Institutional Fund
Ackerman Asset Management, LLC
Rockville, MDCIK 20670715 filings on record
Portfolio Value
$143.32M
Q1 2026
Holdings
35
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-4.7%
from $150.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr37.2%
- Ishares Tr19.4%
- Spdr S&P 500 ETF Tr7.0%
- Ishares Tr5.3%
- J P Morgan Exchange Traded F5.1%
- Apple Inc4.8%
- Other21.2%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 81.6K | $53.28M | 37.2% | −804 | Reduced |
| 2 | Ishares Tr | 87.6K | $27.85M | 19.4% | −1.2K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 15.3K | $9.98M | 7.0% | 0 | Held |
| 4 | Ishares Tr | 21.5K | $7.65M | 5.3% | −493 | Reduced |
| 5 | J P Morgan Exchange Traded F | 145.6K | $7.37M | 5.1% | +57 | Added |
| 6 | Apple Inc | 26.9K | $6.82M | 4.8% | +321 | Added |
| 7 | Invesco Qqq Tr | 11.4K | $6.56M | 4.6% | −157 | Reduced |
| 8 | Ishares Tr | 20.7K | $5.14M | 3.6% | −298 | Reduced |
| 9 | Invesco Exchange Traded Fd T | 80.8K | $4.41M | 3.1% | 0 | Held |
| 10 | Ishares Tr | 28.5K | $2.87M | 2.0% | −700 | Reduced |
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