Klingman & Associates, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
332
Total value ($000)
$2,089,160
Net value change ($000)
+16,027 (0.8%)
New positions
26
Sold out positions
21
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTIP 17,912 17.4%
VEA 6,035 8.4%
IJR 5,496 8.1%
IEFA 5,330 6.6%
IJH 5,243 5.3%
IBDX 4,693 20.7%
JMST 3,792 157.0%
RWL 3,189 9.2%
IEMG 2,798 9.0%
CFG 2,457 9.9%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -17,259 -100.0%
IVV -8,147 -2.3%
SPYG -6,972 -9.8%
AAPL -5,466 -7.4%
SPY -3,582 -4.6%
MSFT -3,537 -20.5%
PRF -2,599 -8.1%
JLL -2,112 -26.7%
JPM -1,565 -17.1%
SPYV -1,500 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type