SIMON QUICK ADVISORS, LLC
All 13F Filings
- Location
- Morristown, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,475,482
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 421 | 2,475,482 | 13F-HR | SIMON QUICK ADVISORS, LLC |
| Q1 2026 | 5/6/2026 | 378 | 2,185,616 | 13F-HR | SIMON QUICK ADVISORS, LLC |
| Q4 2025 | 1/29/2026 | 390 | 2,291,329 | 13F-HR | SIMON QUICK ADVISORS, LLC |
| Q3 2025 | 10/21/2025 | 397 | 2,210,754 | 13F-HR | SIMON QUICK ADVISORS, LLC |
| Q2 2025 | 10/8/2025 | 360 | 1,975,799 | 13F-HR/A - RESTATEMENT | SIMON QUICK ADVISORS, LLC |
| Q2 2025 | 8/4/2025 | 813 | 2,484,941 | 13F-HR | SIMON QUICK ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 606.4 K | 24.5% | 55.78 K | 0 | 55.78 K |
| ETFs | 1.867 M | 75.4% | 234.1 K | 0 | 234.1 K |
| Debt | 1.572 K | 0.1% | 0 | 6 | -6 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
2,475,482
Holdings
421
QoQ value change ($000)
289,866
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.