Ackerman Asset Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Ackerman Asset Management, LLC reported 24 stock positions worth $110.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 42.1% of the portfolio, followed by iShares S&P 100 ETF (OEF, 21.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 8.1%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKVILLE, MD
- CIK
- 0002067071
- Portfolio Value
- $110.6M (Q1 2025)
- SEC Filing
- 0002067071-25-000002 ↗ filed May 8, 2025
Holdings Value
Holdings 24 stocks · $110.6M
| IVV iShares Core S&P 500 ETF | 42.09% | 82,812 | $46.5M | — |
| OEF iShares S&P 100 ETF | 21.95% | 89,595 | $24.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.05% | 15,911 | $8.9M | — |
| IWB iShares Russell 1000 ETF | 6.09% | 21,958 | $6.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.89% | 11,540 | $5.4M | — |
| JPST JPMorgan Ultra-Short Income | 4.19% | 91,470 | $4.6M | — |
| XLG Invesco S&P 500 Top 50 ETF | 3.24% | 77,779 | $3.6M | — |
| SGOV iShares 0-3 Month Treasury B | 2.55% | 28,040 | $2.8M | — |
| AAPL Apple Inc. | 1.11% | 5,536 | $1.2M | — |
| XLK SS Technology Select Sector | 0.93% | 4,996 | $1.0M | — |
| CBNK Capital Bancorp Inc. | 0.92% | 36,000 | $1.0M | — |
| VOO Vanguard S&P 500 ETF | 0.59% | 1,264 | $650K | — |
| ITA iShares U.S. Aerospace & Def | 0.50% | 3,579 | $548K | — |
| IWV iShares Russell 3000 ETF | 0.39% | 1,350 | $429K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 793 | $422K | — |
| IZRL ARK Israel Innovative Techno | 0.34% | 17,325 | $372K | — |
| ISRA Vaneck Israel ETF | 0.26% | 6,801 | $287K | — |
| HD Home Depot Inc. | 0.25% | 767 | $281K | — |
| MAR Marriott International Class A | 0.25% | 1,169 | $278K | — |
| EWG iShares MSCI Germany ETF | 0.24% | 7,112 | $264K | — |
| UTF Cohen & Steers Infrastructur | 0.22% | 9,500 | $243K | — |
| FLGB Franklin Ftse United Kingdom | 0.20% | 7,768 | $223K | — |
| EWN iShares MSCI Netherlands ETF | 0.19% | 4,470 | $209K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 731 | $201K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.