Ackerman Asset Management, LLC
Ackerman Asset Management, LLC reported 38 positions worth $166.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IVV (36.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $61.1M | 36.63% | 81,527 | — | — | |
| ▸ 2 | OEF | SH | $32.1M | 19.27% | 87,797 | — | — | |
| ▸ 3 | SPY | SH | $11.4M | 6.83% | 15,235 | — | — | |
| ▸ 4 | JPST | SH | $9.9M | 5.96% | 196,511 | — | — | |
| ▸ 5 | IWB | SH | $8.8M | 5.25% | 21,375 | — | — | |
| ▸ 6 | QQQ | SH | $8.4M | 5.03% | 11,373 | — | — | |
| ▸ 7 | AAPL | SH | $7.8M | 4.67% | 26,889 | — | — | |
| ▸ 8 | IWM | SH | $6.4M | 3.87% | 21,446 | — | — | |
| ▸ 9 | XLG | SH | $4.8M | 2.90% | 78,951 | — | — | |
| ▸ 10 | SGOV | SH | $2.8M | 1.67% | 27,726 | — | — |
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Frequently Asked Questions
What stocks does Ackerman Asset Management, LLC hold as of Q2 2026?
Ackerman Asset Management, LLC reported 38 positions worth $166.7M in its Q2 2026 13F filing. Largest positions: IVV (36.6%), OEF (19.3%), SPY (6.8%), JPST (6.0%) and IWB (5.3%).
What did Ackerman Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ackerman Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.