Notify me when Klingman & Associates, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 326 | $2,073,132,825 | +$84,501,223 | -$25,693,613 | +$58,807,610 | IVV, VTIP, IJH, IEFA, SPY | 13F-HR | 29 Jan 2026, 08:28 |
| Q3 2025 | 319 | $1,982,415,762 | +$73,689,969 | -$25,643,797 | +$48,046,172 | IVV, IJH, VTIP, SPY, IEFA | 13F-HR | 27 Oct 2025, 13:30 |
| Q2 2025 | 314 | $1,813,768,138 | +$96,551,918 | -$27,678,414 | +$68,873,504 | IVV, IJH, VTIP, SPY, SPYG | 13F-HR | 30 Jul 2025, 09:58 |
| Q1 2025 | 263 | $1,633,331,553 | +$114,087,014 | -$56,184,442 | +$57,902,572 | IVV, IJH, VTIP, SPY, SPYV | 13F-HR | 12 May 2025, 20:11 |
| Q4 2024 | 256 | $1,626,365,491 | +$96,076,269 | -$79,364,599 | +$16,711,670 | IVV, IJH, SPY, VTIP, AAPL | 13F-HR | 31 Jan 2025, 16:02 |
| Q3 2024 | 265 | $1,614,554,239 | +$67,057,857 | -$21,141,517 | +$45,916,340 | IVV, IJH, SPY, IJR, SPYV | 13F-HR | 01 Nov 2024, 16:56 |
| Q2 2024 | 249 | $1,477,671,425 | +$92,099,458 | -$71,872,602 | +$20,226,856 | IVV, IJH, SPY, VTIP, IJR | 13F-HR | 30 Jul 2024, 16:15 |
| Q1 2024 | 237 | $1,438,870,968 | +$92,737,195 | -$34,717,596 | +$58,019,599 | IVV, IJH, SPY, VTIP, SPYV | 13F-HR | 01 May 2024, 14:34 |
| Q4 2023 | 225 | $1,362,146,767 | +$95,128,801 | -$96,832,348 | -$1,703,547 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 29 Jan 2024, 15:38 |
| Q3 2023 | 219 | $1,237,004,267 | +$130,718,418 | -$69,120,571 | +$61,597,847 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 30 Oct 2023, 16:30 |
| Q2 2023 | 216 | $1,239,184,951 | +$37,530,682 | -$13,054,854 | +$24,475,828 | IVV, IJH, VTIP, SPY, SPYV | 13F-HR | 31 Jul 2023, 13:29 |
| Q1 2023 | 199 | $1,161,209,254 | +$24,315,066 | -$50,330,647 | -$26,015,581 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 03 May 2023, 14:29 |
| Q4 2022 | 203 | $1,140,122,720 | +$132,304,340 | -$74,267,921 | +$58,036,419 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 03 Feb 2023, 12:53 |
| Q3 2022 | 188 | $1,018,408,000 | +$79,022,631 | -$32,740,948 | +$46,281,683 | IVV, VTIP, SPY, IJH, JPST | 13F-HR | 28 Oct 2022, 08:19 |
| Q2 2022 | 193 | $1,023,415,000 | +$76,232,438 | -$72,260,954 | +$3,971,484 | IVV, VTIP, SPY, IJH, JPST | 13F-HR | 27 Jul 2022, 13:33 |
| Q1 2022 | 204 | $1,177,198,000 | +$78,240,657 | -$9,977,006 | +$68,263,651 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 06 May 2022, 12:24 |
| Q4 2021 | 182 | $1,163,918,000 | +$31,877,204 | -$10,460,145 | +$21,417,059 | IVV, JPST, SPY, VTIP, IJH | 13F-HR | 31 Jan 2022, 13:36 |
| Q3 2021 | 173 | $1,070,484,000 | +$39,317,010 | -$23,498,672 | +$15,818,338 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 01 Nov 2021, 14:56 |
| Q2 2021 | 163 | $1,042,711,000 | +$36,056,102 | -$19,124,967 | +$16,931,135 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 27 Jul 2021, 10:38 |
| Q1 2021 | 172 | $967,167,000 | +$82,311,368 | -$31,327,465 | +$50,983,903 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 29 Apr 2021, 09:48 |
| Q4 2020 | 153 | $866,446,000 | +$48,388,183 | -$10,255,569 | +$38,132,614 | IVV, JPST, SPY, VTIP, IJH | 13F-HR | 09 Feb 2021, 10:39 |
| Q3 2020 | 138 | $743,188,000 | +$96,489,618 | -$30,096,930 | +$66,392,688 | IVV, JPST, VTIP, SPY, DDOG | 13F-HR | 03 Nov 2020, 09:51 |
| Q2 2020 | 127 | $653,977,000 | +$103,675,124 | -$21,304,985 | +$82,370,139 | IVV, JPST, VTIP, SPY, DDOG | 13F-HR | 04 Aug 2020, 14:58 |
| Q1 2020 | 120 | $490,227,000 | +$93,645,987 | -$97,654,188 | -$4,008,201 | IVV, VTIP, SPY, IJH, SDY | 13F-HR | 29 Apr 2020, 15:14 |
| Q4 2019 | 135 | $611,061,000 | +$38,626,643 | -$17,371,784 | +$21,254,859 | IVV, IJH, SPY, VTIP, IJR | 13F-HR | 29 Jan 2020, 15:29 |
| Q3 2019 | 121 | $558,509,000 | +$35,044,791 | -$16,128,383 | +$18,916,408 | IVV, IJH, SPY, VTIP, TPYP | 13F-HR | 22 Oct 2019, 14:01 |
| Q2 2019 | 119 | $538,228,000 | +$32,136,620 | -$17,817,074 | +$14,319,546 | IVV, IJH, SPY, TPYP, VTIP | Restatement | 27 Sep 2019, 15:21 |
| Q1 2019 | 119 | $512,978,000 | +$20,919,603 | -$4,303,326 | +$16,616,277 | IVV, IJH, SPY, TPYP, IJR | 13F-HR | 03 May 2019, 10:03 |
| Q4 2018 | 107 | $444,040,000 | +$42,268,024 | -$19,137,364 | +$23,130,660 | IVV, IJH, SPY, TPYP, IJR | 13F-HR | 28 Jan 2019, 09:39 |
| Q3 2018 | 105 | $488,507,000 | +$9,875,331 | -$6,033,003 | +$3,842,328 | IVV, IJH, SPY, TPYP, AMJ | 13F-HR | 26 Oct 2018, 09:35 |
| Q2 2018 | 102 | $464,628,000 | +$69,001,282 | -$64,976,427 | +$4,024,855 | IVV, IJH, SPY, TPYP, VTIP | 13F-HR | 01 Aug 2018, 17:34 |
| Q1 2018 | 107 | $445,858,000 | +$17,674,545 | -$16,669,283 | +$1,005,262 | IVV, SPY, IJH, MLPI, AMJ | 13F-HR | 25 Apr 2018, 17:05 |
| Q4 2017 | 113 | $457,525,000 | +$44,319,998 | -$7,791,362 | +$36,528,636 | IVV, SPY, IJH, MLPI, AMJ | 13F-HR | 02 Feb 2018, 15:52 |
| Q3 2017 | 95 | $406,412,000 | +$29,861,049 | -$4,999,222 | +$24,861,827 | IVV, SPY, IJH, MLPI, AMJ | 13F-HR | 24 Oct 2017, 12:47 |
| Q2 2017 | 95 | $374,994,000 | +$21,356,912 | -$7,916,132 | +$13,440,780 | IVV, SPY, IJH, AMJ, MLPI | 13F-HR | 21 Jul 2017, 12:36 |
| Q1 2017 | 95 | $360,385,000 | +$27,553,036 | -$3,134,793 | +$24,418,243 | IVV, SPY, AMJ, MLPI, IJH | 13F-HR | 04 May 2017, 13:52 |
| Q4 2016 | 96 | $329,491,000 | +$34,542,802 | -$46,074,006 | -$11,531,204 | IVV, SPY, AMJ, IJH, MLPI | 13F-HR | 26 Jan 2017, 09:30 |
| Q3 2016 | 364 | $331,973,000 | +$21,459,831 | -$6,646,295 | +$14,813,536 | IVV, SPY, AMJ, SDY, PRF | 13F-HR | 19 Oct 2016, 15:55 |
| Q2 2016 | 373 | $309,158,000 | +$23,876,989 | -$7,691,258 | +$16,185,731 | SPY, IVV, AMJ, SDY, PRF | 13F-HR | 03 Aug 2016, 17:54 |
| Q1 2016 | 378 | $279,031,000 | +$22,473,471 | -$12,111,146 | +$10,362,325 | SPY, IVV, AMJ, SDY, PRF | 13F-HR | 18 Apr 2016, 12:06 |
| Q4 2015 | 393 | $267,458,000 | +$50,284,522 | -$43,786,161 | +$6,498,361 | SPY, AMJ, SDY, IVV, PRF | 13F-HR | 08 Feb 2016, 21:11 |
| Q3 2015 | 414 | $254,983,000 | +$40,631,807 | -$15,676,138 | +$24,955,669 | SPY, IVV, SDY, PRF, AMJ | 13F-HR | 08 Feb 2016, 21:09 |
| Q2 2015 | 400 | $254,196,000 | +$18,976,963 | -$1,972,070 | +$17,004,893 | SPY, IVV, SDY, AMJ, MLPN | 13F-HR | 08 Feb 2016, 21:06 |
| Q1 2015 | 367 | $243,124,000 | +$13,243,444 | -$9,493,859 | +$3,749,585 | SPY, AMJ, SDY, MLPN, IVV | 13F-HR | 08 Feb 2016, 21:02 |
| Q4 2014 | 374 | $240,667,000 | $0 | $0 | $0 | SPY, AMJ, SDY, MLPN, IVV | 13F-HR | 08 Feb 2016, 20:53 |