Simon Quick Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 26, 2026

Latest 13F moves (filed Oct 26, 2026): 29 added, 11 reduced. Largest change by value: added $VUG ($184.07M held).

New positions
0
Added / reduced
29 / 11
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUG Added +114.05K (+5.91%) 2.04M $184.07M —
$VTV Added +57.94K (+8.38%) 749.49K $161.95M —
$VOO Added +16.49K (+10.14%) 179.06K $125.50M —
$IVV Added +9.71K (+7.11%) 146.37K $112.10M —
$VEA Added +194.59K (+16.88%) 1.35M $95.16M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IWF Reduced -37.37K (-3.76%) 956.72K $119.84M —
$IEFA Reduced -39.22K (-11.29%) 308.28K $29.87M —
$IEMG Reduced -58.02K (-13.97%) 357.14K $28.99M —
$IWD Reduced -7.72K (-6.22%) 116.50K $28.88M —
$VWO Reduced -148.89K (-27.63%) 390.04K $23.13M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUG Added +114.05K (+5.91%) 2.04M $184.07M —
$VTV Added +57.94K (+8.38%) 749.49K $161.95M —
$VOO Added +16.49K (+10.14%) 179.06K $125.50M —
$IVV Added +9.71K (+7.11%) 146.37K $112.10M —
$VEA Added +194.59K (+16.88%) 1.35M $95.16M —
$JAAA Added +218.82K (+17.62%) 1.46M $73.73M —
$VT Added +23.19K (+10.09%) 253.11K $39.95M —
$AMZN Added +5.57K (+3.75%) 154.20K $38.42M —
$GOOG Added +72.88K (+273.63%) 99.51K $33.91M —
$MSFT Added +3.32K (+7.34%) 48.52K $24.88M —
$GOOGL Added +22.69K (+115.41%) 42.34K $14.57M —
$IJH Added +19.37K (+10.75%) 199.57K $14.36M —
$NVDA Added +25.07K (+70.34%) 60.71K $13.86M —
$BRK.B Added +8.18K (+50.99%) 24.22K $12.06M —
$AVEM Added +36.90K (+40.85%) 127.23K $11.96M —
$VTEB Added +107.37K (+88.77%) 228.33K $10.81M —
$BND Added +40.19K (+35.34%) 153.90K $10.80M —
$JPM Added +4.82K (+17.74%) 32K $10.59M —
$LLY Added +3.23K (+55.64%) 9.05K $10.47M —
$AVGO Added +4.83K (+22.15%) 26.62K $9.35M —
$SDY Added +25.80K (+92.81%) 53.61K $7.85M —
$SUB Added +22.22K (+74.40%) 52.08K $5.44M —
$SPCX Added +15.76K (+300.34%) 21.01K $3.17M —
$NFLX Added +17.43K (+65.30%) 44.13K $3.07M —
$V Added +4.62K (+147.92%) 7.74K $2.78M —
$MU Added +1.21K (+118.71%) 2.23K $2.38M —
$APH Added +23.73K (+574.30%) 27.86K $2.35M —
$MA Added +2.44K (+227.33%) 3.51K $1.94M —
$CRWD Added +5.05K (+664.74%) 5.81K $1.54M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IWF Reduced -37.37K (-3.76%) 956.72K $119.84M —
$IEFA Reduced -39.22K (-11.29%) 308.28K $29.87M —
$IEMG Reduced -58.02K (-13.97%) 357.14K $28.99M —
$IWD Reduced -7.72K (-6.22%) 116.50K $28.88M —
$VWO Reduced -148.89K (-27.63%) 390.04K $23.13M —
$VGT Reduced -32.29K (-16.31%) 165.70K $20.82M —
$XLV Reduced -16.01K (-18.34%) 71.28K $12.01M —
$XLE Reduced -32.62K (-18.44%) 144.33K $8.88M —
$BRK.A Reduced -2 (-15.38%) 11 $8.22M —
$BAC Reduced -452.91K (-88.22%) 60.47K $3.29M —
$HD Reduced -4.69K (-52.90%) 4.17K $1.19M —

All tracked 13F moves by Simon Quick Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IWD Reduced -7.72K (-6.22%) 116.50K $28.88M —
$IWF Reduced -37.37K (-3.76%) 956.72K $119.84M —
$VGT Reduced -32.29K (-16.31%) 165.70K $20.82M —
$VWO Reduced -148.89K (-27.63%) 390.04K $23.13M —
$HD Reduced -4.69K (-52.90%) 4.17K $1.19M —
$XLV Reduced -16.01K (-18.34%) 71.28K $12.01M —
$XLE Reduced -32.62K (-18.44%) 144.33K $8.88M —
$IEMG Reduced -58.02K (-13.97%) 357.14K $28.99M —
$IEFA Reduced -39.22K (-11.29%) 308.28K $29.87M —
$BRK.A Reduced -2 (-15.38%) 11 $8.22M —
$BAC Reduced -452.91K (-88.22%) 60.47K $3.29M —
$V Added +4.62K (+147.92%) 7.74K $2.78M —
$VT Added +23.19K (+10.09%) 253.11K $39.95M —
$BND Added +40.19K (+35.34%) 153.90K $10.80M —
$VTEB Added +107.37K (+88.77%) 228.33K $10.81M —
$VOO Added +16.49K (+10.14%) 179.06K $125.50M —
$VTV Added +57.94K (+8.38%) 749.49K $161.95M —
$VUG Added +114.05K (+5.91%) 2.04M $184.07M —
$VEA Added +194.59K (+16.88%) 1.35M $95.16M —
$SDY Added +25.80K (+92.81%) 53.61K $7.85M —
$SPCX Added +15.76K (+300.34%) 21.01K $3.17M —
$NVDA Added +25.07K (+70.34%) 60.71K $13.86M —
$NFLX Added +17.43K (+65.30%) 44.13K $3.07M —
$MSFT Added +3.32K (+7.34%) 48.52K $24.88M —
$MU Added +1.21K (+118.71%) 2.23K $2.38M —
$MA Added +2.44K (+227.33%) 3.51K $1.94M —
$JPM Added +4.82K (+17.74%) 32K $10.59M —
$JAAA Added +218.82K (+17.62%) 1.46M $73.73M —
$SUB Added +22.22K (+74.40%) 52.08K $5.44M —
$IJH Added +19.37K (+10.75%) 199.57K $14.36M —
$IVV Added +9.71K (+7.11%) 146.37K $112.10M —
$LLY Added +3.23K (+55.64%) 9.05K $10.47M —
$CRWD Added +5.05K (+664.74%) 5.81K $1.54M —
$AVGO Added +4.83K (+22.15%) 26.62K $9.35M —
$BRK.B Added +8.18K (+50.99%) 24.22K $12.06M —
$AVEM Added +36.90K (+40.85%) 127.23K $11.96M —
$APH Added +23.73K (+574.30%) 27.86K $2.35M —
$AMZN Added +5.57K (+3.75%) 154.20K $38.42M —
$GOOGL Added +22.69K (+115.41%) 42.34K $14.57M —
$GOOG Added +72.88K (+273.63%) 99.51K $33.91M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Simon Quick Advisors holds or traded

Frequently asked questions

What did Simon Quick Advisors buy and sell in its latest 13F?

It opened or added to $VUG, $VTV, $VOO, $IVV and $VEA; it cut or exited $IWF, $IEFA, $IEMG, $IWD and $VWO.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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