Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Klingman & Associates, LLC (CIK 1662449) reported $2.09B across 330 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($344.0M, 16.47%), VTIP ($121.1M, 5.80%), IJH ($105.1M, 5.03%), IEFA ($86.7M, 4.15%), VEA ($77.6M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $344.0M | 16.47% | 526,701 | Added |
| 2 | VTIP | VANGUARD MALVERN FDS | $121.1M | 5.80% | 2.4M | Added |
| 3 | IJH | ISHARES TR | $105.1M | 5.03% | 1.6M | Added |
| 4 | IEFA | ISHARES TR | $86.7M | 4.15% | 957,356 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $77.6M | 3.71% | 1.2M | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $75.0M | 3.59% | 115,315 | Added |
| 7 | IJR | ISHARES TR | $73.7M | 3.53% | 592,795 | Added |
| 8 | AAPL | APPLE INC | $68.5M | 3.28% | 269,842 | Trimmed |
| 9 | SPYV | SPDR SERIES TRUST | $66.4M | 3.18% | 1.2M | Trimmed |
| 10 | SPYG | SPDR SERIES TRUST | $64.1M | 3.07% | 654,814 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $54.3M | 2.60% | 1.0M | Added |
| 12 | RWL | INVESCO EXCH TRADED FD TR II | $37.8M | 1.81% | 329,029 | Added |
| 13 | IBDU | ISHARES TR | $36.8M | 1.76% | 1.6M | Added |
| 14 | IBDV | ISHARES TR | $36.1M | 1.73% | 1.7M | Added |
| 15 | IBDW | ISHARES TR | $35.6M | 1.70% | 1.7M | Added |
| 16 | IEMG | ISHARES INC | $33.8M | 1.62% | 484,089 | Added |
| 17 | USMV | ISHARES TR | $33.5M | 1.61% | 361,598 | Trimmed |
| 18 | IBDT | ISHARES TR | $33.0M | 1.58% | 1.3M | Added |
| 19 | MDYV | SPDR SERIES TRUST | $31.5M | 1.51% | 369,859 | Trimmed |
| 20 | MDYG | SPDR SERIES TRUST | $31.1M | 1.49% | 324,175 | Trimmed |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | $29.4M | 1.41% | 618,139 | Trimmed |
| 22 | SDY | SPDR SERIES TRUST | $27.6M | 1.32% | 189,356 | Trimmed |
| 23 | IBDX | ISHARES TR | $27.3M | 1.31% | 1.1M | Added |
| 24 | CFG | CITIZENS FINL GROUP INC | $27.4M | 1.31% | 456,878 | Added |
| 25 | SLYV | SPDR SERIES TRUST | $26.6M | 1.27% | 281,041 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31