Klingman & Associates, LLC — 13F holdings

Klingman & Associates, LLC reported 423 holdings worth $2.41B in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. IVV ISHARES TR — $412M (17.1%)
  2. VTIP VANGUARD MALVERN FDS — $139M (5.8%)
  3. IJH ISHARES TR — $117M (4.8%)
  4. IEFA ISHARES TR — $99.8M (4.1%)
  5. VEA VANGUARD TAX-MANAGED FDS — $91.8M (3.8%)
  6. AAPL APPLE INC — $88.7M (3.7%)
  7. SPY SPDR S&P 500 ETF TR — $87.5M (3.6%)
  8. IJR ISHARES TR — $82.2M (3.4%)
  9. SPYG SPDR SERIES TRUST — $78.9M (3.3%)
  10. SPYV SPDR SERIES TRUST — $71.4M (3.0%)