13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002067071
Total reported value
$166.7M
$166.7M
35 檔
63.7%
During the Q1 2026 filing period, Ackerman Asset Management, LLC (CIK: 0002067071) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $166.7M across 35 reported positions.
Ackerman Asset Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 4 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.18% | -0.55% | -0.98% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 19.44% | -0.17% | -1.31% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.97% | -0.14% | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.34% | -0.09% | -2.25% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.14% | +0.82% | +0.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.76% | -0.09% | +1.21% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.58% | +0.45% | -1.36% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.58% | +0.29% | -1.42% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.08% | -0.18% | — | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.00% | -0.33% | -2.40% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 0.93% | +0.21% | — | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.87% | -0.25% | +106.50% | |
| 13 | CBNK | Capital Bancorp Inc/md | Stock-Other | 0.57% | -0.01% | -15.05% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.55% | -0.03% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.03% | -9.97% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | -0.03% | — | |
| 17 | IZRL | Ark Israel Innovative Techno | ETF-Tech | 0.33% | -0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.03% | -5.56% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.01% | — | |
| 20 | ISRA | Vaneck Israel ETF | ETF-Other | 0.29% | -0.03% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.03% | +90.19% | |
| 22 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.27% | -0.01% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.02% | -1.22% | |
| 24 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.22% | -0.08% | — | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.20% | +0.03% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.01% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.01% | — | |
| 28 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.19% | -0.02% | — | |
| 29 | WCN | Waste Connections Inc | Stock-Industrials | 0.19% | -0.03% | — | |
| 30 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.19% | -0.03% | — | |
| 31 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 0.18% | +0.01% | — | |
| 32 | MCO | Moody's CORP | Stock-Financials | 0.17% | -0.02% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.02% | — | |
| 35 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.15% | -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 35 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OEF, SPY) accounted for 63.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
V
市值: $423.1K
Top Position Liquidated / Trimmed
AGG
前期市值: $248.0K
During Q1 2026, Ackerman Asset Management, LLC's top holdings by market value included IVV (37.2%)、OEF (19.4%)、SPY (7.0%). The largest single position, IVV, represented 37.2% of total portfolio value.
In Q1 2026, Ackerman Asset Management, LLC made 24 total portfolio adjustments, initiating 6 new buys, adding to 4 positions, trimming 10 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.