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ACKERMAN ASSET MANAGEMENT, LLC 13F portfolio summary

ACKERMAN ASSET MANAGEMENT, LLC of ACKERMAN ASSET MANAGEMENT, LLC has 38 current stock holdings with a reported portfolio value of $166.7M. The portfolio 1 year return is +19.63%. Top holdings include IVV (36.63%), OEF (19.27%), SPY (6.83%), JPST (5.96%), IWB (5.25%).

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ACKERMAN ASSET MANAGEMENT, LLC

ACKERMAN ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30

ACKERMAN ASSET MANAGEMENT, LLC runs ACKERMAN ASSET MANAGEMENT, LLC and currently holds 38 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $166.66M. Their top holdings are IVV, OEF, SPY, JPST, IWB. The top five represent 73.9% of reported portfolio weight. ACKERMAN ASSET MANAGEMENT, LLC ranks #785 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ACKERMAN ASSET MANAGEMENT, LLC initiated 3 new positions. They added to 6 existing positions. They trimmed 8 positions. Their current best-performing preview position is XLK with returns of +43.36%.

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Top 5 Holdings
IVV36.6%
OEF19.3%
SPY6.8%
JPST6.0%
IWB5.3%
Top 5: 73.9%
Portfolio Returns
1 Year
+19.63%
#696/1000
3 Year
+32.43%
#781/1000
5 Year
+32.43%
#774/1000

Portfolio Value

$166.66M

Alpha Score

28.1

#785 of 1000

Holdings

38

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38 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IVV
ISHARES TR
36.63%$561.99$769.30+36.89%
Trimmed
-0.05%
OEF
ISHARES TR
19.27%$271.07$377.78+39.37%
Added
+0.25%
SPY
STATE STR SPDR S&P 500 ETF T
6.83%$559.39$765.62+36.87%
Trimmed
-0.74%
JPST
J P MORGAN EXCHANGE TRADED F
5.96%$50.62$50.53-0.19%
Added
+35.00%
IWB
ISHARES TR
5.25%$306.74$419.55+36.78%
Trimmed
-0.42%
QQQ
INVESCO QQQ TR
5.03%$470.18$713.44+51.74%
Added
+0.01%
AAPL
APPLE INC
4.67%$262.03$309.35+18.06%
Held
IWM
ISHARES TR
3.87%$243.95$299.93+22.95%
Added
+3.52%
XLG
INVESCO EXCHANGE TRADED FD T
2.90%$46.25$62.07+34.21%
Trimmed
-2.33%
SGOV
ISHARES TR
1.67%$100.67$100.63-0.04%
Trimmed
-2.81%

Showing 1-10 of 38