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Ackerman Capital Advisors, LLC

Q3 2025 · 13F-HR

Ackerman Capital Advisors, LLCholdings as filed

Filed 2025-10-22 · accession 0001699506-25-000005

$477.7M
Reported value
117
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SERIES TRUST$73.8M15.5%706,472CommonNONE
922907746VTEBVANGUARD MUN BD FDS$49.5M10.4%988,350CommonNONE
78464A508SPYVSPDR SERIES TRUST$30.8M6.45%557,251CommonNONE
464288414MUBISHARES TR$30.5M6.39%286,654CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$24.2M5.06%269,703CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$22.1M4.62%260,415CommonNONE
464286525ACWVISHARES INC$20.8M4.35%173,163CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$19.3M4.04%605,028CommonNONE
46435G409IVLUISHARES TR$13.8M2.89%389,065CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$12.1M2.53%414,827CommonNONE
46434G103IEMGISHARES INC$9.9M2.07%150,350CommonNONE
46435G672IAGGISHARES TR$8.0M1.67%155,677CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.9M1.66%145,983CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$7.7M1.60%178,120CommonNONE
464285204IAUISHARES GOLD TR$7.5M1.57%103,134CommonNONE
922908611VBRVANGUARD INDEX FDS$7.3M1.53%34,920CommonNONE
808524706SCHESCHWAB STRATEGIC TR$7.0M1.46%209,313CommonNONE
922908744VTVVANGUARD INDEX FDS$6.8M1.43%36,611CommonNONE
464288158SUBISHARES TR$6.8M1.42%63,620CommonNONE
46436E718SGOVISHARES TR$6.1M1.27%60,329CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$6.0M1.26%100,492CommonNONE
922908595VBKVANGUARD INDEX FDS$5.8M1.21%19,401CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.7M1.20%100,454CommonNONE
46434V456IQLTISHARES TR$5.5M1.16%124,979CommonNONE
06738C778DJPBARCLAYS BANK PLC$4.1M0.86%116,126CommonNONE
78468R721TFISPDR SERIES TRUST$3.9M0.83%86,660CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.4M0.70%42,499CommonNONE
464287200IVVISHARES TR$3.1M0.65%4,650CommonNONE
464288638IGIBISHARES TR$3.1M0.65%57,244CommonNONE
29273V100ETENERGY TRANSFER L P$2.9M0.61%169,498CommonNONE
78468R739SHMSPDR SERIES TRUST$2.5M0.51%50,887CommonNONE
464287671IUSGISHARES TR$2.4M0.51%14,723CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.3M0.48%35,269CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M0.46%19,574CommonNONE
02079K305GOOGLALPHABET INC$2.2M0.45%8,914CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.9M0.41%29,077CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.37%3,444CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$1.7M0.36%67,914CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$1.7M0.35%17,768CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.6M0.34%44,682CommonNONE
46432F339QUALISHARES TR$1.4M0.30%7,427CommonNONE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.4M0.29%225,261CommonNONE
037833100AAPLAPPLE INC$1.4M0.29%5,352CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.28%2,682CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$1.3M0.28%10,803CommonNONE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$1.3M0.27%121,246CommonNONE
09249N101BLEBLACKROCK MUNI INCOME TR II$1.2M0.26%119,399CommonNONE
09253T101XMVTXBLACKROCK MUNIVEST FD II INC$1.2M0.26%116,007CommonNONE
166764100CVXCHEVRON CORP NEW$1.2M0.25%7,807CommonNONE
92826C839VVISA INC$1.2M0.25%3,525CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.23%8,058CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.22%3,377CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$992,1470.21%7,039CommonNONE
41151J505HGERHARBOR ETF TRUST$973,0470.20%37,715CommonNONE
64110L106NFLXNETFLIX INC$943,5500.20%787CommonNONE
64124P101NBHNEUBERGER BERMAN MUN FD INC$926,7150.19%89,798CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$883,9490.19%1,110CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$821,0080.17%69,873CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$751,9820.16%127,024CommonNONE
580135101MCDMCDONALDS CORP$750,0010.16%2,468CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$746,0830.16%2,647CommonNONE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$710,3380.15%46,949CommonNONE
09248F109BLACKROCK MUN INCOME TR$700,8470.15%69,736CommonNONE
46434V464CRBNISHARES TR$646,3520.14%2,849CommonNONE
26875P101EOGEOG RES INC$639,1960.13%5,701CommonNONE
002824100ABTABBOTT LABS$616,1240.13%4,600CommonNONE
907818108UNPUNION PAC CORP$614,5620.13%2,600CommonNONE
46434V449IMTMISHARES TR$611,8590.13%12,779CommonNONE
46435U549EAGGISHARES TR$561,8550.12%11,698CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$546,3790.11%23,663CommonNONE
713448108PEPPEPSICO INC$539,1590.11%3,839CommonNONE
27829L105EOTEATON VANCE NATL MUN OPPORT$527,8540.11%31,722CommonNONE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$525,0420.11%46,300CommonNONE
20825C104COPCONOCOPHILLIPS$518,1640.11%5,478CommonNONE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$460,6180.10%41,572CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$452,7490.09%20,158CommonNONE
46435G524IGROISHARES TR$419,8610.09%5,270CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$398,4440.08%28,099CommonNONE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$384,7000.08%44,117CommonNONE
902653104UDRUDR INC$374,4630.08%10,050CommonNONE
95766M105MMUWESTERN ASSET MANAGED MUNS F$370,1720.08%35,800CommonNONE
46429B689EFAVISHARES TR$364,7690.08%4,300CommonNONE
478160104JNJJOHNSON & JOHNSON$354,7080.07%1,913CommonNONE
060505104BACBANK AMERICA CORP$347,0050.07%6,726CommonNONE
78464A201SLYGSPDR SERIES TRUST$339,4220.07%3,599CommonNONE
464287887IJTISHARES TR$325,4500.07%2,300CommonNONE
025816109AXPAMERICAN EXPRESS CO$305,5870.06%920CommonNONE
31423P108FMNFEDERATED HERMES PREM MUNI I$302,0650.06%27,361CommonNONE
254687106DISDISNEY WALT CO$295,7830.06%2,583CommonNONE
882508104TXNTEXAS INSTRS INC$293,9680.06%1,600CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$291,0360.06%11,066CommonNONE
747525103QCOMQUALCOMM INC$282,1470.06%1,696CommonNONE
88160R101TSLATESLA INC$275,7260.06%620CommonNONE
785688102SBRSABINE RTY TR$271,4810.06%3,417CommonNONE
11135F101AVGOBROADCOM INC$260,6290.05%790CommonNONE
921910733ESGVVANGUARD WORLD FD$257,9620.05%2,178CommonNONE
78463V107GLDSPDR GOLD TR$256,2940.05%721CommonNONE
235851102DHRDANAHER CORPORATION$247,4280.05%1,248CommonNONE
67066G104NVDANVIDIA CORPORATION$246,6590.05%1,322CommonNONE
437076102HDHOME DEPOT INC$241,8980.05%597CommonNONE
78464A516BWXSPDR SERIES TRUST$228,8500.05%9,950CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$213,9340.04%507CommonNONE
84470P109SBSISOUTHSIDE BANCSHARES INC$210,1240.04%7,438CommonNONE
532457108LLYELI LILLY & CO$207,5360.04%272CommonNONE
921910725VSGXVANGUARD WORLD FD$207,1390.04%2,986CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$206,8580.04%20,025CommonNONE
464287614IWFISHARES TR$204,6950.04%437CommonNONE
844741108LUVSOUTHWEST AIRLS CO$203,6500.04%6,382CommonNONE
67061T101NIMNUVEEN SELECT MAT MUN FD$190,2000.04%20,540CommonNONE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$159,4260.03%23,240CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$144,0480.03%16,041CommonNONE
746823103PMMPUTNAM MANAGED MUN INCOME TR$141,4210.03%23,414CommonNONE
552738106MFMMFS MUN INCOME TR$127,4250.03%23,641CommonNONE
09254C107BLACKROCK MUNIHOLDINGS QUALI$123,2550.03%12,252CommonNONE
38387Q105PEWGRABAGUN DIGITAL HLDGS INC$93,2000.02%20,000CommonNONE
56270V205MGRXMANGOCEUTICALS INC$75,5550.02%34,500CommonNONE
09229E303BLACKBOXSTOCKS INC$74,7520.02%12,627CommonNONE

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.