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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 319 | $1,982,415,762 | +$73,689,967 | -$25,643,797 | +$48,046,170 | IVV, IJH, VTIP, SPY, IEFA | 13F-HR | 27 Oct 2025, 13:30 |
| Q2 2025 | 314 | $1,813,768,138 | +$96,551,920 | -$27,678,414 | +$68,873,506 | IVV, IJH, VTIP, SPY, SPYG | 13F-HR | 30 Jul 2025, 09:58 |
| Q1 2025 | 263 | $1,633,331,553 | +$114,087,003 | -$56,184,437 | +$57,902,566 | IVV, IJH, VTIP, SPY, SPYV | 13F-HR | 12 May 2025, 20:11 |
| Q4 2024 | 256 | $1,626,365,491 | +$96,076,270 | -$79,364,604 | +$16,711,666 | IVV, IJH, SPY, VTIP, AAPL | 13F-HR | 31 Jan 2025, 16:02 |
| Q3 2024 | 265 | $1,614,554,239 | +$67,057,856 | -$21,141,515 | +$45,916,341 | IVV, IJH, SPY, IJR, SPYV | 13F-HR | 01 Nov 2024, 16:56 |
| Q2 2024 | 249 | $1,477,671,425 | +$92,099,451 | -$71,872,590 | +$20,226,861 | IVV, IJH, SPY, VTIP, IJR | 13F-HR | 30 Jul 2024, 16:15 |
| Q1 2024 | 237 | $1,438,870,968 | +$92,737,189 | -$34,717,590 | +$58,019,599 | IVV, IJH, SPY, VTIP, SPYV | 13F-HR | 01 May 2024, 14:34 |
| Q4 2023 | 225 | $1,362,146,767 | +$95,128,802 | -$96,832,349 | -$1,703,547 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 29 Jan 2024, 15:38 |
| Q3 2023 | 219 | $1,237,004,267 | +$130,718,397 | -$18,138,235 | +$112,580,162 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 30 Oct 2023, 16:30 |
| Q2 2023 | 216 | $1,239,184,951 | +$37,530,678 | -$12,396,725 | +$25,133,953 | IVV, IJH, VTIP, SPY, SPYV | 13F-HR | 31 Jul 2023, 13:29 |
| Q1 2023 | 199 | $1,161,209,254 | +$24,315,065 | -$47,178,474 | -$22,863,409 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 03 May 2023, 14:29 |
| Q4 2022 | 203 | $1,140,122,720 | +$132,304,342 | -$42,857,924 | +$89,446,418 | IVV, VTIP, IJH, SPY, SPYV | 13F-HR | 03 Feb 2023, 11:53 |
| Q3 2022 | 188 | $1,018,419,000 | +$79,022,643 | -$29,520,946 | +$49,501,697 | IVV, VTIP, SPY, IJH, JPST | 13F-HR | 28 Oct 2022, 08:19 |
| Q2 2022 | 193 | $1,023,415,000 | +$76,232,432 | -$65,630,986 | +$10,601,446 | IVV, VTIP, SPY, IJH, JPST | 13F-HR | 27 Jul 2022, 13:33 |
| Q1 2022 | 204 | $1,177,198,000 | +$78,240,653 | -$7,805,004 | +$70,435,649 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 06 May 2022, 12:24 |
| Q4 2021 | 182 | $1,163,918,000 | +$31,877,204 | -$10,008,145 | +$21,869,059 | IVV, JPST, SPY, VTIP, IJH | 13F-HR | 31 Jan 2022, 12:36 |
| Q3 2021 | 173 | $1,070,484,000 | +$39,316,979 | -$23,498,670 | +$15,818,309 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 01 Nov 2021, 14:56 |
| Q2 2021 | 163 | $1,042,711,000 | +$36,056,106 | -$19,124,971 | +$16,931,135 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 27 Jul 2021, 10:38 |
| Q1 2021 | 172 | $967,167,000 | +$82,311,381 | -$31,327,442 | +$50,983,939 | IVV, JPST, VTIP, SPY, IJH | 13F-HR | 29 Apr 2021, 09:48 |
| Q4 2020 | 153 | $866,446,000 | +$48,388,183 | -$10,036,571 | +$38,351,612 | IVV, JPST, SPY, VTIP, IJH | 13F-HR | 09 Feb 2021, 09:39 |
| Q3 2020 | 138 | $743,188,000 | +$96,489,609 | -$10,980,929 | +$85,508,680 | IVV, JPST, VTIP, SPY, DDOG | 13F-HR | 03 Nov 2020, 08:51 |
| Q2 2020 | 127 | $653,977,000 | +$103,675,143 | -$15,082,986 | +$88,592,157 | IVV, JPST, VTIP, SPY, DDOG | 13F-HR | 04 Aug 2020, 14:58 |
| Q1 2020 | 120 | $490,227,000 | +$93,645,981 | -$50,809,182 | +$42,836,799 | IVV, VTIP, SPY, IJH, SDY | 13F-HR | 29 Apr 2020, 15:14 |
| Q4 2019 | 135 | $611,061,000 | +$38,626,646 | -$16,654,789 | +$21,971,857 | IVV, IJH, SPY, VTIP, IJR | 13F-HR | 29 Jan 2020, 14:29 |
| Q3 2019 | 121 | $558,509,000 | +$35,044,780 | -$14,606,378 | +$20,438,402 | IVV, IJH, SPY, VTIP, TPYP | 13F-HR | 22 Oct 2019, 14:01 |
| Q2 2019 | 119 | $538,228,000 | +$32,136,631 | -$4,684,073 | +$27,452,558 | IVV, IJH, SPY, TPYP, VTIP | Restatement | 27 Sep 2019, 15:21 |
| Q1 2019 | 119 | $512,703,275 | +$20,919,601 | -$3,584,326 | +$17,335,275 | IVV, IJH, SPY, TPYP, IJR | 13F-HR | 03 May 2019, 10:03 |
| Q4 2018 | 107 | $443,778,262 | +$42,268,008 | -$16,361,375 | +$25,906,633 | IVV, IJH, SPY, TPYP, IJR | 13F-HR | 28 Jan 2019, 08:39 |
| Q3 2018 | 105 | $488,507,000 | +$9,875,330 | -$4,559,003 | +$5,316,327 | IVV, IJH, SPY, TPYP, AMJ | 13F-HR | 26 Oct 2018, 09:35 |
| Q2 2018 | 102 | $464,628,000 | +$69,001,260 | -$31,572,400 | +$37,428,860 | IVV, IJH, SPY, TPYP, VTIP | 13F-HR | 01 Aug 2018, 17:34 |
| Q1 2018 | 107 | $445,858,000 | +$17,674,546 | -$11,820,285 | +$5,854,261 | IVV, SPY, IJH, MLPI, AMJ | 13F-HR | 25 Apr 2018, 17:05 |
| Q4 2017 | 113 | $457,525,000 | +$44,319,993 | -$6,467,362 | +$37,852,631 | IVV, SPY, IJH, MLPI, AMJ | 13F-HR | 02 Feb 2018, 14:52 |
| Q3 2017 | 95 | $406,412,000 | +$29,861,040 | -$3,697,223 | +$26,163,817 | IVV, SPY, IJH, MLPI, AMJ | 13F-HR | 24 Oct 2017, 12:47 |
| Q2 2017 | 95 | $374,994,000 | +$21,356,912 | -$5,424,132 | +$15,932,780 | IVV, SPY, IJH, AMJ, MLPI | 13F-HR | 21 Jul 2017, 12:36 |
| Q1 2017 | 95 | $360,385,000 | +$27,553,045 | -$2,510,793 | +$25,042,252 | IVV, SPY, AMJ, MLPI, IJH | 13F-HR | 04 May 2017, 13:52 |
| Q4 2016 | 96 | $329,491,000 | +$34,542,826 | -$11,437,006 | +$23,105,820 | IVV, SPY, AMJ, IJH, MLPI | 13F-HR | 26 Jan 2017, 08:30 |
| Q3 2016 | 356 | $331,902,070 | +$21,461,265 | -$3,687,295 | +$17,773,970 | IVV, SPY, AMJ, SDY, PRFXXXX | 13F-HR | 19 Oct 2016, 15:55 |
| Q2 2016 | 367 | $309,155,001 | +$23,876,992 | -$3,760,259 | +$20,116,733 | SPY, IVV, AMJ, SDY, PRFXXXX | 13F-HR | 03 Aug 2016, 17:54 |
| Q1 2016 | 370 | $279,028,000 | +$22,473,478 | -$6,528,147 | +$15,945,331 | SPY, IVV, AMJ, SDY, PRFXXXX | 13F-HR | 18 Apr 2016, 12:06 |
| Q4 2015 | 385 | $266,927,000 | +$49,945,097 | -$22,565,153 | +$27,379,944 | SPY, AMJ, SDY, IVV, PRFXXXX | 13F-HR | 08 Feb 2016, 20:11 |
| Q3 2015 | 395 | $254,984,000 | +$40,632,790 | -$2,057,138 | +$38,575,652 | SPY, IVV, SDY, PRFXXXX, AMJ | 13F-HR | 08 Feb 2016, 20:09 |
| Q2 2015 | 395 | $254,197,000 | +$18,978,002 | -$1,755,070 | +$17,222,932 | SPY, IVV, SDY, AMJ, MLPN | 13F-HR | 08 Feb 2016, 20:06 |
| Q1 2015 | 356 | $243,124,000 | +$13,243,446 | -$1,350,860 | +$11,892,586 | SPY, AMJ, SDY, MLPN, IVV | 13F-HR | 08 Feb 2016, 20:02 |
| Q4 2014 | 358 | $240,667,000 | $0 | SPY, AMJ, SDY, MLPN, IVV | 13F-HR | 08 Feb 2016, 19:53 |