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CIK: 0001662449
Total reported value
$2.3B
$2.3B
326 檔
30.4%
The Q4 2025 SEC filing reveals that Klingman & Associates, LLC held a total portfolio value of $2.3B, covering 326 public equity positions.
In Q4 2025, Klingman & Associates, LLC displayed an active expansion posture, initiating 24 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.99% | +0.45% | +1.30% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.98% | -0.22% | +17.29% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.82% | +0.24% | +4.70% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.92% | -0.03% | +8.42% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.79% | +0.06% | -2.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.03% | -0.03% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.45% | +0.07% | +6.96% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.43% | +0.21% | -2.74% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.29% | +0.24% | +2.88% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.28% | -0.14% | +0.08% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.58% | -0.10% | +1.44% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.74% | -0.16% | +8.24% | |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.67% | -0.14% | +9.32% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.67% | +0.11% | +5.89% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.65% | -0.15% | -2.02% | |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.61% | -0.13% | +11.30% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.56% | -0.19% | +9.08% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.54% | — | +0.01% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.52% | -0.13% | +0.05% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | +0.15% | +0.43% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.45% | -0.07% | +0.08% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.29% | -0.11% | -1.03% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.24% | +0.03% | -0.20% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.22% | +0.01% | -0.24% | |
| 25 | CFG | Citizens Financial Group | Stock-Financials | 1.20% | -0.09% | -4.50% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.20% | -0.15% | +3.97% | |
| 27 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.09% | -0.05% | +31.33% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.93% | +0.09% | +0.08% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.06% | +0.60% | |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.83% | — | -11.28% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | +0.02% | -3.15% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.05% | +0.58% | |
| 33 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.61% | -0.07% | +1.11% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.59% | -0.05% | -1.18% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.03% | +4.94% | |
| 36 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.54% | +0.29% | -29.69% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | +0.50% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | -0.69% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.04% | +3.04% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | — | -1.13% | |
| 41 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.38% | -0.03% | +0.05% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.02% | -1.30% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.01% | +2.24% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | -0.51% | |
| 45 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.31% | -0.04% | -3.71% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.25% | -0.01% | +3.94% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.09% | +1.57% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.02% | +4.11% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.22% | -0.02% | -0.23% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.03% | +1.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +0.4% | +17.29% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +8.42% | Add |
| 3 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.2% | +31.33% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.96% | Add |
| 5 | DFIV | Dimensional International Va | +0.1% | +582.72% | Add |
| 6 | IWF | Ishares Russell 1000 Growth | +0.1% | +231.64% | Add |
| 7 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +11.30% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +0.50% | Add |
| 9 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +5.89% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.04% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.03% | Trim |
| 12 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +9.32% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +81.55% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +124.59% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.70% | Add |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +8.24% | Add |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +9.08% | Add |
| 18 | VBR | Vanguard Small-cap Value ETF | 0% | +106.64% | Add |
| 19 | VBK | Vanguard Small-cap Grwth ETF | 0% | +146.15% | Add |
| 20 | JLL | Jones Lang Lasalle Inc | 0% | +0.05% | Add |
| 21 | LLY | Eli Lilly & Co | 0% | -3.11% | Trim |
| 22 | JMST | JPM Ultra-short Muni Income | 0% | +37.79% | Add |
| 23 | AMAT | Applied Materials Inc | 0% | +1.25% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +1.09% | Add |
| 25 | COMP | Compass Inc - Class A | 0% | -1.09% | Trim |
| 26 | CAT | Caterpillar Inc | 0% | +2.03% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +0.58% | Add |
| 28 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 29 | AVGO | Broadcom Inc | 0% | +4.11% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +1.57% | Add |
| 31 | TSLA | Tesla Inc | 0% | +10.06% | Add |
| 32 | MU | Micron Technology Inc | 0% | +14.04% | Add |
| 33 | JFLX | Jpmorgan Flexible Debt ETF | 0% | +30.53% | Add |
| 34 | AMD | Advanced Micro Devices | 0% | +11.48% | Add |
| 35 | C | Citigroup Inc | 0% | -1.60% | Trim |
| 36 | MRK | Merck & Co. Inc. | 0% | +3.10% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | +6.43% | Add |
| 38 | GEV | GE Vernova Inc | 0% | +4.56% | Add |
| 39 | WFC | Wells Fargo & Co | 0% | +4.93% | Add |
| 40 | MS | Morgan Stanley | 0% | +1.30% | Add |
| 41 | ACN | Accenture plc | 0% | +17.66% | Add |
| 42 | GS | Goldman Sachs Group Inc | 0% | +1.19% | Add |
| 43 | IWO | Ishares Russell 2000 Growth | 0% | +41.91% | Add |
| 44 | RTX | Rtx CORP | 0% | +4.30% | Add |
| 45 | CMI | Cummins Inc | 0% | +0.62% | Add |
| 46 | DHR | Danaher CORP | 0% | +0.90% | Add |
| 47 | CVS | Cvs Health CORP | 0% | +17.84% | Add |
| 48 | GILD | Gilead Sciences Inc | 0% | +9.11% | Add |
| 49 | CFG | Citizens Financial Group | — | -4.50% | Trim |
| 50 | NVDA | Nvidia CORP | — | +4.94% | Add |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 326 disclosed positions in Q4 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, VTIP, IJH) accounted for 30.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFUV
市值: $1.5M
Top Position Liquidated / Trimmed
WTPI
前期市值: $397.1K
During Q4 2025, Klingman & Associates, LLC's top holdings by market value included IVV (17.0%)、VTIP (5.0%)、IJH (4.8%). The largest single position, IVV, represented 17.0% of total portfolio value.
In Q4 2025, Klingman & Associates, LLC made 197 total portfolio adjustments, initiating 24 new buys, adding to 93 positions, trimming 63 holdings, and fully liquidating 17 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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