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Akre Focus Etf shares owned by Klingman & Associates

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $247k 4.6k 53.19
2026-03-31 $245k 4.6k 52.85
2025-12-31 $304k 4.6k 65.51

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
Franklin Resources
LPL Financial
Mesirow Financial Investment Management International Equity
Bank of America Corporation
Advisor Group Holdings
Brown Advisory Holdings Incorporated
Cambridge Investment Research Advisors
AlTi Global
Chemistry Wealth Management
Montis Financial
Ascension Capital Advisors
CI Private Wealth
Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C

View all funds holding Akre Focus Etf