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CIK: 0001699506
Total reported value
$496.6M
$496.6M
112 檔
37.4%
The Q2 2025 SEC filing reveals that Ackerman Capital Advisors, LLC held a total portfolio value of $496.6M, covering 112 public equity positions.
During Q2 2025, 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.88% | +0.78% | +1.61% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.63% | -0.10% | -12.66% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 5.92% | -0.21% | +182.29% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.73% | -0.56% | +60.16% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.98% | -0.35% | +21.47% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.12% | +0.58% | -2.13% | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.09% | -0.65% | +36.47% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.93% | -0.27% | +30.22% | |
| 9 | IVLU | Ishares Msci International V | ETF-Other | 3.16% | +0.11% | +0.60% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.67% | +0.22% | +2.26% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.06% | +0.46% | -0.29% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.79% | — | — | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.65% | +0.10% | -9.97% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.63% | -0.08% | -38.32% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.58% | +0.11% | -0.61% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | +0.11% | -2.99% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.53% | -0.30% | -5.39% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.48% | — | +24.47% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.37% | -0.05% | +4.30% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.32% | -0.05% | +5.01% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.26% | -0.05% | -2.10% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.20% | +0.02% | -4.30% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.19% | +0.09% | +18.88% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.36% | +382.85% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.90% | — | -73.24% | |
| 26 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.89% | -0.12% | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.75% | -0.05% | +21.67% | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 0.71% | -0.02% | — | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.69% | -0.03% | -14.32% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.08% | — | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.53% | +0.26% | -2.65% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.49% | +0.04% | +24.31% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.14% | +2.36% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.43% | — | -26.12% | |
| 35 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.41% | -0.01% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | — | +0.17% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.38% | -0.04% | +57.52% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.12% | +1.30% | |
| 39 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.35% | -0.04% | -13.29% | |
| 40 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.35% | +0.04% | +22.89% | |
| 41 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.34% | — | -1.40% | |
| 42 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.33% | -0.06% | -16.05% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | +0.03% | -4.20% | |
| 44 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.31% | — | -10.12% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.03% | +1.41% | |
| 47 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.28% | +0.04% | +10.41% | |
| 48 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.26% | — | -26.68% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.07% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | — | — |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 112 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, VTEB, MUB) accounted for 37.4% of total reported equity market value during Q2 2025.
During Q2 2025, Ackerman Capital Advisors, LLC's top holdings by market value included SPYG (14.9%)、VTEB (11.6%)、MUB (5.9%). The largest single position, SPYG, represented 14.9% of total portfolio value.
In Q2 2025, 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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