Holders — by stockHoldings — by fund
Klingman & Associates, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001662449
$2.35B
disclosed book value
350
positions
16.9%
largest position share
Positions, as of 2026-06-30
top 100 of 350 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 530,731 | $397.5M | 16.9% |
| 2 | VTIPVANGUARD MALVERN FDS | 2.6M | $131.2M | 5.6% |
| 3 | IJHISHARES TR | 1.6M | $123.7M | 5.3% |
| 4 | IEFAISHARES TR | 1.0M | $96.8M | 4.1% |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 1.2M | $88.8M | 3.8% |
| 6 | IJRISHARES TR | 596,811 | $88.5M | 3.8% |
| 7 | SPYSTATE STR SPDR S&P 500 ETF T | 114,856 | $85.8M | 3.7% |
| 8 | SPYGSPDR SERIES TRUST | 646,841 | $77.0M | 3.3% |
| 9 | AAPLAPPLE INC | 263,977 | $76.4M | 3.3% |
| 10 | SPYVSPDR SERIES TRUST | 1.2M | $71.3M | 3% |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 984,338 | $58.8M | 2.5% |
| 12 | RWLINVESCO EXCH TRADED FD TR II | 353,559 | $45.2M | 1.9% |
| 13 | IEMGISHARES INC | 501,018 | $41.5M | 1.8% |
| 14 | IBDUISHARES TR | 1.6M | $37.6M | 1.6% |
| 15 | IBDVISHARES TR | 1.7M | $37.4M | 1.6% |
| 16 | IBDWISHARES TR | 1.8M | $36.8M | 1.6% |
| 17 | USMVISHARES TR | 354,842 | $34.2M | 1.5% |
| 18 | MDYGSPDR SERIES TRUST | 297,555 | $33.4M | 1.4% |
| 19 | PRFINVESCO EXCHANGE TRADED FD T | 614,153 | $33.2M | 1.4% |
| 20 | IBDTISHARES TR | 1.3M | $32.7M | 1.4% |
| 21 | MDYVSPDR SERIES TRUST | 340,538 | $32.3M | 1.4% |
| 22 | SLYVSPDR SERIES TRUST | 279,909 | $30.5M | 1.3% |
| 23 | IBDXISHARES TR | 1.2M | $29.6M | 1.3% |
| 24 | MDYSTATE STR SPDR S&P MIDCAP 40 | 41,488 | $29.2M | 1.2% |
| 25 | CFGCITIZENS FINL GROUP INC | 409,912 | $28.7M | 1.2% |
| 26 | SDYSPDR SERIES TRUST | 187,332 | $28.5M | 1.2% |
| 27 | SLYGSPDR SERIES TRUST | 203,898 | $24.3M | 1% |
| 28 | IBDSISHARES TR | 959,571 | $23.2M | 1% |
| 29 | DDOGDATADOG INC | 67,523 | $17.6M | 0.7% |
| 30 | VTIVANGUARD INDEX FDS | 44,970 | $16.6M | 0.7% |
| 31 | AMZNAMAZON COM INC | 61,796 | $14.7M | 0.6% |
| 32 | MSFTMICROSOFT CORP | 37,765 | $14.1M | 0.6% |
| 33 | NVDANVIDIA CORPORATION | 69,645 | $13.9M | 0.6% |
| 34 | SCZISHARES TR | 155,240 | $12.8M | 0.5% |
| 35 | NYFISHARES TR | 236,010 | $12.7M | 0.5% |
| 36 | GOOGALPHABET INC | 31,594 | $11.2M | 0.5% |
| 37 | GOOGLALPHABET INC | 27,837 | $9.9M | 0.4% |
| 38 | IWMISHARES TR | 30,863 | $9.3M | 0.4% |
| 39 | IWBISHARES TR | 21,719 | $8.9M | 0.4% |
| 40 | JPMJPMORGAN CHASE & CO | 26,178 | $8.6M | 0.4% |
| 41 | VOOVANGUARD INDEX FDS | 11,409 | $7.8M | 0.3% |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,430 | $7.7M | 0.3% |
| 43 | SOXXISHARES TR | 11,969 | $7.7M | 0.3% |
| 44 | AMATAPPLIED MATLS INC | 10,507 | $7.6M | 0.3% |
| 45 | TDTTFLEXSHARES TR | 264,386 | $6.3M | 0.3% |
| 46 | JLLJONES LANG LASALLE INC | 19,041 | $5.9M | 0.3% |
| 47 | VNQVANGUARD INDEX FDS | 57,654 | $5.6M | 0.2% |
| 48 | AVGOBROADCOM INC | 14,435 | $5.5M | 0.2% |
| 49 | XOMEXXON MOBIL CORP | 39,028 | $5.3M | 0.2% |
| 50 | DVYISHARES TR | 32,133 | $5.0M | 0.2% |
| 51 | JNJJOHNSON & JOHNSON | 17,448 | $4.4M | 0.2% |
| 52 | DFATDIMENSIONAL ETF TRUST | 62,861 | $4.4M | 0.2% |
| 53 | SPLVINVESCO EXCH TRADED FD TR II | 55,186 | $4.1M | 0.2% |
| 54 | VEUVANGUARD INTL EQUITY INDEX F | 47,724 | $4.0M | 0.2% |
| 55 | METAMETA PLATFORMS INC | 7,055 | $4.0M | 0.2% |
| 56 | MAMASTERCARD INCORPORATED | 7,493 | $3.8M | 0.2% |
| 57 | CROXCROCS INC | 31,670 | $3.8M | 0.2% |
| 58 | GEGE AEROSPACE | 9,785 | $3.7M | 0.2% |
| 59 | IWFISHARES TR | 28,958 | $3.6M | 0.2% |
| 60 | DFIVDIMENSIONAL ETF TRUST | 66,339 | $3.6M | 0.2% |
| 61 | TSLATESLA INC | 8,221 | $3.5M | 0.1% |
| 62 | ABBVABBVIE INC | 13,168 | $3.3M | 0.1% |
| 63 | MUMICRON TECHNOLOGY INC | 2,869 | $3.3M | 0.1% |
| 64 | EFAISHARES TR | 31,571 | $3.3M | 0.1% |
| 65 | LAMRLAMAR ADVERTISING CO | 20,373 | $3.2M | 0.1% |
| 66 | IWNISHARES TR | 14,297 | $3.2M | 0.1% |
| 67 | VBVANGUARD INDEX FDS | 10,421 | $3.2M | 0.1% |
| 68 | COSTCOSTCO WHOLESALE CORPORATION | 3,349 | $3.1M | 0.1% |
| 69 | CATCATERPILLAR INC | 2,885 | $3.1M | 0.1% |
| 70 | GEVGE VERNOVA INC | 2,608 | $3.1M | 0.1% |
| 71 | VUGVANGUARD INDEX FDS | 35,413 | $3.1M | 0.1% |
| 72 | VVISA INC | 8,812 | $3.0M | 0.1% |
| 73 | RSPINVESCO EXCHANGE TRADED FD T | 13,603 | $2.9M | 0.1% |
| 74 | LLYELI LILLY & CO | 2,410 | $2.9M | 0.1% |
| 75 | IXUSISHARES TR | 29,484 | $2.8M | 0.1% |
| 76 | HDVISHARES TR | 100,967 | $2.8M | 0.1% |
| 77 | CCITIGROUP INC | 19,135 | $2.7M | 0.1% |
| 78 | INTCINTEL CORP | 18,726 | $2.6M | 0.1% |
| 79 | VTVVANGUARD INDEX FDS | 11,875 | $2.6M | 0.1% |
| 80 | OEFISHARES TR | 6,882 | $2.5M | 0.1% |
| 81 | AMDADVANCED MICRO DEVICES INC | 4,245 | $2.5M | 0.1% |
| 82 | JPSTJ P MORGAN EXCHANGE TRADED F | 47,808 | $2.4M | 0.1% |
| 83 | TJXTJX COS INC NEW | 15,154 | $2.3M | 0.1% |
| 84 | PGPROCTER & GAMBLE CO | 15,323 | $2.2M | 0.1% |
| 85 | QQQINVESCO QQQ TR | 3,030 | $2.2M | 0.1% |
| 86 | HDHOME DEPOT INC | 6,068 | $2.1M | 0.1% |
| 87 | ORCLORACLE CORP | 14,244 | $2.1M | 0.1% |
| 88 | GLWCORNING INC | 8,068 | $2.1M | 0.1% |
| 89 | IBDYISHARES TR | 78,833 | $2.0M | 0.1% |
| 90 | WMTWALMART INC | 17,466 | $2.0M | 0.1% |
| 91 | IVOOVANGUARD ADMIRAL FDS INC | 14,753 | $1.9M | 0.1% |
| 92 | CSCOCISCO SYS INC | 16,227 | $1.9M | 0.1% |
| 93 | VBRVANGUARD INDEX FDS | 7,832 | $1.9M | 0.1% |
| 94 | EFAVISHARES TR | 21,671 | $1.9M | 0.1% |
| 95 | RWKINVESCO EXCH TRADED FD TR II | 12,934 | $1.9M | 0.1% |
| 96 | DFUVDIMENSIONAL ETF TRUST | 32,214 | $1.8M | 0.1% |
| 97 | RJFRAYMOND JAMES FINL INC | 11,468 | $1.7M | 0.1% |
| 98 | ITOTISHARES TR | 10,267 | $1.7M | 0.1% |
| 99 | RWJINVESCO EXCH TRADED FD TR II | 28,269 | $1.7M | 0.1% |
| 100 | UBSIUNITED BANKSHARES INC WEST V | 35,398 | $1.6M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.