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, JPST, IWB, and represent 73.95% of Ackerman Asset Management's stock portfolio.
- Added to shares of these 9 stocks: JPST, IWM, VMC, JNJ, EIS, OEF, MSFT, BMNR, QQQ.
- Started 3 new stock positions in VMC, JNJ, EIS.
- Reduced shares in these 9 stocks: ICSH, XLG, SPY, SGOV, VOO, IWV, IWB, IVV, CBNK.
- Ackerman Asset Management was a net buyer of stock by $2.8M.
- Ackerman Asset Management has $167M in assets under management (AUM), dropping by 16.29%.
- Central Index Key (CIK): 0002067071
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Portfolio Holdings for Ackerman Asset Management
Ackerman Asset Management holds 38 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 36.6 | $61M | 82k | 748.89 |
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| Ishares Tr S&p 100 Etf (OEF) | 19.3 | $32M | 88k | 365.87 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 6.8 | $11M | 15k | 746.79 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 6.0 | $9.9M | +34% | 197k | 50.57 |
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| Ishares Tr Rus 1000 Etf (IWB) | 5.3 | $8.8M | 21k | 409.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.0 | $8.4M | 11k | 736.40 |
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| Apple (AAPL) | 4.7 | $7.8M | 27k | 289.36 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.9 | $6.4M | +3% | 21k | 300.45 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.9 | $4.8M | -2% | 79k | 61.23 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.7 | $2.8M | -2% | 28k | 100.67 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.1 | $1.9M | 10k | 190.52 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.6 | $1.0M | -17% | 21k | 50.58 |
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| Capital Bancorp (CBNK) | 0.6 | $933k | -2% | 27k | 35.12 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $868k | 3.6k | 242.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $733k | -6% | 1.1k | 686.81 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $539k | -6% | 1.3k | 426.40 |
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| Ark Etf Tr Israel Inovate (IZRL) | 0.3 | $526k | 17k | 30.38 |
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| Visa Com Cl A (V) | 0.3 | $480k | 1.4k | 343.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $450k | 900.00 | 500.39 |
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| Vaneck Etf Trust Israel Etf (ISRA) | 0.3 | $441k | 6.8k | 64.86 |
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| Marriott Intl Cl A (MAR) | 0.3 | $433k | 1.2k | 370.59 |
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| Microsoft Corporation (MSFT) | 0.3 | $424k | +4% | 1.1k | 373.02 |
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| Axon Enterprise (AXON) | 0.2 | $381k | 680.00 | 560.61 |
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| Home Depot (HD) | 0.2 | $371k | 1.1k | 352.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $353k | 1.0k | 353.33 |
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| Amazon (AMZN) | 0.2 | $323k | 1.4k | 238.34 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $314k | 4.5k | 70.34 |
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| Ishares Msci Germany Etf (EWG) | 0.2 | $291k | 7.0k | 41.37 |
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| Eli Lilly & Co. (LLY) | 0.2 | $287k | 239.00 | 1199.43 |
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| Waste Connections (WCN) | 0.2 | $275k | 1.7k | 166.69 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.2 | $272k | 7.7k | 35.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $262k | 709.00 | 370.04 |
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| Moody's Corporation (MCO) | 0.2 | $253k | 559.00 | 452.92 |
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| Bitmine Immersion Techs Com New (BMNR) | 0.1 | $228k | +7% | 17k | 13.31 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $207k | 100.00 | 2073.39 |
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| Vulcan Materials Company (VMC) | 0.1 | $207k | NEW | 700.00 | 295.01 |
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| Johnson & Johnson (JNJ) | 0.1 | $203k | NEW | 800.00 | 253.97 |
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| Ishares Msci Israel Etf (EIS) | 0.1 | $202k | NEW | 1.7k | 120.71 |
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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 Q2 filed Aug. 10, 2026
- 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