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Ackerman Capital Advisors, LLC

Q2 2025 · 13F-HR

Ackerman Capital Advisors, LLCholdings as filed

Filed 2025-07-25 · accession 0001699506-25-000003

$430.5M
Reported value
112
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SERIES TRUST$64.1M14.9%671,985CommonNONE
922907746VTEBVANGUARD MUN BD FDS$50.1M11.6%1,021,172CommonNONE
464288414MUBISHARES TR$25.5M5.92%243,903CommonNONE
78464A508SPYVSPDR SERIES TRUST$24.7M5.73%471,136CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$21.4M4.98%237,683CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$17.8M4.12%607,860CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$17.6M4.09%220,024CommonNONE
464286525ACWVISHARES INC$16.9M3.93%142,790CommonNONE
46435G409IVLUISHARES TR$13.6M3.16%413,433CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$11.5M2.67%415,563CommonNONE
46434G103IEMGISHARES INC$8.9M2.06%147,486CommonNONE
46435G672IAGGISHARES TR$7.7M1.79%150,601CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$7.1M1.65%177,885CommonNONE
464288158SUBISHARES TR$7.0M1.63%66,064CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.8M1.58%225,814CommonNONE
922908744VTVVANGUARD INDEX FDS$6.6M1.54%37,565CommonNONE
464285204IAUISHARES GOLD TR$6.6M1.53%105,767CommonNONE
922908611VBRVANGUARD INDEX FDS$6.4M1.48%32,685CommonNONE
46436E718SGOVISHARES TR$5.9M1.37%58,426CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$5.7M1.32%95,002CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.4M1.26%96,927CommonNONE
46434V456IQLTISHARES TR$5.2M1.20%119,505CommonNONE
922908595VBKVANGUARD INDEX FDS$5.1M1.19%18,533CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.0M1.16%101,016CommonNONE
78468R721TFISPDR SERIES TRUST$3.9M0.90%86,660CommonNONE
06738C778DJPBARCLAYS BANK PLC$3.8M0.89%113,095CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.2M0.75%41,088CommonNONE
29273V100ETENERGY TRANSFER L P$3.1M0.71%169,498CommonNONE
464288638IGIBISHARES TR$3.0M0.69%55,360CommonNONE
464287200IVVISHARES TR$2.9M0.67%4,650CommonNONE
464287671IUSGISHARES TR$2.3M0.53%15,282CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.1M0.49%34,485CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.49%19,545CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.9M0.43%28,575CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$1.7M0.41%69,482CommonNONE
594918104MSFTMICROSOFT CORP$1.7M0.40%3,444CommonNONE
78468R739SHMSPDR SERIES TRUST$1.6M0.38%33,973CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.36%8,914CommonNONE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.5M0.35%257,302CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$1.5M0.35%17,564CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.5M0.34%44,682CommonNONE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$1.4M0.33%139,299CommonNONE
46432F339QUALISHARES TR$1.4M0.32%7,573CommonNONE
09249N101BLEBLACKROCK MUNI INCOME TR II$1.3M0.31%131,946CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.30%2,682CommonNONE
92826C839VVISA INC$1.3M0.29%3,525CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$1.2M0.28%10,430CommonNONE
09253T101XMVTXBLACKROCK MUNIVEST FD II INC$1.1M0.26%109,184CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.26%7,807CommonNONE
464287614IWFISHARES TR$1.1M0.26%2,610CommonNONE
037833100AAPLAPPLE INC$1.1M0.26%5,352CommonNONE
64110L106NFLXNETFLIX INC$1.1M0.24%787CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.0M0.24%8,029CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$979,0260.23%3,377CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$938,3690.22%7,039CommonNONE
41151J505HGERHARBOR ETF TRUST$890,2530.21%36,651CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$879,0100.20%156,966CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$847,5260.20%75,672CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$785,6030.18%1,110CommonNONE
580135101MCDMCDONALDS CORP$727,7950.17%2,491CommonNONE
64124P101NBHNEUBERGER BERMAN MUN FD INC$706,4330.16%71,865CommonNONE
46435G524IGROISHARES TR$701,4900.16%8,892CommonNONE
26875P101EOGEOG RES INC$681,8970.16%5,701CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$670,3000.16%2,647CommonNONE
002824100ABTABBOTT LABS$625,6460.15%4,600CommonNONE
46434V464CRBNISHARES TR$603,4750.14%2,849CommonNONE
907818108UNPUNION PAC CORP$598,2080.14%2,600CommonNONE
46434V449IMTMISHARES TR$597,1230.14%13,069CommonNONE
09248F109BLACKROCK MUN INCOME TR$586,0070.14%61,106CommonNONE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$565,4320.13%53,902CommonNONE
46435U549EAGGISHARES TR$556,1230.13%11,698CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$529,8150.12%23,663CommonNONE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$516,8370.12%34,945CommonNONE
713448108PEPPEPSICO INC$505,3900.12%3,828CommonNONE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$492,7650.11%45,125CommonNONE
20825C104COPCONOCOPHILLIPS$491,5960.11%5,478CommonNONE
95766M105MMUWESTERN ASSET MANAGED MUNS F$417,7800.10%42,200CommonNONE
902653104UDRUDR INC$410,3420.10%10,050CommonNONE
46429B689EFAVISHARES TR$365,6610.08%4,350CommonNONE
882508104TXNTEXAS INSTRS INC$332,1920.08%1,600CommonNONE
78464A201SLYGSPDR SERIES TRUST$324,1150.08%3,652CommonNONE
254687106DISDISNEY WALT CO$320,3500.07%2,583CommonNONE
060505104BACBANK AMERICA CORP$318,2630.07%6,726CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$316,2540.07%23,118CommonNONE
31423P108FMNFEDERATED HERMES PREM MUNI I$313,5710.07%29,471CommonNONE
464287887IJTISHARES TR$305,9920.07%2,300CommonNONE
025816109AXPAMERICAN EXPRESS CO$293,4620.07%920CommonNONE
478160104JNJJOHNSON & JOHNSON$292,2110.07%1,913CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$271,5600.06%11,066CommonNONE
747525103QCOMQUALCOMM INC$270,1050.06%1,696CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$256,2780.06%27,917CommonNONE
27829L105EOTEATON VANCE NATL MUN OPPORT$254,3830.06%15,664CommonNONE
235851102DHRDANAHER CORPORATION$246,5300.06%1,248CommonNONE
921910733ESGVVANGUARD WORLD FD$238,7960.06%2,178CommonNONE
78464A516BWXSPDR SERIES TRUST$231,8230.05%9,869CommonNONE
785688102SBRSABINE RTY TR$227,0600.05%3,417CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$221,7670.05%507CommonNONE
78463V107GLDSPDR GOLD TR$219,7820.05%721CommonNONE
84470P109SBSISOUTHSIDE BANCSHARES INC$218,9000.05%7,438CommonNONE
437076102HDHOME DEPOT INC$218,8840.05%597CommonNONE
11135F101AVGOBROADCOM INC$217,7640.05%790CommonNONE
532457108LLYELI LILLY & CO$212,0320.05%272CommonNONE
67066G104NVDANVIDIA CORPORATION$208,8630.05%1,322CommonNONE
844741108LUVSOUTHWEST AIRLS CO$207,0320.05%6,382CommonNONE
92343E102VRSNVERISIGN INC$205,3370.05%711CommonNONE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$183,4640.04%27,882CommonNONE
09248L106XBNYXBLACKROCK N Y MUN INCOME TRU$127,9820.03%13,235CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$115,6210.03%10,949CommonNONE
09254G108XMQTXBLACKROCK MUNIYIELD QUALITY$113,6560.03%11,790CommonNONE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$104,9610.02%12,219CommonNONE
09229E303BLACKBOXSTOCKS INC$74,3730.02%12,627CommonNONE
56270V205MGRXMANGOCEUTICALS INC$52,4400.01%34,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.