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CIK: 0001699506
Total reported value
$496.6M
$496.6M
100 檔
34.1%
During the Q4 2024 filing period, Ackerman Capital Advisors, LLC (CIK: 0001699506) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $496.6M across 100 reported positions.
During Q4 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 | 16.02% | -0.10% | +0.17% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 15.34% | +0.78% | +0.30% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.70% | +0.58% | +289.10% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.27% | -0.35% | +0.22% | |
| 5 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 4.09% | — | +0.67% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.76% | -0.56% | +2.92% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.08% | -0.27% | +0.56% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 2.98% | -0.08% | -3.67% | |
| 9 | IVLU | Ishares Msci International V | ETF-Other | 2.93% | +0.11% | -0.73% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.86% | -0.65% | +1.76% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.73% | +0.22% | +197.64% | |
| 12 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.32% | -0.04% | — | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.29% | -0.21% | +11.74% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.18% | +0.46% | -0.56% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | +0.11% | -0.36% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.67% | +0.10% | +0.24% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.59% | +0.11% | -0.96% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.46% | -0.05% | -7.25% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | -0.30% | -0.97% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.43% | -0.05% | +0.55% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.36% | — | +0.25% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.28% | -0.05% | +0.59% | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 1.20% | +0.02% | -0.01% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.14% | +0.09% | -0.03% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.87% | -0.03% | +0.69% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.08% | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.67% | -0.05% | -5.09% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.63% | — | +0.54% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.57% | +0.26% | -0.18% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.14% | — | |
| 31 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.50% | -0.04% | +28.17% | |
| 32 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.44% | -0.06% | +5.40% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.12% | — | |
| 34 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.43% | — | +15.94% | |
| 35 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.43% | — | +18.95% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | — | -1.63% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.04% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | +0.03% | -0.78% | |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.35% | — | -1.62% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | — | — | |
| 41 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.32% | +0.04% | +0.25% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.07% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.03% | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | — | — | |
| 45 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.27% | +0.04% | -5.45% | |
| 46 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.27% | — | -1.39% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.26% | -0.04% | +13.38% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.25% | +0.04% | +2.00% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.25% | +0.03% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | +0.01% | — |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTEB, SPYG, SCHG) accounted for 34.1% of total reported equity market value during Q4 2024.
During Q4 2024, Ackerman Capital Advisors, LLC's top holdings by market value included VTEB (16.0%)、SPYG (15.3%)、SCHG (4.7%). The largest single position, VTEB, represented 16.0% of total portfolio value.
In Q4 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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