Ackerman Asset Management
Latest statistics and disclosures from Ackerman Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OEF, SPY, IWB, JPST, and represent 74.06% of Ackerman Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ICSH, V, BMNR, GOOG, AMZN, WCN, MCO, MSFT, AAPL, JPST.
- Started 6 new stock positions in AMZN, MCO, BMNR, WCN, V, GOOG.
- Reduced shares in these 10 stocks: IVV, OEF, AGG, ETHA, , PLTR, IWB, CBNK, QQQ, VOO.
- Sold out of its positions in UTF, AGG, ETHA, PLTR.
- Ackerman Asset Management was a net buyer of stock by $257k.
- Ackerman Asset Management has $143M in assets under management (AUM), dropping by -4.68%.
- Central Index Key (CIK): 0002067071
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Portfolio Holdings for Ackerman Asset Management
Ackerman Asset Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 37.2 | $53M | 82k | 653.21 |
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| Ishares Tr S&p 100 Etf (OEF) | 19.4 | $28M | 88k | 318.07 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 7.0 | $10M | 15k | 650.35 |
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| Ishares Tr Rus 1000 Etf (IWB) | 5.3 | $7.7M | -2% | 22k | 356.56 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.1 | $7.4M | 146k | 50.61 |
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| Apple (AAPL) | 4.8 | $6.8M | 27k | 253.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.6 | $6.6M | 11k | 577.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.6 | $5.1M | 21k | 248.00 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 3.1 | $4.4M | 81k | 54.55 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $2.9M | -2% | 29k | 100.66 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.9 | $1.3M | 10k | 132.90 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.9 | $1.3M | +106% | 25k | 50.62 |
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| Capital Bancorp (CBNK) | 0.6 | $812k | -15% | 27k | 29.74 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $783k | 3.6k | 218.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $680k | -9% | 1.1k | 597.55 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $500k | 1.4k | 370.68 |
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| Ark Etf Tr Israel Inovate (IZRL) | 0.3 | $466k | 17k | 26.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $431k | -5% | 900.00 | 479.20 |
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| Visa Com Cl A (V) | 0.3 | $423k | NEW | 1.4k | 302.24 |
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| Vaneck Etf Trust Israel Etf (ISRA) | 0.3 | $411k | 6.8k | 60.46 |
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| Microsoft Corporation (MSFT) | 0.3 | $402k | +90% | 1.1k | 370.17 |
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| Marriott Intl Cl A (MAR) | 0.3 | $382k | 1.2k | 327.07 |
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| Home Depot (HD) | 0.2 | $346k | 1.1k | 328.89 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $314k | NEW | 16k | 19.78 |
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| Axon Enterprise (AXON) | 0.2 | $289k | 680.00 | 424.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $287k | NEW | 1.0k | 286.86 |
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| Amazon (AMZN) | 0.2 | $283k | NEW | 1.4k | 208.27 |
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| Ishares Msci Germany Etf (EWG) | 0.2 | $279k | 7.0k | 39.67 |
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| Waste Connections (WCN) | 0.2 | $268k | NEW | 1.7k | 162.44 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.2 | $267k | 7.7k | 34.76 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $257k | 4.5k | 57.51 |
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| Moody's Corporation (MCO) | 0.2 | $244k | NEW | 559.00 | 436.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $228k | 709.00 | 320.81 |
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| Eli Lilly & Co. (LLY) | 0.2 | $220k | 239.00 | 919.77 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $220k | 100.00 | 2196.96 |
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Past Filings by Ackerman Asset Management
SEC 13F filings are viewable for Ackerman Asset Management going back to 2025
- Ackerman Asset Management 2026 Q1 filed April 21, 2026
- Ackerman Asset Management 2025 Q4 filed Feb. 13, 2026
- Ackerman Asset Management 2025 Q3 filed Nov. 13, 2025
- Ackerman Asset Management 2025 Q2 filed Aug. 14, 2025
- Ackerman Asset Management 2025 Q1 filed May 8, 2025