Klingman & Associates, LLC 13F Holdings
CIK 0001662449 · New York, NY
As of Sep 30, 2025, Klingman & Associates, LLC reported 319 positions worth
CIK 0001662449 · New York, NY
As of Sep 30, 2025, Klingman & Associates, LLC reported 319 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 507,621 | $339.8M | 17.45% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,444,799 | $94.3M | 4.84% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 1,779,660 | $90.1M | 4.63% |
| SPDR S&P 500 ETF TRUST | SPY | — | 117,901 | $78.5M | 4.03% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 838,650 | $73.2M | 3.76% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 684,950 | $71.6M | 3.68% |
| APPLE INC | AAPL | Technology | 272,103 | $69.3M | 3.56% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 1,194,210 | $66.1M | 3.39% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 551,551 | $65.5M | 3.37% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,071,049 | $64.2M | 3.30% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 981,006 | $53.2M | 2.73% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 370,580 | $35.3M | 1.81% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 1,421,892 | $33.4M | 1.71% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 1,435,980 | $31.8M | 1.63% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 285,548 | $31.6M | 1.62% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 370,971 | $30.9M | 1.59% |
| INVESCO RAFI US 1000 ETF | PRF | — | 681,499 | $30.8M | 1.58% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 458,703 | $30.2M | 1.55% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 1,419,923 | $30.1M | 1.55% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 325,832 | $29.8M | 1.53% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 1,161,401 | $29.6M | 1.52% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 193,866 | $27.2M | 1.39% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 282,377 | $25.0M | 1.29% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 41,928 | $25.0M | 1.28% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 988,062 | $24.0M | 1.24% |