Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIMON QUICK ADVISORS, LLC (CIK 1692038) reported $2.19B across 374 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($179.9M, 8.23%), VUG ($136.6M, 6.25%), VTV ($129.9M, 5.94%), IWF ($105.5M, 4.83%), VOO ($90.2M, 4.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $179.9M | 8.23% | 276,686 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $136.6M | 6.25% | 312,649 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $129.9M | 5.94% | 662,211 | Added |
| 4 | IWF | ISHARES TR | $105.5M | 4.83% | 247,479 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $90.2M | 4.13% | 150,934 | Added |
| 6 | SPYV | SPDR SERIES TRUST | $86.6M | 3.96% | 1.5M | Added |
| 7 | IVV | ISHARES TR | $86.1M | 3.94% | 131,736 | Trimmed |
| 8 | AAPL | APPLE INC | $70.5M | 3.23% | 277,854 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $70.4M | 3.22% | 1.1M | Added |
| 10 | JAAA | JANUS DETROIT STR TR | $65.2M | 2.98% | 1.3M | Trimmed |
| 11 | ITOT | ISHARES TR | $62.6M | 2.87% | 439,711 | Trimmed |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $35.6M | 1.63% | 658,567 | Added |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | $33.9M | 1.55% | 245,038 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $33.1M | 1.52% | 159,075 | Trimmed |
| 15 | IEFA | ISHARES TR | $31.8M | 1.46% | 351,699 | Trimmed |
| 16 | IEMG | ISHARES INC | $30.8M | 1.41% | 441,236 | Trimmed |
| 17 | IWD | ISHARES TR | $29.7M | 1.36% | 139,146 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $23.8M | 1.09% | 74,289 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $22.6M | 1.03% | 86,104 | Added |
| 20 | BAC | BANK AMERICA CORP | $20.9M | 0.96% | 428,627 | Trimmed |
| 21 | SHV | ISHARES TR | $19.8M | 0.91% | 179,300 | Trimmed |
| 22 | VGT | VANGUARD WORLD FD | $17.4M | 0.80% | 24,976 | Added |
| 23 | XLF | SELECT SECTOR SPDR TR | $14.9M | 0.68% | 302,017 | Added |
| 24 | MSFT | MICROSOFT CORP | $15.0M | 0.68% | 40,439 | Trimmed |
| 25 | ICSH | ISHARES TR | $14.9M | 0.68% | 294,610 | Added |
Source: SEC Form 13F filings · as of 2026-03-31