Ackerman Asset Management, LLC: 13F holdings

CIK 20670712026Q2

Positions38
Reported value$166.7m
Filed2026-08-10

Change since last quarter

Positions38 (+3 vs prior quarter)
Reported value$166.7m (+16.3%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR81,527$61.1m36.6%
VTI ISHARES TR87,797$32.1m19.3%
SPY STATE STR SPDR S&P 500 ETF T15,235$11.4m6.8%
JPST J P MORGAN EXCHANGE TRADED F196,511$9.9m6.0%
IWB ISHARES TR21,375$8.8m5.3%
QQQ INVESCO QQQ TR11,373$8.4m5.0%
AAPL APPLE INC26,889$7.8m4.7%
IWM ISHARES TR21,446$6.4m3.9%
XLG INVESCO EXCHANGE TRADED FD T78,951$4.8m2.9%
SGOV ISHARES TR27,726$2.8m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2067071")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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