§ 13F · FUND PROFILE
SIMON QUICK ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4460.7T (13F)Positions · 1173Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 315K | $214.5T | 9.4% | +15% |
| 2 | VUG | VANGUARD INDEX FDS | 320K | $156.3T | 6.8% | +13% |
| 3 | VTV | VANGUARD INDEX FDS | 628K | $120.0T | 5.2% | +6% |
| 4 | IWF | ISHARES TR | 249K | $118.0T | 5.2% | −2% |
| 5 | VOO | VANGUARD INDEX FDS | 150K | $94.1T | 4.1% | +3% |
| 6 | IVV | ISHARES TR | 133K | $91.1T | 4.0% | +9% |
| 7 | SPYV | SPDR SERIES TRUST | 1.53M | $86.7T | 3.8% | −2% |
| 8 | AAPL | APPLE INC | 287K | $78.0T | 3.4% | +6% |
| 9 | ITOT | ISHARES TR | 444K | $66.0T | 2.9% | −5% |
| 10 | JAAA | JANUS DETROIT STR TR | 1.30M | $65.9T | 2.9% | −24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMON SIGNAL
AC read
SIMON QUICK ADVISORS, LLC is a Other fund managing $4460740.8 trillion in assets. The fund runs a massive portfolio of 1,173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed