Klingman & Associates, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,348,830
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 350 | 2,348,830 | 13F-HR | Klingman & Associates, LLC |
| Q1 2026 | 5/14/2026 | 332 | 2,089,160 | 13F-HR | Klingman & Associates, LLC |
| Q4 2025 | 1/29/2026 | 326 | 2,073,133 | 13F-HR | Klingman & Associates, LLC |
| Q3 2025 | 10/27/2025 | 319 | 1,982,416 | 13F-HR | Klingman & Associates, LLC |
| Q2 2025 | 7/30/2025 | 314 | 1,813,768 | 13F-HR | Klingman & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 403.8 K | 17.2% | 56.56 K | 0 | 56.56 K |
| ETFs | 1.776 M | 75.6% | 197.4 K | 0 | 197.4 K |
| Debt | 169.3 K | 7.2% | 5.682 K | 0 | 5.682 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,348,830
Holdings
350
QoQ value change ($000)
259,670
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.