Top 35 Ackerman Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 37.18% | 81.6K | $53.3M | -0.98%(-804) | $575.31(+29.62%) | 2026-03-31 | |
| OEF | ISHARES TR | 19.44% | 87.6K | $27.9M | -1.31%(-1.16K) | $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) | $572.74(+29.61%) | 2026-03-31 | |
| IWB | ISHARES TR | 5.34% | 21.5K | $7.7M | -2.25%(-493) | $314.45(+28.58%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.14% | 145.6K | $7.4M | +0.04%(+57) | $50.56(-0.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.76% | 26.9K | $6.8M | +1.21%(+321) | $257.25(+16.18%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.58% | 11.4K | $6.6M | -1.36%(-157) | $490.51(+45.71%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.58% | 20.7K | $5.1M | -1.42%(-298) | $228.89(+23.50%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 3.08% | 80.8K | $4.4M | +0.00%(+0) | $48.03(+32.17%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2% | 28.5K | $2.9M | -2.40%(-700) | $100.51(+0.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.84% | +55.46% |
| Top 20 Holdings Unweighted | +14.06% | +48.39% |
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