SIMON QUICK ADVISORS, LLC - Portfolio Stock Holdings
SIMON QUICK ADVISORS, LLC disclosed 439 stock positions in a recent SEC 13F filing. $2,476,029,165 of stock holdings were filed, with the largest holdings including SPY, VUG, and VTV. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.We estimate the fund has a total AUM of $9,006,812,528 and has 97 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
439Est. Stock Holding Value:
$2,476,029,165Top Stock Holdings By Sector
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Portfolio Stock Holdings - SIMON QUICK ADVISORS, LLC
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