Ackerman Asset Management, LLC
Q4 2025 13F Holdings
- Locationrockville, MD
- Num holdings
33
- Value ($000)
$150,352
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $56.42M | 38 % | 82,374 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $30.43M | 20 % | 88,735 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.47M | 7 % | 15,349 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $8.2M | 6 % | 21,958 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $7.36M | 5 % | 145,507 | ||
APPLE INC | COM | 037833100 | $7.22M | 5 % | 26,568 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.08M | 5 % | 11,529 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.17M | 3 % | 21,014 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $4.79M | 3 % | 80,835 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $2.93M | 2 % | 29,227 |
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