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CIK: 0002067071
Total reported value
$166.7M
$166.7M
24 檔
55.1%
At the close of Q1 2025, Ackerman Asset Management, LLC disclosed equity holdings valued at approximately $166.7M, spread across 24 reported holdings.
During Q1 2025, Ackerman Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 42.09% | -0.55% | — | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 21.95% | -0.17% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.05% | -0.14% | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.09% | -0.09% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.89% | +0.45% | — | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.19% | +0.82% | — | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.24% | -0.18% | — | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.55% | -0.33% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.09% | — | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 0.93% | +0.21% | — | |
| 11 | CBNK | Capital Bancorp Inc/md | Stock-Other | 0.92% | -0.01% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.03% | — | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.50% | -0.03% | — | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | -0.03% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.03% | — | |
| 16 | IZRL | Ark Israel Innovative Techno | ETF-Tech | 0.34% | -0.01% | — | |
| 17 | ISRA | Vaneck Israel ETF | ETF-Other | 0.26% | -0.03% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.02% | — | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.25% | -0.01% | — | |
| 20 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.24% | -0.02% | — | |
| 21 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.22% | — | — | |
| 22 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.20% | -0.03% | — | |
| 23 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 0.19% | +0.01% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | — |
According to official SEC Form 13F filings, Ackerman Asset Management, LLC reported a total U.S. public equity portfolio value of $166.7M across 24 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, OEF, SPY) accounted for 55.1% of total reported equity market value during Q1 2025.
During Q1 2025, Ackerman Asset Management, LLC's top holdings by market value included IVV (42.1%)、OEF (21.9%)、SPY (8.1%). The largest single position, IVV, represented 42.1% of total portfolio value.
In Q1 2025, Ackerman Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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