EdgeMarket › What Klingman & Associates, Llc reported owning
What Klingman & Associates, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
332Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 344.0M | 16.5% | 526.7K | 769.31 | +20.0% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 121.1M | 5.8% | 2.4M | 49.79 | -1.1% |
| IJH iShares Core S&P Mid-Cap ETF | 105.1M | 5.0% | 1.6M | 76.77 | +20.8% |
| IEFA iShares Core MSCI EAFE ETF | 86.7M | 4.1% | 957.4K | 100.85 | +16.8% |
| VEA Vanguard FTSE Developed Markets ETF | 77.6M | 3.7% | 1.2M | 73.42 | +24.7% |
| SPY SPDR S&P 500 ETF TRUST | 75.0M | 3.6% | 115.3K | 765.72 | +20.0% |
| IJR iShares Core S&P Small-Cap ETF | 73.7M | 3.5% | 592.8K | 147.31 | +29.0% |
| AAPL Apple Inc. | 68.5M | 3.3% | 269.8K | 309.35 | +36.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 66.4M | 3.2% | 1.2M | 63.51 | +17.5% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 64.1M | 3.1% | 654.8K | 120.21 | +22.2% |
| VWO Vanguard FTSE Emerging Markets ETF | 54.3M | 2.6% | 1.0M | 60.45 | +17.7% |
| RWL Invesco S&P 500 Revenue ETF | 37.8M | 1.8% | 329.0K | 133.89 | +25.3% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 36.8M | 1.8% | 1.6M | 23.05 | -1.4% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 36.1M | 1.7% | 1.7M | 21.60 | -2.0% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 35.6M | 1.7% | 1.7M | 20.60 | -2.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 33.8M | 1.6% | 484.1K | 81.57 | +31.9% |
| USMV iShares MSCI USA Min Vol Factor ETF | 33.5M | 1.6% | 361.6K | 101.23 | +7.0% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 33.0M | 1.6% | 1.3M | 25.19 | -0.9% |
| MDYV State Street SPDR S&P 400 Mid Cap Value ETF | 31.5M | 1.5% | 369.9K | 95.71 | +17.2% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 31.1M | 1.5% | 324.2K | 110.20 | +24.2% |
| PRF Invesco RAFI US 1000 ETF | 29.4M | 1.4% | 618.1K | 56.10 | +28.7% |
| SDY State Street SPDR S&P Dividend ETF | 27.6M | 1.3% | 189.4K | 158.44 | +12.0% |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 27.4M | 1.3% | 456.9K | 69.86 | +43.1% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 27.3M | 1.3% | 1.1M | 24.83 | -2.1% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 26.6M | 1.3% | 281.0K | 110.42 | +30.5% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 25.7M | 1.2% | 41.7K | 699.60 | +20.6% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 23.9M | 1.1% | 985.5K | 24.20 | -0.2% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 19.7M | 0.9% | 204.1K | 116.01 | +27.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 14.4M | 0.7% | 44.9K | 378.24 | +20.5% |
| MSFT MICROSOFT CORP | 13.8M | 0.7% | 37.2K | 483.24 | -4.4% |
| NYF iShares New York Muni Bond ETF | 12.7M | 0.6% | 239.9K | 52.78 | +1.4% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 12.3M | 0.6% | 156.8K | 86.60 | +14.8% |
| AMZN AMAZON COM INC | 12.2M | 0.6% | 58.4K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 11.7M | 0.6% | 66.9K | 214.72 | +22.4% |
| DDOG Datadog, Inc. | 9.7M | 0.5% | 82.2K | 235.62 | +83.4% |
| GOOG Alphabet Inc. | 8.9M | 0.4% | 31.0K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 7.9M | 0.4% | 27.4K | 344.82 | +73.0% |
| IWB iShares Russell 1000 ETF | 7.9M | 0.4% | 22.0K | 419.69 | +19.8% |
| IWM iShares Russell 2000 ETF | 7.7M | 0.4% | 31.2K | 299.96 | +33.1% |
| JPM JPMORGAN CHASE & CO | 7.6M | 0.4% | 25.8K | 351.58 | +20.3% |
| VOO Vanguard S&P 500 ETF | 6.8M | 0.3% | 11.3K | 703.71 | +20.0% |
| unmapped CUSIP 084670702 | 6.7M | 0.3% | 13.9K | — | — |
| XOM ExxonMobil Holdings Corp | 6.6M | 0.3% | 38.9K | 165.11 | +52.1% |
| TDTT FlexShares iBoxx 3 Year Target Duration TIPS I | 6.4M | 0.3% | 266.0K | 23.59 | -2.8% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 6.2M | 0.3% | 121.8K | 50.92 | -0.1% |
| JLL JONES LANG LASALLE INC | 5.8M | 0.3% | 19.0K | 387.37 | +30.3% |
| VNQ Vanguard Real Estate ETF | 5.2M | 0.2% | 58.3K | 98.50 | +8.6% |
| DVY iShares Select Dividend ETF | 4.9M | 0.2% | 32.2K | 164.09 | +17.7% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 4.6M | 0.2% | 14.0K | 520.05 | +113.4% |
| JNJ JOHNSON & JOHNSON | 4.4M | 0.2% | 18.1K | 270.24 | +51.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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