Klingman & Associates
Klingman & Associates reported 423 stocks worth $2.4B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (17.1%), VTIP (5.8%) and IJH (4.8%). Compared with Q2 2026, the fund opened new positions in XOM, VCRM and VSDM, added to IVV, VTIP and IJH, trimmed SPY, SPYG and SPYV and sold out of XOM, NEAR and MINT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $412M | 17.1% | 538K | +7,546 (+1%) | 8 of 8 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $139M | 5.8% | 2.8M | +221K (+8%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $117M | 4.8% | 1.6M | +17K (+1%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $99.8M | 4.2% | 1M | +28K (+3%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $91.8M | 3.8% | 1.3M | +54K (+4%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $88.7M | 3.7% | 266K | +2,311 (+1%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $87.5M | 3.6% | 115K | −123 (−0%) | 8 of 8 | |
| 8 |  IJR Ishares TR | $82.2M | 3.4% | 604K | +7,596 (+1%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $78.9M | 3.3% | 641K | −5,401 (−1%) | 8 of 8 | |
| 10 |  SPYV State Street | $71.4M | 3.0% | 1.2M | −5,903 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.3M | 39K |
 NEAR Ishares Short Duratn Bndactv ETF | $1.3M | 26K |
 MINT Pimco ETF TR | $1.1M | 11K |
 DB Deutsche Bank A G | $289K | 8,547 |
 DUK Duke Energy Corp New | $283K | 2,237 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Klingman & Associates 13F FAQ
What does Klingman & Associates own?
Klingman & Associates reported 423 stocks worth $2.4B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (17.1%), VTIP (5.8%) and IJH (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Klingman & Associates buy and sell in Q3 2026?
Compared with Q2 2026: 93 new positions, 191 added to, 82 trimmed and 20 sold out. New positions include XOM, VCRM and VSDM. It sold all of XOM, NEAR and MINT.
When will Klingman & Associates file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Klingman & Associates's portfolio worth?
The Q3 2026 filing reports $2.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.