Long-term investor
Ackerman Asset Management, LLC @ackermanassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067071).
Record
- Tracked since 2025-06-30 (445 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +14.3% · 6 months n/a · 1 year +19.0% · all +19.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 36.6% · long · since 2025-06-30
- OEF · 19.3% · long · since 2025-06-30
- SPY · 6.8% · long · since 2025-06-30
- JPST · 6.0% · long · since 2025-06-30
- IWB · 5.3% · long · since 2025-06-30
- 46090E103 · 5.0% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- IWM · 3.9% · long · since 2025-09-30
- XLG · 2.9% · long · since 2025-06-30
- SGOV · 1.7% · long · since 2025-06-30
- XLK · 1.1% · long · since 2025-06-30
- ICSH · 0.6% · long · since 2025-09-30