Klingman & Associates
$2.1B Assets Reported
351 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 526,701 | $344M | 16.5% |
| VTIP | VANGUARD MALVERN FDS | 2,425,416 | $121M | 5.8% |
| IJH | ISHARES TR | 1,556,145 | $105M | 5.0% |
| IEFA | ISHARES TR | 957,356 | $87M | 4.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,210,939 | $78M | 3.7% |
| SPY | STATE STR SPDR S&P 500 ETF T | 115,315 | $75M | 3.6% |
| IJR | ISHARES TR | 592,795 | $74M | 3.5% |
| AAPL | APPLE INC | 269,842 | $68M | 3.3% |
| SPYV | SPDR SERIES TRUST | 1,173,507 | $66M | 3.2% |
| SPYG | SPDR SERIES TRUST | 654,814 | $64M | 3.1% |
Track Klingman & Associates's 13F portfolio: $2.1B in reported holdings, 351 positions. Top holdings, AUM, and quarterly changes on SentiSense.