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