SIMON QUICK ADVISORS, LLC

Est. AUM

$2.18B

13F long equity, this entity only

Positions

373

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$179.9M	276686	8.27%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$136.6M	312649	6.27%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$129.9M	662211	5.97%	SOLE
4	ISHARES TR	RUS 1000 GRW ETF	$105.5M	247479	4.85%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$90.2M	150934	4.14%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$86.6M	1529979	3.98%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$86.1M	131736	3.95%	SOLE
8	APPLE INC	COM	$70.5M	277854	3.24%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$70.4M	1098313	3.23%	SOLE
10	JANUS DETROIT STR TR	HENDRSON AAA CL	$65.2M	1294575	3.00%	SOLE
11	ISHARES TR	CORE S&P TTL STK	$62.6M	439711	2.88%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$35.6M	658567	1.64%	SOLE
13	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$33.9M	245038	1.56%	SOLE
14	AMAZON COM INC	COM	$33.1M	159075	1.52%	SOLE
15	ISHARES TR	CORE MSCI EAFE	$31.8M	351699	1.46%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$30.8M	441236	1.41%	SOLE
17	ISHARES TR	RUS 1000 VAL ETF	$29.7M	139146	1.37%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$23.8M	74289	1.09%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$22.6M	86104	1.04%	SOLE
20	BANK AMERICA CORP	COM	$20.9M	428627	0.96%	SOLE
21	ISHARES TR	TRUST ISHARE 0-1	$19.8M	179300	0.91%	SOLE
22	VANGUARD WORLD FD	INF TECH ETF	$17.4M	24976	0.80%	SOLE
23	MICROSOFT CORP	COM	$15.0M	40439	0.69%	SOLE
24	ISHARES TR	ULTRA SHORT DUR	$14.9M	294610	0.69%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET FIN	$14.9M	302017	0.69%	SOLE
26	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.7M	271640	0.63%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET HEA	$13.1M	89012	0.60%	SOLE
28	PROVIDENT FINL SVCS INC	COM	$12.7M	600000	0.58%	SOLE
29	ISHARES TR	CORE S&P MCP ETF	$12.1M	179591	0.56%	SOLE
30	HUBBELL INC	COM	$11.7M	23781	0.54%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET CON	$11.6M	106246	0.53%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET ENE	$11.0M	178965	0.50%	SOLE
33	META PLATFORMS INC	CL A	$10.7M	18742	0.49%	SOLE
34	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$10.6M	207029	0.48%	SOLE
35	EXXON MOBIL CORP	COM	$10.4M	61565	0.48%	SOLE
36	J P MORGAN EXCHANGE TRADED F	BETABUILDERS DEV	$10.2M	172247	0.47%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$10.1M	40718	0.46%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL A	$10.1M	14	0.46%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET COM	$10.0M	90414	0.46%	SOLE
40	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$10.0M	199446	0.46%	SOLE
41	ISHARES TR	0-3 MNTH TREASRY	$9.7M	95952	0.44%	SOLE
42	ISHARES INC	MSCI EURZONE ETF	$9.6M	153198	0.44%	SOLE
43	FRANKLIN TEMPLETON ETF TR	FTSE UNTD KGDM	$8.8M	251770	0.40%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.7M	18172	0.40%	SOLE
45	VANGUARD WORLD FD	INDUSTRIAL ETF	$8.6M	27684	0.40%	SOLE
46	FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$8.6M	238189	0.40%	SOLE
47	ALPHABET INC	CAP STK CL C	$8.5M	29522	0.39%	SOLE
48	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$8.4M	179737	0.39%	SOLE
49	INSMED INC	COM PAR $.01	$8.2M	50065	0.38%	SOLE
50	JPMORGAN CHASE & CO	COM	$8.2M	27731	0.37%	SOLE

1–50 of 373

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.