StockDriftsStockDriftsTop 50 Klingman & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.92% | 530.7K | $397.5M | +0.77%(+4.03K) | $310.01(+150.75%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.58% | 2.61M | $131.2M | +7.68%(+186.17K) | $49.58(+0.21%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.27% | 1.60M | $123.7M | +3.09%(+48.02K) | $47.83(+62.89%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.12% | 1.00M | $96.8M | +4.68%(+44.82K) | $72.04(+40.25%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.78% | 1.25M | $88.8M | +2.87%(+34.78K) | $50.19(+45.43%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.77% | 596.8K | $88.5M | +0.68%(+4.02K) | $93.25(+59.52%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.65% | 114.9K | $85.8M | -0.40%(-459) | $262.98(+194.14%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.28% | 646.8K | $77.0M | -1.22%(-7.97K) | $48.70(+152.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.25% | 264.0K | $76.4M | -2.17%(-5.87K) | $101.13(+203.24%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.04% | 1.17M | $71.3M | +0.00%(+19) | $35.26(+79.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.58% | +50.44% | +8.50% | +50.38% |
| Top 20 Holdings Unweighted | +12.88% | +43.84% | +7.11% | +40.98% |
Klingman & Associates, LLC reports $2.35B in US-listed equity holdings across 350 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.9%), VTIP (5.6%) and IJH (5.3%). The top 20 holdings account for 69.29% of reported assets. Its disclosed equity book has returned +50.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Klingman & Associates, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1662449). View Klingman & Associates, LLC’s 13F filings on SEC