StockDriftsStockDriftsTop 50 Klingman & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.47% | 526.7K | $344.0M | +2.43%(+12.51K) | $307.09(+144.74%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.8% | 2.43M | $121.1M | +16.20%(+338.11K) | $49.55(+1.74%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.03% | 1.56M | $105.1M | +2.87%(+43.38K) | $47.11(+55.90%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.15% | 957.4K | $86.7M | +5.29%(+48.13K) | $71.13(+36.25%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.71% | 1.21M | $77.6M | +5.71%(+65.39K) | $49.71(+41.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.59% | 115.3K | $75.0M | +0.08%(+87) | $262.98(+184.50%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.53% | 592.8K | $73.7M | +4.47%(+25.36K) | $92.97(+46.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.28% | 269.8K | $68.5M | -0.80%(-2.17K) | $101.13(+194.88%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.18% | 1.17M | $66.4M | -1.81%(-21.66K) | $35.26(+71.05%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.07% | 654.8K | $64.1M | -1.71%(-11.39K) | $48.70(+147.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.04% | +40.64% |
| Top 20 Holdings Unweighted | +10.20% | +33.84% |
Sign up free to track Klingman & Associates, LLC, compare funds side by side, and get alerts the moment positions change.