Klingman & Associates
$2.3B 13F equity value
364 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Klingman & Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 530,731 | $397M | 16.9% |
| VTIP | VANGUARD MALVERN FDS | 2,611,590 | $131M | 5.6% |
| IJH | ISHARES TR | 1,604,169 | $124M | 5.3% |
| IEFA | ISHARES TR | 1,002,180 | $97M | 4.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,245,724 | $89M | 3.8% |
| IJR | ISHARES TR | 596,811 | $89M | 3.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 114,856 | $86M | 3.7% |
| SPYG | SPDR SERIES TRUST | 646,841 | $77M | 3.3% |
| AAPL | APPLE INC | 263,977 | $76M | 3.3% |
| SPYV | SPDR SERIES TRUST | 1,173,526 | $71M | 3.0% |
Track Klingman & Associates's 13F portfolio: $2.3B in reported holdings, 364 positions. Top holdings and quarterly changes on SentiSense.
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