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 51–100 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| SOXX | ISHARES TR | 14K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 56K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 64K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 52K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 18K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| EFA | ISHARES TR | 31K | $1M+ | SH |
| GE | GE AEROSPACE | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 10K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 14K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| IWN | ISHARES TR | 14K | $1M+ | SH |
| CROX | CROCS INC | 30K | $1M+ | SH |
| IXUS | ISHARES TR | 30K | $1M+ | SH |
| HDV | ISHARES TR | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 48K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 47K | $1M+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 19K | $1M+ | SH |
| OEF | ISHARES TR | 7K | $1M+ | SH |
| TJX | TJX COS INC NEW | 15K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 15K | $1M+ | SH |
| C | CITIGROUP INC | 19K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 40K | $1M+ | SH |
| MINT | PIMCO ETF TR | 21K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 12K | $1M+ | SH |
| EFAV | ISHARES TR | 23K | $1M+ | SH |
| BX | BLACKSTONE INC | 13K | $1M+ | SH |
| WMT | WALMART INC | 16K | $1M+ | SH |
| COMP | COMPASS INC | 170K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 15K | $1M+ | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| ITOT | ISHARES TR | 11K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| ABT | ABBOTT LABS | 12K | $1M+ | SH |