DOSSIER · 13F-HR · Q2 2026

Ackerman Asset Management, LLC

$167M in tracked AUM across 38 positions as of Q2 2026.

AA
CIK 0002067071 · last filed Jun 30, 2026
Total AUM
$167M
as of Q2 2026
Holdings
38
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ackerman Asset Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$61M82K36.6%
02
OEF
ISHARES TR
$32M88K19.3%
03
SPY
STATE STR SPDR S&P 500 ETF T
$11M15K6.8%
04
JPST
J P MORGAN EXCHANGE TRADED F
$10M197K6.0%
05
IWB
ISHARES TR
$9M21K5.3%
06
QQQ
INVESCO QQQ TR
$8M11K5.0%
07
AAPL
APPLE INC
$8M27K4.7%
08
IWM
ISHARES TR
$6M21K3.9%
09
XLG
INVESCO EXCHANGE TRADED FD T
$5M79K2.9%
10
SGOV
ISHARES TR
$3M28K1.7%

Filing history

2026Q2Jun 30
$167M 16.3%
38 positionsView →
2026Q1Mar 31
$143M 4.7%
35 positionsView →
2025Q4Dec 31
$150M 7.7%
33 positionsView →
2025Q3Sep 30
$140M 11.9%
28 positionsView →
2025Q2Jun 30
$125M 547.9%
24 positionsLocked
2025Q1Mar 31
$19M
8 positionsLocked