Klingman & Associates, LLC

Est. AUM

$2.02B

13F long equity, this entity only

Positions

327

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$344.0M	526701	17.03%	SOLE
2	VANGUARD MALVERN FDS	STRM INFPROIDX	$121.2M	2425416	6.00%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$105.1M	1556145	5.20%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$86.7M	957356	4.29%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$77.6M	1210939	3.84%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$75.0M	115315	3.71%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$73.7M	592795	3.65%	SOLE
8	APPLE INC	COM	$68.5M	269842	3.39%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$66.4M	1173507	3.29%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$64.1M	654814	3.17%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$54.3M	1004376	2.69%	SOLE
12	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$37.8M	329029	1.87%	SOLE
13	ISHARES TR	IBONDS DEC 29	$36.8M	1580678	1.82%	SOLE
14	ISHARES TR	IBONDS DEC 2030	$36.1M	1650363	1.79%	SOLE
15	ISHARES INC	CORE MSCI EMKT	$33.8M	484089	1.67%	SOLE
16	ISHARES TR	MSCI USA MIN VOL	$33.5M	361598	1.66%	SOLE
17	ISHARES TR	IBDS DEC28 ETF	$33.0M	1304385	1.64%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$31.5M	369859	1.56%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$31.1M	324175	1.54%	SOLE
20	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$29.4M	618139	1.45%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$27.6M	189356	1.37%	SOLE
22	CITIZENS FINL GROUP INC	COM	$27.4M	456878	1.36%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$26.6M	281041	1.32%	SOLE
24	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$25.7M	41668	1.27%	SOLE
25	ISHARES TR	IBONDS 27 ETF	$23.9M	985527	1.18%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$19.7M	204106	0.98%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$14.4M	44937	0.71%	SOLE
28	MICROSOFT CORP	COM	$13.8M	37161	0.68%	SOLE
29	ISHARES TR	NEW YORK MUN ETF	$12.7M	239875	0.63%	SOLE
30	ISHARES TR	EAFE SML CP ETF	$12.3M	156770	0.61%	SOLE
31	AMAZON COM INC	COM	$12.2M	58351	0.60%	SOLE
32	NVIDIA CORPORATION	COM	$11.7M	66895	0.58%	SOLE
33	DATADOG INC	CL A COM	$9.7M	82167	0.48%	SOLE
34	ALPHABET INC	CAP STK CL C	$8.9M	30999	0.44%	SOLE
35	ALPHABET INC	CAP STK CL A	$7.9M	27370	0.39%	SOLE
36	ISHARES TR	RUS 1000 ETF	$7.9M	22034	0.39%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$7.8M	31249	0.38%	SOLE
38	JPMORGAN CHASE & CO	COM	$7.6M	25794	0.38%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.8M	11339	0.34%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.7M	13891	0.33%	SOLE
41	EXXON MOBIL CORP	COM	$6.6M	38929	0.33%	SOLE
42	FLEXSHARES TR	IBOXX 3R TARGT	$6.4M	266019	0.32%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.2M	121774	0.31%	SOLE
44	JONES LANG LASALLE INC	COM	$5.8M	19041	0.29%	SOLE
45	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.2M	58289	0.26%	SOLE
46	ISHARES TR	SELECT DIVID ETF	$4.9M	32219	0.24%	SOLE
47	ISHARES TR	ISHARES SEMICDTR	$4.6M	13969	0.23%	SOLE
48	JOHNSON & JOHNSON	COM	$4.4M	18072	0.22%	SOLE
49	BROADCOM INC	COM	$4.3M	13912	0.21%	SOLE
50	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.0M	64332	0.20%	SOLE

1–50 of 327

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.