Arkolith/Funds/Klingman & Associates, LLC

Klingman & Associates, LLC

CIK 1662449
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Klingman & Associates, LLC holds a focused book of 350 stocks worth $2.3B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Ishares Ibonds Dec 2033 Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ishares Core S&P 500 ETF at 17% of the equity book.

Opened
45
bought for the first time
Added to
169
already held, bought more
Trimmed
111
sold some, still holds it
Sold out
15
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
53%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
9%
Financials
3%
Consumer Discretionary
2%
Health Care
1%
Industrials
1%
Materials
1%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Klingman & Associates, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$613.4B
JPMORGAN CHASE & CO80 / 80$524.6B
BANK OF AMERICA CORP /DE/80 / 80$489.4B
WELLS FARGO & COMPANY/MN80 / 80$177.6B
ROYAL BANK OF CANADA80 / 80$167.2B
UBS Group AG80 / 80$159.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$109.9B
RAYMOND JAMES FINANCIAL INC80 / 80$109.0B

Ranked by how many of Klingman & Associates, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

350 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$397.5M530.7K
16.9%
▲+0.8%
Added · +4K sh
2Vanguard Malvern FDS
STRM INFPROIDX
$131.2M2.61M
5.6%
▲+7.7%
Added · +186K sh
3Ishares TR
CORE S&P MCP ETF
$123.7M1.60M
5.3%
▲+3.1%
Added · +48K sh
4Ishares TR
CORE MSCI EAFE
$96.8M1.00M
4.1%
▲+4.7%
Added · +45K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$88.8M1.25M
3.8%
▲+2.9%
Added · +35K sh
6Ishares TR
CORE S&P SCP ETF
$88.5M596.8K
3.8%
▲+0.7%
Added · +4K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$85.8M114.9K
3.7%
▼−0.4%
Reduced · −459 sh
8SPDR Series Trust
ST STR P500GRW
$77.0M646.8K
3.3%
▼−1.2%
Reduced · −8K sh
9Apple Inc
COM
$76.4M264.0K
3.3%
▼−2.2%
Reduced · −6K sh
10SPDR Series Trust
ST STR P500VAL
$71.3M1.17M
3.0%
▲~0%
Added · +19 sh
11Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$58.8M984.3K
2.5%
▼−2.0%
Reduced · −20K sh
12Invesco Exch Traded FD TR II
S&P 500 REVENUE
$45.2M353.6K
1.9%
▲+7.5%
Added · +25K sh
13Ishares Inc
CORE MSCI EMKT
$41.5M501.0K
1.8%
▲+3.5%
Added · +17K sh
14Ishares TR
IBONDS DEC 29
$37.6M1.62M
1.6%
▲+2.6%
Added · +42K sh
15Ishares TR
IBONDS DEC 2030
$37.4M1.72M
1.6%
▲+4.0%
Added · +65K sh
16Ishares TR
IBONDS DEC 2031
$36.8M1.77M
1.6%
▲+3.9%
Added · +67K sh
17Ishares TR
MSCI USA MIN ETF
$34.2M354.8K
1.5%
▼−1.9%
Reduced · −7K sh
18SPDR Series Trust
ST STR SP400GRW
$33.4M297.6K
1.4%
▼−8.2%
Reduced · −27K sh
19Invesco Exchange Traded FD T
RAFI US 1000 ETF
$33.2M614.2K
1.4%
▼−0.6%
Reduced · −4K sh
20Ishares TR
IBDS DEC28 ETF
$32.7M1.29M
1.4%
▼−0.7%
Reduced · −9K sh
21SPDR Series Trust
ST STR SP400VAL
$32.3M340.5K
1.4%
▼−7.9%
Reduced · −29K sh
22SPDR Series Trust
ST STR SP600SM C
$30.5M279.9K
1.3%
▼−0.4%
Reduced · −1K sh
23Ishares TR
IBONDS DEC 2032
$29.6M1.18M
1.3%
▲+8.7%
Added · +94K sh
24State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$29.2M41.5K
1.2%
▼−0.4%
Reduced · −180 sh
25Citizens Finl Group Inc
COM
$28.7M409.9K
1.2%
▼−10%
Reduced · −47K sh
26SPDR Series Trust
ST STR SP DIV
$28.5M187.3K
1.2%
▼−1.1%
Reduced · −2K sh
27SPDR Series Trust
ST STR SP600GRWO
$24.3M203.9K
1.0%
▼−0.1%
Reduced · −208 sh
28Ishares TR
IBONDS 27 ETF
$23.2M959.6K
1.0%
▼−2.6%
Reduced · −26K sh
29Datadog Inc
CL A COM
$17.6M67.5K
0.7%
▼−18%
Reduced · −15K sh
30Vanguard Index FDS
TOTAL STK MKT
$16.6M45.0K
0.7%
▲+0.1%
Added · +33 sh
31Amazon Com Inc
COM
$14.7M61.8K
0.6%
▲+5.9%
Added · +3K sh
32Microsoft Corp
COM
$14.1M37.8K
0.6%
▲+1.6%
Added · +604 sh
33Nvidia Corporation
COM
$13.9M69.6K
0.6%
▲+4.1%
Added · +3K sh
34Ishares TR
EAFE SML CP ETF
$12.8M155.2K
0.5%
▼−1.0%
Reduced · −2K sh
35Ishares TR
NEW YORK MUN ETF
$12.7M236.0K
0.5%
▼−1.6%
Reduced · −4K sh
36Alphabet Inc
CAP STK CL C
$11.2M31.6K
0.5%
▲+1.9%
Added · +595 sh
37Alphabet Inc
CAP STK CL A
$9.9M27.8K
0.4%
▲+1.7%
Added · +467 sh
38Ishares TR
RUSSELL 2000 ETF
$9.3M30.9K
0.4%
▼−1.2%
Reduced · −386 sh
39Ishares TR
RUS 1000 ETF
$8.9M21.7K
0.4%
▼−1.4%
Reduced · −315 sh
40JPMorgan Chase & Co
COM
$8.6M26.2K
0.4%
▲+1.5%
Added · +384 sh
41Vanguard Index FDS
S&P 500 ETF SHS
$7.8M11.4K
0.3%
▲+0.6%
Added · +70 sh
42Berkshire Hathaway Inc Del
CL B NEW
$7.7M15.4K
0.3%
▲+11%
Added · +2K sh
43Ishares TR
ISHARES SEMICDTR
$7.7M12.0K
0.3%
▼−14%
Reduced · −2K sh
44Applied Matls Inc
COM
$7.6M10.5K
0.3%
▲+0.4%
Added · +44 sh
45Flexshares TR
IBOXX 3R TARGT
$6.3M264.4K
0.3%
▼−0.6%
Reduced · −2K sh
46Jones Lang Lasalle Inc
COM
$5.9M19.0K
0.3%
—Held
47Vanguard Index FDS
REAL ESTATE ETF
$5.6M57.7K
0.2%
▼−1.1%
Reduced · −635 sh
48Broadcom Inc
COM
$5.5M14.4K
0.2%
▲+3.8%
Added · +523 sh
49Exxon Mobil Corp
COM
$5.3M39.0K
0.2%
▲+0.3%
Added · +99 sh
50Ishares TR
SELECT DIVID ETF
$5.0M32.1K
0.2%
▼−0.3%
Reduced · −86 sh
Showing 50 of 350 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026350$2.3B13F-HR
Q1 2026Mar 31, 2026May 14, 2026332$2.1B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026326$2.1B13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025319$2.0B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025314$1.8B13F-HR
Q1 2025Mar 31, 2025May 13, 2025263$1.6B13F-HR
Q4 2024Dec 31, 2024Jan 31, 2025256$1.6B13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024265$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024250$1.5B13F-HR
Q1 2024Mar 31, 2024May 1, 2024238$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 29, 2024225$1.4B13F-HR
Q3 2023Sep 30, 2023Oct 30, 2023219$1.2B13F-HR
Q2 2023Jun 30, 2023Jul 31, 2023216$1.2B13F-HR
Q1 2023Mar 31, 2023May 3, 2023199$1.2B13F-HR
Q4 2022Dec 31, 2022Feb 3, 2023203$1.1B13F-HR
Q3 2022Sep 30, 2022Oct 28, 2022188$1.0B13F-HR
Q2 2022Jun 30, 2022Jul 27, 2022193$1.0B13F-HR
Q1 2022Mar 31, 2022May 6, 2022204$1.2B13F-HR
Q4 2021Dec 31, 2021Jan 31, 2022182$1.2B13F-HR
Q3 2021Sep 30, 2021Nov 1, 2021173$1.1B13F-HR
Q2 2021Jun 30, 2021Jul 27, 2021163$1.0B13F-HR
Q1 2021Mar 31, 2021Apr 29, 2021172$967.2M13F-HR
Q4 2020Dec 31, 2020Feb 9, 2021153$866.4M13F-HR
Q3 2020Sep 30, 2020Nov 3, 2020138$743.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.