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Michael Paley

Klingman & Associates, Llc

Assets Managed
$2.089B
Holdings
332
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.78%(2Q avg: 2.68%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Klingman & Associates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 332 positions.

Assets under management

The assets under management (AUM) of Klingman & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.089B in assets, with a quarterly growth rate of 0.78% and a 2-quarter average growth rate of 2.68%. The portfolio is managed by Michael Paley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.44%
16.47%
$344.046M
526,701 shares@ $653.22 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 16.2%
5.8%
$121.15M
2.425M shares@ $49.95 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.87%
5.04%
$105.086M
1.556M shares@ $67.53 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.3%
4.15%
$86.669M
957,356 shares@ $90.54 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 5.71%
3.72%
$77.597M
1.211M shares@ $64.09 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.08%
3.59%
$74.994M
115,315 shares@ $650.34 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 4.47%
3.53%
$73.69M
592,795 shares@ $124.31 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.79%
3.28%
$68.483M
269,842 shares@ $253.8 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -1.81%
3.18%
$66.397M
1.174M shares@ $56.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.71%
3.07%
$64.113M
654,814 shares@ $97.92 avg price

1-10 of 332