Investor
Ackerman Asset Management, LLC
CIK 0002067071 · filed 2026-04-21 · SEC filing
13F book
$143.3M
Positions
35
6 new · 4 sold
Largest name
37.2%
Ishares Tr
Est. mark
−$7.22M
Price effect on 29 names still held. Flow $191.6K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 81.6K | $53.3M | 37.2% | −$2.59M | Cut−$3.14M |
| Ishares Tr | — | 87.6K | $27.9M | 19.4% | −$2.18M | Cut−$2.58M |
| Spdr S&P 500 Etf Tr | — | 15.3K | $9.98M | 7.0% | −$484.7K | Held |
| Ishares Tr | — | 21.5K | $7.65M | 5.3% | −$362.3K | Cut−$546.4K |
| J P Morgan Exchange Traded F | — | 145.6K | $7.37M | 5.1% | $2.91K | Added$5.79K |
| Apple Inc. | AAPL | 26.9K | $6.82M | 4.8% | −$480.1K | Added−$398.6K |
| Invesco Qqq Tr | — | 11.4K | $6.56M | 4.6% | −$422.2K | Cut−$518.7K |
| Ishares Tr | — | 20.7K | $5.14M | 3.6% | $38.1K | Cut−$35.2K |
| Invesco Exchange Traded Fd T | — | 80.8K | $4.41M | 3.1% | −$382.4K | Held |
| Ishares 0-3 Month | — | 28.5K | $2.87M | 2.0% | $7.99K | Cut−$62.3K |
| Select Sector Spdr Tr | — | 9.99K | $1.33M | 0.9% | −$110.6K | Held |
| Ishares Tr | — | 24.7K | $1.25M | 0.9% | $479 | Added$645.9K |
| Capital Bancorp Inc Md | — | 27.3K | $812.3K | 0.6% | $42.9K | Cut−$93.4K |
| Ishares Tr | — | 3.58K | $782.9K | 0.5% | $14.5K | Held |
| Vanguard Index Fds | — | 1.14K | $680K | 0.5% | −$33.7K | Cut−$112.7K |
| Ishares Tr | — | 1.35K | $500.4K | 0.3% | −$21.8K | Held |
| Ark Etf Tr | — | 17.3K | $466.4K | 0.3% | −$51.5K | Held |
| Berkshire Hathaway Inc Del | — | 900 | $431.3K | 0.3% | −$21.1K | Cut−$47.7K |
| Visa Inc. | V | 1.4K | $423.1K | 0.3% | — | New |
| Vaneck Etf Trust | — | 6.8K | $411.2K | 0.3% | $11.3K | Held |
| Microsoft Corp | MSFT | 1.09K | $402K | 0.3% | −$64.8K | Added$125.9K |
| Marriott Intl Inc New | — | 1.17K | $382.3K | 0.3% | $19.7K | Held |
| Home Depot, Inc. | HD | 1.05K | $345.7K | 0.2% | −$16K | Cut−$20.5K |
| Bitmine Immersion Tecnologie | — | 15.9K | $314.4K | 0.2% | — | New |
| Axon Enterprise, Inc. | AXON | 680 | $288.8K | 0.2% | −$97.4K | Held |
| Alphabet Inc | — | 1K | $286.9K | 0.2% | — | New |
| Amazon Com Inc | AMZN | 1.36K | $282.6K | 0.2% | — | New |
| Ishares Inc | — | 7.04K | $279.3K | 0.2% | −$19.9K | Held |
| Waste Connections, Inc. | WCN | 1.65K | $268K | 0.2% | — | New |
| Franklin Templeton Etf Tr | — | 7.69K | $267.4K | 0.2% | $7.77K | Held |
| Ishares Inc | — | 4.47K | $257.1K | 0.2% | $2.15K | Held |
| Moodys Corp | — | 559 | $243.9K | 0.2% | — | New |
| Vanguard Index Fds | — | 709 | $227.5K | 0.2% | −$10.3K | Held |
| Eli Lilly & Co | LLY | 239 | $219.8K | 0.2% | −$37K | Held |
| White Mtns Ins Group Ltd | — | 100 | $219.7K | 0.2% | $11.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.