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Ackerman Asset Management, LLC

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13F filer, CIK 2067071, ROCKVILLE, MD

Ackerman Asset Management, LLC reported $166,664,850 across 38 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 92.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002067071-26-000003

Period
2026-06-30
Reported value
$167M
Holdings
38
Top 10 weight
92.08%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPSTadded+50,947$2.58M
IWMadded+730$219K
VMCnew+700$207K
JNJnew+800$203K
EISnew+1,670$202K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ICSHreduced-4,254-$215K
XLGreduced-1,884-$115K
SPYreduced-114-$85.1K
SGOVreduced-801-$80.6K
VOOreduced-71-$48.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002067071-26-000003, largest first. % of portfolio is the value over $166,664,850, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,812 shares; 2025Q2: 82,937 shares; 2025Q3: 82,662 shares; 2025Q4: 82,374 shares; 2026Q1: 81,570 shares; 2026Q2: 81,527 shares 81,527$61.1M36.63%-43Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 89,595 shares; 2025Q2: 88,918 shares; 2025Q3: 88,886 shares; 2025Q4: 88,735 shares; 2026Q1: 87,574 shares; 2026Q2: 87,797 shares 87,797$32.1M19.27%+223Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,911 shares; 2025Q2: 15,908 shares; 2025Q3: 15,456 shares; 2025Q4: 15,349 shares; 2026Q1: 15,349 shares; 2026Q2: 15,235 shares 15,235$11.4M6.83%-114Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 91,470 shares; 2025Q2: 136,400 shares; 2025Q3: 128,887 shares; 2025Q4: 145,507 shares; 2026Q1: 145,564 shares; 2026Q2: 196,511 shares 196,511$9.94M5.96%+50,947Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,958 shares; 2025Q2: 21,958 shares; 2025Q3: 21,958 shares; 2025Q4: 21,958 shares; 2026Q1: 21,465 shares; 2026Q2: 21,375 shares 21,375$8.75M5.25%-90Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,540 shares; 2025Q2: 11,667 shares; 2025Q3: 11,697 shares; 2025Q4: 11,529 shares; 2026Q1: 11,372 shares; 2026Q2: 11,373 shares 11,373$8.38M5.03%+1Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,536 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 26,568 shares; 2026Q1: 26,889 shares; 2026Q2: 26,889 shares 26,889$7.78M4.67%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 21,014 shares; 2026Q1: 20,716 shares; 2026Q2: 21,446 shares 21,446$6.44M3.87%+730Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 77,779 shares; 2025Q2: 80,835 shares; 2025Q3: 80,835 shares; 2025Q4: 80,835 shares; 2026Q1: 80,835 shares; 2026Q2: 78,951 shares 78,951$4.83M2.9%-1,884Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,040 shares; 2025Q2: 29,263 shares; 2025Q3: 30,316 shares; 2025Q4: 29,227 shares; 2026Q1: 28,527 shares; 2026Q2: 27,726 shares 27,726$2.79M1.67%-801Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 9,992 shares; 2026Q1: 9,992 shares; 2026Q2: 9,992 shares 9,992$1.9M1.14%0Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,060 shares; 2025Q4: 11,972 shares; 2026Q1: 24,722 shares; 2026Q2: 20,468 shares 20,468$1.04M0.62%-4,254Timeline
CBNKCAPITAL BANCORP INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 32,149 shares; 2025Q4: 32,149 shares; 2026Q1: 27,312 shares; 2026Q2: 26,576 shares 26,576$933K0.56%-736Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,579 shares; 2026Q1: 3,579 shares; 2026Q2: 3,579 shares 3,579$868K0.52%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,138 shares; 2026Q2: 1,067 shares 1,067$733K0.44%-71Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,263 shares 1,263$539K0.32%-87Timeline
IZRLARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,325 shares; 2025Q2: 17,325 shares; 2025Q3: 17,325 shares; 2025Q4: 17,325 shares; 2026Q1: 17,325 shares; 2026Q2: 17,325 shares 17,325$526K0.32%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400$480K0.29%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 793 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 953 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900$450K0.27%0Timeline
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,801 shares; 2025Q2: 6,801 shares; 2025Q3: 6,801 shares; 2025Q4: 6,801 shares; 2026Q1: 6,801 shares; 2026Q2: 6,801 shares 6,801$441K0.26%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169$433K0.26%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 1,086 shares; 2026Q2: 1,136 shares 1,136$424K0.25%+50Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680$381K0.23%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 1,064 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051$371K0.22%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$353K0.21%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares; 2026Q2: 1,357 shares 1,357$323K0.19%0Timeline
EWNISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,470 shares; 2026Q2: 4,470 shares 4,470$314K0.19%0Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,112 shares; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares; 2026Q2: 7,041 shares 7,041$291K0.17%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239$287K0.17%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650$275K0.17%0Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,768 shares; 2025Q2: 7,768 shares; 2025Q3: 7,768 shares; 2025Q4: 7,693 shares; 2026Q1: 7,693 shares; 2026Q2: 7,693 shares 7,693$271K0.16%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709$262K0.16%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559 shares; 2026Q2: 559 shares 559$253K0.15%0Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,341 shares; 2025Q4: not reported; 2026Q1: 15,895 shares; 2026Q2: 17,111 shares 17,111$228K0.14%+1,216Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100$207K0.12%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700$207K0.12%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800$203K0.12%newTimeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670$202K0.12%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002067071-26-000003 base2026-08-10acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002067071-26-000003 Quarter ended 2026-06-302026-08-10acceptance time not in the bulk data set
13F-HR 0002067071-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002067071-26-000001 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0002067071-25-000004 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0002067071-25-000003 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0002067071-25-000002 Quarter ended 2025-03-312025-05-08acceptance time not in the bulk data set