13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001699506
Total reported value
$496.6M
$496.6M
100 檔
33.9%
According to the latest 13F quarterly dataset, Ackerman Capital Advisors, LLC managed an equity portfolio of $496.6M at the end of Q3 2024, spanning 100 distinct U.S. exchange-listed positions.
During Q3 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 | 16.06% | -0.10% | -0.70% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.21% | +0.78% | -1.98% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.63% | -0.35% | -5.80% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.45% | +0.58% | -29.67% | |
| 5 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 4.11% | — | -0.35% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.72% | -0.56% | +1.38% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.17% | -0.27% | +12.27% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.16% | +0.11% | -1.84% | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 3.07% | -0.08% | -0.50% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.99% | -0.65% | +0.01% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.79% | +0.22% | +10.36% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.49% | — | +63.53% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.37% | +0.46% | +2.90% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.06% | -0.21% | -13.69% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.85% | +0.10% | -0.21% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.76% | +0.11% | -2.38% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.73% | +0.11% | -2.09% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.56% | -0.05% | -24.63% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.56% | -0.05% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | -0.30% | -1.17% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.35% | — | -2.19% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.32% | +0.02% | +34.57% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.31% | -0.05% | -12.65% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.07% | +0.09% | +0.11% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.88% | -0.03% | +2.44% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | -0.05% | -38.70% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.08% | -15.56% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.64% | — | +21.09% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.14% | — | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.54% | +0.26% | -0.15% | |
| 31 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.44% | -0.06% | +12.31% | |
| 32 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.42% | -0.04% | -1.46% | |
| 33 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.39% | — | +8.95% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | — | — | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.39% | — | -8.88% | |
| 36 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.39% | — | -4.06% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.12% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | +0.03% | -1.14% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.04% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | — | — | |
| 41 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.31% | +0.04% | -0.92% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.07% | — | |
| 43 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.29% | +0.04% | -6.39% | |
| 44 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.28% | — | -20.08% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | — | — | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.25% | +0.03% | -26.12% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.03% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | +0.01% | — | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.23% | -0.04% | -20.87% | |
| 50 | MHD | Blackrock Muniholdings Fund | Stock-Other | 0.23% | -0.05% | +42.12% |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 100 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTEB, SPYG, VIGI) accounted for 33.9% of total reported equity market value during Q3 2024.
During Q3 2024, Ackerman Capital Advisors, LLC's top holdings by market value included VTEB (16.1%)、SPYG (14.2%)、VIGI (4.6%). The largest single position, VTEB, represented 16.1% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.