Ackerman Asset Management

Ackerman Asset Management as of March 31, 2026

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
Ishares Tr S&p 100 Etf (OEF) 19.4 $28M 88k 318.07
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.0 $10M 15k 650.35
Ishares Tr Rus 1000 Etf (IWB) 5.3 $7.7M 22k 356.56
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.1 $7.4M 146k 50.61
Apple (AAPL) 4.8 $6.8M 27k 253.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $6.6M 11k 577.18
Ishares Tr Russell 2000 Etf (IWM) 3.6 $5.1M 21k 248.00
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 3.1 $4.4M 81k 54.55
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.0 $2.9M 29k 100.66
Select Sector Spdr Tr State Street Tec (XLK) 0.9 $1.3M 10k 132.90
Ishares Tr Ultra Short Dur (ICSH) 0.9 $1.3M 25k 50.62
Capital Bancorp (CBNK) 0.6 $812k 27k 29.74
Ishares Tr Us Aer Def Etf (ITA) 0.5 $783k 3.6k 218.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $680k 1.1k 597.55
Ishares Tr Russell 3000 Etf (IWV) 0.3 $500k 1.4k 370.68
Ark Etf Tr Israel Inovate (IZRL) 0.3 $466k 17k 26.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $431k 900.00 479.20
Visa Com Cl A (V) 0.3 $423k 1.4k 302.24
Vaneck Etf Trust Israel Etf (ISRA) 0.3 $411k 6.8k 60.46
Microsoft Corporation (MSFT) 0.3 $402k 1.1k 370.17
Marriott Intl Cl A (MAR) 0.3 $382k 1.2k 327.07
Home Depot (HD) 0.2 $346k 1.1k 328.89
Bitmine Immersion Tecnologie Com New (BMNR) 0.2 $314k 16k 19.78
Axon Enterprise (AXON) 0.2 $289k 680.00 424.69
Alphabet Cap Stk Cl C (GOOG) 0.2 $287k 1.0k 286.86
Amazon (AMZN) 0.2 $283k 1.4k 208.27
Ishares Msci Germany Etf (EWG) 0.2 $279k 7.0k 39.67
Waste Connections (WCN) 0.2 $268k 1.7k 162.44
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.2 $267k 7.7k 34.76
Ishares Msci Netherl Etf (EWN) 0.2 $257k 4.5k 57.51
Moody's Corporation (MCO) 0.2 $244k 559.00 436.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $228k 709.00 320.81
Eli Lilly & Co. (LLY) 0.2 $220k 239.00 919.77
White Mountains Insurance Gp (WTM) 0.2 $220k 100.00 2196.96