Klingman & Associates, LLC Portfolio Holdings
Klingman & Associates, LLC
- $1.97 Billion
- Q3 2025
Klingman & Associates, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.97 Billion distributed in 319 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $340M, Ishares Core S&P Mid Cap ETF with a value of $94.3M, Vanguard Sht Trm Inflt Prot Fd with a value of $90.1M, Spdr S&P 500 ETF Trust with a value of $78.5M, and Ishares Tr with a value of $73.2M.
Examining the 13F form we can see an increase of $164M in the current position value, from $1.8B to 1.97B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.97 Billion
ETFs: $1.57 Billion
Technology: $141 Million
Financial Services: $69.2 Million
Consumer Cyclical: $33.1 Million
Communication Services: $23.2 Million
Industrials: $19.7 Million
Healthcare: $16.9 Million
Consumer Defensive: $13.9 Million
Other: $22.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 319
- Current Value $1.97 Billion
- Prior Value $1.8 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 30 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks