Ackerman Asset Management, LLC
Q2 2025 13F Holdings
- Locationrockville, MD
- Num holdings
24
- Value ($000)
$124,822
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002067071
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $51.50M | 41 % | 82,937 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $27.06M | 22 % | 88,918 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.83M | 8 % | 15,908 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $7.46M | 6 % | 21,958 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $6.91M | 6 % | 136,400 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.44M | 5 % | 11,667 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $4.21M | 3 % | 80,835 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $2.95M | 2 % | 29,263 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $1.27M | 1 % | 4,996 | ||
CBNK CAPITAL BANCORP INC MD | COM | 139737100 | $1.21M | 1 % | 36,000 |
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