Ackerman Asset Management, LLC ETF holdings
Rockville, MD
Reported $153.1M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$153.1M
ETFs held
21
Change from prior quarter
+16.3%
With price moves
ETFs as a share of its 13F
91.8%
of $166.7M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $61.1M | 81,527 | −43 shares |
| OEF | iShares S&P 100 ETF | $32.1M | 87,797 | +223 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $11.4M | 15,235 | −114 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $9.9M | 196,511 | +50,947 shares |
| IWB | iShares Russell 1000 ETF | $8.8M | 21,375 | −90 shares |
| QQQ | Invesco QQQ Trust | $8.4M | 11,373 | +1 shares |
| IWM | iShares Russell 2000 ETF | $6.4M | 21,446 | +730 shares |
| XLG | Invesco S&P 500 Top 50 ETF | $4.8M | 78,951 | −1,884 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $2.8M | 27,726 | −801 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.9M | 9,992 | No change |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002067071. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ackerman Asset Management, LLC own?
Ackerman Asset Management, LLC reported 21 ETF positions worth $153.1M in its Form 13F for June 30, 2026. The largest was IVV, at $61.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.