SIMON QUICK ADVISORS, LLC: 13F holdings
CIK 16920382026Q2
| Positions | 421 |
|---|---|
| Reported value | $2.5bn |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 279,510 | $208.7m | 8.4% |
| VUG VANGUARD INDEX FDS | 1,928,693 | $166.1m | 6.7% |
| VTV VANGUARD INDEX FDS | 691,556 | $150.7m | 6.1% |
| IWF ISHARES TR | 994,081 | $123.4m | 5.0% |
| VOO VANGUARD INDEX FDS | 162,570 | $111.7m | 4.5% |
| IVV ISHARES TR | 136,664 | $102.3m | 4.1% |
| SPYV SPDR SERIES TRUST | 1,524,098 | $92.6m | 3.7% |
| VEA VANGUARD TAX-MANAGED FDS | 1,153,049 | $82.2m | 3.3% |
| AAPL APPLE INC | 265,628 | $76.9m | 3.1% |
| ITOT ISHARES TR | 438,896 | $72.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1692038")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.