Ackerman Asset Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Ackerman Asset Management, LLC reported 24 stock positions worth $124.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 41.3% of the portfolio, followed by iShares S&P 100 ETF (OEF, 21.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.9%). Compared with Q1 2025, it added to 5 and reduced 4. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +49%) and the biggest sale iShares S&P 100 ETF (OEF, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKVILLE, MD
- CIK
- 0002067071
- Portfolio Value
- $124.8M (Q2 2025)
- SEC Filing
- 0002067071-25-000003 ↗ filed Aug 14, 2025
Holdings Value
Holdings 24 stocks · $124.8M
| IVV iShares Core S&P 500 ETF | 41.25% | 82,937 | $51.5M | Add +0.1% |
| OEF iShares S&P 100 ETF | 21.68% | 88,918 | $27.1M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.87% | 15,908 | $9.8M | Reduce -0.0% |
| IWB iShares Russell 1000 ETF | 5.97% | 21,958 | $7.5M | No change |
| JPST JPMorgan Ultra-Short Income | 5.54% | 136,400 | $6.9M | Add +49.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.16% | 11,667 | $6.4M | Add +1.1% |
| XLG Invesco S&P 500 Top 50 ETF | 3.37% | 80,835 | $4.2M | Add +3.9% |
| SGOV iShares 0-3 Month Treasury B | 2.36% | 29,263 | $2.9M | Add +4.4% |
| XLK SS Technology Select Sector | 1.01% | 4,996 | $1.3M | No change |
| CBNK Capital Bancorp Inc. | 0.97% | 36,000 | $1.2M | No change |
| AAPL Apple Inc. | 0.85% | 5,200 | $1.1M | Reduce -6.1% |
| VOO Vanguard S&P 500 ETF | 0.58% | 1,264 | $718K | No change |
| ITA iShares U.S. Aerospace & Def | 0.54% | 3,579 | $675K | No change |
| IWV iShares Russell 3000 ETF | 0.38% | 1,350 | $474K | No change |
| IZRL ARK Israel Innovative Techno | 0.38% | 17,325 | $471K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 783 | $380K | Reduce -1.3% |
| ISRA Vaneck Israel ETF | 0.28% | 6,801 | $353K | No change |
| MAR Marriott International Class A | 0.26% | 1,169 | $319K | No change |
| EWG iShares MSCI Germany ETF | 0.24% | 7,112 | $301K | No change |
| HD Home Depot Inc. | 0.23% | 767 | $281K | No change |
| UTF Cohen & Steers Infrastructur | 0.21% | 9,500 | $256K | No change |
| EWN iShares MSCI Netherlands ETF | 0.20% | 4,470 | $244K | No change |
| FLGB Franklin Ftse United Kingdom | 0.19% | 7,768 | $238K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 731 | $222K | No change |