13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001662449
Total reported value
$2.3B
$2.3B
314 檔
26.7%
At the close of Q2 2025, Klingman & Associates, LLC disclosed equity holdings valued at approximately $2.3B, spread across 314 reported holdings.
In Q2 2025, Klingman & Associates, LLC displayed an active expansion posture, initiating 59 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.52% | +0.45% | -3.25% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.78% | +0.24% | -2.43% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.49% | -0.22% | +14.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.03% | +0.06% | -1.45% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.76% | +0.21% | +3.85% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.45% | -0.14% | +5.67% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.43% | -0.03% | +6.70% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.22% | +0.24% | -2.79% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.16% | +0.07% | +4.37% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.03% | +2.57% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.68% | -0.10% | +21.76% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.94% | -0.15% | -0.88% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.73% | -0.16% | +1.05% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.64% | +0.11% | +0.15% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.63% | -0.13% | +7.56% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.62% | -0.14% | +1.99% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.60% | — | -0.74% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.57% | -0.07% | +8.22% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.56% | -0.19% | +1.34% | |
| 20 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.52% | -0.13% | +2.27% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.46% | -0.11% | -3.36% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.44% | +0.15% | +63.60% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.33% | -0.15% | +0.05% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.32% | +0.01% | +0.04% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.25% | +0.03% | +8.51% | |
| 26 | CFG | Citizens Financial Group | Stock-Financials | 1.10% | -0.09% | -0.03% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.09% | — | -1.24% | |
| 28 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.04% | +0.29% | -12.81% | |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.00% | +0.09% | +14.01% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.06% | +12.54% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.02% | -1.08% | |
| 32 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.72% | -0.05% | +30.66% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.65% | -0.05% | -4.35% | |
| 34 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.64% | -0.07% | -2.43% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.05% | +12.31% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.03% | +31.10% | |
| 37 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.42% | -0.03% | +18.43% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.02% | -0.15% | |
| 40 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.38% | -0.04% | -6.58% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | -0.35% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | +6.80% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | +0.01% | +7.90% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.27% | -0.01% | +0.74% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.05% | +1.88% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | +19.78% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.24% | -0.02% | +0.03% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.03% | +4.45% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.23% | -0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.04% | +19.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.6% | +63.60% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +21.76% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +3.85% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | +12.54% | Add |
| 5 | VTIP | Vanguard Short-term Tips | +0.2% | +14.90% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +6.70% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +31.10% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.37% | Add |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +30.66% | Add |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +8.22% | Add |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +14.01% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +12.31% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +31.46% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +19.78% | Add |
| 15 | C | Citigroup Inc | +0.1% | +401.81% | Add |
| 16 | DDOG | Datadog Inc - Class A | +0.1% | -12.81% | Trim |
| 17 | ORCL | Oracle CORP | +0.1% | +15.47% | Add |
| 18 | JLL | Jones Lang Lasalle Inc | 0% | +18.43% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +6.80% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +19.80% | Add |
| 21 | NFLX | Netflix Inc | 0% | +21.69% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 23 | TSLA | Tesla Inc | 0% | +27.37% | Add |
| 24 | AMAT | Applied Materials Inc | 0% | +0.91% | Add |
| 25 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 26 | GE | General Electric | 0% | +7.66% | Add |
| 27 | GEV | GE Vernova Inc | 0% | +8.19% | Add |
| 28 | INTU | Intuit Inc | 0% | NEW | New buy |
| 29 | CAT | Caterpillar Inc | 0% | +63.26% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 31 | PM | Philip Morris International | 0% | +44.53% | Add |
| 32 | BLK | Blackrock Inc | 0% | +57.16% | Add |
| 33 | CPNG | Coupang Inc | 0% | +5.73% | Add |
| 34 | SPOT | Spotify Technology S.A. | 0% | NEW | New buy |
| 35 | CSX | Csx CORP | 0% | +182.92% | Add |
| 36 | VUG | Vanguard Growth ETF | 0% | +20.68% | Add |
| 37 | SE | Sea Ltd-adr | 0% | NEW | New buy |
| 38 | UBER | Uber Technologies Inc | 0% | NEW | New buy |
| 39 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 40 | SAP | Sap Se-sponsored Adr | 0% | NEW | New buy |
| 41 | PRI | Primerica Inc | 0% | NEW | New buy |
| 42 | KKR | Kkr & Co Inc | 0% | NEW | New buy |
| 43 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 44 | KLAC | Kla CORP | 0% | NEW | New buy |
| 45 | AXP | American Express Co | 0% | +107.46% | Add |
| 46 | EME | Emcor Group Inc | 0% | NEW | New buy |
| 47 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 48 | FAST | Fastenal Co | 0% | NEW | New buy |
| 49 | PAYX | Paychex Inc | 0% | NEW | New buy |
| 50 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 314 disclosed positions in Q2 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 26.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSM
市值: $645.3K
Top Position Liquidated / Trimmed
SPEM
前期市值: $736.5K
During Q2 2025, Klingman & Associates, LLC's top holdings by market value included IVV (17.5%)、IJH (4.8%)、VTIP (4.5%). The largest single position, IVV, represented 17.5% of total portfolio value.
In Q2 2025, Klingman & Associates, LLC made 190 total portfolio adjustments, initiating 59 new buys, adding to 93 positions, trimming 30 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.