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Ackerman Capital Advisors

Latest statistics and disclosures from Ackerman Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTEB, SPYG, VIGI, SCHG, SPYV, and represent 41.72% of Ackerman Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYV, ITM, MUB, IBIT, VGIT, ACWV, VWO, LLY, GLD, IBM.
Started 9 new stock positions in MFM, ITM, PCQ, MUE, VMO, LLY, IBM, MVF, GLD.
Reduced shares in these 10 stocks: VTEB, TFI, VIGI, IEMG, SCHG, SPYG, NUV, BWX, PZA, BTT.
Ackerman Capital Advisors was a net seller of stock by $-895k.
Ackerman Capital Advisors has $379M in assets under management (AUM), dropping by -0.73%.
Central Index Key (CIK): 0001699506

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Portfolio Holdings for Ackerman Capital Advisors

Ackerman Capital Advisors holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	15.3	$58M	-4%	1.2M	49.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	14.0	$53M		661k	80.37	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.3	$16M	-3%	196k	82.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.1	$16M	-3%	621k	25.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.0	$15M	+4%	294k	51.07	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	3.9	$15M	-5%	324k	45.07	View chart
Ishares Msci Gbl Min Vol (ACWV)	3.4	$13M		110k	116.37	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	3.3	$13M		411k	30.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.1	$12M		161k	73.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	3.0	$11M		107k	105.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.9	$11M		406k	26.58	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$9.1M	+5%	86k	105.44	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	2.3	$8.8M	-2%	402k	21.86	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$8.0M	-7%	148k	53.97	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.9	$7.1M	+2%	198k	36.14	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$6.7M		39k	172.74	View chart
Ishares Gold Tr Ishares New (IAU)	1.7	$6.6M		112k	58.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$6.3M		227k	27.57	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.5	$5.7M		99k	57.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$5.6M		56k	100.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.4	$5.4M	+7%	91k	59.40	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.3	$5.0M		125k	39.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$4.9M		26k	186.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$3.9M		16k	251.77	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.9	$3.4M		65k	52.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.6M		34k	78.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.6M		4.7k	561.90	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$2.5M	+2%	39k	64.20	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.3M		19k	118.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$2.0M		16k	127.08	View chart
Bny Mellon Strategic Muns (LEO)	0.5	$1.8M	-6%	297k	6.12	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.5	$1.8M	+2%	166k	10.57	View chart
Blackrock Munivest Fund II (MVT)	0.4	$1.6M	-4%	149k	10.57	View chart
BlackRock Municipal Income Trust II (BLE)	0.4	$1.5M	-6%	147k	10.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M	-2%	2.7k	532.58	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$1.4M		45k	30.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M		8.8k	154.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.4M		7.9k	170.89	View chart
Chevron Corporation (CVX)	0.3	$1.3M		7.8k	167.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$1.3M	+52%	28k	46.81	View chart
Microsoft Corporation (MSFT)	0.3	$1.3M		3.4k	375.39	View chart
Visa Com Cl A (V)	0.3	$1.2M		3.5k	350.46	View chart
Apple (AAPL)	0.3	$1.2M	-5%	5.4k	222.14	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$1.2M	+10%	14k	83.91	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$1.0M		22k	47.60	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.3	$1.0M	+5%	9.4k	106.88	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.3	$992k	+16%	172k	5.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$947k	+30%	21k	45.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$942k		2.6k	361.09	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.2	$932k	+11%	90k	10.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$931k		8.0k	115.95	View chart
BlackRock MuniHoldings Fund (MHD)	0.2	$916k	+20%	78k	11.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$908k		7.0k	128.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$811k	+5%	3.3k	245.30	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$800k	-20%	35k	23.04	View chart
McDonald's Corporation (MCD)	0.2	$772k		2.5k	312.37	View chart
Netflix (NFLX)	0.2	$734k		787.00	932.53	View chart
EOG Resources (EOG)	0.2	$731k		5.7k	128.24	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$681k	NEW	15k	45.51	View chart
Blackrock Muniyield Insured Fund (MYI)	0.2	$654k	+27%	60k	10.99	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$646k		8.9k	72.44	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.2	$626k	-14%	63k	9.90	View chart
Union Pacific Corporation (UNP)	0.2	$615k		2.6k	236.24	View chart
Abbott Laboratories (ABT)	0.2	$611k		4.6k	132.65	View chart
Goldman Sachs (GS)	0.2	$606k		1.1k	546.29	View chart
ConocoPhillips (COP)	0.2	$572k		5.5k	105.02	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$547k	+9%	2.6k	206.48	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$522k		13k	39.94	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$477k	+44%	32k	15.08	View chart
Udr (UDR)	0.1	$454k		10k	45.17	View chart
Federated Premier Municipal Income (FMN)	0.1	$449k	+21%	41k	10.86	View chart
Pepsi (PEP)	0.1	$404k		2.7k	149.95	View chart
Western Asset Managed Municipals Fnd (MMU)	0.1	$382k	+5%	37k	10.29	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$381k	-10%	28k	13.74	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$357k		4.6k	78.40	View chart
BlackRock Inv. Quality Munic. Trust (BKN)	0.1	$352k	+8%	31k	11.49	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$335k		4.3k	77.92	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.1	$331k	+83%	31k	10.78	View chart
Johnson & Johnson (JNJ)	0.1	$315k		1.9k	165.84	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$310k	-39%	15k	21.23	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$306k		3.7k	83.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$288k		1.6k	179.70	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$286k		2.3k	124.50	View chart
Bank of America Corporation (BAC)	0.1	$285k		6.8k	41.73	View chart
Eaton Vance Natl Mun Opport Com Shs (EOT)	0.1	$275k	+18%	17k	16.65	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$261k	-6%	11k	23.61	View chart
Qualcomm (QCOM)	0.1	$261k		1.7k	153.61	View chart
Danaher Corporation (DHR)	0.1	$256k		1.2k	205.00	View chart
American Express Company (AXP)	0.1	$255k		946.00	269.05	View chart
Walt Disney Company (DIS)	0.1	$253k		2.6k	98.71	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$231k		3.4k	67.46	View chart
Home Depot (HD)	0.1	$219k		598.00	366.49	View chart
Southwest Airlines (LUV)	0.1	$214k		6.4k	33.58	View chart
Eli Lilly & Co. (LLY)	0.1	$212k	NEW	257.00	825.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$208k	NEW	721.00	288.14	View chart
International Business Machines (IBM)	0.1	$205k	NEW	824.00	248.66	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$184k	+31%	18k	10.14	View chart
American Airls (AAL)	0.0	$162k		15k	10.55	View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)	0.0	$152k	+35%	14k	10.86	View chart
Blackrock Muniyield Quality Fund II (MQT)	0.0	$144k	-46%	14k	10.00	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$139k	-3%	14k	10.26	View chart
Nuveen Muni Value Fund (NUV)	0.0	$131k	-68%	15k	8.77	View chart
Pimco CA Municipal Income Fund (PCQ)	0.0	$122k	NEW	14k	8.85	View chart
Blackrock Muniholdings Insured Fund II (MUE)	0.0	$118k	NEW	12k	10.00	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.0	$108k	NEW	20k	5.30	View chart
BlackRock MuniVest Fund (MVF)	0.0	$107k	NEW	15k	7.01	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$97k	NEW	10k	9.49	View chart
Mangoceuticals Com New (MGRX)	0.0	$67k		35k	1.95	View chart
Blackboxstocks (BLBX)	0.0	$43k		13k	3.40	View chart

Past Filings by Ackerman Capital Advisors

SEC 13F filings are viewable for Ackerman Capital Advisors going back to 2017

Ackerman Capital Advisors 2025 Q1 filed May 9, 2025
Ackerman Capital Advisors 2024 Q4 filed Feb. 4, 2025
Ackerman Capital Advisors 2024 Q3 filed Oct. 24, 2024
Ackerman Capital Advisors 2024 Q2 filed July 25, 2024
Ackerman Capital Advisors 2024 Q1 filed April 24, 2024
Ackerman Capital Advisors 2023 Q4 filed Jan. 19, 2024
Ackerman Capital Advisors 2023 Q3 filed Oct. 30, 2023
Ackerman Capital Advisors 2023 Q2 filed July 21, 2023
Ackerman Capital Advisors 2023 Q1 filed May 11, 2023
Ackerman Capital Advisors 2022 Q4 filed Jan. 12, 2023
Ackerman Capital Advisors 2022 Q3 filed Nov. 9, 2022
Ackerman Capital Advisors 2022 Q2 filed July 22, 2022
Ackerman Capital Advisors 2022 Q1 filed April 19, 2022
Ackerman Capital Advisors 2021 Q4 filed Feb. 16, 2022
Ackerman Capital Advisors 2021 Q3 filed Nov. 3, 2021
Ackerman Capital Advisors 2021 Q2 filed Aug. 12, 2021

View all past filings

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