Klingman & Associates, LLC
CIK 1662449
13F filing for Q2 2026・No. 1,494
- Holdings
- US$2.35B
- Quarter change
- +US$259.67M
- Entries
- 350
- Net bought (estimate)
- +US$36.8M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 15
- Cut 113
- Added 166
- Corporate actions 2
- Unchanged 36
Largest holdings
350 stocks worth US$2.35B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 530,731 | US$397.46M | 16.92% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 2,611,590 | US$131.18M | 5.58% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,604,169 | US$123.7M | 5.27% |
| ISHARES TRCORE MSCI EAFE | Added | 1,002,180 | US$96.79M | 4.12% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,245,724 | US$88.76M | 3.78% |
| ISHARES TRCORE S&P SCP ETF | Added | 596,811 | US$88.51M | 3.77% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 114,856 | US$85.77M | 3.65% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 646,841 | US$76.97M | 3.28% |
| AAPLAppleCOM | Cut | 263,977 | US$76.38M | 3.25% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 1,173,526 | US$71.34M | 3.04% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.