§ 13F · FUND PROFILE
Klingman & Associates, LLC.
AUM · $2.3B (13F)Positions · 350Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 531K | $397M | 16.9% | +1% |
| 2 | VTIP | VANGUARD MALVERN FDS | 2.61M | $131M | 5.6% | +8% |
| 3 | IJH | ISHARES TR | 1.60M | $124M | 5.3% | +3% |
| 4 | IEFA | ISHARES TR | 1.00M | $97M | 4.1% | +5% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 1.25M | $89M | 3.8% | +3% |
| 6 | IJR | ISHARES TR | 597K | $89M | 3.8% | +1% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 115K | $86M | 3.7% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 647K | $77M | 3.3% | −1% |
| 9 | AAPL | APPLE INC | 264K | $76M | 3.3% | −2% |
| 10 | SPYV | SPDR SERIES TRUST | 1.17M | $71M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KLINGMAN SIGNAL
AC read
Klingman & Associates, LLC is a Other fund managing $2.3 billion in assets. The fund runs a broad portfolio of 350 positions.
Read the full dossier →