CIK 1692038
SIMON QUICK ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
390
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 390
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 315K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 320K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 628K | $1M+ | SH |
| IWF | ISHARES TR | 249K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 150K | $1M+ | SH |
| IVV | ISHARES TR | 133K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 1.5M | $1M+ | SH |
| AAPL | APPLE INC | 287K | $1M+ | SH |
| ITOT | ISHARES TR | 444K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 1.3M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 991K | $1M+ | SH |
| AMZN | AMAZON COM INC | 177K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 253K | $1M+ | SH |
| IEFA | ISHARES TR | 375K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 609K | $1M+ | SH |
| IEMG | ISHARES INC | 496K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 614K | $1M+ | SH |
| IWD | ISHARES TR | 139K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 75K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 44K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 80K | $1M+ | SH |
| SHV | ISHARES TR | 184K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 25K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 277K | $1M+ | SH |
| ICSH | ISHARES TR | 292K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 278K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 83K | $1M+ | SH |
| IJH | ISHARES TR | 183K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 99K | $1M+ | SH |
| PFS | PROVIDENT FINL SVCS INC | 600K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 61K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 93K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 22K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 210K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 206K | $1M+ | SH |
| HUBB | HUBBELL INC | 24K | $1M+ | SH |
| EZU | ISHARES INC | 162K | $1M+ | SH |
| GOOG | ALPHABET INC | 33K | $1M+ | SH |
| AVGO | BROADCOM INC | 29K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 13 | $1M+ | SH |
| BBAX | J P MORGAN EXCHANGE TRADED F | 174K | $1M+ | SH |
| IWM | ISHARES TR | 39K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 29K | $1M+ | SH |
| FLGB | FRANKLIN TEMPLETON ETF TR | 271K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 29K | $1M+ | SH |
| FLJP | FRANKLIN TEMPLETON ETF TR | 249K | $1M+ | SH |
| IWR | ISHARES TR | 88K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 69K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 172K | $1M+ | SH |