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CIK: 0002067071
Total reported value
$166.7M
$166.7M
33 檔
67.7%
At the close of Q4 2025, Ackerman Asset Management, LLC disclosed equity holdings valued at approximately $166.7M, spread across 33 reported holdings.
In Q4 2025, Ackerman Asset Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 6 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 | 37.53% | -0.55% | -0.35% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 20.24% | -0.17% | -0.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.96% | -0.14% | -0.69% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.45% | -0.09% | — | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.90% | +0.82% | +12.89% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.80% | -0.09% | +410.92% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.71% | +0.45% | -1.44% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.44% | +0.29% | +0.07% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.19% | -0.18% | — | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.95% | -0.33% | -3.59% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | +0.21% | +100.00% | |
| 12 | CBNK | Capital Bancorp Inc/md | Stock-Other | 0.60% | -0.01% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | — | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.51% | -0.03% | — | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.40% | -0.25% | -0.73% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | -0.03% | — | |
| 17 | IZRL | Ark Israel Innovative Techno | ETF-Tech | 0.34% | -0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | +21.71% | |
| 19 | ISRA | Vaneck Israel ETF | ETF-Other | 0.27% | -0.03% | — | |
| 20 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.26% | +0.03% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.02% | +38.72% | |
| 22 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | -0.01% | — | |
| 23 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.20% | -0.02% | -1.00% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.03% | — | |
| 25 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.17% | -0.03% | -0.97% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.02% | — | |
| 27 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 0.17% | +0.01% | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | — | |
| 30 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.15% | — | — | |
| 31 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.15% | — | — | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | — | — | |
| 33 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.14% | -0.03% | — |
According to official SEC Form 13F filings, Ackerman Asset Management, LLC reported a total U.S. public equity portfolio value of $166.7M across 33 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, OEF, SPY) accounted for 67.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AXON
市值: $386.2K
Top Position Liquidated / Trimmed
BMNR
前期市值: $277.4K
During Q4 2025, Ackerman Asset Management, LLC's top holdings by market value included IVV (37.5%)、OEF (20.2%)、SPY (7.0%). The largest single position, IVV, represented 37.5% of total portfolio value.
In Q4 2025, Ackerman Asset Management, LLC made 21 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 8 holdings, and fully liquidating 1 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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