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CIK: 0001699506
Total reported value
$496.6M
$496.6M
114 檔
41.0%
During the Q1 2026 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 114 reported positions.
Ackerman Capital Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 13 holdings and trimming 38 positions.
| # | 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 | 15.29% | +0.78% | -0.13% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.78% | -0.10% | -2.44% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 6.18% | -0.21% | -5.36% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.63% | -0.35% | -0.71% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.80% | -0.65% | -4.71% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.77% | -0.56% | -1.36% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.84% | +0.58% | +4.30% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.17% | -0.27% | -0.23% | |
| 9 | IVLU | Ishares Msci International V | ETF-Other | 3.08% | +0.11% | +0.29% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.62% | +0.46% | +24.08% | |
| 11 | PICK | Ishares Msci Global Metals & | ETF-Other | 2.10% | -0.18% | -0.80% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.90% | -0.30% | -0.46% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.80% | +0.02% | +7.61% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.75% | +0.10% | +6.61% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.68% | -0.36% | -0.34% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.66% | +0.22% | +1.06% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.51% | — | -3.06% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.50% | -0.05% | +5.59% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.45% | -0.08% | +7.30% | |
| 20 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.44% | -0.04% | +7.14% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.33% | +0.11% | -4.40% | |
| 22 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.27% | -0.05% | +7.86% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.27% | +0.26% | -2.49% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.21% | -0.05% | +0.05% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | +0.11% | -2.10% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.13% | +0.09% | -2.33% | |
| 27 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.12% | -0.12% | -2.65% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.01% | -0.04% | -2.03% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.78% | -0.05% | +7.62% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.14% | +0.01% | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 0.67% | -0.02% | — | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | -0.03% | +5.49% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.08% | -0.02% | |
| 34 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.54% | -0.01% | +8.45% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.12% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | +0.10% | — | |
| 37 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.36% | +0.04% | +7.87% | |
| 38 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.35% | — | -1.06% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.07% | — | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | +0.03% | -1.35% | |
| 41 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.28% | -0.01% | -14.24% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.04% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | — | |
| 44 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.26% | -0.03% | +7.89% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | -7.14% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.23% | — | +1.01% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.22% | +0.03% | -1.74% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | +0.03% | — | |
| 49 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.21% | +0.04% | +8.20% | |
| 50 | DMB | Bny Mellon Muni Bnd Infra | Stock-Other | 0.20% | -0.06% | +14.60% |
According to official SEC Form 13F filings, Ackerman Capital Advisors, LLC reported a total U.S. public equity portfolio value of $496.6M across 114 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, VTEB, MUB) accounted for 41.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PML
市值: $380.5K
Top Position Liquidated / Trimmed
TFI
前期市值: $4.0M
During Q1 2026, Ackerman Capital Advisors, LLC's top holdings by market value included SPYG (15.3%)、VTEB (9.8%)、MUB (6.2%). The largest single position, SPYG, represented 15.3% of total portfolio value.
In Q1 2026, Ackerman Capital Advisors, LLC made 93 total portfolio adjustments, initiating 6 new buys, adding to 36 positions, trimming 38 holdings, and fully liquidating 13 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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