Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Ackerman Capital Advisors, LLC

Q4 2025 · 13F-HR

Ackerman Capital Advisors, LLCholdings as filed

Filed 2026-02-11 · accession 0001699506-26-000001

$498.2M
Reported value
121
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SERIES TRUST$81.5M16.4%763,821CommonNONE
922907746VTEBVANGUARD MUN BD FDS$49.3M9.90%980,932CommonNONE
464288414MUBISHARES TR$32.2M6.46%300,270CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$28.6M5.75%313,137CommonNONE
78464A508SPYVSPDR SERIES TRUST$23.7M4.76%417,135CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$23.5M4.72%261,073CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$20.1M4.04%617,691CommonNONE
464286525ACWVISHARES INC$15.4M3.09%129,734CommonNONE
46435G409IVLUISHARES TR$14.4M2.89%378,319CommonNONE
46434G103IEMGISHARES INC$9.9M1.99%147,766CommonNONE
46434G848PICKISHARES INC$9.4M1.88%182,274CommonNONE
464285204IAUISHARES GOLD TR$8.6M1.72%105,787CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.2M1.64%152,029CommonNONE
46434V456IQLTISHARES TR$8.1M1.62%177,149CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.8M1.57%263,728CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$7.4M1.49%164,114CommonNONE
922908611VBRVANGUARD INDEX FDS$7.4M1.49%34,982CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$7.0M1.41%116,854CommonNONE
464287671IUSGISHARES TR$6.9M1.38%41,015CommonNONE
78464A516BWXSPDR SERIES TRUST$6.8M1.35%299,627CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.7M1.35%205,547CommonNONE
464288158SUBISHARES TR$6.6M1.33%62,084CommonNONE
46436E718SGOVISHARES TR$5.9M1.18%58,612CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$5.8M1.17%104,160CommonNONE
922908595VBKVANGUARD INDEX FDS$5.7M1.13%18,708CommonNONE
922908744VTVVANGUARD INDEX FDS$5.5M1.11%28,996CommonNONE
78468R739SHMSPDR SERIES TRUST$5.0M1.01%105,142CommonNONE
06738C778DJPBARCLAYS BANK PLC$4.4M0.88%116,932CommonNONE
78468R721TFISPDR SERIES TRUST$4.0M0.79%86,444CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.5M0.71%45,038CommonNONE
464287200IVVISHARES TR$3.2M0.64%4,650CommonNONE
464288638IGIBISHARES TR$3.0M0.60%55,371CommonNONE
29273V100ETENERGY TRANSFER L P$2.8M0.56%169,498CommonNONE
02079K305GOOGLALPHABET INC$2.8M0.56%8,914CommonNONE
92189H300EMLCVANECK ETF TRUST$2.5M0.50%96,696CommonNONE
464287234EEMISHARES TR$2.4M0.48%44,091CommonNONE
30231G102XOMEXXON MOBIL CORP$2.3M0.47%19,350CommonNONE
594918104MSFTMICROSOFT CORP$1.7M0.33%3,444CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$1.6M0.33%63,114CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.6M0.32%44,525CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$1.6M0.31%15,878CommonNONE
46432F339QUALISHARES TR$1.5M0.30%7,427CommonNONE
037833100AAPLAPPLE INC$1.4M0.29%5,262CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.26%2,618CommonNONE
92826C839VVISA INC$1.2M0.25%3,525CommonNONE
166764100CVXCHEVRON CORP NEW$1.2M0.24%7,807CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.23%8,058CommonNONE
46435G672IAGGISHARES TR$1.1M0.23%22,559CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.22%3,354CommonNONE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$997,9920.20%156,917CommonNONE
09253T101XMVTXBLACKROCK MUNIVEST FD II INC$991,5040.20%91,721CommonNONE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$990,2680.20%66,595CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$988,7090.20%6,889CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$975,6900.20%1,110CommonNONE
64124P101NBHNEUBERGER MUN FD INC$940,8770.19%92,972CommonNONE
09249N101BLEBLACKROCK MUNI INCOME TR II$940,4770.19%90,084CommonNONE
41151J505HGERHARBOR ETF TRUST$925,7610.19%37,299CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$912,3070.18%7,522CommonNONE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$903,0150.18%82,167CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$850,6040.17%17,132CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$782,9160.16%5,438CommonNONE
09662E109DSMBNY MELLON STRATEGIC MUN BD$754,2890.15%122,251CommonNONE
580135101MCDMCDONALDS CORP$740,8470.15%2,424CommonNONE
64110L106NFLXNETFLIX INC$737,8910.15%7,870CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$713,8040.14%60,801CommonNONE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$664,9890.13%59,374CommonNONE
46434V464CRBNISHARES TR$656,7800.13%2,849CommonNONE
09248F109BLACKROCK MUN INCOME TR$617,5170.12%61,567CommonNONE
27829L105EOTEATON VANCE NATL MUN OPPORT$614,9320.12%36,365CommonNONE
907818108UNPUNION PAC CORP$601,4320.12%2,600CommonNONE
26875P101EOGEOG RES INC$593,2010.12%5,649CommonNONE
46434V449IMTMISHARES TR$584,6100.12%12,187CommonNONE
002824100ABTABBOTT LABS$576,3340.12%4,600CommonNONE
46435U549EAGGISHARES TR$572,6690.11%11,968CommonNONE
713448108PEPPEPSICO INC$547,2270.11%3,813CommonNONE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$525,9910.11%60,251CommonNONE
20825C104COPCONOCOPHILLIPS$510,1750.10%5,450CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$481,2280.10%21,088CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$453,6890.09%19,564CommonNONE
46435G524IGROISHARES TR$435,1220.09%5,257CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$407,5470.08%6,044CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$396,7730.08%27,727CommonNONE
478160104JNJJOHNSON & JOHNSON$395,8950.08%1,913CommonNONE
060505104BACBANK AMERICA CORP$369,9630.07%6,727CommonNONE
902653104UDRUDR INC$368,6340.07%10,050CommonNONE
38387Q105PEWGRABAGUN DIGITAL HLDGS INC$361,2000.07%120,000CommonNONE
95766M105MMUWESTERN ASSET MANAGED MUNS F$360,1380.07%34,496CommonNONE
025816109AXPAMERICAN EXPRESS CO$340,3540.07%920CommonNONE
78464A201SLYGSPDR SERIES TRUST$339,6830.07%3,606CommonNONE
78463V107GLDSPDR GOLD TR$338,8450.07%855CommonNONE
464287887IJTISHARES TR$324,6680.07%2,300CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$301,1060.06%11,066CommonNONE
254687106DISDISNEY WALT CO$293,8970.06%2,583CommonNONE
747525103QCOMQUALCOMM INC$290,1010.06%1,696CommonNONE
532457108LLYELI LILLY & CO$289,0890.06%269CommonNONE
235851102DHRDANAHER CORPORATION$285,6920.06%1,248CommonNONE
31423P108FMNFEDERATED HERMES PREM MUNI I$284,9720.06%25,650CommonNONE
88160R101TSLATESLA INC$278,8260.06%620CommonNONE
882508104TXNTEXAS INSTRS INC$277,5840.06%1,600CommonNONE
11135F101AVGOBROADCOM INC$273,4190.05%790CommonNONE
09254J102MUABLACKROCK MUNIASSETS FD INC$272,0660.05%25,403CommonNONE
844741108LUVSOUTHWEST AIRLS CO$263,7680.05%6,382CommonNONE
921910733ESGVVANGUARD WORLD FD$263,4510.05%2,178CommonNONE
67066G104NVDANVIDIA CORPORATION$246,5530.05%1,322CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$240,7500.05%22,500CommonNONE
746823103PMMPUTNAM MANAGED MUN INCOME TR$235,6520.05%37,584CommonNONE
785688102SBRSABINE RTY TR$234,3040.05%3,417CommonNONE
67061T101NIMNUVEEN SELECT MAT MUN FD$227,1730.05%24,401CommonNONE
84470P109SBSISOUTHSIDE BANCSHARES INC$226,0410.05%7,438CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$215,2340.04%19,674CommonNONE
921910725VSGXVANGUARD WORLD FD$213,8570.04%2,986CommonNONE
09254G108XMQTXBLACKROCK MUNIYIELD QUALITY$206,8190.04%20,579CommonNONE
437076102HDHOME DEPOT INC$205,4280.04%597CommonNONE
552738106MFMMFS MUN INCOME TR$190,0120.04%34,993CommonNONE
09254C107BLACKROCK MUNIHOLDINGS QUALI$189,3260.04%18,876CommonNONE
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$182,8510.04%17,431CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$177,5850.04%19,601CommonNONE
09254F100MQYBLACKROCK MUNIYILD QULT FD I$176,2690.04%15,599CommonNONE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$169,2890.03%15,574CommonNONE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$133,9010.03%19,322CommonNONE
56270V205MGRXMANGOCEUTICALS INC$25,5300.01%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.