13F filer

Klingman & Associates

As of Sep 30, 2026 Filed Oct 20, 2026 CIK 1662449 SEC filings ↗

13F Value

$2.41B

Positions

423

Top Position

IVV17.1%

Top 5

35.8%

Latest filing changes

vs Jun 30, 2026

1 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares +8.5%+$10.9M

2 IVV iShares Core S&P 500 ETF +1.4%+$5.8M

3 IBDY iShares iBonds Dec 2033 Term Corporate ETF +226.1%+$4.4M

4 IBDX iShares iBonds Dec 2032 Term Corporate ETF +13.6%+$3.9M

5 VEA Vanguard Developed Markets Index Fund — ETF Shares +4.4%+$3.8M

Holdings423

#
1	IVV iShares Core S&P 500 ETF	17.1%	$412.2M	+1.4%	538.3K	16.9%	ETF
2	VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	5.8%	$139.4M	+8.5%	2.83M	5.6%	ETF
3	IJH iShares Core S&P Mid-Cap ETF	4.8%	$116.6M	+1.1%	1.62M	5.3%	ETF
4	IEFA iShares Core MSCI EAFE ETF	4.1%	$99.8M	+2.8%	1.03M	4.1%	ETF
5	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.8%	$91.8M	+4.4%	1.30M	3.8%	ETF
6	AAPL Apple	3.7%	$88.7M	+0.9%	266.3K	3.3%	Common Stock
7	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.6%	$87.5M	-0.1%	114.7K	3.7%	ETF
8	IJR iShares Core S&P Small-Cap ETF	3.4%	$82.2M	+1.3%	604.4K	3.8%	ETF
9	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	3.3%	$78.9M	-0.8%	641.4K	3.3%	ETF
10	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	3.0%	$71.4M	-0.5%	1.17M	3.0%	ETF
11	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	2.4%	$58.3M	-0.2%	982.8K	2.5%	ETF
12	RWL Invesco S&P 500 Revenue ETF	2.0%	$47.3M	+4.0%	367.6K	1.9%	ETF
13	IEMG iShares Core MSCI Emerging Markets ETF	1.7%	$41.5M	+2.2%	511.9K	1.8%	ETF
14	IBDU iShares iBonds Dec 2029 Term Corporate ETF	1.6%	$39.6M	+7.7%	1.75M	1.6%	ETF
15	IBDV iShares iBonds Dec 2030 Term Corporate ETF	1.6%	$38.9M	+7.2%	1.84M	1.6%	ETF
16	IBDW iShares iBonds Dec 2031 Term Corporate ETF	1.6%	$38.1M	+7.5%	1.90M	1.6%	ETF
17	USMV iShares MSCI USA Min Vol Factor ETF	1.4%	$33.8M	-2.2%	347.0K	1.5%	ETF
18	IBDT iShares iBonds Dec 2028 Term Corporate ETF	1.4%	$33.5M	+3.7%	1.34M	1.4%	ETF
19	PRF Invesco RAFI US 1000 ETF	1.4%	$33.2M	-0.6%	610.8K	1.4%	ETF
20	IBDX iShares iBonds Dec 2032 Term Corporate ETF	1.3%	$32.2M	+13.6%	1.34M	1.3%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing19

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.