Klingman & Associates, LLC
•CIK: 1662449•Filing: Q4 2025
**Klingman & Associates, LLC** manages $2.1B across a diversified portfolio of 326 positions. The fund exhibits significant allocations to broad market exposure, notably holding IVV at $352.2M and SPY at $78.6M. Key strategic concentrations include fixed income via VTIP ($103.2M) and international equity exposure through IEFA ($81.3M). Top holdings also feature sector and factor tilts, including AAPL ($73.9M) and VEA ($71.6M).
Total AUM
$2.1B
QoQ Performance
+4.6%
Positions
227
Top 10 Concentration
52.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV17.0%
VTIP5.0%
IJH4.8%
IEFA3.9%
SPY3.8%
AAPL3.6%
VEA3.5%
SPYG3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
ETF21.5%
Technology6.9%
Financial1.5%
Consumer1.3%
Healthcare0.8%
Industrial0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+118 more exited positions
Changes from Q3 2025
NEW4 new positions
↑110 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023