§ 13F · FUND PROFILE
Klingman & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1813.8T (13F)Positions · 314Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 514K | $352.2T | 17.0% | +1% |
| 2 | VTIP | VANGUARD MALVERN FDS | 2.09M | $103.2T | 5.0% | +17% |
| 3 | IJH | ISHARES TR | 1.51M | $99.8T | 4.8% | +5% |
| 4 | IEFA | ISHARES TR | 909K | $81.3T | 3.9% | +8% |
| 5 | SPY | SPDR S&P 500 ETF TR | 115K | $78.6T | 3.8% | −2% |
| 6 | AAPL | APPLE INC | 272K | $73.9T | 3.6% | ±0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 1.15M | $71.6T | 3.5% | +7% |
| 8 | SPYG | SPDR SERIES TRUST | 666K | $71.1T | 3.4% | −3% |
| 9 | IJR | ISHARES TR | 567K | $68.2T | 3.3% | +3% |
| 10 | SPYV | SPDR SERIES TRUST | 1.20M | $67.9T | 3.3% | ±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 $1813768.1 trillion in assets. The fund runs a broad portfolio of 314 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed