Ackerman Asset Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 28 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 $55.3B, Ishares S&P 100 ETF with a value of $29.6B, Spdr S&P 500 ETF Trust with a value of $10.3B, Ishares Tr Russell 1000 ETF with a value of $8.03B, and Invesco Qqq Trust, Series 1 with a value of $7.02B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $125B to 140B.

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 $140 Billion
ETFs: $136 Billion
Financial Services: $1.65 Billion
Technology: $1.55 Billion
Consumer Cyclical: $615 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $140 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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