Klingman & Associates, LLC - Portfolio Stock Holdings
Klingman & Associates, LLC disclosed 364 stock positions in a recent SEC 13F filing. $2,348,846,776 of stock holdings were filed, with the largest holdings including IVV, VTIP, and IJH. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $5,664,692,453 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
364Est. Stock Holding Value:
$2,348,846,776Top Stock Holdings By Sector
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Portfolio Stock Holdings - Klingman & Associates, LLC
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% of Portfolio
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