CIK 1662449
Klingman & Associates, LLC
Institutional 13F holdings & portfolio
Holdings
326
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 514K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 2.1M | $1M+ | SH |
| IJH | ISHARES TR | 1.5M | $1M+ | SH |
| IEFA | ISHARES TR | 909K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 115K | $1M+ | SH |
| AAPL | APPLE INC | 272K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.1M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 666K | $1M+ | SH |
| IJR | ISHARES TR | 567K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 995K | $1M+ | SH |
| IBDU | ISHARES TR | 1.5M | $1M+ | SH |
| IBDV | ISHARES TR | 1.6M | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 302K | $1M+ | SH |
| USMV | ISHARES TR | 363K | $1M+ | SH |
| IBDW | ISHARES TR | 1.6M | $1M+ | SH |
| IBDT | ISHARES TR | 1.3M | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 682K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 371K | $1M+ | SH |
| IEMG | ISHARES INC | 461K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 326K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 192K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 282K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 42K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 427K | $1M+ | SH |
| IBDS | ISHARES TR | 1.0M | $1M+ | SH |
| IBDX | ISHARES TR | 887K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 205K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 36K | $1M+ | SH |
| IBDR | ISHARES TR | 712K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| AMZN | AMAZON COM INC | 57K | $1M+ | SH |
| NYF | ISHARES TR | 236K | $1M+ | SH |
| SCZ | ISHARES TR | 158K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 64K | $1M+ | SH |
| DDOG | DATADOG INC | 82K | $1M+ | SH |
| GOOG | ALPHABET INC | 31K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 28K | $1M+ | SH |
| GOOGL | ALPHABET INC | 27K | $1M+ | SH |
| IWB | ISHARES TR | 22K | $1M+ | SH |
| JLL | JONES LANG LASALLE INC | 23K | $1M+ | SH |
| IWM | ISHARES TR | 32K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| TDTT | FLEXSHARES TR | 263K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 58K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 40K | $1M+ | SH |
| AVGO | BROADCOM INC | 13K | $1M+ | SH |
| DVY | ISHARES TR | 32K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 8K | $1M+ | SH |