Simon Quick Advisors
$2.5B 13F equity value
440 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Simon Quick Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 279,510 | $209M | 8.4% |
| VUG | VANGUARD INDEX FDS | 1,928,693 | $166M | 6.7% |
| VTV | VANGUARD INDEX FDS | 691,556 | $151M | 6.1% |
| IWF | ISHARES TR | 994,081 | $123M | 5.0% |
| VOO | VANGUARD INDEX FDS | 162,570 | $112M | 4.5% |
| IVV | ISHARES TR | 136,664 | $102M | 4.1% |
| SPYV | SPDR SERIES TRUST | 1,524,098 | $93M | 3.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,153,049 | $82M | 3.3% |
| AAPL | APPLE INC | 265,628 | $77M | 3.1% |
| ITOT | ISHARES TR | 438,896 | $72M | 2.9% |
Track Simon Quick Advisors's 13F portfolio: $2.5B in reported holdings, 440 positions. Top holdings and quarterly changes on SentiSense.
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