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CIK: 0001662449
Total reported value
$2.3B
$2.3B
319 檔
28.8%
During the Q3 2025 filing period, Klingman & Associates, LLC (CIK: 0001662449) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 319 reported positions.
In Q3 2025, Klingman & Associates, LLC displayed an active expansion posture, initiating 69 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.14% | +0.45% | -0.81% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.76% | +0.24% | +3.36% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.55% | -0.22% | +9.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | +0.06% | -0.26% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.69% | -0.03% | +12.48% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.61% | +0.21% | -4.34% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.50% | -0.03% | +4.78% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.33% | -0.14% | -0.16% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.31% | +0.24% | +3.19% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.24% | +0.07% | +6.55% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.68% | -0.10% | -0.32% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.78% | -0.15% | -1.09% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.68% | -0.16% | +5.59% | |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.60% | -0.14% | +7.25% | |
| 15 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.59% | +0.11% | +0.27% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.56% | -0.13% | -0.36% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.55% | — | -0.70% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.53% | +0.15% | +5.10% | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.52% | -0.13% | +8.27% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.50% | -0.07% | -0.55% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.50% | -0.19% | +4.30% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.37% | -0.11% | -0.71% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.26% | +0.03% | -0.70% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.26% | +0.01% | -1.06% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.21% | -0.15% | -0.33% | |
| 26 | CFG | Citizens Financial Group | Stock-Financials | 1.20% | -0.09% | +0.01% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.98% | — | -1.90% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.97% | +0.09% | -0.18% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.06% | +4.38% | |
| 30 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.87% | -0.05% | +31.34% | |
| 31 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.84% | +0.29% | -16.91% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.02% | -0.34% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.05% | +11.40% | |
| 34 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.63% | -0.07% | +4.87% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.62% | -0.05% | -1.92% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.03% | +14.80% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +38.42% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.02% | -0.18% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | +14.25% | |
| 41 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.35% | -0.03% | -21.70% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.01% | +26.45% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | +0.19% | |
| 44 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.34% | -0.04% | -3.97% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.04% | +11.63% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | -0.01% | +1.93% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | +10.69% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.23% | -0.02% | -1.22% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.09% | +6.46% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.03% | +0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.7% | +5.10% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +12.48% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.4% | -0.32% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +14.80% | Add |
| 5 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.3% | +31.34% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.3% | +9.94% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.55% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +4.38% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -4.34% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +38.42% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.63% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +14.25% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +11.50% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +11.40% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +2.18% | Add |
| 16 | CFG | Citizens Financial Group | +0.1% | +0.01% | Trim |
| 17 | TSLA | Tesla Inc | +0.1% | +11.46% | Add |
| 18 | C | Citigroup Inc | +0.1% | +4.05% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +10.69% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +4.78% | Add |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | -0.18% | Add |
| 22 | DE | Deere & Co | +0.1% | +164.79% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +99.17% | Add |
| 24 | AXP | American Express Co | +0.1% | +98.09% | Add |
| 25 | GE | General Electric | 0% | +1.30% | Add |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | -0.55% | Add |
| 27 | SOXX | Ishares Semiconductor ETF | 0% | -1.52% | Trim |
| 28 | VUG | Vanguard Growth ETF | 0% | +18.91% | Add |
| 29 | GEV | GE Vernova Inc | 0% | +3.17% | Add |
| 30 | NFLX | Netflix Inc | 0% | +8.34% | Add |
| 31 | CAT | Caterpillar Inc | 0% | +1.45% | Add |
| 32 | MS | Morgan Stanley | 0% | +54.04% | Add |
| 33 | CSX | Csx CORP | 0% | +0.67% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +26.45% | Add |
| 35 | GS | Goldman Sachs Group Inc | 0% | +53.01% | Add |
| 36 | BLK | Blackrock Inc | 0% | -5.12% | Add |
| 37 | CPNG | Coupang Inc | 0% | -3.93% | Add |
| 38 | BAC | Bank Of America CORP | 0% | +62.94% | Add |
| 39 | KO | Coca-cola Co/the | 0% | +32.75% | Add |
| 40 | EMR | Emerson Electric Co | 0% | +17.89% | Add |
| 41 | LAMR | Lamar Advertising Co-a | 0% | +18.93% | Add |
| 42 | TJX | Tjx Companies Inc | 0% | -0.10% | Add |
| 43 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 44 | RJF | Raymond James Financial Inc | 0% | -0.12% | Add |
| 45 | VTV | Vanguard Value ETF | 0% | +3.15% | Add |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.14% | Trim |
| 47 | PM | Philip Morris International | 0% | +0.14% | Add |
| 48 | SCHW | Schwab (charles) CORP | 0% | -3.94% | Add |
| 49 | RTX | Rtx CORP | 0% | -0.02% | Add |
| 50 | MO | Altria Group Inc | 0% | +24.27% | Add |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 319 disclosed positions in Q3 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 28.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
PSX
市值: $966.6K
Top Position Liquidated / Trimmed
SPEM
前期市值: $736.5K
During Q3 2025, Klingman & Associates, LLC's top holdings by market value included IVV (17.1%)、IJH (4.8%)、VTIP (4.5%). The largest single position, IVV, represented 17.1% of total portfolio value.
In Q3 2025, Klingman & Associates, LLC made 196 total portfolio adjustments, initiating 69 new buys, adding to 86 positions, trimming 28 holdings, and fully liquidating 13 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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