Ackerman Asset Management, LLC Top Holdings and 13F Report (2026) About Ackerman Asset Management, LLCInvestment ActivityAckerman Asset Management, LLC has $143.32 million in total holdings as of March 31, 2026.Ackerman Asset Management, LLC owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.91% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Ackerman Asset Management, LLC has purchased 33 new stocks and bought additional shares in 4 stocks.Ackerman Asset Management, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $53,282,015iShares S&P 100 ETF $27,854,662SPDR S&P 500 ETF Trust $9,982,280iShares Russell 1000 ETF $7,653,560JPMorgan Ultra-Short Income ETF $7,366,994 Largest New Holdings this Quarter 92826C839 - Visa $423,136 Holding09175A206 - BITMINE IMMERSION TECNOLOGIE $314,403 Holding02079K107 - Alphabet $286,860 Holding023135106 - Amazon.com $282,622 Holding94106B101 - Waste Connections $268,026 Holding Largest Purchases this Quarter iShares Ultra Short-Term Bond Active ETF 12,750 shares (about $645.41K)Visa 1,400 shares (about $423.14K)BITMINE IMMERSION TECNOLOGIE 15,895 shares (about $314.40K)Alphabet 1,000 shares (about $286.86K)Amazon.com 1,357 shares (about $282.62K) Largest Sales this Quarter iShares Core S&P 500 ETF 804 shares (about $525.18K)iShares S&P 100 ETF 1,161 shares (about $369.28K)iShares Russell 1000 ETF 493 shares (about $175.78K)Capital Bancorp 4,837 shares (about $143.85K)Invesco QQQ 157 shares (about $90.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAckerman Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$53,282,015$525,178 â–¼-1.0%81,57037.2%ETFOEFiShares S&P 100 ETF$27,854,662$369,279 â–¼-1.3%87,57419.4%ETFSPYSPDR S&P 500 ETF Trust$9,982,2800.0%15,3497.0%FinanceIWBiShares Russell 1000 ETF$7,653,560$175,784 â–¼-2.2%21,4655.3%ETFJPSTJPMorgan Ultra-Short Income ETF$7,366,994$2,885 â–²0.0%145,5645.1%ETFAAPLApple$6,824,159$81,467 â–²1.2%26,8894.8%Computer and TechnologyQQQInvesco QQQ$6,563,691$90,617 â–¼-1.4%11,3724.6%FinanceIWMiShares Russell 2000 ETF$5,137,568$73,904 â–¼-1.4%20,7163.6%FinanceXLGInvesco S&P 500 Top 50 ETF$4,409,5490.0%80,8353.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,871,528$70,462 â–¼-2.4%28,5272.0%ETFXLKTechnology Select Sector SPDR Fund$1,327,9370.0%9,9920.9%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,251,428$645,405 â–²106.5%24,7220.9%ETFCBNKCapital Bancorp$812,259$143,852 â–¼-15.0%27,3120.6%FinanceITAiShares U.S. Aerospace & Defense ETF$782,9060.0%3,5790.5%ETFVOOVanguard S&P 500 ETF$680,012$75,291 â–¼-10.0%1,1380.5%ETFIWViShares Russell 3000 ETF$500,4180.0%1,3500.3%ETFIZRLARK Israel Innovative Technology ETF$466,3890.0%17,3250.3%ETFBRK.BBerkshire Hathaway$431,280$25,398 â–¼-5.6%9000.3%FinanceVVisa$423,136$423,136 â–²New Holding1,4000.3%Business ServicesISRAVanEck Israel ETF$411,2120.0%6,8010.3%ETFMSFTMicrosoft$402,005$190,638 â–²90.2%1,0860.3%Computer and TechnologyMARMarriott International$382,3450.0%1,1690.3%Consumer DiscretionaryHDHome Depot$345,663$4,276 â–¼-1.2%1,0510.2%Retail/WholesaleBITMINE IMMERSION TECNOLOGIE$314,403$314,403 â–²New Holding15,8950.2%COM NEWAXONAxon Enterprise$288,7890.0%6800.2%AerospaceGOOGAlphabet$286,860$286,860 â–²New Holding1,0000.2%Computer and TechnologyAMZNAmazon.com$282,622$282,622 â–²New Holding1,3570.2%Retail/WholesaleEWGiShares MSCI Germany ETF$279,3160.0%7,0410.2%ETFWCNWaste Connections$268,026$268,026 â–²New Holding1,6500.2%Business ServicesFLGBFranklin FTSE United Kingdom ETF$267,4090.0%7,6930.2%ETFEWNiShares MSCI Netherlands ETF$257,0700.0%4,4700.2%ETFMCOMoody's$243,864$243,864 â–²New Holding5590.2%FinanceVTIVanguard Total Stock Market ETF$227,4540.0%7090.2%ETFLLYEli Lilly and Company$219,8250.0%2390.2%MedicalWTMWhite Mountains Insurance Group$219,6960.0%1000.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$0$248,002 â–¼-100.0%00.0%FinanceISHARES ETHEREUM TR$0$231,724 â–¼-100.0%00.0%SHSUTFCohen & Steers Infrastructure Fund$0$229,045 â–¼-100.0%00.0%Financial ServicesPALANTIR TECHNOLOGIES INC$0$219,521 â–¼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
