Klingman & Associates, LLC
Klingman & Associates, LLC reported 350 positions worth $2.35B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $397.5M | 16.92% | 530,731 | — | — | |
| ▸ 2 | VTIP | SH | $131.2M | 5.58% | 2,611,590 | — | — | |
| ▸ 3 | IJH | SH | $123.7M | 5.27% | 1,604,169 | — | — | |
| ▸ 4 | IEFA | SH | $96.8M | 4.12% | 1,002,180 | — | — | |
| ▸ 5 | VEA | SH | $88.8M | 3.78% | 1,245,724 | — | — | |
| ▸ 6 | IJR | SH | $88.5M | 3.77% | 596,811 | — | — | |
| ▸ 7 | SPY | SH | $85.8M | 3.65% | 114,856 | — | — | |
| ▸ 8 | SPYG | SH | $77.0M | 3.28% | 646,841 | — | — | |
| ▸ 9 | AAPL | SH | $76.4M | 3.25% | 263,977 | — | — | |
| ▸ 10 | SPYV | SH | $71.3M | 3.04% | 1,173,526 | — | — |
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Frequently Asked Questions
What stocks does Klingman & Associates, LLC hold as of Q2 2026?
Klingman & Associates, LLC reported 350 positions worth $2.35B in its Q2 2026 13F filing. Largest positions: IVV (16.9%), VTIP (5.6%), IJH (5.3%), IEFA (4.1%) and VEA (3.8%).
What did Klingman & Associates, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Klingman & Associates, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.