Ackerman Asset Management, LLC

Q4 2025 13F Holdings

  • Location
    rockville, MD
  • Num holdings

    33

  • Value ($000)

    $150,352

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$56.42M
38 %

82,374

OEF

ISHARES TR

S&P 100 ETF
$30.43M
20 %

88,735

SPY

SPDR S&P 500 ETF TR

TR UNIT
$10.47M
7 %

15,349

IWB

ISHARES TR

RUS 1000 ETF
$8.2M
6 %

21,958

JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$7.36M
5 %

145,507

AAPL

APPLE INC

COM
$7.22M
5 %

26,568

NDQ

INVESCO QQQ TR

UNIT SER 1
$7.08M
5 %

11,529

IWM

ISHARES TR

RUSSELL 2000 ETF
$5.17M
3 %

21,014

XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$4.79M
3 %

80,835

SGOV

ISHARES TR

0-3 MNTH TREASRY
$2.93M
2 %

29,227

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