Klingman & Associates, LLC - Q22026 Holdings

Klingman & Associates, LLC holds 350 stocks with a total portfolio value of $ 2.35B as of Q22026. In Q22026, Klingman & Associates, LLC added 32 new positions, increased stakes in 169 stocks, reduced 112 holdings, and fully exited 14 positions. The largest holding is Ishares Tr (IVV), representing 16.92% of the total portfolio.