Klingman & Associates, LLC holds a focused book of 332 stocks worth $2.1B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares 1-3 Year Treasury Bo and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 16% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1662449/holdings"
Use Arkolith to show Klingman & Associates, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $344.0M | 526.7K | 16.5% | ▲+2.4% Added · +13K sh | |
| 2 | Vanguard Malvern FDS STRM INFPROIDX | $121.1M | 2.43M | 5.8% | ▲+16% Added · +338K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $105.1M | 1.56M | 5.0% | ▲+2.9% Added · +43K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $86.7M | 957.4K | 4.1% | ▲+5.3% Added · +48K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $77.6M | 1.21M | 3.7% | ▲+5.7% Added · +65K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $75.0M | 115.3K | 3.6% | ▲+0.1% Added · +87 sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $73.7M | 592.8K | 3.5% | ▲+4.5% Added · +25K sh | |
| 8 | Apple Inc COM | $68.5M | 269.8K | 3.3% | ▼−0.8% Reduced · −2K sh | |
| 9 | SPDR Series Trust STATE STREET SPD | $66.4M | 1.17M | 3.2% | ▼−1.8% Reduced · −22K sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $64.1M | 654.8K | 3.1% | ▼−1.7% Reduced · −11K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $54.3M | 1.00M | 2.6% | ▲+0.9% Added · +9K sh | |
| 12 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $37.8M | 329.0K | 1.8% | ▲+8.8% Added · +27K sh | |
| 13 | Ishares TR IBONDS DEC 29 | $36.8M | 1.58M | 1.8% | ▲+2.7% Added · +42K sh | |
| 14 | Ishares TR IBONDS DEC 2030 | $36.1M | 1.65M | 1.7% | ▲+5.1% Added · +81K sh | |
| 15 | Ishares TR IBONDS DEC 2031 | $35.6M | 1.70M | 1.7% | ▲+7.5% Added · +119K sh | |
| 16 | Ishares Inc CORE MSCI EMKT | $33.8M | 484.1K | 1.6% | ▲+5.1% Added · +23K sh | |
| 17 | Ishares TR MSCI USA MIN VOL | $33.5M | 361.6K | 1.6% | ▼−0.4% Reduced · −1K sh | |
| 18 | Ishares TR IBDS DEC28 ETF | $33.0M | 1.30M | 1.6% | ▲+3.0% Added · +38K sh | |
| 19 | SPDR Series Trust STATE STREET SPD | $31.5M | 369.9K | 1.5% | ▼−0.3% Reduced · −1K sh | |
| 20 | SPDR Series Trust STATE STREET SPD | $31.1M | 324.2K | 1.5% | ▼−0.6% Reduced · −2K sh | |
| 21 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $29.4M | 618.1K | 1.4% | ▼−9.3% Reduced · −63K sh | |
| 22 | SPDR Series Trust STATE STREET SPD | $27.6M | 189.4K | 1.3% | ▼−1.3% Reduced · −3K sh | |
| 23 | Citizens Finl Group Inc COM | $27.4M | 456.9K | 1.3% | ▲+7.0% Added · +30K sh | |
| 24 | Ishares TR IBONDS DEC 2032 | $27.3M | 1.08M | 1.3% | ▲+22% Added · +195K sh | |
| 25 | SPDR Series Trust STATE STREET SPD | $26.6M | 281.0K | 1.3% | ▼−0.3% Reduced · −757 sh | |
| 26 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $25.7M | 41.7K | 1.2% | ▼−0.4% Reduced · −160 sh | |
| 27 | Ishares TR IBONDS 27 ETF | $23.9M | 985.5K | 1.1% | ▼−4.1% Reduced · −42K sh | |
| 28 | SPDR Series Trust STATE STREET SPD | $19.7M | 204.1K | 0.9% | ▼−0.3% Reduced · −543 sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $14.4M | 44.9K | 0.7% | ▲+0.7% Added · +299 sh | |
| 30 | Microsoft Corp COM | $13.8M | 37.2K | 0.7% | ▲+3.9% Added · +1K sh | |
| 31 | Ishares TR NEW YORK MUN ETF | $12.7M | 239.9K | 0.6% | ▲+1.7% Added · +4K sh | |
| 32 | Ishares TR EAFE SML CP ETF | $12.3M | 156.8K | 0.6% | ▼−0.6% Reduced · −905 sh | |
| 33 | Amazon Com Inc COM | $12.2M | 58.4K | 0.6% | ▲+1.8% Added · +1K sh | |
| 34 | Nvidia Corporation COM | $11.7M | 66.9K | 0.6% | ▲+4.0% Added · +3K sh | |
| 35 | Datadog Inc CL A COM | $9.7M | 82.2K | 0.5% | ▲+0.5% Added · +391 sh | |
| 36 | Alphabet Inc CAP STK CL C | $8.9M | 31.0K | 0.4% | ▲+1.3% Added · +388 sh | |
| 37 | Alphabet Inc CAP STK CL A | $7.9M | 27.4K | 0.4% | ▲+3.1% Added · +826 sh | |
| 38 | Ishares TR RUS 1000 ETF | $7.9M | 22.0K | 0.4% | ▲+1.1% Added · +230 sh | |
| 39 | Ishares TR RUSSELL 2000 ETF | $7.7M | 31.2K | 0.4% | ▼−1.1% Reduced · −359 sh | |
| 40 | JPMorgan Chase & Co COM | $7.6M | 25.8K | 0.4% | ▼−9.2% Reduced · −3K sh | |
| 41 | Vanguard Index FDS S&P 500 ETF SHS | $6.8M | 11.3K | 0.3% | ▲+2.6% Added · +284 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $6.7M | 13.9K | 0.3% | ▼−0.1% Reduced · −10 sh | |
| 43 | Exxon Mobil Corp COM | $6.6M | 38.9K | 0.3% | ▼−1.5% Reduced · −584 sh | |
| 44 | Flexshares TR IBOXX 3R TARGT | $6.4M | 266.0K | 0.3% | ▲+1.2% Added · +3K sh | |
| 45 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $6.2M | 121.8K | 0.3% | ▲+157% Added · +74K sh | |
| 46 | Jones Lang Lasalle Inc COM | $5.8M | 19.0K | 0.3% | ▼−19% Reduced · −4K sh | |
| 47 | Vanguard Index FDS REAL ESTATE ETF | $5.2M | 58.3K | 0.2% | ▲+1.1% Added · +660 sh | |
| 48 | Ishares TR SELECT DIVID ETF | $4.9M | 32.2K | 0.2% | ▲~0% Added · +13 sh | |
| 49 | Ishares TR ISHARES SEMICDTR | $4.6M | 14.0K | 0.2% | —Held | |
| 50 | Johnson & Johnson COM | $4.4M | 18.1K | 0.2% | ▲+1.6% Added · +280 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 332 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 326 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 319 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 314 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 263 | $1.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 256 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 265 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 250 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 238 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 225 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 219 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 216 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 3, 2023 | 199 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 203 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 28, 2022 | 188 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 27, 2022 | 193 | $1.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 204 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 182 | $1.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 1, 2021 | 173 | $1.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 27, 2021 | 163 | $1.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 29, 2021 | 172 | $967.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 9, 2021 | 153 | $866.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 3, 2020 | 138 | $743.2M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 4, 2020 | 127 | $654.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.