Ackerman Asset Management, LLC
CIK 2067071 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- IVV42.09%
- OEF21.95%
- SPY8.05%
- IWB6.09%
- QQQ4.89%
- JPST4.19%
- XLG3.24%
- SGOV2.55%
- AAPL1.11%
- XLK0.93%
Share classes counted separately95.09%
Portfolio value by quarter
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $46.53M | 42.09% | 82.81K shares | Prior unavailable — | — | ↗▾ |
| 02 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $24.27M | 21.95% | 89.59K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.90M | 8.05% | 15.91K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $6.74M | 6.09% | 21.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.41M | 4.89% | 11.54K shares | Prior unavailable — | — | ↗▾ |
| 06 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $4.63M | 4.19% | 91.47K shares | Prior unavailable — | — | ↗▾ |
| 07 | XLGINVESCO S&P 500 TOP 50 ETFS&P 500 TOP 50 View history and evidence | $3.58M | 3.24% | 77.78K shares | Prior unavailable — | — | ↗▾ |
| 08 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $2.82M | 2.55% | 28.04K shares | Prior unavailable — | — | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $1.23M | 1.11% | 5.54K shares | Prior unavailable — | — | ↗▾ |
| 10 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $1.03M | 0.93% | 5.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2067071 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 8, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110564250
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.