StockDriftsStockDriftsTop 50 Klingman & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.14% | 538.3K | $412.2M | +1.42%(+7.55K) | $316.28(+143.46%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.8% | 2.83M | $139.4M | +8.47%(+221.08K) | $49.60(-1.93%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.85% | 1.62M | $116.6M | +1.07%(+17.09K) | $48.12(+50.43%) | 2026-09-30 | |
| IEFA | ISHARES TR | 4.15% | 1.03M | $99.8M | +2.80%(+28.10K) | $72.68(+32.03%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.82% | 1.30M | $91.8M | +4.35%(+54.24K) | $51.05(+35.86%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.69% | 266.3K | $88.7M | +0.88%(+2.31K) | $102.95(+233.10%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.64% | 114.7K | $87.5M | -0.11%(-123) | $262.98(+191.46%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.42% | 604.4K | $82.2M | +1.27%(+7.60K) | $93.87(+44.69%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.28% | 641.4K | $78.9M | -0.83%(-5.40K) | $48.70(+149.17%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.97% | 1.17M | $71.4M | -0.50%(-5.90K) | $35.26(+78.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.49% | +54.06% | +8.17% | +48.12% |
| Top 20 Holdings Unweighted | +13.38% | +45.75% | +6.68% | +38.16% |
Klingman & Associates LLC reports $2.41B in US-listed equity holdings across 423 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.1%), VTIP (5.8%) and IJH (4.8%). The top 20 holdings account for 69.25% of reported assets. Its disclosed equity book has returned +54.06% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Klingman & Associates LLC, compare funds side by side, and get alerts the moment positions change.
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