Ackerman Asset Management, LLC

SEC CIK
0002067071

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 10, 2026.SEC

Positions
38
+3 vs. Q1 2026
Total value
$166.66M
+$23.35M (+16.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Ackerman Asset Management, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES CORE S&P 500 ETF464287200ETF81,527$61.05M36.63%−43−0.1%Reduced–
ISHARES S&P 100 ETF464287101ETF87,797$32.12M19.27%+223+0.3%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF15,235$11.38M6.83%−114−0.7%ReducedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF196,511$9.94M5.96%+50,947+35.0%Added–
ISHARES TR464287622RUS 1000 ETF21,375$8.75M5.25%−90−0.4%Reduced–
INVESCO QQQ TRUST SERIES I46090E103ETF11,373$8.38M5.03%+10.0%Added–
AAPLAPPLE INC COMStock26,889$7.78M4.67%00.0%UnchangedView
ISHARES RUSSELL 2000 ETF464287655ETF21,446$6.44M3.87%+730+3.5%Added–
INVESCO EXCHANGE TRADED FD T46137V233S&P 500 TOP 5078,951$4.83M2.90%−1,884−2.3%Reduced–
ISHARES TR46436E7180-3 MTH TREASURY27,726$2.79M1.67%−801−2.8%Reduced–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF9,992$1.9M1.14%00.0%Unchanged–
ISHARES TR46434V878ULTRA SHORT DUR20,468$1.04M0.62%−4,254−17.2%Reduced–
CBNKCAPITAL BANCORP INC MDCOM26,576$933.35K0.56%−736−2.7%ReducedView
ISHARES TR464288760US AER DEF ETF3,579$867.62K0.52%00.0%Unchanged–
VANGUARD S&P 500 ETF922908363ETF1,067$732.83K0.44%−71−6.2%Reduced–
ISHARES TR464287689RUSSELL 3000 ETF1,263$538.54K0.32%−87−6.4%Reduced–
ARK ETF TR00214Q609ISRAEL INOVATE17,325$526.29K0.32%00.0%Unchanged–
VVISA INC COM CL AStock1,400$480.33K0.29%00.0%UnchangedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock900$450.35K0.27%00.0%UnchangedView
VANECK VECTORS ETF TR92189F635ISRAEL ETF6,801$441.15K0.26%00.0%Unchanged–
MARMARRIOTT INTL INC NEW CL AStock1,169$433.22K0.26%00.0%UnchangedView
MSFTMICROSOFT CORP COMStock1,136$423.75K0.25%+50+4.6%AddedView
AXONAXON ENTERPRISE INCCOM680$381.22K0.23%00.0%UnchangedView
HDHOME DEPOT INC COMStock1,051$370.67K0.22%00.0%UnchangedView
GOOGALPHABET INC CAP STK CL CStock1,000$353.33K0.21%00.0%UnchangedView
AMZNAMAZON COM INC COMStock1,357$323.43K0.19%00.0%UnchangedView
ISHARES INC464286814MSCI NETHERL ETF4,470$314.42K0.19%00.0%Unchanged–
ISHARES INC464286806MSCI GERMANY ETF7,041$291.29K0.17%00.0%Unchanged–
LLYELI LILLY & CO COMStock239$286.66K0.17%00.0%UnchangedView
WCNWASTE CONNECTIONS INCCOM1,650$275.04K0.17%00.0%UnchangedView
FRANKLIN TEMPLETON ETF TR35473P678FTSE UNTD KGDM7,693$271.49K0.16%00.0%Unchanged–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF709$262.36K0.16%00.0%Unchanged–
MCOMOODYS CORP COMStock559$253.18K0.15%00.0%UnchangedView
BMNRBITMINE IMMERSION TECNOLOGIECOM NEW17,111$227.75K0.14%+1,216+7.7%AddedView
WTMWHITE MTNS INS GROUP LTDCOM100$207.34K0.12%00.0%UnchangedView
VMCVULCAN MATLS COCOM700$206.51K0.12%+700NewView
JNJJOHNSON & JOHNSON COMStock800$203.18K0.12%+800NewView
ISHARES INC464286632MSCI ISRAEL ETF1,670$201.59K0.12%+1,670New–

13F filings by quarter

Ackerman Asset Management, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 10, 202638$166.66Mvs. Q1 2026SEC
Q1 2026Apr 21, 202635$143.32Mvs. Q4 2025SEC
Q4 2025Feb 13, 202633$150.35Mvs. Q3 2025SEC
Q3 2025Nov 13, 202528$139.64Mvs. Q2 2025SEC
Q2 2025Aug 14, 202524$124.82Mvs. Q1 2025SEC
Q1 2025May 8, 202524$110.56M–SEC