SIMON QUICK ADVISORS, LLC
•CIK: 1692038•Filing: Q4 2025
**SIMON QUICK ADVISORS, LLC** manages $2.3B across a diversified portfolio of 390 positions. The fund exhibits a significant tilt toward broad market equity exposure, evidenced by top holdings including SPY at $214.5M and VUG at $156.3M. Notable allocations also include VTV ($120.0M) and IWF ($118.0M), suggesting a strategic focus across large-cap growth, value, and sector-specific indexes. This concentration in major ETFs and tech names underscores a systematic, market-cap weighted approach to equity management.
Total AUM
$2.3B
QoQ Performance
+3.3%
Positions
257
Top 10 Concentration
49.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VUG
VTV
IWF
SPY9.4%
VUG6.8%
VTV5.2%
IWF5.2%
VOO4.1%
IVV4.0%
SPYV3.8%
AAPL3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.0%
ETF18.0%
Technology7.4%
Financial3.6%
Consumer2.8%
Healthcare0.9%
Communication0.4%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+213 more exited positions
Changes from Q3 2025
NEW6 new positions
↑93 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023