SIMON QUICK ADVISORS, LLC — 13F holdings

SIMON QUICK ADVISORS, LLC reported 421 holdings worth $2.48B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $209M (8.4%)
  2. VUG VANGUARD INDEX FDS — $166M (6.7%)
  3. VTV VANGUARD INDEX FDS — $151M (6.1%)
  4. IWF ISHARES TR — $123M (5.0%)
  5. VOO VANGUARD INDEX FDS — $112M (4.5%)
  6. IVV ISHARES TR — $102M (4.1%)
  7. SPYV SPDR SERIES TRUST — $92.6M (3.7%)
  8. VEA VANGUARD TAX-MANAGED FDS — $82.2M (3.3%)
  9. AAPL APPLE INC — $76.9M (3.1%)
  10. ITOT ISHARES TR — $72.1M (2.9%)