Ackerman Asset Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $51.5B, Ishares S&P 100 ETF with a value of $27.1B, Spdr S&P 500 ETF Trust with a value of $9.83B, Ishares Tr Russell 1000 ETF with a value of $7.46B, and Jp Morgan ETF Tr Ultra Short I with a value of $6.91B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $111B to 125B.

Ackerman Asset Management, LLC is based out at Rockville, MD

Below you can find more details about Ackerman Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $121 Billion
Financial Services: $1.85 Billion
Technology: $1.07 Billion
Consumer Cyclical: $601 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $125 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Ackerman Asset Management, LLC Portfolio

Follow Ackerman Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ackerman Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ackerman Asset Management, LLC with notifications on news.