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CIK: 0001662449
Total reported value
$2.3B
$2.3B
332 檔
31.3%
In Q1 2026, Klingman & Associates, LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 332 disclosed stock positions.
In Q1 2026, Klingman & Associates, LLC displayed an active expansion posture, initiating 26 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.47% | +0.45% | +2.43% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.80% | -0.22% | +16.20% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.03% | +0.24% | +2.87% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.15% | -0.03% | +5.29% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.71% | +0.07% | +5.71% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | +0.06% | +0.08% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.53% | +0.24% | +4.47% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.03% | -0.80% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.18% | -0.14% | -1.81% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.07% | +0.21% | -1.71% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.60% | -0.10% | +0.93% | |
| 12 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.81% | +0.11% | +8.82% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.76% | -0.16% | +2.71% | |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.73% | -0.14% | +5.14% | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.70% | -0.13% | +7.56% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.62% | +0.15% | +5.08% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.61% | -0.15% | -0.41% | |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.58% | -0.19% | +2.96% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.51% | -0.13% | -0.35% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.49% | -0.07% | -0.59% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.41% | — | -9.31% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.32% | -0.11% | -1.31% | |
| 23 | CFG | Citizens Financial Group | Stock-Financials | 1.31% | -0.09% | +6.99% | |
| 24 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.31% | -0.05% | +21.97% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.27% | +0.03% | -0.27% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.23% | +0.01% | -0.38% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.14% | -0.15% | -4.06% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.94% | +0.09% | -0.27% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.02% | +0.67% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.06% | +3.93% | |
| 31 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.61% | -0.07% | +1.75% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.59% | -0.05% | -0.57% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.05% | +1.77% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.03% | +4.01% | |
| 35 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.46% | +0.29% | +0.48% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.05% | +1.27% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.04% | +3.11% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | — | +1.05% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.02% | -1.14% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | -9.19% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | +2.57% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.01% | -0.07% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.09% | -1.48% | |
| 44 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.31% | -0.04% | +1.18% | |
| 45 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.30% | -0.27% | +156.75% | |
| 46 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.28% | -0.03% | -18.97% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.25% | -0.01% | +1.15% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.23% | -0.02% | +0.04% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.22% | +0.11% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.02% | +1.57% |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 332 disclosed positions in Q1 2026.
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 31.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHY
市值: $1.7M
Top Position Liquidated / Trimmed
PEG
前期市值: $519.9K
During Q1 2026, Klingman & Associates, LLC's top holdings by market value included IVV (16.5%)、VTIP (5.8%)、IJH (5.0%). The largest single position, IVV, represented 16.5% of total portfolio value.
In Q1 2026, Klingman & Associates, LLC made 196 total portfolio adjustments, initiating 26 new buys, adding to 99 positions, trimming 51 holdings, and fully liquidating 20 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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