Go Pro

Ackerman Asset Management, LLC Top Holdings and 13F Report (2026)

About Ackerman Asset Management, LLC

Investment Activity

  • Ackerman Asset Management, LLC has $166.66 million in total holdings as of June 30, 2026.
  • Ackerman Asset Management, LLC owns shares of 38 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 2.11% of the portfolio was purchased this quarter.
  • About 0.41% of the portfolio was sold this quarter.
  • This quarter, Ackerman Asset Management, LLC has purchased 35 new stocks and bought additional shares in 6 stocks.
  • Ackerman Asset Management, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

929160109 - Vulcan Materials
$206,507 Holding
478160104 - Johnson & Johnson
$203,176 Holding
464286632 - iShares MSCI Israel ETF
$201,586 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
50,947 shares (about $2.58M)
iShares Russell 2000 ETF
730 shares (about $219.33K)
Vulcan Materials
700 shares (about $206.51K)
Johnson & Johnson
800 shares (about $203.18K)
iShares MSCI Israel ETF
1,670 shares (about $201.59K)

Largest Sales this Quarter

iShares Ultra Short-Term Bond Active ETF
4,254 shares (about $215.17K)
Invesco S&P 500 Top 50 ETF
1,884 shares (about $115.36K)
SPDR S&P 500 ETF Trust
114 shares (about $85.13K)
iShares 0-3 Month Treasury Bond ETF
801 shares (about $80.64K)
Vanguard S&P 500 ETF
71 shares (about $48.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAckerman Asset Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$61,054,383$32,202 â–¼-0.1%81,52736.6%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$32,122,288$81,589 â–²0.3%87,79719.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,377,283$85,134 â–¼-0.7%15,2356.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,937,561$2,576,390 â–²35.0%196,5116.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,753,062$36,855 â–¼-0.4%21,3755.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,375,077$736 â–²0.0%11,3735.0%ETF
Apple Inc. stock logo
AAPL
Apple
$7,780,6010.0%26,8894.7%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$6,443,451$219,329 â–²3.5%21,4463.9%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$4,834,170$115,357 â–¼-2.3%78,9512.9%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,791,176$80,637 â–¼-2.8%27,7261.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,903,6760.0%9,9921.1%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$1,035,271$215,167 â–¼-17.2%20,4680.6%ETF
Capital Bancorp, Inc. stock logo
CBNK
Capital Bancorp
$933,349$25,848 â–¼-2.7%26,5760.6%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$867,6210.0%3,5790.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$732,826$48,763 â–¼-6.2%1,0670.4%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$538,543$37,097 â–¼-6.4%1,2630.3%ETF
IZRL
ARK Israel Innovative Technology ETF
$526,2900.0%17,3250.3%ETF
Visa Inc. stock logo
V
Visa
$480,3260.0%1,4000.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$450,3510.0%9000.3%Finance
VanEck Israel ETF stock logo
ISRA
VanEck Israel ETF
$441,1460.0%6,8010.3%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$433,2200.0%1,1690.3%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$423,751$18,651 â–²4.6%1,1360.3%Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$381,2150.0%6800.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$370,6670.0%1,0510.2%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$353,3300.0%1,0000.2%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$323,4270.0%1,3570.2%Consumer Discretionary
iShares MSCI Netherlands ETF stock logo
EWN
iShares MSCI Netherlands ETF
$314,4200.0%4,4700.2%ETF
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$291,2860.0%7,0410.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$286,6640.0%2390.2%Healthcare
Waste Connections, Inc. stock logo
WCN
Waste Connections
$275,0380.0%1,6500.2%Industrials
Franklin FTSE United Kingdom ETF stock logo
FLGB
Franklin FTSE United Kingdom ETF
$271,4860.0%7,6930.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$262,3580.0%7090.2%ETF
Moody's Corporation stock logo
MCO
Moody's
$253,1820.0%5590.2%Finance
BITMINE IMMERSION TECHS INC
$227,747$16,185 â–²7.7%17,1110.1%COM NEW
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$207,3390.0%1000.1%Finance
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$206,507$206,507 â–²New Holding7000.1%Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$203,176$203,176 â–²New Holding8000.1%Healthcare
iShares MSCI Israel ETF stock logo
EIS
iShares MSCI Israel ETF
$201,586$201,586 â–²New Holding1,6700.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data