Ackerman Asset Management, LLC

ROCKVILLE, MD · CIK 2067071 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$793.5m
Staff1 · 1 in investment roles
Main clients (by assets)Pension plans 78%, High net worth individuals 20%, Individuals 1%
Websiteackermanasset.com
Form ADV · 2026-03-30SEC adviser record

Kindinstitutions
Others nearbyRockville, MD

$166.7m reported value +16.3% vs Q1 2026

38positions

92.1%in top 10

3 new 6 added 9 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	81,527	$61.1m36.63%	36.63%	Reduced -43	-43 -0.1%
2	ISHARES TR S&P 100 ETF OEF	OEF	87,797	$32.1m19.27%	19.27%	Added +223	+223 0.2%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,235	$11.4m6.83%	6.83%	Reduced -114	-114 -0.7%
4	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	196,511	$9.9m5.96%	5.96%	Added +50.9k	+50,947 35.0%
5	ISHARES TR RUS 1000 ETF IWB	IWB	21,375	$8.8m5.25%	5.25%	Reduced -90	-90 -0.4%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,373	$8.4m5.03%	5.03%	Added +1	+1 0.0%
7	APPLE INC COM AAPL	AAPL	26,889	$7.8m4.67%	4.67%	Unchanged
8	ISHARES TR RUSSELL 2000 ETF IWM	IWM	21,446	$6.4m3.87%	3.87%	Added +730	+730 3.5%
9	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	78,951	$4.8m2.90%	2.90%	Reduced -1.9k	-1,884 -2.3%
10	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	27,726	$2.8m1.67%	1.67%	Reduced -801	-801 -2.8%
11	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,992	$1.9m1.14%	1.14%	Unchanged
12	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	20,468	$1.0m0.62%	0.62%	Reduced -4.3k	-4,254 -17.2%
13	CAPITAL BANCORP INC MD COM CBNK	CBNK	26,576	$933.3k0.56%	0.56%	Reduced -736	-736 -2.7%
14	ISHARES TR US AER DEF ETF ITA	ITA	3,579	$867.6k0.52%	0.52%	Unchanged
15	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,067	$732.8k0.44%	0.44%	Reduced -71	-71 -6.2%
16	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,263	$538.5k0.32%	0.32%	Reduced -87	-87 -6.4%
17	ARK ETF TR ISRAEL INOVATE IZRL	IZRL	17,325	$526.3k0.32%	0.32%	Unchanged
18	VISA INC COM CL A V	V	1,400	$480.3k0.29%	0.29%	Unchanged
19	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	900	$450.4k0.27%	0.27%	Unchanged
20	VANECK ETF TRUST ISRAEL ETF ISRA	ISRA	6,801	$441.1k0.26%	0.26%	Unchanged
21	MARRIOTT INTL INC NEW CL A MAR	MAR	1,169	$433.2k0.26%	0.26%	Unchanged
22	MICROSOFT CORP COM MSFT	MSFT	1,136	$423.8k0.25%	0.25%	Added +50	+50 4.6%
23	AXON ENTERPRISE INC COM AXON	AXON	680	$381.2k0.23%	0.23%	Unchanged
24	HOME DEPOT INC COM HD	HD	1,051	$370.7k0.22%	0.22%	Unchanged
25	ALPHABET INC CAP STK CL C GOOG	GOOG	1,000	$353.3k0.21%	0.21%	Unchanged
26	AMAZON COM INC COM AMZN	AMZN	1,357	$323.4k0.19%	0.19%	Unchanged
27	ISHARES INC MSCI NETHERL ETF EWN	EWN	4,470	$314.4k0.19%	0.19%	Unchanged
28	ISHARES INC MSCI GERMANY ETF EWG	EWG	7,041	$291.3k0.17%	0.17%	Unchanged
29	ELI LILLY & CO COM LLY	LLY	239	$286.7k0.17%	0.17%	Unchanged
30	WASTE CONNECTIONS INC COM WCN	WCN	1,650	$275.0k0.17%	0.17%	Unchanged
31	FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM FLGB	FLGB	7,693	$271.5k0.16%	0.16%	Unchanged
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	709	$262.4k0.16%	0.16%	Unchanged
33	MOODYS CORP COM MCO	MCO	559	$253.2k0.15%	0.15%	Unchanged
34	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	17,111	$227.7k0.14%	0.14%	Added +1.2k	+1,216 7.7%
35	WHITE MTNS INS GROUP LTD COM WTM	WTM	100	$207.3k0.12%	0.12%	Unchanged
36	VULCAN MATLS CO COM VMC	VMC	700	$206.5k0.12%	0.12%	New
37	JOHNSON & JOHNSON COM JNJ	JNJ	800	$203.2k0.12%	0.12%	New
38	ISHARES INC MSCI ISRAEL ETF EIS	EIS	1,670	$201.6k0.12%	0.12%	New