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 |
|---|---|
JJACOBS SOLUTIONS INC | $450K |
AOAISHARES TR | $448K |
SCHBSCHWAB STRATEGIC TR | $442K |
VRPINVESCO EXCH TRADED FD TR II | $441K |
PFFISHARES TR | $440K |
IOOISHARES TR | $440K |
LRCXLAM RESEARCH CORP | $436K |
IVEISHARES TR | $431K |
IVWISHARES TR | $429K |
ARESARES MANAGEMENT CORPORATION | $422K |
QUALISHARES TR | $419K |
FBRTFRANKLIN BSP RLTY TR INC | $414K |
IWOISHARES TR | $413K |
CBCHUBB LIMITED | $412K |
BROBROWN & BROWN INC | $398K |
XLFISELECT SECTOR SPDR TR | $398K |
INTUINTUIT | $397K |
IBMPISHARES TR | $395K |
KLACKLA CORP | $394K |
VOEVANGUARD INDEX FDS | $391K |
BACVERIZON COMMUNICATIONS INC | $391K |
ADBEADOBE INC | $386K |
IBMRISHARES TR | $385K |
NOWSERVICENOW INC | $385K |
SMHVANECK ETF TRUST | $384K |
KKRKKR & CO INC | $381K |
UNPUNION PAC CORP | $381K |
GBDCGOLUB CAP BDC INC | $377K |
SUSAISHARES TR | $375K |
SBUXSTARBUCKS CORP | $372K |
UBERUBER TECHNOLOGIES INC | $370K |
ADIANALOG DEVICES INC | $360K |
VOTVANGUARD INDEX FDS | $359K |
LNTALLIANT ENERGY CORP | $355K |
WSMWILLIAMS SONOMA INC | $353K |
SPOTSPOTIFY TECHNOLOGY S A | $350K |
PANWPALO ALTO NETWORKS INC | $350K |
DTCRGLOBAL X FDS | $346K |
CGMSCAPITAL GRP FIXED INCM ETF T | $341K |
MMM3M CO | $326K |
VDCVANGUARD WORLD FD | $326K |
IBMQISHARES TR | $324K |
CTVACORTEVA INC | $323K |
CVSCVS HEALTH CORP | $322K |
IYWISHARES TR | $319K |
APDAIR PRODS & CHEMS INC | $318K |
SCHVSCHWAB STRATEGIC TR | $318K |
BABOEING CO | $313K |
CLCOLGATE PALMOLIVE CO | $310K |
GILDGILEAD SCIENCES INC | $310K |
GDGENERAL DYNAMICS CORP | $309K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $306K |
AKREPROFESIONALLY MANAGED PORTFO | $303K |
TMUST-MOBILE US INC | $300K |
PSXPHILLIPS 66 | $299K |
FNDCSCHWAB STRATEGIC TR | $297K |
REGNREGENERON PHARMACEUTICALS | $294K |
DUKDUKE ENERGY CORP NEW | $293K |
DGROISHARES TR | $291K |
GISGENERAL MLS INC | $290K |
VGTVANGUARD WORLD FD | $286K |
COPCONOCOPHILLIPS | $285K |
INDAISHARES TR | $281K |
BXSLBLACKSTONE SECD LENDING FD | $281K |
FASTFASTENAL CO | $280K |
ULUNILEVER PLC | $279K |
SHELSHELL PLC | $276K |
TMTOYOTA MOTOR CORP | $272K |
ESGUISHARES TR | $272K |
VOVANGUARD INDEX FDS | $271K |
DEMWISDOMTREE TR | $268K |
IUSVISHARES TR | $267K |
RDVYFIRST TR EXCHANGE TRADED FD | $267K |
EMEEMCOR GROUP INC | $263K |
EQREQUITY RESIDENTIAL | $263K |
SESEA LTD | $262K |
BRLTBRILLIANT EARTH GROUP INC | $259K |
VRAVERA BRADLEY INC | $258K |
CACCCREDIT ACCEP CORP MICH | $258K |
AZNASTRAZENECA PLC | $256K |
DTDWISDOMTREE TR | $254K |
FDXFEDEX CORP | $253K |
NOCNORTHROP GRUMMAN CORP | $250K |
MDTMEDTRONIC PLC | $250K |
MCOMOODYS CORP | $249K |
SCHDSCHWAB STRATEGIC TR | $246K |
CPTCAMDEN PPTY TR | $245K |
IBMOISHARES TR | $239K |
CRWDCROWDSTRIKE HLDGS INC | $238K |
CMCSACOMCAST CORP NEW | $237K |
VVVANGUARD INDEX FDS | $237K |
ROLROLLINS INC | $234K |
IGMISHARES TR | $232K |
HBC2HSBC HLDGS PLC | $231K |
TPRTAPESTRY INC | $230K |
SAPSAP SE | $225K |
KMIKINDER MORGAN INC DEL | $224K |
APPAPPLOVIN CORP | $220K |
BNLBROADSTONE NET LEASE INC | $219K |
YUMYUM BRANDS INC | $219K |