Klingman & Associates, LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$1.8T

Holdings

314

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (314 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	511,769	$317.8B	17.52%
2	IJHISHARES TR	1,397,827	$86.7B	4.78%
3	VTIPVANGUARD MALVERN FDS	1,618,829	$81.4B	4.49%
4	SPYSPDR S&P 500 ETF TR	118,212	$73.0B	4.03%
5	SPYGSPDR SERIES TRUST	716,008	$68.2B	3.76%
6	SPYVSPDR SERIES TRUST	1,196,168	$62.6B	3.45%
7	AQLTISHARES TR	745,623	$62.2B	3.43%
8	IJRISHARES TR	534,526	$58.4B	3.22%
9	VEAVANGUARD TAX-MANAGED FDS	1,005,173	$57.3B	3.16%
10	AAPLAPPLE INC	259,702	$53.3B	2.94%
11	VWOVANGUARD INTL EQUITY INDEX F	984,182	$48.7B	2.68%
12	USMVISHARES TR	374,660	$35.2B	1.94%
13	IBDUISHARES TR	1,346,557	$31.4B	1.73%
14	RWLINVESCO EXCH TRADED FD TR II	284,786	$29.7B	1.64%
15	MDYVSPDR SERIES TRUST	372,304	$29.6B	1.63%
16	IBDVISHARES TR	1,338,959	$29.4B	1.62%
17	PRFINVESCO EXCHANGE TRADED FD T	686,277	$29.0B	1.60%
18	MDYGSPDR SERIES TRUST	327,619	$28.5B	1.57%
19	IBDTISHARES TR	1,113,518	$28.3B	1.56%
20	IBDWISHARES TR	1,311,440	$27.6B	1.52%
21	SDYSPDR SERIES TRUST	195,246	$26.5B	1.46%
22	IEMGISHARES INC	436,432	$26.2B	1.44%
23	IBDSISHARES TR	991,308	$24.1B	1.33%
24	MDYSPDR S&P MIDCAP 400 ETF TR	42,378	$24.0B	1.32%
25	SLYVSPDR SERIES TRUST	284,381	$22.7B	1.25%
26	CFGCITIZENS FINL GROUP INC	447,081	$20.0B	1.10%
27	IBDRISHARES TR	818,441	$19.8B	1.09%
28	DDOGDATADOG INC	139,972	$18.8B	1.04%
29	SLYGSPDR SERIES TRUST	204,846	$18.2B	1.00%
30	MSFTMICROSOFT CORP	34,050	$16.9B	0.93%
31	VTIVANGUARD INDEX FDS	46,249	$14.1B	0.77%
32	IBDXISHARES TR	514,089	$13.0B	0.72%
33	SCZISHARES TR	162,668	$11.8B	0.65%
34	NYFISHARES TR	222,354	$11.6B	0.64%
35	AMZNAMAZON COM INC	51,175	$11.2B	0.62%
36	NVDANVIDIA CORPORATION	53,387	$8.4B	0.47%
37	JLLJONES LANG LASALLE INC	29,997	$7.7B	0.42%
38	IWBISHARES TR	22,053	$7.5B	0.41%
39	IWMISHARES TR	32,082	$6.9B	0.38%
40	TDTTFLEXSHARES TR	284,315	$6.9B	0.38%
41	VOOVANGUARD INDEX FDS	11,091	$6.3B	0.35%
42	JPMJPMORGAN CHASE & CO.	20,662	$6.0B	0.33%
43	BRK/BBERKSHIRE HATHAWAY INC DEL	10,752	$5.2B	0.29%
44	VNQVANGUARD INDEX FDS	54,397	$4.8B	0.27%
45	GOOGALPHABET INC	26,660	$4.7B	0.26%
46	METAMETA PLATFORMS INC	5,886	$4.3B	0.24%
47	AQLTISHARES TR	32,681	$4.3B	0.24%
48	MAMASTERCARD INCORPORATED	7,535	$4.2B	0.23%
49	SPLVINVESCO EXCH TRADED FD TR II	57,181	$4.2B	0.23%
50	GOOGLALPHABET INC	23,078	$4.1B	0.22%
51	XOMEXXON MOBIL CORP	36,542	$3.9B	0.22%
52	VEUVANGUARD INTL EQUITY INDEX F	51,137	$3.4B	0.19%
53	AMATAPPLIED MATLS INC	18,610	$3.4B	0.19%
54	SOXXISHARES TR	14,185	$3.4B	0.19%
55	DFATDIMENSIONAL ETF TRUST	62,218	$3.4B	0.19%
56	COSTCOSTCO WHSL CORP NEW	3,229	$3.2B	0.18%
57	VVISA INC	8,824	$3.1B	0.17%
58	AVGOBROADCOM INC	11,332	$3.1B	0.17%
59	ORCLORACLE CORP	14,215	$3.1B	0.17%
60	CROXCROCS INC	29,030	$2.9B	0.16%
61	JNJJOHNSON & JOHNSON	18,258	$2.8B	0.15%
62	EFAISHARES TR	30,804	$2.8B	0.15%
63	JPSTJ P MORGAN EXCHANGE TRADED F	53,910	$2.7B	0.15%
64	RSPINVESCO EXCHANGE TRADED FD T	14,178	$2.6B	0.14%
65	VBVANGUARD INDEX FDS	10,685	$2.5B	0.14%
66	HDHOME DEPOT INC	6,781	$2.5B	0.14%
67	ABBVABBVIE INC	13,054	$2.4B	0.13%
68	HDVISHARES TR	20,668	$2.4B	0.13%
69	GEGE AEROSPACE	9,139	$2.4B	0.13%
70	BXBLACKSTONE INC	15,049	$2.3B	0.12%
71	IXUSISHARES TR	28,780	$2.2B	0.12%
72	PGPROCTER AND GAMBLE CO	13,801	$2.2B	0.12%
73	ADPAUTOMATIC DATA PROCESSING IN	7,128	$2.2B	0.12%
74	OEFISHARES TR	6,861	$2.1B	0.12%
75	NEARISHARES U S ETF TR	40,413	$2.1B	0.11%
76	MINTPIMCO ETF TR	20,500	$2.1B	0.11%
77	TSLATESLA INC	6,432	$2.0B	0.11%
78	IWNISHARES TR	12,942	$2.0B	0.11%
79	NFLXNETFLIX INC	1,487	$2.0B	0.11%
80	EFAVISHARES TR	23,636	$2.0B	0.11%
81	LAMRLAMAR ADVERTISING CO NEW	15,956	$1.9B	0.11%
82	RJFRAYMOND JAMES FINL INC	12,239	$1.9B	0.10%
83	ITOTISHARES TR	13,606	$1.8B	0.10%
84	TJXTJX COS INC NEW	14,807	$1.8B	0.10%
85	PJTPJT PARTNERS INC	10,567	$1.7B	0.10%
86	LLYELI LILLY & CO	2,232	$1.7B	0.10%
87	ABTABBOTT LABS	12,490	$1.7B	0.09%
88	MCDMCDONALDS CORP	5,437	$1.6B	0.09%
89	NDQINVESCO QQQ TR	2,827	$1.6B	0.09%
90	TRVCCITIGROUP INC	18,276	$1.6B	0.09%
91	IVOOVANGUARD ADMIRAL FDS INC	14,807	$1.6B	0.09%
92	CPNGCOUPANG INC	50,999	$1.5B	0.08%
93	RWKINVESCO EXCH TRADED FD TR II	12,954	$1.5B	0.08%
94	IBMINTERNATIONAL BUSINESS MACHS	5,046	$1.5B	0.08%
95	VUGVANGUARD INDEX FDS	3,204	$1.4B	0.08%
96	VIGVANGUARD SPECIALIZED FUNDS	6,821	$1.4B	0.08%
97	DFIPDIMENSIONAL ETF TRUST	31,534	$1.3B	0.07%
98	SCHFSCHWAB STRATEGIC TR	58,733	$1.3B	0.07%
99	IWRISHARES TR	13,897	$1.3B	0.07%
100	JMSTJ P MORGAN EXCHANGE TRADED F	24,877	$1.3B	0.07%

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