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Ackerman Capital Advisors, LLC

Updated 6 days ago

Managed by Ackerman Capital Advisors, Llc • Latest filing Q3 2026

Portfolio value
$512.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$498.2M
Q1 2026$488.4M
Q2 2026$496.6M
Q3 2026$512.1M

Top holdings

129 positions as of Q3 2026

View filing
S

SPDR SERIES TRUST

Value
$81.8M
Shares
664.7K
% Port
15.97%
V

VANGUARD MUN BD FDS

Value
$45M
Shares
951.1K
% Port
8.79%
E

ISHARES TR

Value
$27.3M
Shares
269.5K
% Port
5.32%
V

VANGUARD WHITEHALL FDS

Value
$26.3M
Shares
278.6K
% Port
5.14%
S

SCHWAB STRATEGIC TR

Value
$23.5M
Shares
653.8K
% Port
4.59%
V

VANGUARD WHITEHALL FDS

Value
$21.2M
Shares
209.2K
% Port
4.13%
S

SPDR SERIES TRUST

Value
$21M
Shares
343.2K
% Port
4.10%
E

ISHARES TR

Value
$16.2M
Shares
378.8K
% Port
3.17%
E

ISHARES INC

Value
$14.8M
Shares
182.0K
% Port
2.88%
E

ISHARES INC

Value
$14.5M
Shares
118.3K
% Port
2.84%
I

ISHARES TR

Value
$11M
Shares
56.7K
% Port
2.15%
E

ISHARES INC

Value
$9.9M
Shares
164.7K
% Port
1.93%
S

SCHWAB STRATEGIC TR

Value
$9.2M
Shares
274.9K
% Port
1.79%
S

SCHWAB STRATEGIC TR

Value
$9M
Shares
167.7K
% Port
1.76%
E

ISHARES TR

Value
$8.7M
Shares
175.2K
% Port
1.69%
V

VANGUARD STAR FDS

Value
$8.4M
Shares
98.7K
% Port
1.64%
I

ISHARES GOLD TR

Value
$8.2M
Shares
104.9K
% Port
1.60%
S

SCHWAB STRATEGIC TR

Value
$7.2M
Shares
196.8K
% Port
1.40%
V

VANGUARD INDEX FDS

Value
$7.1M
Shares
30.9K
% Port
1.40%
V

VANGUARD SCOTTSDALE FDS

Value
$6.7M
Shares
118.9K
% Port
1.32%

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