Universe · entity
Klingman & Associates, LLC
Institutional manager (13F) · CIK 1662449
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $344M | 526,701 |
| 2 | VANGUARD MALVERN FDS | $121M | 2,425,416 |
| 3 | ISHARES TR | $105M | 1,556,145 |
| 4 | ISHARES TR | $87M | 957,356 |
| 5 | VANGUARD TAX-MANAGED FDS | $78M | 1,210,939 |
| 6 | STATE STR SPDR S&P 500 ETF T | $75M | 115,315 |
| 7 | ISHARES TR | $74M | 592,795 |
| 8 | APPLE INC | $68M | 269,842 |
| 9 | SPDR SERIES TRUST | $66M | 1,173,507 |
| 10 | SPDR SERIES TRUST | $64M | 654,814 |
| 11 | VANGUARD INTL EQUITY INDEX F | $54M | 1,004,376 |
| 12 | INVESCO EXCH TRADED FD TR II | $38M | 329,029 |
| 13 | ISHARES TR | $37M | 1,580,678 |
| 14 | ISHARES TR | $36M | 1,650,363 |
| 15 | ISHARES TR | $36M | 1,699,798 |
| 16 | ISHARES INC | $34M | 484,089 |
| 17 | ISHARES TR | $34M | 361,598 |
| 18 | ISHARES TR | $33M | 1,304,385 |
| 19 | SPDR SERIES TRUST | $31M | 369,859 |
| 20 | SPDR SERIES TRUST | $31M | 324,175 |
| 21 | INVESCO EXCHANGE TRADED FD T | $29M | 618,139 |
| 22 | SPDR SERIES TRUST | $28M | 189,356 |
| 23 | CITIZENS FINL GROUP INC | $27M | 456,878 |
| 24 | ISHARES TR | $27M | 1,081,554 |
| 25 | SPDR SERIES TRUST | $27M | 281,041 |
| 26 | STATE STR SPDR S&P MIDCAP 40 | $26M | 41,668 |
| 27 | ISHARES TR | $24M | 985,527 |
| 28 | SPDR SERIES TRUST | $20M | 204,106 |
| 29 | VANGUARD INDEX FDS | $14M | 44,937 |
| 30 | MICROSOFT CORP | $14M | 37,161 |
| 31 | ISHARES TR | $13M | 239,875 |
| 32 | ISHARES TR | $12M | 156,770 |
| 33 | AMAZON COM INC | $12M | 58,351 |
| 34 | NVIDIA CORPORATION | $12M | 66,895 |
| 35 | DATADOG INC | $10M | 82,167 |
| 36 | ALPHABET INC | $9M | 30,999 |
| 37 | ALPHABET INC | $8M | 27,370 |
| 38 | ISHARES TR | $8M | 22,034 |
| 39 | ISHARES TR | $8M | 31,249 |
| 40 | JPMORGAN CHASE & CO | $8M | 25,794 |
| 41 | VANGUARD INDEX FDS | $7M | 11,339 |
| 42 | BERKSHIRE HATHAWAY INC DEL | $7M | 13,891 |
| 43 | EXXON MOBIL CORP | $7M | 38,929 |
| 44 | FLEXSHARES TR | $6M | 266,019 |
| 45 | J P MORGAN EXCHANGE TRADED F | $6M | 121,774 |
| 46 | JONES LANG LASALLE INC | $6M | 19,041 |
| 47 | VANGUARD INDEX FDS | $5M | 58,289 |
| 48 | ISHARES TR | $5M | 32,219 |
| 49 | ISHARES TR | $5M | 13,969 |
| 50 | JOHNSON & JOHNSON | $4M | 18,072 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.