Klingman & Associates, LLC: 13F holdings
CIK 16624492026Q2
| Positions | 350 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 350 (+18 vs prior quarter) |
|---|
| Reported value | $2.3bn (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 530,731 | $397.5m | 16.9% |
| VTIP VANGUARD MALVERN FDS | 2,611,590 | $131.2m | 5.6% |
| IJH ISHARES TR | 1,604,169 | $123.7m | 5.3% |
| IEFA ISHARES TR | 1,002,180 | $96.8m | 4.1% |
| VEA VANGUARD TAX-MANAGED FDS | 1,245,724 | $88.8m | 3.8% |
| IJR ISHARES TR | 596,811 | $88.5m | 3.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 114,856 | $85.8m | 3.7% |
| SPYG SPDR SERIES TRUST | 646,841 | $77.0m | 3.3% |
| AAPL APPLE INC | 263,977 | $76.4m | 3.3% |
| SPYV SPDR SERIES TRUST | 1,173,526 | $71.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1662449")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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