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CIK: 0001699506
Total reported value
$496.6M
$496.6M
97 檔
34.7%
In Q2 2024, Ackerman Capital Advisors, LLC's U.S. equity holdings reached a combined market value of $496.6M, distributed across 97 disclosed stock positions.
During Q2 2024, Ackerman Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 16.28% | -0.10% | +5.72% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.38% | +0.78% | +54.81% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.28% | +0.58% | +36.15% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.64% | -0.35% | -2.92% | |
| 5 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 4.14% | — | +7.69% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.47% | -0.56% | -26.75% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 3.12% | -0.08% | -24.04% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.07% | +0.11% | -1.51% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.87% | -0.65% | +2.34% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.64% | -0.27% | -1.65% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.40% | -0.21% | +5.89% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.39% | +0.22% | +11.88% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.21% | +0.46% | +0.77% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.12% | -0.05% | -6.69% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.78% | +0.10% | -7.18% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.70% | +0.11% | -7.08% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.65% | +0.11% | +0.22% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.51% | — | -18.45% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.48% | -0.05% | +2.91% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.34% | -0.30% | +0.69% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.29% | — | +0.91% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.16% | -0.05% | -3.72% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.03% | +0.09% | +3.47% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.99% | — | +2.59% | |
| 25 | IQLT | Ishares Msci International Q | ETF-Other | 0.95% | +0.02% | -37.60% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.84% | -0.03% | +3.09% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.08% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.14% | +31.10% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.53% | +0.26% | — | |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.52% | — | -8.57% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.12% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | — | — | |
| 33 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.41% | -0.04% | +4.99% | |
| 34 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.40% | — | +5.12% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.40% | — | — | |
| 36 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.38% | -0.06% | +0.91% | |
| 37 | XPCKX | Pimco California Municipa Ii | Stock-Other | 0.37% | — | -11.29% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | +0.03% | — | |
| 39 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.36% | — | +18.11% | |
| 40 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.35% | — | +17.84% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.33% | +0.03% | -3.44% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.07% | +1.30% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.04% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | +1.85% | |
| 45 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.30% | +0.04% | +4.74% | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.30% | -0.04% | +1.85% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.29% | +0.04% | +1.56% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | — | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | +0.03% | — | |
| 50 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 0.24% | -0.02% | -23.53% |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 97 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTEB, SPYG, SCHG) accounted for 34.7% of total reported equity market value during Q2 2024.
During Q2 2024, Ackerman Capital Advisors, LLC's top holdings by market value included VTEB (16.3%)、SPYG (14.4%)、SCHG (6.3%). The largest single position, VTEB, represented 16.3% of total portfolio value.
In Q2 2024, Ackerman Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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