§ 13F · FUND PROFILE
Klingman & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 319Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 527K | $344M | 16.5% | +2% |
| 2 | VTIP | VANGUARD MALVERN FDS | 2.43M | $121M | 5.8% | +16% |
| 3 | IJH | ISHARES TR | 1.56M | $105M | 5.0% | +3% |
| 4 | IEFA | ISHARES TR | 957K | $87M | 4.1% | +5% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 1.21M | $78M | 3.7% | +6% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 115K | $75M | 3.6% | ±0% |
| 7 | IJR | ISHARES TR | 593K | $74M | 3.5% | +4% |
| 8 | AAPL | APPLE INC | 270K | $68M | 3.3% | −1% |
| 9 | SPYV | SPDR SERIES TRUST | 1.17M | $66M | 3.2% | −2% |
| 10 | SPYG | SPDR SERIES TRUST | 655K | $64M | 3.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KLINGMAN SIGNAL
AC read
Klingman & Associates, LLC is a Other fund managing $2.0 billion in assets. The fund runs a broad portfolio of 319 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed