Klingman & Associates, LLC - Q32026 Holdings

Klingman & Associates, LLC holds 423 stocks with a total portfolio value of $ 2.41B as of Q32026. In Q32026, Klingman & Associates, LLC added 93 new positions, increased stakes in 192 stocks, reduced 85 holdings, and fully exited 20 positions. The largest holding is Ishares Tr (IVV), representing 17.14% of the total portfolio.