Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ackerman Asset Management, LLC (CIK 2067071) reported $143.3M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($53.3M, 37.18%), OEF ($27.9M, 19.44%), SPY ($10.0M, 6.97%), IWB ($7.7M, 5.34%), JPST ($7.4M, 5.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.3M | 37.18% | 81,570 | Trimmed |
| 2 | OEF | ISHARES TR | $27.9M | 19.44% | 87,574 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 6.97% | 15,349 | Hold |
| 4 | IWB | ISHARES TR | $7.7M | 5.34% | 21,465 | Trimmed |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $7.4M | 5.14% | 145,564 | Added |
| 6 | AAPL | APPLE INC | $6.8M | 4.76% | 26,889 | Added |
| 7 | QQQ | INVESCO QQQ TR | $6.6M | 4.58% | 11,372 | Trimmed |
| 8 | IWM | ISHARES TR | $5.1M | 3.58% | 20,716 | Trimmed |
| 9 | XLG | INVESCO EXCHANGE TRADED FD T | $4.4M | 3.08% | 80,835 | Hold |
| 10 | SGOV | ISHARES TR | $2.9M | 2.00% | 28,527 | Trimmed |
| 11 | XLK | SELECT SECTOR SPDR TR | $1.3M | 0.93% | 9,992 | Hold |
| 12 | ICSH | ISHARES TR | $1.3M | 0.87% | 24,722 | Added |
| 13 | CBNK | CAPITAL BANCORP INC MD | $812,259 | 0.57% | 27,312 | Trimmed |
| 14 | ITA | ISHARES TR | $782,906 | 0.55% | 3,579 | Hold |
| 15 | VOO | VANGUARD INDEX FDS | $680,012 | 0.47% | 1,138 | Trimmed |
| 16 | IWV | ISHARES TR | $500,418 | 0.35% | 1,350 | Hold |
| 17 | IZRL | ARK ETF TR | $466,389 | 0.33% | 17,325 | Hold |
| 18 | V | VISA INC | $423,136 | 0.30% | 1,400 | New |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $431,280 | 0.30% | 900 | Trimmed |
| 20 | ISRA | VANECK ETF TRUST | $411,212 | 0.29% | 6,801 | Hold |
| 21 | MSFT | MICROSOFT CORP | $402,005 | 0.28% | 1,086 | Added |
| 22 | MAR | MARRIOTT INTL INC NEW | $382,345 | 0.27% | 1,169 | Hold |
| 23 | HD | HOME DEPOT INC | $345,663 | 0.24% | 1,051 | Trimmed |
| 24 | BMNRD | BITMINE IMMERSION TECNOLOGIE | $314,403 | 0.22% | 15,895 | New |
| 25 | GOOG | ALPHABET INC | $286,860 | 0.20% | 1,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31