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CIK: 0001662449
Total reported value
$2.4B
$2.4B
350 檔
34.8%
As reported in its official Q2 2026 Form 13F filing, Klingman & Associates, LLC's tracked investment portfolio stood at $2.4B with 350 total positions.
In Q2 2026, Klingman & Associates, LLC displayed an active expansion posture, initiating 32 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.92% | +0.22% | +0.77% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.58% | +0.22% | +7.68% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.27% | -0.42% | +3.09% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.12% | +0.03% | +4.68% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.78% | +0.04% | +2.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.77% | -0.35% | +0.68% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.65% | -0.01% | -0.40% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.28% | — | -1.22% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.44% | -2.17% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.04% | -0.07% | +0.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.50% | -0.08% | -2.00% | |
| 12 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.92% | +0.05% | +7.46% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.77% | -0.04% | +3.50% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.60% | +0.05% | +2.64% | |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.59% | +0.03% | +3.95% | |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.57% | +0.01% | +3.93% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.46% | -0.05% | -1.87% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.42% | -0.13% | -8.21% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.41% | -0.03% | -0.64% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.39% | — | -0.73% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.38% | -0.13% | -7.93% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.30% | -0.12% | -0.40% | |
| 23 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.26% | +0.08% | +8.68% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.24% | -0.12% | -0.43% | |
| 25 | CFG | Citizens Financial Group | Stock-Financials | 1.22% | -0.61% | -10.28% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.21% | -0.08% | -1.07% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.03% | -0.13% | -0.10% | |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.99% | -0.06% | -2.63% | |
| 29 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.75% | -0.05% | -17.82% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.01% | +0.07% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.03% | +5.90% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.23% | +1.63% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.09% | +4.11% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.54% | — | -0.98% | |
| 35 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.54% | -0.05% | -1.61% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.03% | +1.92% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.02% | +1.71% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.03% | -1.24% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | -0.02% | -1.43% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.09% | +1.49% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | +0.62% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.03% | +11.08% | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.33% | -0.09% | -14.32% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.32% | -0.09% | +0.42% | |
| 45 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.27% | -0.02% | -0.61% | |
| 46 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.25% | -0.01% | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.24% | -0.03% | -1.09% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | -0.01% | +3.76% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.23% | EXIT | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.21% | — | -0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.77% | Add |
| 2 | DDOG | Datadog Inc - Class A | +0.3% | -17.82% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +3.09% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.68% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -1.22% | Trim |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | +3.50% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | +0.42% | Add |
| 8 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +7.46% | Add |
| 9 | SOXX | Ishares Semiconductor ETF | +0.1% | -14.32% | Trim |
| 10 | MU | Micron Technology Inc | +0.1% | +11.16% | Add |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | -0.10% | Trim |
| 12 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | NEW | New buy |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.87% | Add |
| 14 | INTC | Intel CORP | +0.1% | +7.09% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.40% | Trim |
| 16 | AMD | Advanced Micro Devices | +0.1% | +7.74% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +5.90% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +1.92% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +1.71% | Add |
| 20 | CROX | Crocs Inc | 0% | +5.25% | Add |
| 21 | GLW | Corning Inc | 0% | +1.20% | Add |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.40% | Trim |
| 23 | NVDA | Nvidia CORP | 0% | +4.11% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +2.96% | Add |
| 25 | GE | General Electric | 0% | +2.12% | Add |
| 26 | LRCX | Lam Research CORP | 0% | +8.73% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | +106.58% | Add |
| 28 | SNDK | Sandisk CORP | 0% | +13.54% | Add |
| 29 | KLAC | Kla CORP | 0% | +931.09% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.07% | Add |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | -1.24% | Trim |
| 32 | AVGO | Broadcom Inc | 0% | +3.76% | Add |
| 33 | GEV | GE Vernova Inc | 0% | +2.40% | Add |
| 34 | LLY | Eli Lilly & Co | 0% | +4.28% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +3.09% | Add |
| 36 | LAMR | Lamar Advertising Co-a | 0% | -0.25% | Trim |
| 37 | XLK | Ss Technology Select Sector | 0% | +27.09% | Add |
| 38 | ASML | ASML Holding N.V. | 0% | +11.83% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.99% | Add |
| 40 | SMH | Vaneck Semiconductor ETF | 0% | +33.78% | Add |
| 41 | PANW | Palo Alto Networks Inc | 0% | +4.75% | Add |
| 42 | TXN | Texas Instruments Inc | 0% | +1.28% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.80% | Add |
| 44 | VSAT | Viasat Inc | 0% | NEW | New buy |
| 45 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 46 | STX | Seagate Technology Holdings plc | 0% | +3.95% | Add |
| 47 | WDC | Western Digital CORP | 0% | +2.75% | Add |
| 48 | COMP | Compass Inc - Class A | 0% | -0.02% | Trim |
| 49 | URI | United Rentals Inc | 0% | +7.81% | Add |
| 50 | UNH | Unitedhealth Group Inc | 0% | +8.31% | Add |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.4B across 350 disclosed positions in Q2 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 34.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
IBDY
市值: $2.0M
Top Position Liquidated / Trimmed
PJT
前期市值: $2.0M
During Q2 2026, Klingman & Associates, LLC's top holdings by market value included IVV (16.9%)、VTIP (5.6%)、IJH (5.3%). The largest single position, IVV, represented 16.9% of total portfolio value.
In Q2 2026, Klingman & Associates, LLC made 192 total portfolio adjustments, initiating 32 new buys, adding to 88 positions, trimming 57 holdings, and fully liquidating 15 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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