account_balance
Investment manager · 13F filer · SEC CIK 1662449
Klingman & Associates, LLC
Reported value$2.41Bas of Sep 30, 2026
Positions423 92 new, 19 sold out
Top 10 weight52.7%IVV alone is 17%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
17.1%
VTIPVanguard Malvern FDS
5.8%Added +8%
IJHiShares Tr
4.8%
IEFAiShares Tr
4.1%Added +3%
VEAVanguard Tax-Managed FDS
3.8%Added +4%
AAPLApple Inc.
3.7%
SPYSPDR S&P 500 ETF Trust
3.6%
IJRiShares Tr
3.4%
SPYGSPDR Series Trust
3.3%
SPYVSPDR Series Trust
3.0%
VWOVanguard Intl Equity Index F
2.4%
RWLInvesco Exch Traded Fd Tr II
2.0%
IVViShares Tr
17.1%
VTIPVanguard Malvern FDS
5.8%
IJHiShares Tr
4.8%
IEFAiShares Tr
4.1%+3%
VEA3.8%
AAPLApple Inc.
3.7%
SPYSPDR S&P 500 ETF Trust
3.6%
IJRiShares Tr
3.4%
SPYGSPDR Series Trust
3.3%
SPYV3.0%
VWO2.4%
RWL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 17.1% Held
VTIP Vanguard Malvern FDS 5.8% Added +8%
IJH iShares Tr 4.8% Held
IEFA iShares Tr 4.1% Added +3%
VEA Vanguard Tax-Managed FDS 3.8% Added +4%
AAPL Apple Inc. 3.7% HeldSPY SPDR S&P 500 ETF Trust 3.6% HeldIJR iShares Tr 3.4% Held
SPYG SPDR Series Trust 3.3% Held
SPYV SPDR Series Trust 3.0% Held
VWO Vanguard Intl Equity Index F 2.4% Held
RWL Invesco Exch Traded Fd Tr II 2.0% Added +4%
What changed
Biggest moves since Jun 30, 2026
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