track Simon Quick Advisors's 13F portfolio: $2.2B in reported holdings, 433 positions. Top holdings, AUM, and quarterly changes on SentiSense.