Ackerman Asset Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists the firm's total holdings as 37 positions, with a total value of approximately $171.3 million.
The portfolio is dominated by large-cap technology and exchange-traded fund (ETF) holdings. The largest individual holding is Alphabet Inc., Class C stock, with 1,000 shares. The firm also holds significant positions in Apple Inc. (26,889 shares) and Microsoft Corp. (1,086 shares).
A substantial portion of the portfolio is allocated to ETFs. The firm holds IShares Core S&P 500 ETF with 81,171 shares, Invesco QQQ Trust with 11,272 shares, and IShares 0-3 Month Treasury with 27,672 shares. Other notable ETF positions include the IShares Russia 1000 ETF (21,207 shares) and the IShares MSCI Israel ETF (2,132 shares).
Among the non-ETF equities, Berkshire Hathaway Inc. Class B shares comprise the next largest holding with 900 shares. The firm also lists positions in Visa Inc. (1,400 shares), Waste Connections Inc. (1,650 shares), and Johnson & Johnson (800 shares).
