account_balance
Investment manager · 13F filer · SEC CIK 1692038
Simon Quick Advisors, LLC
Reported value$2.63Bas of Sep 30, 2026
Positions455 67 new, 33 sold out
Top 10 weight48.2%SPY alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
8.1%
VUGVanguard Index FDS
7.0%Added +6%
VTVVanguard Index FDS
6.2%Added +8%
VOOVanguard Index FDS
4.8%Added +10%
IWFiShares Tr
4.6%Trimmed −4%
IVViShares Tr
4.3%Added +7%
VEAVanguard Tax-Managed FDS
3.6%Added +17%
SPYVSPDR Series Trust
3.5%
AAPLApple Inc.
3.4%
JAAAJanus Detroit STR Tr
2.8%+18%
ITOTiShares Tr
2.8%
AVNCAmerican Centy ETF Tr
1.7%
SPYSPDR S&P 500 ETF Trust
8.1%
VUGVanguard Index FDS
7.0%Added +6%
VTVVanguard Index FDS
6.2%Added +8%
VOOVanguard Index FDS
4.8%Added +10%
IWFiShares Tr
4.6%−4%
IVViShares Tr
4.3%
VEAVanguard Tax-Managed FDS
3.6%
SPYVSPDR Series Trust
3.5%
AAPLApple Inc.
3.4%
JAAA2.8%
ITOT2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 8.1% Held
VUG Vanguard Index FDS 7.0% Added +6%
VTV Vanguard Index FDS 6.2% Added +8%
VOO Vanguard Index FDS 4.8% Added +10%
IWF iShares Tr 4.6% Trimmed −4%
IVV iShares Tr 4.3% Added +7%
VEA Vanguard Tax-Managed FDS 3.6% Added +17%
SPYV SPDR Series Trust 3.5% Held
AAPL Apple Inc. 3.4% HeldJAAA Janus Detroit STR Tr 2.8% Added +18%
ITOT iShares Tr 2.8% Held
AVNC American Centy ETF Tr 1.7% New
What changed
Biggest moves since Jun 30, 2026
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