13F Insight
DOSSIER · 13F-HR · Q1 2026

Klingman & Associates, LLC

$2.1B in tracked AUM across 332 positions as of Q1 2026.

K&
CIK 0001662449 · last filed Mar 31, 2026
Total AUM
$2.1B
as of Q1 2026
Holdings
332
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Klingman & Associates, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$344M527K16.5%02
VTIP
VANGUARD MALVERN FDS
$121M2.4M5.8%03
IJH
ISHARES TR
$105M1.6M5.0%04
IEFA
ISHARES TR
$87M957K4.1%05
VEA
VANGUARD TAX-MANAGED FDS
$78M1.2M3.7%06
SPY
STATE STR SPDR S&P 500 ETF T
$75M115K3.6%07
IJR
ISHARES TR
$74M593K3.5%08
AAPL
APPLE INC
$68M270K3.3%09
SPYV
SPDR SERIES TRUST
$66M1.2M3.2%10
SPYG
SPDR SERIES TRUST
$64M655K3.1%

Filing history

2026Q1Mar 31
$2.1B▲ 0.8%
332 positionsView →2025Q4Dec 31
$2.1B▲ 4.6%
326 positionsView →2025Q3Sep 30
$2.0B▲ 9.3%
319 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$1.2B▼ 0.2%
219 positionsLocked2023Q2Jun 30
$1.2B▲ 6.7%
216 positionsLocked
Showing 12 of 43