Klingman & Associates, LLC - Q42025 Holdings

Klingman & Associates, LLC holds 326 stocks with a total portfolio value of $ 2.07B as of Q42025. In Q42025, Klingman & Associates, LLC added 23 new positions, increased stakes in 149 stocks, reduced 109 holdings, and fully exited 16 positions. The largest holding is Ishares Tr (IVV), representing 16.99% of the total portfolio.