Institutional Fund
Klingman & Associates, LLC
New York, NYCIK 16624495 filings on record
Portfolio Value
$2.06B
Q1 2026
Holdings
330
Reported positions
New Buys
26
Opened this quarter
QoQ Change
-0.4%
from $2.07B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.7%
- Vanguard Malvern Fds5.9%
- Ishares Tr5.1%
- Ishares Tr4.2%
- Vanguard Tax-Managed Fds3.8%
- Spdr S&P 500 ETF Tr3.6%
- Other60.8%
Portfolio Holdings
330 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 526.7K | $344.05M | 16.7% | +12.5K | Added |
| 2 | Vanguard Malvern Fds | 2.43M | $121.15M | 5.9% | +338.1K | Added |
| 3 | Ishares Tr | 1.56M | $105.09M | 5.1% | +43.4K | Added |
| 4 | Ishares Tr | 957.4K | $86.67M | 4.2% | +48.1K | Added |
| 5 | Vanguard Tax-Managed Fds | 1.21M | $77.60M | 3.8% | +65.4K | Added |
| 6 | Spdr S&P 500 ETF Tr | 115.3K | $74.99M | 3.6% | +87 | Added |
| 7 | Ishares Tr | 592.8K | $73.69M | 3.6% | +25.4K | Added |
| 8 | Apple Inc | 269.8K | $68.48M | 3.3% | −2.2K | Reduced |
| 9 | Spdr Series Trust | 1.17M | $66.40M | 3.2% | −21.7K | Reduced |
| 10 | Spdr Series Trust | 654.8K | $64.11M | 3.1% | −11.4K | Reduced |
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