Data as of Q4 2025 (Dec 31, 2025)

Ackerman Asset Management, LLC

•CIK: 2067071•Filing: Q4 2025

**Ackerman Asset Management, LLC** manages $150M across a diversified portfolio of 33 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by significant allocations to IVV ($56.4M) and OEF ($30.4M). Further concentration is observed in core equity indices, including SPY ($10.5M) and IWB ($8.2M). The portfolio maintains a tactical allocation across sectors and fixed income, with SGOV representing a $2.9M holding.

Total AUM
$150.4M
QoQ Performance
+7.7%
Positions
23
Top 10 Concentration
93.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
OEF
SPY
IWB
IVV37.5%
OEF20.2%
SPY7.0%
IWB5.5%
JPST4.9%
AAPL4.8%
NDQ4.7%
IWM3.4%

📈 Biggest Buys

AAPL
APPLE INC
+410.9%
4.8% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
+12.9%
4.9% of portfolio
XLK
SELECT SECTOR SPDR TR
+100.0%
1.0% of portfolio
AXON
AXON ENTERPRISE INC
NEW
0.3% of portfolio
MSFT
MICROSOFT CORP
NEW
0.2% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-0.3%
37.5% of portfolio
SGOV
ISHARES TR
-3.6%
2.0% of portfolio
NDQ
INVESCO QQQ TR
-1.4%
4.7% of portfolio
SPY
SPDR S&P 500 ETF TR
-0.7%
7.0% of portfolio
OEF
ISHARES TR
-0.2%
20.2% of portfolio

Sector Breakdown

Other49.0%
ETF45.0%
Technology5.0%
Consumer0.5%
Financial0.3%
Healthcare0.2%

🚪 Exited Positionssold since Q3 2025

BMNR
BITMINE IMMERSION TECNOLOGIE
SOLD
$277.4K

Changes from Q3 2025

NEW6 new positions
↑6 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

IVV37.5%
ISHARES TR
$56.4M
OEF20.2%
ISHARES TR
$30.4M
SPY7.0%
SPDR S&P 500 ETF TR
$10.5M
IWB5.5%
ISHARES TR
$8.2M
JPST4.9%
J P MORGAN EXCHANGE TRADED F
$7.4M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.