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CIK: 0001699506
Total reported value
$496.6M
$496.6M
121 檔
43.4%
At the close of Q4 2025, Ackerman Capital Advisors, LLC disclosed equity holdings valued at approximately $496.6M, spread across 121 reported holdings.
In Q4 2025, Ackerman Capital Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 19 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 | 16.36% | +0.78% | +8.12% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.90% | -0.10% | -0.75% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 6.46% | -0.21% | +4.75% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.75% | -0.35% | +16.10% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.76% | -0.56% | -25.14% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.72% | -0.65% | +0.25% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.04% | +0.58% | +2.09% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.09% | -0.27% | -25.08% | |
| 9 | IVLU | Ishares Msci International V | ETF-Other | 2.89% | +0.11% | -2.76% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.99% | +0.46% | -1.72% | |
| 11 | PICK | Ishares Msci Global Metals & | ETF-Other | 1.88% | -0.18% | — | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.72% | -0.30% | +2.57% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.64% | -0.36% | +4.14% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.62% | +0.02% | +41.74% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.57% | +0.22% | -36.42% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.49% | +0.10% | -7.86% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.49% | — | +0.18% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.41% | -0.05% | +16.28% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.38% | +0.26% | +178.58% | |
| 20 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.35% | -0.04% | +2911.33% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.35% | +0.11% | -1.80% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 1.33% | -0.08% | -2.41% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.18% | -0.05% | -2.85% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.17% | -0.05% | +3.69% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.13% | +0.09% | -3.57% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | +0.11% | -20.80% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.01% | -0.04% | +106.62% | |
| 28 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.88% | -0.12% | +0.69% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.79% | — | -0.25% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | -0.05% | +5.97% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.08% | — | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.60% | -0.03% | -3.27% | |
| 33 | ET | Energy Transfer LP | Stock-Energy | 0.56% | -0.02% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.12% | — | |
| 35 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.50% | -0.01% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | +0.10% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.14% | -1.14% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | — | — | |
| 39 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.33% | -0.01% | -7.07% | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.32% | — | -0.35% | |
| 41 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.31% | +0.04% | -10.64% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.30% | +0.03% | — | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.04% | -1.68% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | -2.39% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.03% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.07% | — | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.23% | +0.03% | — | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.23% | — | -85.51% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.02% | -0.68% | |
| 50 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.20% | -0.04% | -30.34% |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 121 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, VTEB, MUB) accounted for 43.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PICK
市值: $9.4M
Top Position Liquidated / Trimmed
EFAV
前期市值: $364.8K
During Q4 2025, Ackerman Capital Advisors, LLC's top holdings by market value included SPYG (16.4%)、VTEB (9.9%)、MUB (6.5%). The largest single position, SPYG, represented 16.4% of total portfolio value.
In Q4 2025, Ackerman Capital Advisors, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 19 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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