Ackerman Asset Management, LLC
35 holdingsFiling period: 2026-03-31Current AUM: $164.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 81.6K | $53.3M | $61.2M | 37.32% | -804 | 2026-03-31 |
| 2 | OEF | ISHARES TR | 87.6K | $27.9M | $32.3M | 19.71% | -1,161 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 15.3K | $10.0M | $11.5M | 6.99% | -- | 2026-03-31 |
| 4 | IWB | ISHARES TR | 21.5K | $7.7M | $8.8M | 5.34% | -493 | 2026-03-31 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 145.6K | $7.4M | $7.4M | 4.49% | +57 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 26.9K | $6.8M | $8.3M | 5.06% | +321 | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 11.4K | $6.6M | $7.8M | 4.77% | -157 | 2026-03-31 |
| 8 | IWM | ISHARES TR | 20.7K | $5.1M | $6.0M | 3.68% | -298 | 2026-03-31 |
| 9 | XLG | INVESCO EXCHANGE TRADED FD T | 80.8K | $4.4M | $4.9M | 3.00% | -- | 2026-03-31 |
| 10 | SGOV | ISHARES TR | 28.5K | $2.9M | $2.9M | 1.75% | -700 | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 10.0K | $1.3M | $1.8M | 1.07% | -- | 2026-03-31 |
| 12 | ICSH | ISHARES TR | 24.7K | $1.3M | $1.2M | 0.76% | +12.8K | 2026-03-31 |
| 13 | CBNK | CAPITAL BANCORP INC MD | 27.3K | $812K | $1.0M | 0.62% | -4,837 | 2026-03-31 |
| 14 | ITA | ISHARES TR | 3.6K | $782K | $857K | 0.52% | -- | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 1.1K | $680K | $781K | 0.48% | -126 | 2026-03-31 |
| 16 | IWV | ISHARES TR | 1.4K | $500K | $573K | 0.35% | -- | 2026-03-31 |
| 17 | IZRL | ARK ETF TR | 17.3K | $466K | $508K | 0.31% | -- | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 900 | $431K | $431K | 0.26% | -53 | 2026-03-31 |
| 19 | V | VISA INC | 1.4K | $423K | $512K | 0.31% | -- | 2026-03-31 |
| 20 | ISRA | VANECK ETF TRUST | 6.8K | $411K | $435K | 0.27% | -- | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 1.1K | $402K | $505K | 0.31% | +515 | 2026-03-31 |
| 22 | MAR | MARRIOTT INTL INC NEW | 1.2K | $382K | $435K | 0.27% | -- | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 1.1K | $345K | $348K | 0.21% | -13 | 2026-03-31 |
| 24 | BMNR | BITMINE IMMERSION TECNOLOGIE | 15.9K | $314K | $274K | 0.17% | -- | 2026-03-31 |
| 25 | AXON | AXON ENTERPRISE INC | 680 | $288K | $358K | 0.22% | -- | 2026-03-31 |
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