Ackerman Capital Advisors, LLC
CIK: 0001699506SEC EDGAR →
Portfolio Value
$498K
Holdings
121
As of
Q4 2025
New Positions
121
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 763,821 | $81K | 16.36% |
| 2 | VANGUARD MUN BD FDS | 980,932 | $49K | 9.90% |
| 3 | ISHARES TR | 300,270 | $32K | 6.46% |
| 4 | VANGUARD WHITEHALL FDS | 313,137 | $29K | 5.75% |
| 5 | SPDR SERIES TRUST | 417,135 | $24K | 4.76% |
| 6 | VANGUARD WHITEHALL FDS | 261,073 | $23K | 4.72% |
| 7 | SCHWAB STRATEGIC TR | 617,691 | $20K | 4.04% |
| 8 | ISHARES INC | 129,734 | $15K | 3.09% |
| 9 | ISHARES TR | 378,319 | $14K | 2.89% |
| 10 | ISHARES INC | 147,766 | $10K | 1.99% |
Quarterly Changes
New Positions (121)
$81K · 764K shares
$49K · 981K shares
$32K · 300K shares
$29K · 313K shares
$24K · 417K shares
$23K · 261K shares
$20K · 618K shares
$15K · 130K shares
$14K · 378K shares
$10K · 148K shares
$9K · 182K shares
$9K · 106K shares
$8K · 152K shares
$8K · 177K shares
$8K · 264K shares
$7K · 164K shares
$7K · 35K shares
$7K · 117K shares
$7K · 41K shares
$7K · 300K shares
$7K · 206K shares
$7K · 62K shares
$6K · 59K shares
$6K · 104K shares
$6K · 19K shares
$6K · 29K shares
$5K · 105K shares
$4K · 117K shares
$4K · 86K shares
$4K · 45K shares
$3K · 5K shares
$3K · 55K shares
$3K · 169K shares
$3K · 9K shares
$2K · 97K shares
$2K · 44K shares
$2K · 19K shares
$2K · 3K shares
$2K · 63K shares
$2K · 45K shares
$2K · 16K shares
$1K · 7K shares
$1K · 5K shares
$1K · 3K shares
$1K · 4K shares
$1K · 8K shares
$1K · 8K shares
$1K · 23K shares
$1K · 3K shares
$997 · 157K shares
$991 · 92K shares
$990 · 67K shares
$988 · 7K shares
$975 · 1K shares
$940 · 90K shares
$940 · 93K shares
$925 · 37K shares
$912 · 8K shares
$903 · 82K shares
$850 · 17K shares
$782 · 5K shares
$754 · 122K shares
$740 · 2K shares
$737 · 8K shares
$713 · 61K shares
$664 · 59K shares
$656 · 3K shares
$617 · 62K shares
$614 · 36K shares
$601 · 3K shares
$593 · 6K shares
$584 · 12K shares
$576 · 5K shares
$572 · 12K shares
$547 · 4K shares
$525 · 60K shares
$510 · 5K shares
$481 · 21K shares
$453 · 20K shares
$435 · 5K shares
$407 · 6K shares
$396 · 28K shares
$395 · 2K shares
$369 · 7K shares
$368 · 10K shares
$361 · 120K shares
$360 · 34K shares
$340 · 920 shares
$339 · 4K shares
$338 · 855 shares
$324 · 2K shares
$301 · 11K shares
$293 · 3K shares
$290 · 2K shares
$289 · 269 shares
$285 · 1K shares
$284 · 26K shares
$278 · 620 shares
$277 · 2K shares
$273 · 790 shares
$272 · 25K shares
$263 · 2K shares
$263 · 6K shares
$246 · 1K shares
$240 · 23K shares
$235 · 38K shares
$234 · 3K shares
$227 · 24K shares
$226 · 7K shares
$215 · 20K shares
$213 · 3K shares
$206 · 21K shares
$205 · 597 shares
$190 · 35K shares
$189 · 19K shares
$182 · 17K shares
$177 · 20K shares
$176 · 16K shares
$169 · 16K shares
$133 · 19K shares
$25 · 35K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $451K | 90.6% |
| Technology | 28 | $20K | 4.0% |
| Unknown | 4 | $11K | 2.2% |
| Energy | 6 | $8K | 1.5% |
| Communication Services | 3 | $4K | 0.8% |
| Healthcare | 5 | $2K | 0.3% |
| Industrials | 3 | $1K | 0.2% |
| Consumer Cyclical | 3 | $1K | 0.2% |
| Consumer Defensive | 1 | $547 | 0.1% |
| Real Estate | 1 | $368 | 0.1% |