13F Insight
DOSSIER · 13F-HR · Q3 2026

Klingman & Associates, LLC

$2.4B in tracked AUM across 423 positions as of Q3 2026.

K&
CIK 0001662449 · last filed Sep 30, 2026
Total AUM
$2.4B
as of Q3 2026
Holdings
423
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Klingman & Associates, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$412M538K17.1%02
VTIP
VANGUARD MALVERN FDS
$139M2.8M5.8%03
IJH
ISHARES TR
$117M1.6M4.8%04
IEFA
ISHARES TR
$100M1.0M4.1%05
VEA
VANGUARD TAX-MANAGED FDS
$92M1.3M3.8%06
AAPL
APPLE INC
$89M266K3.7%07
SPY
STATE STR SPDR S&P 500 ETF T
$87M115K3.6%08
IJR
ISHARES TR
$82M604K3.4%09
SPYG
SPDR SERIES TRUST
$79M641K3.3%10
SPYV
SPDR SERIES TRUST
$71M1.2M3.0%

Filing history

2026Q3Sep 30
$2.4B▲ 2.4%
423 positionsView →2026Q2Jun 30
$2.3B▲ 12.4%
350 positionsView →2026Q1Mar 31
$2.1B▲ 0.8%
332 positionsView →2025Q4Dec 31
$2.1B▲ 4.6%
326 positionsView →2025Q3Sep 30
$2.0B▲ 9.3%
319 positionsLocked2025Q2Jun 30
$1.8B▲ 11.0%
314 positionsLocked2025Q1Mar 31
$1.6B▲ 0.4%
263 positionsLocked2024Q4Dec 31
$1.6B▲ 0.7%
256 positionsLocked2024Q3Sep 30
$1.6B▲ 9.1%
265 positionsLocked2024Q2Jun 30
$1.5B▲ 2.7%
250 positionsLocked2024Q1Mar 31
$1.4B▲ 5.8%
238 positionsLocked2023Q4Dec 31
$1.4B▲ 10.1%
225 positionsLocked
Showing 12 of 45