§ 13F · FUND PROFILE
Ackerman Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140M (13F)Positions · 28Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 82K | $53M | 37.2% | −1% |
| 2 | OEF | ISHARES TR | 88K | $28M | 19.4% | −1% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 15K | $10M | 7.0% | ±0% |
| 4 | IWB | ISHARES TR | 21K | $8M | 5.3% | −2% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 146K | $7M | 5.1% | ±0% |
| 6 | AAPL | APPLE INC | 27K | $7M | 4.8% | +1% |
| 7 | QQQ | INVESCO QQQ TR | 11K | $7M | 4.6% | −1% |
| 8 | IWM | ISHARES TR | 21K | $5M | 3.6% | −1% |
| 9 | XLG | INVESCO EXCHANGE TRADED FD T | 81K | $4M | 3.1% | ±0% |
| 10 | SGOV | ISHARES TR | 29K | $3M | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACKERMAN SIGNAL
AC read
Ackerman Asset Management, LLC is a Other fund managing $140 million in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed