13F Filings History of Klingman & Associates, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$2,073,132,825
Signature - Title
Michael Paley - CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Klingman & Associates, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Klingman & Associates, LLC reported 326 stock holdings with total value $2,073,132,825 as of Q4 2025. Top holdings included IVV, VTIP, IJH, IEFA, and SPY.

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Holdings Value
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