StockDriftsStockDriftsTop 38 Ackerman Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 36.63% | 81.5K | $61.1M | -0.05%(-43) | $575.31(+35.12%) | 2026-06-30 | |
| OEF | ISHARES TR | 19.27% | 87.8K | $32.1M | +0.25%(+223) | $279.99(+36.75%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.83% | 15.2K | $11.4M | -0.74%(-114) | $572.74(+35.06%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.96% | 196.5K | $9.9M | +35.00%(+50.95K) | $50.56(-0.21%) | 2026-06-30 | |
| IWB | ISHARES TR | 5.25% | 21.4K | $8.8M | -0.42%(-90) | $314.45(+34.73%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.03% | 11.4K | $8.4M | +0.01%(+1) | $490.53(+46.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.67% | 26.9K | $7.8M | +0.00%(+0) | $257.25(+19.21%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.87% | 21.4K | $6.4M | +3.52%(+730) | $230.29(+30.88%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 2.9% | 79.0K | $4.8M | -2.33%(-1.88K) | $48.03(+31.38%) | 2026-06-30 | |
| SGOV | ISHARES TR | 1.67% | 27.7K | $2.8M | -2.81%(-801) | $100.51(-0.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.86% |
Ackerman Asset Management, LLC reports $166.66M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are IVV (36.6%), OEF (19.3%) and SPY (6.8%). The top 20 holdings account for 96.82% of reported assets. Its disclosed equity book has returned +32.68% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ackerman Asset Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067071). View Ackerman Asset Management, LLC’s 13F filings on SEC