Arkolith/Funds/Ackerman Asset Management, LLC

Ackerman Asset Management, LLC

CIK 2067071
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Ackerman Asset Management, LLC holds a concentrated book of 38 stocks worth $166.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vulcan Materials Co and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 37% of the equity book.

Opened
7
bought for the first time
Added to
6
already held, bought more
Trimmed
9
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
74%
Top 10 holdings
92%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
5%
Financials
2%
Consumer Discretionary
1%
Health Care
0%
Industrials
0%
Utilities
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ackerman Asset Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY42 / 38$326.5B
BANK OF AMERICA CORP /DE/42 / 38$214.9B
WELLS FARGO & COMPANY/MN42 / 38$98.5B
ROYAL BANK OF CANADA42 / 38$95.3B
UBS Group AG42 / 38$80.0B
Integrated Wealth Concepts LLC42 / 38$2.6B
PNC FINANCIAL SERVICES GROUP, INC.41 / 38$80.3B
LPL Financial LLC41 / 38$58.2B

Ranked by how many of Ackerman Asset Management, LLC's top 38 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

38 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$61.1M81.5K
36.6%
−0.1%
Reduced · −43 sh
2Ishares TR
S&P 100 ETF
$32.1M87.8K
19.3%
+0.3%
Added · +223 sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$11.4M15.2K
6.8%
−0.7%
Reduced · −114 sh
4J P Morgan Exchange Traded F
ULTRA SHRT ETF
$9.9M196.5K
6.0%
+35%
Added · +51K sh
5Ishares TR
RUS 1000 ETF
$8.8M21.4K
5.3%
−0.4%
Reduced · −90 sh
6Invesco QQQ TR
UNIT SER 1
$8.4M11.4K
5.0%
~0%
Added · +1 sh
7Apple Inc
COM
$7.8M26.9K
4.7%
Held
8Ishares TR
RUSSELL 2000 ETF
$6.4M21.4K
3.9%
+3.5%
Added · +730 sh
9Invesco Exchange Traded FD T
S&P 500 TOP 50
$4.8M79.0K
2.9%
−2.3%
Reduced · −2K sh
10Ishares TR
0-3 MTH TREASURY
$2.8M27.7K
1.7%
−2.8%
Reduced · −801 sh
11Select Sector SPDR TR
ST STR TECHN ETF
$1.9M10.0K
1.1%
Held
12Ishares TR
ULTRA SHORT DUR
$1.0M20.5K
0.6%
−17%
Reduced · −4K sh
13Capital Bancorp Inc MD
COM
$933K26.6K
0.6%
−2.7%
Reduced · −736 sh
14Ishares TR
US AER DEF ETF
$868K3.6K
0.5%
Held
15Vanguard Index FDS
S&P 500 ETF SHS
$733K1.1K
0.4%
−6.2%
Reduced · −71 sh
16Ishares TR
RUSSELL 3000 ETF
$539K1.3K
0.3%
−6.4%
Reduced · −87 sh
17Ark ETF TR
ISRAEL INOVATE
$526K17.3K
0.3%
Held
18Visa Inc
COM CL A
$480K1.4K
0.3%
Held
19Berkshire Hathaway Inc Del
CL B NEW
$450K900
0.3%
Held
20Vaneck ETF Trust
ISRAEL ETF
$441K6.8K
0.3%
Held
21Marriott Intl Inc New
CL A
$433K1.2K
0.3%
Held
22Microsoft Corp
COM
$424K1.1K
0.3%
+4.6%
Added · +50 sh
23Axon Enterprise Inc
COM
$381K680
0.2%
Held
24Home Depot Inc
COM
$371K1.1K
0.2%
Held
25Alphabet Inc
CAP STK CL C
$353K1.0K
0.2%
Held
26Amazon Com Inc
COM
$323K1.4K
0.2%
Held
27Ishares Inc
MSCI NETHERL ETF
$314K4.5K
0.2%
Held
28Ishares Inc
MSCI GERMANY ETF
$291K7.0K
0.2%
Held
29Eli Lilly & Co
COM
$287K239
0.2%
Held
30Waste Connections Inc
COM
$275K1.6K
0.2%
Held
31Franklin Templeton ETF TR
FTSE UNTD KGDM
$271K7.7K
0.2%
Held
32Vanguard Index FDS
TOTAL STK MKT
$262K709
0.2%
Held
33Moodys Corp
COM
$253K559
0.2%
Held
34Bitmine Immersion Techs Inc
COM NEW
$228K17.1K
0.1%
+7.7%
Added · +1K sh
35White MTNS Ins Group Ltd
COM
$207K100
0.1%
Held
36Vulcan Matls Co
COM
$207K700
0.1%
New
New position
37Johnson & Johnson
COM
$203K800
0.1%
New
New position
38Ishares Inc
MSCI ISRAEL ETF
$202K1.7K
0.1%
New
New position
Showing all 38 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202638$166.7M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202635$143.3M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202633$150.4M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202528$139.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202524$124.8M13F-HR
Q1 2025Mar 31, 2025May 8, 202524$110.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.