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CIK: 0001662449
Total reported value
$2.3B
$2.3B
263 檔
24.5%
The Q1 2025 SEC filing reveals that Klingman & Associates, LLC held a total portfolio value of $2.3B, covering 263 public equity positions.
In Q1 2025, Klingman & Associates, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.20% | +0.45% | +1.15% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.12% | +0.24% | +3.65% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.30% | -0.22% | +7.82% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.11% | +0.06% | +0.12% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.54% | -0.14% | +3.09% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.52% | +0.24% | +2.34% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.44% | -0.03% | +0.66% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.39% | +0.21% | +2.27% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.24% | -0.03% | +6.50% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.00% | +0.07% | +9.13% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.24% | -0.10% | +4.11% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.17% | -0.15% | -0.11% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.89% | -0.16% | +3.98% | |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.75% | -0.14% | +12.28% | |
| 15 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.73% | +0.11% | +6.35% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.71% | — | -0.06% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.70% | -0.19% | +1.07% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.68% | -0.11% | -0.97% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.63% | -0.13% | +0.75% | |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.63% | -0.13% | +25.19% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.47% | -0.07% | +0.92% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.47% | -0.15% | -1.44% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.38% | +0.01% | +0.19% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.26% | +0.03% | +2.80% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.23% | — | -3.56% | |
| 26 | CFG | Citizens Financial Group | Stock-Financials | 1.12% | -0.09% | +9.17% | |
| 27 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.98% | +0.29% | +0.02% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.91% | +0.09% | +3.95% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.88% | +0.15% | +10.03% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | +0.02% | +0.09% | |
| 31 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.73% | -0.07% | +3.43% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.06% | +4.79% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.66% | -0.05% | -0.76% | |
| 34 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.60% | -0.05% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.05% | +1.04% | |
| 36 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.45% | -0.04% | -0.55% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | — | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.02% | +0.00% | |
| 39 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.38% | -0.03% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | +24.40% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.01% | +6.29% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.30% | -0.01% | +2.22% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | +6.90% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.03% | +9.09% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.27% | -0.02% | — | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.09% | -0.52% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.05% | -2.14% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.03% | -0.30% | |
| 50 | CROX | Crocs Inc | Stock-Consumer Disc | 0.20% | +0.04% | +0.73% |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 263 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VTIP) accounted for 24.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $297.2M
During Q1 2025, Klingman & Associates, LLC's top holdings by market value included IVV (18.2%)、IJH (5.1%)、VTIP (4.3%). The largest single position, IVV, represented 18.2% of total portfolio value.
In Q1 2025, Klingman & Associates, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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