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Ackerman Asset Management, LLC
RIA/Wealth
Ackerman Asset Management, LLC is a RIA/Wealth led by James David Ackerman, reporting $644.7M in AUM as of Q3 2025 with 97% ETF concentration, 94% concentrated in top 10 holdings, and 40% allocation to IVV.
PresidentJames David Ackerman
- Portfolio Value
- $139.6M
- Positions
- 28
- Top Holding
- IVV at 39.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ackerman Asset Management, LLC's portfolio (93.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $55.3M | 39.62% | -$184.1K Sold | — 82.7K shares | |
ETF ETF | $29.6M | 21.19% | -$10.7K Sold | — 88.9K shares | |
ETF ETF | $10.3M | 7.37% | -$301.1K Sold | — 15.5K shares | |
ETF ETF | $8.0M | 5.75% | — | — 22.0K shares | |
ETF ETF | $7.0M | 5.03% | +$18.0K Bought | — 11.7K shares | |
ETF ETF | $6.5M | 4.68% | -$381.1K Sold | — 128.9K shares | |
ETF ETF | $5.1M | 3.64% | +$5.1M New | — 21.0K shares | |
ETF ETF | $4.6M | 3.33% | — | — 80.8K shares | |
ETF ETF | $3.1M | 2.19% | +$106.0K Bought | — 30.3K shares | |
ETF ETF | $1.4M | 1.01% | — | — 5.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ackerman Asset Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+3.6% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-10.7% | |
-5.51% | |
-3.01% | |
-2.84% | |
-0.33% |
Analytics
Portfolio insights and performance metrics for Ackerman Asset Management, LLC
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