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Ackerman Asset Management, LLC

Portfolio Manager
Ackerman Asset Management, LLC
Performance
-4.89% (2026 Q1)
AUM (13F)
$143.32M
# of Holdings
35
Performance Rank
Allocation (Top 20)
97.03%

Ackerman Asset Management, LLC Holdings Map

Top 35 Ackerman Asset Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
37.18%81.6K$53.3M
-0.98%(-804)
2025-Q1: 82.8K shares2025-Q2: 82.9K shares2025-Q3: 82.7K shares2025-Q4: 82.4K shares2026-Q1: 81.6K shares
$575.31(+29.62%)
2026-03-31
OEF
ISHARES TR
19.44%87.6K$27.9M
-1.31%(-1.16K)
2025-Q1: 89.6K shares2025-Q2: 88.9K shares2025-Q3: 88.9K shares2025-Q4: 88.7K shares2026-Q1: 87.6K shares
$279.84(+32.51%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
6.97%15.3K$10.0M
+0.00%(+0)
2025-Q1: 15.9K shares2025-Q2: 15.9K shares2025-Q3: 15.5K shares2025-Q4: 15.3K shares2026-Q1: 15.3K shares
$572.74(+29.61%)
2026-03-31
IWB
ISHARES TR
5.34%21.5K$7.7M
-2.25%(-493)
2025-Q1: 22.0K shares2025-Q2: 22.0K shares2025-Q3: 22.0K shares2025-Q4: 22.0K shares2026-Q1: 21.5K shares
$314.45(+28.58%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
5.14%145.6K$7.4M
+0.04%(+57)
2025-Q1: 91.5K shares2025-Q2: 136.4K shares2025-Q3: 128.9K shares2025-Q4: 145.5K shares2026-Q1: 145.6K shares
$50.56(-0.08%)
2026-03-31
AAPL
APPLE INC
4.76%26.9K$6.8M
+1.21%(+321)
2025-Q1: 5.5K shares2025-Q2: 5.2K shares2025-Q3: 5.2K shares2025-Q4: 26.6K shares2026-Q1: 26.9K shares
$257.25(+16.18%)
2026-03-31
QQQ
INVESCO QQQ TR
4.58%11.4K$6.6M
-1.36%(-157)
2025-Q1: 11.5K shares2025-Q2: 11.7K shares2025-Q3: 11.7K shares2025-Q4: 11.5K shares2026-Q1: 11.4K shares
$490.51(+45.71%)
2026-03-31
IWM
ISHARES TR
3.58%20.7K$5.1M
-1.42%(-298)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 21.0K shares2025-Q4: 21.0K shares2026-Q1: 20.7K shares
$228.89(+23.50%)
2026-03-31
XLG
INVESCO EXCHANGE TRADED FD T
3.08%80.8K$4.4M
+0.00%(+0)
2025-Q1: 77.8K shares2025-Q2: 80.8K shares2025-Q3: 80.8K shares2025-Q4: 80.8K shares2026-Q1: 80.8K shares
$48.03(+32.17%)
2026-03-31
SGOV
ISHARES TR
2%28.5K$2.9M
-2.40%(-700)
2025-Q1: 28.0K shares2025-Q2: 29.3K shares2025-Q3: 30.3K shares2025-Q4: 29.2K shares2026-Q1: 28.5K shares
$100.51(+0.00%)
2026-03-31

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