Ackerman Asset Management, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $793,512,864 | Pension and profit sharing plans (78%) |
| Apr 2025 to Mar 2026 | $644,704,851 | Pension and profit sharing plans (79%) |
| Apr 2024 to Mar 2025 | $559,265,614 | Pension and profit sharing plans (77%) |
| May 2023 to Mar 2024 | $458,920,304 | Pension and profit sharing plans (75%) |
| Apr 2023 | $458,920,304 | Pension and profit sharing plans (75%) |
| Apr 2022 to Mar 2023 | $442,874,584 | Pension and profit sharing plans (78%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 90.9%; sector active share 82.5% against the combined 13F book's sector weights.
Over time 6 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 91.8% | $153,075,057 |
| Technology | 4.9% | $8,204,351 |
| Financial Services | 1.5% | $2,552,293 |
| Consumer Cyclical | 0.7% | $1,127,312 |
| Industrials | 0.4% | $656,252 |
| Healthcare | 0.3% | $489,839 |
| Communication Services | 0.2% | $353,330 |
| Basic Materials | 0.1% | $206,507 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | +50,947 | 196,511 | $9,937,561 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +1,216 | 17,111 | $227,747 | |
| IWM | iShares Russell 2000 ETF | +730 | 21,446 | $6,443,450 | |
| OEF | iShares S&P 100 ETF | +223 | 87,797 | $32,122,288 | |
| MSFT | Microsoft Corp | +50 | 1,136 | $423,750 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1 | 11,373 | $8,375,077 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ICSH | iShares Ultra Short Duration Bond Active ETF | −4,254 | 20,468 | $1,035,271 | |
| XLG | Victory Portfolios II | −1,884 | 78,951 | $4,834,169 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | −801 | 27,726 | $2,791,176 | |
| CBNK | Capital Bancorp Inc | −736 | 26,576 | $933,349 | |
| SPY | Spdr S&P 500 ETF Trust | −114 | 15,235 | $11,377,040 | |
| IWB | iShares Russell 1000 ETF | −90 | 21,375 | $8,753,062 | |
| IWV | iShares Russell 3000 ETF | −87 | 1,263 | $538,543 | |
| VOO | VANGUARD 500 INDEX FUND | −71 | 1,067 | $732,826 | |
| IVV | iShares Core S&P 500 ETF | −43 | 81,527 | $61,054,755 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 81,527 | $61,054,755 | 36.63% | |
| OEF |
iShares S&P 100 ETF
|
Added | 87,797 | $32,122,288 | 19.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 15,235 | $11,377,040 | 6.83% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 196,511 | $9,937,561 | 5.96% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 21,375 | $8,753,062 | 5.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 11,373 | $8,375,077 | 5.03% | |
| AAPL |
Apple Inc.
Technology
|
Held | 26,889 | $7,780,601 | 4.67% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 21,446 | $6,443,450 | 3.87% | |
| XLG |
Victory Portfolios II
|
Reduced | 78,951 | $4,834,169 | 2.90% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 27,726 | $2,791,176 | 1.67% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 9,992 | $1,903,675 | 1.14% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Reduced | 20,468 | $1,035,271 | 0.62% | |
| CBNK |
Capital Bancorp Inc
Financial Services
|
Reduced | 26,576 | $933,349 | 0.56% | |
| ITA |
iShares U.S. Aerospace & Defense ETF
|
Held | 3,579 | $867,621 | 0.52% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 1,067 | $732,826 | 0.44% | |
| IWV |
iShares Russell 3000 ETF
|
Reduced | 1,263 | $538,543 | 0.32% | |
|
|
Held | 17,325 | $526,298 | 0.32% | ||
| V |
Visa Inc.
Financial Services
|
Held | 1,400 | $480,326 | 0.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 900 | $450,351 | 0.27% | |
| ISRA |
VanEck Israel ETF
|
Held | 6,801 | $441,112 | 0.26% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Held | 1,169 | $433,219 | 0.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,136 | $423,750 | 0.25% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Held | 680 | $381,214 | 0.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,051 | $370,666 | 0.22% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 1,000 | $353,330 | 0.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,357 | $323,427 | 0.19% | |
| EWN |
iShares MSCI Netherlands ETF
|
Held | 4,470 | $314,419 | 0.19% | |
| EWG |
iShares MSCI Germany ETF
|
Held | 7,041 | $291,286 | 0.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 239 | $286,663 | 0.17% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Held | 1,650 | $275,038 | 0.17% | |
| FLGB |
|
Held | 7,693 | $271,485 | 0.16% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 709 | $262,358 | 0.16% | |
| MCO |
Moodys Corp
Financial Services
|
Held | 559 | $253,182 | 0.15% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
Added | 17,111 | $227,747 | 0.14% | |
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
Held | 100 | $207,338 | 0.12% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
NEW | 700 | $206,507 | 0.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 800 | $203,176 | 0.12% | |
| EIS |
iShares MSCI Israel ETF
|
NEW | 1,670 | $201,585 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.