Ackerman Capital Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$488.4M
Q ending 2026-03-31
Prior quarter
$515.2M
Q ending 2025-12-31
Change
-5.2% QoQ · +29.0% YoY
Positions
115
reported holdings

Largest positions

Top 100 of 115 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Series TrustSPYGShares$74.7M763K
Vanguard Mun Bd FdsVTEBShares$47.7M957K
Ishares TrMUBShares$30.2M284K
Vanguard Whitehall FdsVIGIShares$27.5M311K
Vanguard Whitehall FdsVYMIShares$23.4M249K
Spdr Series TrustSPYVShares$23.3M411K
Schwab Strategic TrSCHGShares$18.8M644K
Ishares IncACWVShares$15.5M129K
Ishares TrIVLUShares$15.1M379K
Ishares IncIEMGShares$12.8M183K
Ishares IncPICKShares$10.2M181K
Ishares Gold TrIAUShares$9.3M105K
Ishares TrIQLTShares$8.8M191K
Schwab Strategic TrFNDFShares$8.6M175K
Vanguard Intl Equity Index FVWOShares$8.2M152K
Schwab Strategic TrSCHVShares$8.1M267K
Vanguard Index FdsVBRShares$7.4M34K
Vanguard Scottsdale FdsVGITShares$7.3M123K
Ishares TrSUBShares$7.1M67K
Spdr Series TrustBWXShares$7.0M321K
Schwab Strategic TrSCHEShares$6.5M197K
Vanguard Scottsdale FdsVGLTShares$6.2M112K
Ishares TrIUSGShares$6.2M40K
Ishares TrSGOVShares$5.9M59K
Vanguard Index FdsVTVShares$5.6M28K
Vanguard Index FdsVBKShares$5.5M18K
Barclays Bank PlcDJPShares$5.5M114K
Spdr Series TrustSHMShares$4.9M103K
Vanguard Bd Index FdsBSVShares$3.8M48K
Exxon Mobil CorpXOMShares$3.3M19K
Energy Transfer L PETShares$3.3M169K
Ishares TrIGIBShares$3.1M58K
Ishares TrIVVShares$3.0M5K
Vaneck Etf TrustEMLCShares$2.6M105K
Alphabet IncGOOGLShares$2.6M9K
Ishares TrEEMShares$2.5M44K
Vanguard Admiral Fds IncVIOVShares$1.7M17K
Schwab Strategic TrFNDEShares$1.7M44K
Chevron CorporationCVXShares$1.6M8K
Ishares TrQUALShares$1.4M7K
Schwab Strategic TrSCMBShares$1.4M54K
Apple IncAAPLShares$1.3M5K
Berkshire Hathaway Inc DelBRK/BShares$1.3M3K
Harbor Etf TrustHGERShares$1.2M40K
Microsoft CorpMSFTShares$1.2M3K
Ishares TrIAGGShares$1.1M23K
Vanguard Intl Equity Index FVTShares$1.1M8K
Visa IncVShares$1.1M4K
Vanguard Admiral Fds IncVIOGShares$1.0M8K
Bny Mellon Mun Bd InfrastrucDMBShares$992K94K
Jpmorgan Chase & CoJPMShares$981K3K
Goldman Sachs Group IncGSShares$939K1K
Blackrock Muniholdings Fd InMHDShares$825K73K
Eog Res IncEOGShares$817K6K
Vanguard Whitehall FdsVYMShares$798K5K
Blackrock Muniyild Qult Fd IMQYShares$793K72K
Netflix Inc.NFLXShares$757K8K
Mcdonalds CorpMCDShares$753K2K
Select Sector Spdr TrXLKShares$723K5K
Bny Mellon Strategic Mun BdDSMShares$715K119K
Bny Mellon Strategic Muns InLEOShares$713K113K
Neuberger Mun Fd IncNBHShares$702K69K
Ishares Bitcoin Trust EtfIBITShares$677K18K
Nyli Mackay Definedterm MuniMMDShares$649K44K
Blackrock Muniyield QualityMYIShares$643K61K
Ishares TrCRBNShares$635K3K
Union Pac CorpUNPShares$631K3K
Pimco Calif Mun Income FdXPCQXShares$615K72K
Ishares TrEAGGShares$591K12K
Eaton Vance Natl Mun OpportEOTShares$590K34K
Ishares TrIMTMShares$585K12K
Nuveen Mun Value Fd IncNUVShares$502K56K
Blackrock Muniassets Fd IncMUAShares$488K46K
ConocophillipsCOPShares$482K4K
Abbott LaboratoriesABTShares$472K5K
Johnson & JohnsonJNJShares$468K2K
Putnam Managed Mun Income TrPMMShares$466K76K
Invesco Exch Traded Fd Tr IiPZAShares$442K19K
Ishares TrIGROShares$440K5K
Western Asset Managed Muns FMMUShares$440K43K
Pepsico IncPEPShares$414K3K
Vanguard Whitehall FdsVWOBShares$399K6K
Putnam Mun Opportunities TrPMOShares$396K38K
Pimco Mun Income Fd IiPMLShares$380K50K
Tesla IncTSLACall$372K1K
Spdr Gold TrGLDShares$368K855
Grabagun Digital Hldgs IncPEWShares$361K120K
Udr IncUDRShares$339K10K
Ishares TrIJTShares$333K2K
Federated Hermes Prem Muni IFMNShares$317K29K
Texas Instrs IncTXNShares$311K2K
Nuveen Amt-Free Mun Value FdNUWShares$308K22K
Schwab Strategic TrFNDXShares$305K11K
American Express CoAXPShares$278K920
Sabine Rty TrSBRShares$256K3K
Eli Lilly & CoLLYShares$247K269
Vanguard World FdESGVShares$245K2K
Broadcom IncAVGOShares$245K790
Mfs Mun Income TrMFMShares$243K45K
Targa Res CorpTRGPShares$243K968

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.