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

Klingman & Associates, LLC

Klingman & Associates's holding co. based in Stamford, CT — $2.1B in tracked AUM across 332 positions as of Q1 2026.

K&
Klingman & Associates·Stamford, CT·Holding Co.
CIK 0001662449 · last filed Mar 31, 2026
Total AUM
$2.1B
▲ 18.3%
vs prior
Holdings
332
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…