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CIK: 0001699506
Total reported value
$496.6M
$496.6M
117 檔
42.1%
In Q3 2025, Ackerman Capital Advisors, LLC's U.S. equity holdings reached a combined market value of $496.6M, distributed across 117 disclosed stock positions.
In Q3 2025, Ackerman Capital Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | 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 | 15.46% | +0.78% | +5.13% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.36% | -0.10% | -3.21% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.45% | -0.56% | +18.28% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 6.39% | -0.21% | +17.53% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.06% | -0.35% | +13.47% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.62% | -0.65% | +18.36% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 4.35% | -0.27% | +21.27% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.04% | +0.58% | -0.47% | |
| 9 | IVLU | Ishares Msci International V | ETF-Other | 2.89% | +0.11% | -5.89% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.53% | +0.22% | -0.18% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.07% | +0.46% | +1.94% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.67% | — | +3.37% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.66% | -0.36% | +44.51% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.60% | +0.10% | +0.13% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.57% | -0.30% | -2.49% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.53% | — | +6.84% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.46% | +0.11% | -7.31% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.43% | +0.11% | -2.54% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.42% | -0.08% | -3.70% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.27% | -0.05% | +3.26% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.26% | -0.05% | +5.78% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.21% | +0.09% | +4.68% | |
| 23 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.20% | -0.05% | +3.64% | |
| 24 | IQLT | Ishares Msci International Q | ETF-Other | 1.16% | +0.02% | +4.58% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.86% | -0.12% | +2.68% | |
| 26 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.83% | — | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | -0.05% | +3.43% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.08% | — | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.65% | -0.03% | +3.40% | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.61% | -0.02% | — | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.51% | -0.04% | +49.79% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.51% | +0.26% | -3.66% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.48% | +0.04% | +2.27% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.14% | +0.15% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.12% | — | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.41% | — | +1.76% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | — | — | |
| 38 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.36% | -0.01% | -2.26% | |
| 39 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.35% | +0.04% | +1.16% | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.34% | — | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.30% | +0.03% | -1.93% | |
| 42 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.29% | -0.04% | -12.45% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.04% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | — | |
| 45 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.28% | +0.04% | +3.58% | |
| 46 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.27% | -0.06% | -12.96% | |
| 47 | BLE | Blackrock Muni Inc Tr Ii | Stock-Other | 0.26% | — | -9.51% | |
| 48 | XMVTX | Blackrock Munivest Fund Ii | Stock-Other | 0.26% | — | +6.25% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.07% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.03% | — |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 117 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, VTEB, SPYV) accounted for 42.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
IAGG
市值: $8.0M
Top Position Liquidated / Trimmed
ITM
前期市值: $680.9K
During Q3 2025, Ackerman Capital Advisors, LLC's top holdings by market value included SPYG (15.5%)、VTEB (10.4%)、SPYV (6.5%). The largest single position, SPYG, represented 15.5% of total portfolio value.
In Q3 2025, Ackerman Capital Advisors, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 3 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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