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 101–150 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 18K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 28K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 9K | $1M+ | SH |
| IWR | ISHARES TR | 14K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 11K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 31K | $1M+ | SH |
| CSCO | CISCO SYS INC | 15K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| PJT | PJT PARTNERS INC | 7K | $1M+ | SH |
| CPNG | COUPANG INC | 48K | $1M+ | SH |
| HUBB | HUBBELL INC | 3K | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 27K | $1M+ | SH |
| EEM | ISHARES TR | 20K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 12K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 19K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| BLK | BLACKROCK INC | 936 | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 22K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 21K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 8K | $500K+ | SH |
| EFG | ISHARES TR | 7K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 8K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 31K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| ROST | ROSS STORES INC | 4K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 145 | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |