Klingman & Associates, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Klingman & Associates, LLC held in its portfolio 320 assets valued at $2,073,132,825 (i.e. $2.07B).

The most valuable assets in the portfolio included: ISHARES TR ($352.19M), SPDR SERIES TRUST ($272.15M), and VANGUARD MALVERN FDS ($103.24M).

The chart below shows the top 10 valuable assets, and the table below shows the top 320 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Klingman & Associates, LLC Portfolio
ISHARES TR
SPDR SERIES TRUST
VANGUARD MALVERN FDS
ISHARES TR
ISHARES TR
SPDR S&P 500 ETF TR
APPLE INC
VANGUARD TAX-MANAGED FDS
ISHARES TR
VANGUARD INTL EQUITY INDEX F
Klingman & Associates, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 514195 352192746 CORE S&P500 ETF
SPDR SERIES TRUST 3236934 272151846 STATE STREET SPD
VANGUARD MALVERN FDS 2087310 103238338 STRM INFPROIDX
ISHARES TR 1512766 99842588 CORE S&P MCP ETF
ISHARES TR 909227 81339420 CORE MSCI EAFE
SPDR S&P 500 ETF TR 115228 78576453 TR UNIT
APPLE INC 272012 73949250 COM
VANGUARD TAX-MANAGED FDS 1145549 71562450 VAN FTSE DEV MKT
ISHARES TR 567432 68193942 CORE S&P SCP ETF
VANGUARD INTL EQUITY INDEX F 995128 53498090 FTSE EMR MKT ETF
ISHARES TR 1539005 36020410 IBONDS DEC 29
ISHARES TR 1569753 34644442 IBONDS DEC 2030
INVESCO EXCH TRADED FD TR II 302357 34619900 S&P 500 REVENUE
ISHARES TR 363088 34188400 MSCI USA MIN VOL
ISHARES TR 1580348 33424355 IBONDS DEC 2031
ISHARES TR 1266855 32247802 IBDS DEC28 ETF
INVESCO EXCHANGE TRADED FD T 681565 31979038 RAFI US 1000 ETF
ISHARES INC 460682 30967057 CORE MSCI EMKT
SPDR S&P MIDCAP 400 ETF TR 41828 25234118 UTSER1 S&PDCRP
CITIZENS FINL GROUP INC 427017 24942063 COM
ISHARES TR 1027244 24941478 IBONDS 27 ETF
ISHARES TR 886734 22638312 IBONDS DEC 2032
MICROSOFT CORP 35757 17293031 COM
ISHARES TR 712284 17258631 IBONDS DEC2026
VANGUARD INDEX FDS 44638 14965825 TOTAL STK MKT
AMAZON COM INC 57335 13234065 COM
ISHARES TR 235756 12615304 NEW YORK MUN ETF
ISHARES TR 157675 12224543 EAFE SML CP ETF
NVIDIA CORPORATION 64314 11994603 COM
DATADOG INC 81776 11120719 CL A COM
ALPHABET INC 30611 9605732 CAP STK CL C
JPMORGAN CHASE & CO. 28403 9152173 COM
ALPHABET INC 26544 8308358 CAP STK CL A
ISHARES TR 21804 8142486 RUS 1000 ETF
JONES LANG LASALLE INC 23499 7906709 COM
ISHARES TR 31608 7780626 RUSSELL 2000 ETF
BERKSHIRE HATHAWAY INC DEL 13901 6987338 CL B NEW
VANGUARD INDEX FDS 11055 6932940 S&P 500 ETF SHS
FLEXSHARES TR 262907 6325543 IBOXX 3R TARGT
VANGUARD INDEX FDS 57629 5099610 REAL ESTATE ETF
EXXON MOBIL CORP 39513 4754995 COM
BROADCOM INC 13154 4552462 COM
ISHARES TR 32206 4545555 SELECT DIVID ETF
MASTERCARD INCORPORATED 7732 4414045 CL A
META PLATFORMS INC 6486 4281492 CL A
ISHARES TR 13969 4206765 ISHARES SEMICDTR
INVESCO EXCH TRADED FD TR II 55735 3980594 S&P500 LOW VOL
DIMENSIONAL ETF TRUST 64428 3836065 US TARGETED VLU
VANGUARD INTL EQUITY INDEX F 51657 3799889 ALLWRLD EX US
JOHNSON & JOHNSON 17792 3682055 COM
TESLA INC 7890 3548291 COM
ISHARES TR 7233 3423558 RUS 1000 GRW ETF
VANGUARD INDEX FDS 6917 3374674 GROWTH ETF
DIMENSIONAL ETF TRUST 66367 3311710 INTERNATNAL VAL
VISA INC 9207 3228987 COM CL A
ABBVIE INC 13168 3008757 COM
ISHARES TR 30542 2932973 MSCI EAFE ETF
GE AEROSPACE 9500 2926286 COM NEW
COSTCO WHSL CORP NEW 3318 2861245 COM
ORACLE CORP 14407 2808069 COM
VANGUARD INDEX FDS 10497 2707702 SMALL CP ETF
APPLIED MATLS INC 10392 2670641 COM
INVESCO EXCHANGE TRADED FD T 13603 2605791 S&P500 EQL WGT
VANGUARD INDEX FDS 13601 2597585 VALUE ETF
ISHARES TR 14297 2590761 RUS 2000 VAL ETF
CROCS INC 29741 2543451 COM
ISHARES TR 29986 2538016 CORE MSCI TOTAL
ISHARES TR 20642 2510256 CORE HIGH DV ETF
ELI LILLY & CO 2303 2474989 COM
J P MORGAN EXCHANGE TRADED F 47808 2418607 ULTRA SHRT ETF
J P MORGAN EXCHANGE TRADED F 47429 2416034 ULTRA SHT MUNCPL
LAMAR ADVERTISING CO NEW 18997 2404641 CL A
ISHARES TR 6861 2353118 S&P 100 ETF
TJX COS INC NEW 14965 2298774 COM
HOME DEPOT INC 6518 2242844 COM
PROCTER AND GAMBLE CO 15438 2212480 COM
CITIGROUP INC 18712 2183504 COM NEW
ISHARES U S ETF TR 40413 2065105 SHORT DURATION B
PIMCO ETF TR 20500 2056970 ENHAN SHRT MA AC
RAYMOND JAMES FINL INC 12225 1963213 COM
ISHARES TR 22691 1957099 MSCI EAFE MIN VL
BLACKSTONE INC 12553 1934875 COM
WALMART INC 16226 1807739 COM
COMPASS INC 170451 1801668 CL A
AUTOMATIC DATA PROCESSING IN 6945 1786463 COM
INVESCO QQQ TR 2802 1721297 UNIT SER 1
VANGUARD INDEX FDS 8030 1700754 SM CP VAL ETF
VANGUARD ADMIRAL FDS INC 14877 1663304 MIDCP 400 IDX
INVESCO EXCH TRADED FD TR II 12954 1638184 S&P MDCP 400 REV
MCDONALDS CORP 5342 1632676 COM
GE VERNOVA INC 2452 1602554 COM
ISHARES TR 10510 1562732 CORE S&P TTL STK
CATERPILLAR INC 2714 1554770 COM
ABBOTT LABS 12389 1552218 COM
INTERNATIONAL BUSINESS MACHS 5132 1520150 COM
DEERE & CO 3157 1469805 COM
DIMENSIONAL ETF TRUST 31457 1465589 US MKTWIDE VALUE
COCA COLA CO 20681 1445809 COM
NETFLIX INC 15134 1418964 COM
NEXTERA ENERGY INC 17574 1410841 COM
VANGUARD INDEX FDS 4640 1401644 SML CP GRW ETF
INVESCO EXCH TRADED FD TR II 28269 1377261 S&P SMALLCAP 600
VANGUARD WHITEHALL FDS 9264 1329570 HIGH DIV YLD
ISHARES TR 13797 1328238 RUS MID CAP ETF
VANGUARD SPECIALIZED FUNDS 5675 1247156 DIV APP ETF
VANGUARD ADMIRAL FDS INC 10986 1219007 SMLLCP 600 IDX
GOLDMAN SACHS GROUP INC 1364 1199198 COM
J P MORGAN EXCHANGE TRADED F 23816 1196040 FLEXIBLE DEBT ET
SCHWAB STRATEGIC TR 49441 1188562 INTL EQTY ETF
UNITED BANKSHARES INC WEST V 30692 1178573 COM
CISCO SYS INC 15256 1175188 COM
MORGAN STANLEY 6563 1165130 COM NEW
PJT PARTNERS INC 6880 1150336 COM CL A
COUPANG INC 47926 1130575 CL A
HUBBELL INC 2525 1121378 COM
DIMENSIONAL ETF TRUST 26933 1119201 INFLATION PROTE
ISHARES TR 20275 1109246 MSCI EMG MKT ETF
MERCK & CO INC 10508 1106073 COM
OREILLY AUTOMOTIVE INC 11970 1091784 COM
THERMO FISHER SCIENTIFIC INC 1879 1088787 COM
BANK AMERICA CORP 18872 1037960 COM
WELLS FARGO CO NEW 10931 1018770 COM
PHILIP MORRIS INTL INC 6291 1009150 COM
SALESFORCE INC 3793 1004804 COM
BLACKROCK INC 936 1001839 COM
SCHWAB STRATEGIC TR 21988 1001117 INTL SCEQT ETF
AMERICAN EXPRESS CO 2692 995906 COM
RTX CORPORATION 5414 992928 COM
CHEVRON CORP NEW 6297 959726 COM
INVESCO EXCH TRADED FD TR II 21342 900330 RAFI DVLPD MRKTS
LOCKHEED MARTIN CORP 1812 876411 COM
DIMENSIONAL ETF TRUST 11724 869570 US EQUITY MARKET
AMERICAN CENTY ETF TR 8293 845675 US SML CP VALU
ISHARES TR 7325 834464 EAFE GRWTH ETF
SCHWAB CHARLES CORP 8292 828454 COM
SCHWAB STRATEGIC TR 30778 828236 US LRG CAP ETF
TAIWAN SEMICONDUCTOR MFG LTD 2710 823542 SPONSORED ADS
PALANTIR TECHNOLOGIES INC 4601 817828 CL A
ADVANCED MICRO DEVICES INC 3797 813166 COM
ROSS STORES INC 4439 799642 COM
LOWES COS INC 3305 797034 COM
TEXAS INSTRS INC 4551 789553 COM
BOOKING HOLDINGS INC 145 776523 COM
BERKSHIRE HATHAWAY INC DEL 1 754800 CL A
EMERSON ELEC CO 5680 753850 COM
VANGUARD STAR FDS 9939 749799 VG TL INTL STK F
DISNEY WALT CO 6399 728015 COM
SPDR GOLD TR 1812 718114 GOLD SHS
CSX CORP 19763 716409 COM
PFIZER INC 28036 698097 COM
INTUITIVE SURGICAL INC 1222 692092 COM NEW
CONSOLIDATED EDISON INC 6951 690374 COM
CORNING INC 7737 677452 COM
SELECT SECTOR SPDR TR 4674 672916 STATE STREET TEC
TRUIST FINL CORP 13629 670684 COM
HERSHEY CO 3678 669323 COM
PROGRESSIVE CORP 2927 666537 COM
AMGEN INC 2026 663131 COM
ALTRIA GROUP INC 11105 640292 COM
LINDE PLC 1467 625515 SHS
ACCENTURE PLC IRELAND 2299 616822 SHS CLASS A
MICRON TECHNOLOGY INC 2152 614203 COM
VANGUARD INTL EQUITY INDEX F 4256 610013 FTSE SMCAP ETF
INTEL CORP 16500 608850 COM
UNITEDHEALTH GROUP INC 1804 595519 COM
L3HARRIS TECHNOLOGIES INC 2021 593305 COM
VANGUARD WORLD FD 4707 592706 ENERGY ETF
STRYKER CORPORATION 1673 588010 COM
UNITED RENTALS INC 714 577855 COM
CUMMINS INC 1129 576299 COM
NOVARTIS AG 4139 570644 SPONSORED ADR
DANAHER CORPORATION 2467 564746 COM
HONEYWELL INTL INC 2877 561274 COM
ISHARES TR 6749 556658 CORE MSCI INTL
ISHARES TR 2633 553826 RUS 1000 VAL ETF
BLACKROCK FLOATING RATE INCO 46456 547249 COM
VANGUARD SCOTTSDALE FDS 9273 544604 SHORT TERM TREAS
ASML HOLDING N V 507 542420 N Y REGISTRY SHS
SCHWAB STRATEGIC TR 16538 539470 US LCAP GR ETF
NORFOLK SOUTHN CORP 1826 527203 COM
PUBLIC SVC ENTERPRISE GRP IN 6475 519943 COM
QUALCOMM INC 3004 513835 COM
AT&T INC 20642 512748 COM
ISHARES GOLD TR 6313 512427 ISHARES NEW
ILLINOIS TOOL WKS INC 2049 504669 COM
PEPSICO INC 3479 499307 COM
POST HLDGS INC 5025 497727 COM
PARKER-HANNIFIN CORP 565 496613 COM
F5 INC 1919 489844 COM
ECOLAB INC 1853 486450 COM
CAPITAL ONE FINL CORP 1923 466059 COM
WISDOMTREE TR 5129 458687 US QTLY DIV GRT
HILTON WORLDWIDE HLDGS INC 1593 457590 COM
SOUTHERN CO 5236 456580 COM
JACOBS SOLUTIONS INC 3401 450497 COM
ISHARES TR 5013 448965 CORE 80/20 AGGRE
SCHWAB STRATEGIC TR 16862 442291 US BRD MKT ETF
INVESCO EXCH TRADED FD TR II 18145 441468 VAR RATE PFD
ISHARES TR 3475 440179 GLOBAL 100 ETF
ISHARES TR 14217 440159 PFD AND INCM SEC
LAM RESEARCH CORP 2550 436509 COM NEW
ISHARES TR 2033 431139 S&P 500 VAL ETF
ISHARES TR 3482 429192 S&P 500 GRWT ETF
ARES MANAGEMENT CORPORATION 2614 422501 CL A COM STK
ISHARES TR 2114 419883 MSCI USA QLT FCT
FRANKLIN BSP RLTY TR INC 41336 414603 COMMON STOCK
ISHARES TR 1280 413357 RUS 2000 GRW ETF
CHUBB LIMITED 1321 412311 COM
BROWN & BROWN INC 5004 398819 COM
SELECT SECTOR SPDR TR 5124 398033 STATE STREET CON
INTUIT 600 397452 COM
ISHARES TR 15584 395684 IBONDS DEC 27
KLA CORP 325 394901 COM NEW
VANGUARD INDEX FDS 2210 391988 MCAP VL IDXVIP
VERIZON COMMUNICATIONS INC 9607 391294 COM
ADOBE INC 1104 386389 COM
ISHARES TR 15170 385774 IBONDS DEC 2029
SERVICENOW INC 2517 385580 COM
VANECK ETF TRUST 1067 384259 SEMICONDUCTR ETF
KKR & CO INC 2994 381676 COM
UNION PAC CORP 1648 381216 COM
GOLUB CAP BDC INC 27788 377084 COM
ISHARES TR 2694 375396 ESG OPTIMIZED
STARBUCKS CORP 4422 372377 COM
UBER TECHNOLOGIES INC 4538 370800 COM
ANALOG DEVICES INC 1330 360696 COM
VANGUARD INDEX FDS 1288 359533 MCAP GR IDXVIP
ALLIANT ENERGY CORP 5472 355735 COM
WILLIAMS SONOMA INC 1982 353966 COM
PALO ALTO NETWORKS INC 1905 350901 COM
SPOTIFY TECHNOLOGY S A 604 350749 SHS
GLOBAL X FDS 16414 346336 DATA CTR & DIGIT
CAPITAL GRP FIXED INCM ETF T 12381 341964 US MULTI-SECTOR
VANGUARD WORLD FD 1547 326789 CONSUM STP ETF
3M CO 2041 326765 COM
ISHARES TR 12693 324615 IBONDS DEC 28
CORTEVA INC 4833 323956 COM
CVS HEALTH CORP 4062 322361 COM
ISHARES TR 1601 319688 U.S. TECH ETF
SCHWAB STRATEGIC TR 10756 318486 US LCAP VA ETF
AIR PRODS & CHEMS INC 1288 318162 COM
BOEING CO 1445 313739 COM
COLGATE PALMOLIVE CO 3930 310549 COM
GILEAD SCIENCES INC 2526 310042 COM
GENERAL DYNAMICS CORP 919 309391 COM
GE HEALTHCARE TECHNOLOGIES I 3732 306099 COMMON STOCK
PROFESIONALLY MANAGED PORTFO 4640 303967 AKRE FOCUS ETF
T-MOBILE US INC 1482 300906 COM
PHILLIPS 66 2319 299244 COM
SCHWAB STRATEGIC TR 6684 297773 FUNDAMENTAL INTL
REGENERON PHARMACEUTICALS 382 294855 COM
DUKE ENERGY CORP NEW 2503 293377 COM NEW
ISHARES TR 4200 291564 CORE DIV GRWTH
GENERAL MLS INC 6238 290067 COM
VANGUARD WORLD FD 380 286387 INF TECH ETF
CONOCOPHILLIPS 3049 285417 COM
ISHARES TR 5215 281871 MSCI INDIA ETF
BLACKSTONE SECD LENDING FD 10700 281731 COMMON STOCK
FASTENAL CO 7000 280910 COM
UNILEVER PLC 4275 279585 SPON ADR NEW
SHELL PLC 3760 276285 SPON ADS
TOYOTA MOTOR CORP 1274 272679 ADS
ISHARES TR 1826 272038 ESG AWR MSCI USA
VANGUARD INDEX FDS 937 271913 MID CAP ETF
WISDOMTREE TR 5749 268536 EMER MKT HIGH FD
FIRST TR EXCHANGE TRADED FD 3849 267391 RISNG DIVD ACHIV
ISHARES TR 2607 267322 CORE S&P US VLU
EMCOR GROUP INC 431 263682 COM
EQUITY RESIDENTIAL 4182 263634 SH BEN INT
SEA LTD 2057 262412 SPONSORD ADS
BRILLIANT EARTH GROUP INC 148273 259478 CL A COM
CREDIT ACCEP CORP MICH 583 258538 COM
VERA BRADLEY INC 106722 258268 COM
ASTRAZENECA PLC 2792 256669 SPONSORED ADR
WISDOMTREE TR 3000 254640 US TOTAL DIVIDND
FEDEX CORP 879 253908 COM
NORTHROP GRUMMAN CORP 439 250323 COM
MEDTRONIC PLC 2605 250237 SHS
MOODYS CORP 488 249295 COM
SCHWAB STRATEGIC TR 9002 246925 US DIVIDEND EQ
CAMDEN PPTY TR 2228 245259 SH BEN INT
ISHARES TR 9349 239693 IBONDS DEC 26
CROWDSTRIKE HLDGS INC 509 238599 CL A
COMCAST CORP NEW 7956 237804 CL A
VANGUARD INDEX FDS 753 237045 LARGE CAP ETF
ROLLINS INC 3910 234701 COM
ISHARES TR 1800 232488 EXPND TEC SC ETF
HSBC HLDGS PLC 2943 231526 SPON ADR NEW
TAPESTRY INC 1805 230625 COM
SAP SE 929 225664 SPON ADR
KINDER MORGAN INC DEL 8179 224841 COM
APPLOVIN CORP 327 220340 COM CL A
YUM BRANDS INC 1454 219962 COM
BROADSTONE NET LEASE INC 12648 219696 COM
SCHWAB STRATEGIC TR 7999 217653 FUNDAMENTAL US L
ISHARES TR 2239 216915 S&P MC 400GR ETF
VANGUARD INTL EQUITY INDEX F 4720 216365 GLB EX US ETF
PNC FINL SVCS GROUP INC 1034 215827 COM
WILLIAMS COS INC 3584 215435 COM
VANGUARD INTL EQUITY INDEX F 1523 214835 TT WRLD ST ETF
S&P GLOBAL INC 411 214785 COM
CONSTELLATION ENERGY CORP 606 214082 COM
GREENBRIER COS INC 4557 212995 COM
AMPHENOL CORP NEW 1569 212035 CL A
MCKESSON CORP 258 211635 COM
VERTEX PHARMACEUTICALS INC 465 210813 COM
PAYPAL HLDGS INC 3607 210577 COM
SELECT SECTOR SPDR TR 4698 210048 STATE STREET ENE
IDEXX LABS INC 310 209725 COM
GOLDMAN SACHS ETF TR 1571 207954 ACTIVEBETA US LG
BRISTOL-MYERS SQUIBB CO 3804 205188 COM
JOHNSON CTLS INTL PLC 1704 204054 SHS
TE CONNECTIVITY PLC 887 201802 ORD SHS
PAYCHEX INC 1797 201588 COM
TYSON FOODS INC 3427 200891 CL A
ARISTA NETWORKS INC 1528 200214 COM SHS
FORD MTR CO 10013 131366 COM
BANCO SANTANDER SA 10556 123822 ADR
MIZUHO FINANCIAL GROUP INC 12796 93667 SPONSORED ADR
LLOYDS BANKING GROUP PLC 10921 57882 SPONSORED ADR