Ackerman Asset Management, LLC

Q1 2026 13F Holdings

  • Location
    rockville, MD
  • Num holdings

    35

  • Value ($000)

    $143,318

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002067071
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$53.28M
37 %

81,570

OEF

ISHARES TR

S&P 100 ETF
$27.85M
19 %

87,574

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$9.98M
7 %

15,349

IWB

ISHARES TR

RUS 1000 ETF
$7.65M
5 %

21,465

JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$7.37M
5 %

145,564

AAPL

APPLE INC

COM
$6.82M
5 %

26,889

NDQ

INVESCO QQQ TR

UNIT SER 1
$6.56M
5 %

11,372

IWM

ISHARES TR

RUSSELL 2000 ETF
$5.14M
4 %

20,716

XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$4.41M
3 %

80,835

SGOV

ISHARES TR

0-3 MNTH TREASRY
$2.87M
2 %

28,527

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