13F Insight
DOSSIER · 13F-HR · Q1 2026

Ackerman Asset Management, LLC

Ackerman Asset's family office based in London, UK — $143M in tracked AUM across 35 positions as of Q1 2026.

AA
Ackerman Asset·London, UK·Family Office
CIK 0002067071 · last filed Mar 31, 2026
Total AUM
$143M
▲ 11.0%
vs prior
Holdings
35
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Ackerman Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$53M82K37.2%
02
OEF
ISHARES TR
$28M88K19.4%
03
SPY
STATE STR SPDR S&P 500 ETF T
$10M15K7.0%
04
IWB
ISHARES TR
$8M21K5.3%
05
JPST
J P MORGAN EXCHANGE TRADED F
$7M146K5.1%
06
AAPL
APPLE INC
$7M27K4.8%
07
QQQ
INVESCO QQQ TR
$7M11K4.6%
08
IWM
ISHARES TR
$5M21K3.6%
09
XLG
INVESCO EXCHANGE TRADED FD T
$4M81K3.1%
10
SGOV
ISHARES TR
$3M29K2.0%

Filing history

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