Klingman & Associates, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$2.1B
Holdings
326
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (326 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $352.2M |
VTIPVANGUARD MALVERN FDS | $103.2M |
IJHISHARES TR | $99.8M |
AQLTISHARES TR | $81.3M |
SPYSPDR S&P 500 ETF TR | $78.6M |
AAPLAPPLE INC | $73.9M |
VEAVANGUARD TAX-MANAGED FDS | $71.6M |
SPYGSPDR SERIES TRUST | $71.1M |
IJRISHARES TR | $68.2M |
SPYVSPDR SERIES TRUST | $67.9M |
VWOVANGUARD INTL EQUITY INDEX F | $53.5M |
IBDUISHARES TR | $36.0M |
IBDVISHARES TR | $34.6M |
RWLINVESCO EXCH TRADED FD TR II | $34.6M |
USMVISHARES TR | $34.2M |
IBDWISHARES TR | $33.4M |
IBDTISHARES TR | $32.2M |
PRFINVESCO EXCHANGE TRADED FD T | $32.0M |
MDYVSPDR SERIES TRUST | $31.4M |
IEMGISHARES INC | $31.0M |
MDYGSPDR SERIES TRUST | $30.1M |
SDYSPDR SERIES TRUST | $26.7M |
SLYVSPDR SERIES TRUST | $25.6M |
MDYSPDR S&P MIDCAP 400 ETF TR | $25.2M |
CFGCITIZENS FINL GROUP INC | $24.9M |
IBDSISHARES TR | $24.9M |
IBDXISHARES TR | $22.6M |
SLYGSPDR SERIES TRUST | $19.3M |
MSFTMICROSOFT CORP | $17.3M |
IBDRISHARES TR | $17.3M |
VTIVANGUARD INDEX FDS | $15.0M |
AMZNAMAZON COM INC | $13.2M |
NYFISHARES TR | $12.6M |
SCZISHARES TR | $12.2M |
NVDANVIDIA CORPORATION | $12.0M |
DDOGDATADOG INC | $11.1M |
GOOGALPHABET INC | $9.6M |
JPMJPMORGAN CHASE & CO. | $9.2M |
GOOGLALPHABET INC | $8.3M |
IWBISHARES TR | $8.1M |
JLLJONES LANG LASALLE INC | $7.9M |
IWMISHARES TR | $7.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.0M |
VOOVANGUARD INDEX FDS | $6.9M |
TDTTFLEXSHARES TR | $6.3M |
VNQVANGUARD INDEX FDS | $5.1M |
XOMEXXON MOBIL CORP | $4.8M |
AVGOBROADCOM INC | $4.6M |
AQLTISHARES TR | $4.5M |
MAMASTERCARD INCORPORATED | $4.4M |
METAMETA PLATFORMS INC | $4.3M |
SOXXISHARES TR | $4.2M |
SPLVINVESCO EXCH TRADED FD TR II | $4.0M |
DFATDIMENSIONAL ETF TRUST | $3.8M |
VEUVANGUARD INTL EQUITY INDEX F | $3.8M |
JNJJOHNSON & JOHNSON | $3.7M |
TSLATESLA INC | $3.5M |
IWFISHARES TR | $3.4M |
VUGVANGUARD INDEX FDS | $3.4M |
DFIVDIMENSIONAL ETF TRUST | $3.3M |
VVISA INC | $3.2M |
ABBVABBVIE INC | $3.0M |
EFAISHARES TR | $2.9M |
GEGE AEROSPACE | $2.9M |
COSTCOSTCO WHSL CORP NEW | $2.9M |
ORCLORACLE CORP | $2.8M |
VBVANGUARD INDEX FDS | $2.7M |
AMATAPPLIED MATLS INC | $2.7M |
RSPINVESCO EXCHANGE TRADED FD T | $2.6M |
VTVVANGUARD INDEX FDS | $2.6M |
IWNISHARES TR | $2.6M |
CROXCROCS INC | $2.5M |
IXUSISHARES TR | $2.5M |
HDVISHARES TR | $2.5M |
LLYELI LILLY & CO | $2.5M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.4M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.4M |
LAMRLAMAR ADVERTISING CO NEW | $2.4M |
OEFISHARES TR | $2.4M |
TJXTJX COS INC NEW | $2.3M |
HDHOME DEPOT INC | $2.2M |
PGPROCTER AND GAMBLE CO | $2.2M |
TRVCCITIGROUP INC | $2.2M |
NEARISHARES U S ETF TR | $2.1M |
MINTPIMCO ETF TR | $2.1M |
RJFRAYMOND JAMES FINL INC | $2.0M |
EFAVISHARES TR | $2.0M |
BXBLACKSTONE INC | $1.9M |
WMTWALMART INC | $1.8M |
COMPCOMPASS INC | $1.8M |
ADPAUTOMATIC DATA PROCESSING IN | $1.8M |
NDQINVESCO QQQ TR | $1.7M |
VBRVANGUARD INDEX FDS | $1.7M |
IVOOVANGUARD ADMIRAL FDS INC | $1.7M |
RWKINVESCO EXCH TRADED FD TR II | $1.6M |
MCDMCDONALDS CORP | $1.6M |
GEVGE VERNOVA INC | $1.6M |
ITOTISHARES TR | $1.6M |
CATCATERPILLAR INC | $1.6M |
ABTABBOTT LABS | $1.6M |
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