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CIK: 0002067071
Total reported value
$166.7M
$166.7M
28 檔
66.2%
In Q3 2025, Ackerman Asset Management, LLC's U.S. equity holdings reached a combined market value of $166.7M, distributed across 28 disclosed stock positions.
In Q3 2025, Ackerman Asset Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 39.62% | -0.55% | -0.33% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 21.19% | -0.17% | -0.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.37% | -0.14% | -2.84% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.75% | -0.09% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.03% | +0.45% | +0.26% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.68% | +0.82% | -5.51% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.64% | +0.29% | — | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.33% | -0.18% | — | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.19% | -0.33% | +3.60% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.01% | +0.21% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.09% | — | |
| 12 | CBNK | Capital Bancorp Inc/md | Stock-Other | 0.73% | -0.01% | -10.70% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.03% | — | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.54% | -0.03% | — | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.44% | -0.25% | — | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | -0.03% | — | |
| 17 | IZRL | Ark Israel Innovative Techno | ETF-Tech | 0.36% | -0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.03% | — | |
| 19 | ISRA | Vaneck Israel ETF | ETF-Other | 0.27% | -0.03% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | -0.02% | — | |
| 21 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.22% | -0.01% | — | |
| 22 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.21% | -0.02% | — | |
| 23 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.20% | -0.08% | — | |
| 24 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 0.19% | +0.01% | — | |
| 25 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.18% | -0.03% | — | |
| 26 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.17% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | -3.01% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.5% | -5.51% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.26% | Add |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | — | Add |
| 4 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 5 | ITA | Ishares U.s. Aerospace & Def | 0% | — | Unchanged |
| 6 | IZRL | Ark Israel Innovative Techno | 0% | — | Unchanged |
| 7 | ISRA | Vaneck Israel ETF | 0% | — | Unchanged |
| 8 | EWN | Ishares Msci Netherlands ETF | — | — | Unchanged |
| 9 | VTI | Vanguard Total Stock Mkt ETF | 0% | -3.01% | Trim |
| 10 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 11 | FLGB | Franklin Ftse United Kingdom | 0% | — | Unchanged |
| 12 | EWG | Ishares Msci Germany ETF | 0% | — | Unchanged |
| 13 | HD | Home Depot Inc | 0% | — | Unchanged |
| 14 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 16 | UTF | Cohen & Steers Infrastructur | -0.1% | — | Unchanged |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Trim |
| 18 | AAPL | Apple Inc | -0.2% | — | Trim |
| 19 | CBNK | Capital Bancorp Inc/md | -0.2% | -10.70% | Trim |
| 20 | IWB | Ishares Russell 1000 ETF | -0.3% | — | Unchanged |
| 21 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | +3.60% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -2.84% | Trim |
| 23 | OEF | Ishares S&p 100 ETF | -0.8% | -0.04% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | -2.5% | -0.33% | Trim |
| 25 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 26 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 27 | BMNR | Bitmine Immersion Technologi | — | NEW | New buy |
| 28 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Ackerman Asset Management, LLC reported a total U.S. public equity portfolio value of $166.7M across 28 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, OEF, SPY) accounted for 66.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWM
市值: $5.1M
Top Position Liquidated / Trimmed
IVV
前期市值: $46.5M
During Q3 2025, Ackerman Asset Management, LLC's top holdings by market value included IVV (39.6%)、OEF (21.2%)、SPY (7.4%). The largest single position, IVV, represented 39.6% of total portfolio value.
In Q3 2025, Ackerman Asset Management, LLC made 15 total portfolio adjustments, initiating 4 new buys, adding to 4 positions, trimming 7 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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