SIMON QUICK ADVISORS, LLC

Institutional manager (13F) · CIK 1692038

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.7B

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$180M	276,686
2	VANGUARD INDEX FDS	$137M	312,649
3	VANGUARD INDEX FDS	$130M	662,211
4	ISHARES TR	$106M	247,479
5	VANGUARD INDEX FDS	$90M	150,934
6	SPDR SERIES TRUST	$87M	1,529,979
7	ISHARES TR	$86M	131,736
8	APPLE INC	$71M	277,854
9	VANGUARD TAX-MANAGED FDS	$70M	1,098,313
10	JANUS DETROIT STR TR	$65M	1,294,575
11	ISHARES TR	$63M	439,711
12	VANGUARD INTL EQUITY INDEX F	$36M	658,567
13	VANGUARD INTL EQUITY INDEX F	$34M	245,038
14	AMAZON COM INC	$33M	159,075
15	ISHARES TR	$32M	351,699
16	ISHARES INC	$31M	441,236
17	ISHARES TR	$30M	139,146
18	VANGUARD INDEX FDS	$24M	74,289
19	VANGUARD INDEX FDS	$23M	86,104
20	BANK AMERICA CORP	$21M	428,627
21	ISHARES TR	$20M	179,300
22	VANGUARD WORLD FD	$17M	24,976
23	MICROSOFT CORP	$15M	40,439
24	ISHARES TR	$15M	294,610
25	SELECT SECTOR SPDR TR	$15M	302,017
26	J P MORGAN EXCHANGE TRADED F	$14M	271,640
27	SELECT SECTOR SPDR TR	$13M	89,012
28	PROVIDENT FINL SVCS INC	$13M	600,000
29	ISHARES TR	$12M	179,591
30	HUBBELL INC	$12M	23,781
31	SELECT SECTOR SPDR TR	$12M	106,246
32	SELECT SECTOR SPDR TR	$11M	178,965
33	META PLATFORMS INC	$11M	18,742
34	J P MORGAN EXCHANGE TRADED F	$11M	207,029
35	EXXON MOBIL CORP	$10M	61,565
36	J P MORGAN EXCHANGE TRADED F	$10M	172,247
37	ISHARES TR	$10M	40,718
38	BERKSHIRE HATHAWAY INC DEL	$10M	14
39	SELECT SECTOR SPDR TR	$10M	90,414
40	J P MORGAN EXCHANGE TRADED F	$10M	199,446
41	ISHARES TR	$10M	95,952
42	ISHARES INC	$10M	153,198
43	FRANKLIN TEMPLETON ETF TR	$9M	251,770
44	BERKSHIRE HATHAWAY INC DEL	$9M	18,172
45	VANGUARD WORLD FD	$9M	27,684
46	FRANKLIN TEMPLETON ETF TR	$9M	238,189
47	ALPHABET INC	$8M	29,522
48	VANGUARD SCOTTSDALE FDS	$8M	179,737
49	INSMED INC	$8M	50,065
50	JPMORGAN CHASE & CO	$8M	27,731

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.