Ackerman Asset Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$143.3M
Q ending 2026-03-31
Prior quarter
$150.4M
Q ending 2025-12-31
Change
-4.7% QoQ · +29.6% YoY
Positions
35
reported holdings

Largest positions

All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrIVVShares$53.3M82K
Ishares TrOEFShares$27.9M88K
State Str Spdr S&P 500 Etf TSPYShares$10.0M15K
Ishares TrIWBShares$7.7M21K
J P Morgan Exchange Traded FJPSTShares$7.4M146K
Apple IncAAPLShares$6.8M27K
Invesco Qqq TrQQQShares$6.6M11K
Ishares TrIWMShares$5.1M21K
Invesco Exchange Traded Fd TXLGShares$4.4M81K
Ishares TrSGOVShares$2.9M29K
Select Sector Spdr TrXLKShares$1.3M10K
Ishares TrICSHShares$1.3M25K
Capital Bancorp Inc MdCBNKShares$812K27K
Ishares TrITAShares$783K4K
Vanguard Index FdsVOOShares$680K1K
Ishares TrIWVShares$500K1K
Ark Etf TrIZRLShares$466K17K
Berkshire Hathaway Inc DelBRK/BShares$431K900
Visa IncVShares$423K1K
Vaneck Etf TrustISRAShares$411K7K
Microsoft CorpMSFTShares$402K1K
Marriott Intl Inc NewMARShares$382K1K
Home Depot IncHDShares$346K1K
Bitmine Immersion TecnologieBMNRShares$314K16K
Axon Enterprise IncAXONShares$289K680
Alphabet IncGOOGShares$287K1K
Amazon Com IncAMZNShares$283K1K
Ishares IncEWGShares$279K7K
Waste Connections IncWCNShares$268K2K
Franklin Templeton Etf TrFLGBShares$267K8K
Ishares IncEWNShares$257K4K
Moodys CorpMCOShares$244K559
Vanguard Index FdsVTIShares$227K709
Eli Lilly & CoLLYShares$220K239
White Mtns Ins Group LtdShares$220K100

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.