Klingman & Associates, LLC ETF holdings
New York, NY
Reported $2.0B in 134 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.0B
ETFs held
134
Change from prior quarter
+13.2%
With price moves
ETFs as a share of its 13F
83.1%
of $2.3B
Top 10 of 134 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $397.5M | 530,731 | +4,030 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $131.2M | 2,611,590 | +186,174 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $123.7M | 1,604,169 | +48,024 shares |
| IEFA | iShares Core MSCI EAFE ETF | $96.8M | 1,002,180 | +44,824 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $88.8M | 1,245,724 | +34,785 shares |
| IJR | iShares Core S&P Small-Cap ETF | $88.5M | 596,811 | +4,016 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $85.8M | 114,856 | −459 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $77.0M | 646,841 | −7,973 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $71.3M | 1,173,526 | +19 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $58.8M | 984,338 | −20,038 shares |
124 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001662449. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Klingman & Associates, LLC own?
Klingman & Associates, LLC reported 134 ETF positions worth $2.0B in its Form 13F for June 30, 2026. The largest was IVV, at $397.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.