Key facts
- SIMON QUICK ADVISORS, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $2,185,616,096.
13F Filings History of SIMON QUICK ADVISORS, LLC
- Latest 13F report
- Q1 2026 - 06 May 2026
- Value $
- $2,185,616,096
- Signature - Title
- Steven Pisano - Chief Compliance Officer
- Location
- Morristown, NJ
- Summary
- This page shows a list of all the recent 13F filings made by SIMON QUICK ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SIMON QUICK ADVISORS, LLC reported 378 stock holdings with total value $2,185,616,096 as of Q1 2026. Top holdings included SPY, VUG, VTV, IWF, and VOO.
Follow Filing Activity
Follow SIMON QUICK ADVISORS, LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
Change
- Most recent filing was accepted on 06 May 2026, 14:06.
- Reported value moved from $2,291,329,251 to $2,185,616,096.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 378 | $2,185,616,096 | +$89,002,416 | -$131,462,180 | -$42,459,764 | SPY, VUG, VTV, IWF, VOO | 13F-HR | 06 May 2026, 14:06 |
| Q4 2025 | 390 | $2,291,329,251 | +$173,361,134 | -$117,715,454 | +$55,645,680 | SPY, VUG, VTV, IWF, VOO | 13F-HR | 29 Jan 2026, 14:32 |
| Q3 2025 | 396 | $2,210,729,582 | +$130,440,123 | -$29,045,185 | +$101,394,938 | SPY, VUG, IWF, VTV, VOO | 13F-HR | 21 Oct 2025, 14:33 |
| Q2 2025 | 360 | $1,975,799,376 | +$389,669,400 | -$316,453,937 | +$73,215,463 | SPY, VUG, IWF, VTV, JAAA | Restatement | 08 Oct 2025, 16:13 |
| Q1 2025 | 611 | $1,757,338,128 | +$182,998,309 | -$31,180,954 | +$151,817,355 | SPY, VUG, VTV, SPYV, IWF | 13F-HR | 15 Apr 2025, 16:10 |
| Q4 2024 | 492 | $1,669,527,662 | +$97,873,121 | -$27,778,255 | +$70,094,866 | SPY, VUG, IWF, SPYV, VTV | 13F-HR | 17 Jan 2025, 10:10 |
| Q3 2024 | 439 | $1,582,717,510 | +$118,213,418 | -$29,984,545 | +$88,228,873 | SPY, VUG, SPYV, IWF, VTV | 13F-HR | 15 Oct 2024, 15:03 |
| Q2 2024 | 390 | $1,415,936,447 | +$102,455,868 | -$45,859,422 | +$56,596,446 | SPY, VUG, SPYV, IWF, VTV | 13F-HR | 02 Aug 2024, 15:04 |
| Q1 2024 | 419 | $1,334,484,839 | +$162,493,142 | -$36,984,364 | +$125,508,778 | SPY, SPYV, IWF, VUG, VTV | 13F-HR | 19 Apr 2024, 10:06 |
| Q4 2023 | 343 | $1,130,929,610 | +$24,356,879 | -$65,190,199 | -$40,833,320 | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 16 Jan 2024, 15:04 |
| Q3 2023 | 351 | $1,060,288,367 | +$50,738,322 | -$39,751,911 | +$10,986,411 | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 24 Oct 2023, 09:30 |
| Q2 2023 | 285 | $1,083,057,966 | +$120,376,417 | -$27,809,378 | +$92,567,039 | SPY, SPYV, IWF, VUG, ITOT | 13F-HR | 01 Aug 2023, 13:53 |
| Q1 2023 | 277 | $922,436,991 | +$87,710,169 | -$60,613,838 | +$27,096,331 | SPY, SPYV, IWF, VUG, VTV | 13F-HR | 15 May 2023, 11:28 |
| Q4 2022 | 245 | $842,956,950 | +$134,479,731 | -$39,067,159 | +$95,412,572 | SPY, SPYV, VUG, IWF, VTV | 13F-HR | 30 Jan 2023, 10:10 |
| Q3 2022 | 203 | $707,474,000 | +$54,180,565 | -$46,400,391 | +$7,780,174 | SPY, SPYV, VUG, VTV, ITOT | 13F-HR | 07 Nov 2022, 14:27 |
| Q2 2022 | 179 | $737,233,000 | +$485,776,846 | -$50,308,347 | +$435,468,499 | SPY, VUG, SPYV, ITOT, IWF | 13F-HR | 08 Aug 2022, 10:01 |
| Q1 2022 | 345 | $352,802,000 | +$31,674,328 | -$29,114,361 | +$2,559,967 | SPY, VUG, IWR, VTV, BAC | 13F-HR | 05 May 2022, 13:57 |
| Q4 2021 | 361 | $374,049,000 | +$35,198,467 | -$82,202,473 | -$47,004,006 | SPY, VUG, IWR, BAC, VTV | 13F-HR | 08 Feb 2022, 15:07 |
| Q3 2021 | 414 | $388,804,000 | +$26,505,104 | -$15,296,556 | +$11,208,548 | SPY, VUG, IWR, BAC, IWF | 13F-HR | 27 Oct 2021, 11:04 |
| Q2 2021 | 437 | $377,844,000 | +$35,040,525 | -$23,921,470 | +$11,119,055 | SPY, VUG, IWR, BAC, IWF | 13F-HR | 21 Jul 2021, 11:29 |
| Q1 2021 | 438 | $339,908,000 | +$16,477,691 | -$27,336,043 | -$10,858,352 | SPY, VUG, IWR, BAC, IWF | 13F-HR | 06 May 2021, 11:55 |
| Q4 2020 | 427 | $331,536,000 | +$53,596,403 | -$107,888,236 | -$54,291,833 | SPY, VUG, IWR, USMV, IWF | 13F-HR | 27 Jan 2021, 09:28 |
| Q3 2020 | 439 | $351,153,000 | +$84,636,194 | -$15,638,371 | +$68,997,823 | NET, SPY, VUG, USMV, IWF | 13F-HR | 26 Oct 2020, 09:14 |
| Q2 2020 | 440 | $263,977,000 | +$19,663,839 | -$71,901,471 | -$52,237,632 | SPY, VUG, USMV, IWF, IWR | 13F-HR | 04 Aug 2020, 07:56 |
| Q1 2020 | 473 | $269,473,000 | +$109,764,103 | -$49,579,031 | +$60,185,072 | SPY, SDY, VUG, VYM, IWF | 13F-HR | 09 Apr 2020, 09:00 |
| Q4 2019 | 653 | $276,044,000 | +$53,899,817 | -$19,365,025 | +$34,534,792 | SDY, IWD, AMLP, SPY, IWF | 13F-HR | 06 Jan 2020, 15:11 |
| Q3 2019 | 365 | $226,363,000 | +$48,810,017 | -$19,607,709 | +$29,202,308 | IWD, SPY, SDY, AMLP, IWF | 13F-HR | 16 Oct 2019, 10:12 |
| Q2 2019 | 469 | $197,403,971 | +$10,957,126 | -$59,199,792 | -$48,242,666 | IWD, IWF, AMLP, SPY, IWN | 13F-HR | 05 Aug 2019, 10:30 |
| Q1 2019 | 388 | $239,879,000 | +$29,859,179 | -$99,457,136 | -$69,597,957 | IWD, IWF, AMLP, SPY, IWN | 13F-HR | 16 Apr 2019, 11:01 |
| Q4 2018 | 320 | $275,094,000 | +$92,624,598 | -$24,031,314 | +$68,593,284 | IWD, AMLP, IWM, IWF, EFA | 13F-HR | 29 Jan 2019, 12:41 |
| Q3 2018 | 303 | $247,610,000 | +$17,666,175 | -$17,744,697 | -$78,522 | IWD, IWF, IWN, SPY, VYM | 13F-HR | 29 Oct 2018, 15:51 |
| Q2 2018 | 341 | $235,562,000 | +$14,498,065 | -$25,304,299 | -$10,806,234 | IWD, IWF, IWN, IWO, SPY | 13F-HR | 10 Aug 2018, 11:56 |
| Q1 2018 | 304 | $238,695,000 | +$70,193,052 | -$44,321,629 | +$25,871,423 | IWD, IWF, IWN, VYM, IWO | 13F-HR | 07 May 2018, 11:11 |
| Q4 2017 | 440 | $222,600,000 | +$22,296,821 | -$99,598,110 | -$77,301,289 | IWF, IWD, IWN, SPY, BAC | Restatement | 10 Apr 2018, 15:06 |
| Q3 2017 | 506 | $275,674,000 | +$98,131,240 | -$5,607,445 | +$92,523,795 | JNJ, IWF, IWD, IWN, SBAC | 13F-HR | 06 Nov 2017, 16:39 |
| Q2 2017 | 293 | $177,064,000 | +$45,631,351 | -$42,189,006 | +$3,442,345 | JNJ, IWF, SBAC, BAC, SPY | 13F-HR | 11 Aug 2017, 16:49 |
| Q1 2017 | 332 | $168,777,000 | +$61,864,702 | -$32,099,119 | +$29,765,583 | IWF, VYM, BAC, SBAC, JNJ | Restatement | 15 May 2017, 10:05 |
| Q4 2016 | 235 | $133,873,000 | $0 | $0 | $0 | VYM, IWF, BAC, SPY, SDY | 13F-HR | 24 Jan 2017, 15:06 |