Ackerman Asset Management, LLC 13F Holdings
CIK 0002067071 · ROCKVILLE, MD
As of Sep 30, 2025, Ackerman Asset Management, LLC reported 28 positions worth
CIK 0002067071 · ROCKVILLE, MD
As of Sep 30, 2025, Ackerman Asset Management, LLC reported 28 positions worth
39.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 82,662 | $55.3M | 39.62% |
| ISHARES S&P 100 ETF | OEF | — | 88,886 | $29.6M | 21.19% |
| SPDR S&P 500 ETF TRUST | SPY | — | 15,456 | 0.3M | 7.37% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 21,958 | $8.0M | 5.75% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,697 | $7.0M | 5.03% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 128,887 | $6.5M | 4.68% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 21,000 | $5.1M | 3.64% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 80,835 | $4.6M | 3.33% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 30,316 | $3.1M | 2.19% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 4,996 | .4M | 1.01% |
| APPLE INC | AAPL | Technology | 5,200 | .3M | 0.95% |
| CAPITAL BANCORP INC | CBNK | Financial Services | 32,149 | .0M | 0.73% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,264 | $774.0K | 0.55% |
| ISHARES US AEROSPACE & DEFENSE ETF | ITA | — | 3,579 | $748.9K | 0.54% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 12,060 | $612.0K | 0.44% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 1,350 | $511.6K | 0.37% |
| ARK ETF TR | IZRL | — | 17,325 | $504.5K | 0.36% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 783 | $393.6K | 0.28% |
| VANECK ETF TRUST | ISRA | — | 6,801 | $371.3K | 0.27% |
| HOME DEPOT INC | HD | Consumer Cyclical | 767 | $310.8K | 0.22% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 1,169 | $304.5K | 0.22% |
| ISHARES MSCI GERMANY ETF | EWG | — | 7,112 | $295.9K | 0.21% |
| BITMINE IMMERSION TECNOLOGIE | BMNR | — | 5,341 | $277.4K | 0.20% |
| ISHARES MSCI NETHERLANDS ETF | EWN | — | 4,470 | $259.3K | 0.19% |
| FRANKLIN FTSE UNITED KINGDOM | FLGB | — | 7,768 | $251.0K | 0.18% |