Ackerman Asset Management, LLC
CIK: 0002067071SEC EDGAR →
Portfolio Value
$150.4M
Holdings
33
As of
Q4 2025
New Positions
4
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 82,374 | $56.4M | 37.53% |
| 2 | ISHARES TR | 88,735 | $30.4M | 20.24% |
| 3 | SPDR S&P 500 ETF TR | 15,349 | $10.5M | 6.96% |
| 4 | ISHARES TR | 21,958 | $8.2M | 5.45% |
| 5 | J P MORGAN EXCHANGE TRADED F | 145,507 | $7.4M | 4.90% |
| 6 | APPLE INC | 26,568 | $7.2M | 4.80% |
| 7 | INVESCO QQQ TR | 11,529 | $7.1M | 4.71% |
| 8 | ISHARES TR | 21,014 | $5.2M | 3.44% |
| 9 | INVESCO EXCHANGE TRADED FD T | 80,835 | $4.8M | 3.19% |
| 10 | ISHARES TR | 29,227 | $2.9M | 1.95% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $132.7M | 88.3% |
| Unknown | 3 | $8.3M | 5.5% |
| Technology | 4 | $7.9M | 5.3% |
| Consumer Cyclical | 2 | $728K | 0.5% |
| Industrials | 1 | $386K | 0.3% |
| Healthcare | 1 | $256K | 0.2% |