Ackerman Asset Management, LLC

Q3 2025 13F Holdings

  • Location
    rockville, MD
  • Num holdings

    28

  • Value ($000)

    $139,643

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$55.33 M
40 %

82,662

OEF
OEF

ISHARES TR

S&P 100 ETF
$29.58 M
21 %

88,886

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$10.30 M
7 %

15,456

IWB
IWB

ISHARES TR

RUS 1000 ETF
$8.03 M
6 %

21,958

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$7.02 M
5 %

11,697

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$6.54 M
5 %

128,887

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$5.08 M
4 %

21,000

XLG
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$4.65 M
3 %

80,835

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$3.05 M
2 %

30,316

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$1.41 M
1 %

4,996

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