account_balance

Investment manager · 13F filer · SEC CIK 2067071

Ackerman Asset Management, LLC

Reported value$171Mas of Sep 30, 2026
Positions37 0 new, 1 sold out
Top 10 weight91.8%IVV alone is 36%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 36.3% Held
OEF iShares Tr 19.4% Held
SPY SPDR S&P 500 ETF Trust 6.8% Held
JPST J P Morgan Exchange Traded F 6.0% Added +4%
AAPL Apple Inc. 5.2% Held
IWB iShares Tr 5.2% Held
QQQ Invesco QQQ Tr 4.9% Held
IWM iShares Tr 3.4% Held
XLG Invesco Exchange Traded Fd T 2.9% Held
SGOV iShares Tr 1.6% Held
ICSH iShares Tr 1.1% Added +91%
XLK Select Sector SPDR Tr 1.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 10, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • ICSH +91%
  • BMNR +13%
  • JPST +4%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist