Ackerman Asset Management, LLC

All 13F Filings

Location
Rockville, MD
Most recent 13F
Q2 2026
Holdings value ($000)
166,665
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 38 166,665 13F-HR Ackerman Asset Management, LLC
Q1 2026 4/21/2026 35 143,318 13F-HR Ackerman Asset Management, LLC
Q4 2025 2/13/2026 33 150,352 13F-HR Ackerman Asset Management, LLC
Q3 2025 11/13/2025 28 139,643 13F-HR Ackerman Asset Management, LLC
Q2 2025 8/14/2025 24 124,822 13F-HR Ackerman Asset Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 13.59 K 8.2% 1.844 K 0 1.844 K
ETFs 153.1 K 91.8% 21.5 K 0 21.5 K
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
166,665
Holdings
38
QoQ value change ($000)
23,347 (16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.