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CIK: 0001699506
Total reported value
$496.6M
$496.6M
109 檔
31.8%
At the close of Q1 2025, Ackerman Capital Advisors, LLC disclosed equity holdings valued at approximately $496.6M, spread across 109 reported holdings.
In Q1 2025, Ackerman Capital Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 15.32% | -0.10% | -4.06% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.04% | +0.78% | -0.62% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.29% | -0.35% | -3.83% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.11% | +0.58% | -3.39% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.97% | -0.56% | +4.87% | |
| 6 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 3.86% | — | -5.38% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.37% | -0.27% | +1.88% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 3.29% | +0.11% | -0.22% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.14% | -0.65% | +0.36% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.99% | -0.08% | -0.64% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.85% | +0.22% | +1.69% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.41% | -0.21% | +5.29% | |
| 13 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.32% | -0.04% | -2.78% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.11% | +0.46% | -7.10% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.89% | +0.10% | +2.77% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.77% | +0.11% | -0.47% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.74% | -0.30% | -0.76% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.65% | +0.11% | -0.25% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.51% | -0.05% | +0.63% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.49% | -0.05% | +0.75% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.42% | -0.05% | +7.36% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.31% | +0.02% | +1.47% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.29% | — | +0.46% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.04% | +0.09% | +0.52% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.90% | -0.03% | +0.84% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | -0.05% | +1.38% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.08% | -0.36% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.66% | — | +2.41% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.14% | — | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.53% | +0.26% | — | |
| 31 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.48% | -0.04% | -6.46% | |
| 32 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.46% | -0.06% | +2.50% | |
| 33 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.42% | — | -4.40% | |
| 34 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.40% | — | -6.72% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | -2.44% | |
| 36 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.37% | — | -0.47% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.12% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | +0.03% | -0.85% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.07% | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.34% | +0.04% | +52.35% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | — | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.03% | — | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.04% | -5.27% | |
| 44 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.32% | +0.04% | +10.75% | |
| 45 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.27% | -0.04% | +1.88% | |
| 46 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.27% | +0.04% | +5.56% | |
| 47 | DSM | Bnym Strat Muni Bnd | Stock-Other | 0.26% | -0.04% | +16.49% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.36% | +30.08% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | — | — | |
| 50 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 0.25% | -0.02% | +11.30% |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 109 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTEB, SPYG, VIGI) accounted for 31.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTEB
市值: $58.0M
During Q1 2025, Ackerman Capital Advisors, LLC's top holdings by market value included VTEB (15.3%)、SPYG (14.0%)、VIGI (4.3%). The largest single position, VTEB, represented 15.3% of total portfolio value.
In Q1 2025, Ackerman Capital Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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