Ackerman Capital Advisors, LLC Portfolio Holdings

Ackerman Capital Advisors, LLC

  • $471 Million
  • Q3 2025

Ackerman Capital Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $471 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $73.8M, Vanguard Mun Bd Fds Tax Exempt with a value of $49.5M, Spdr Portfolio S&P 500 Value E with a value of $30.8M, Ishares National Muni Bond ETF with a value of $30.5M, and Vanguard Whitehall Fds Intl Di with a value of $24.2M.

Examining the 13F form we can see an increase of $45.8M in the current position value, from $425M to 471M.

Below you can find more details about Ackerman Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $471 Million
ETFs: $431 Million
Financial Services: $18.9 Million
Energy: $7.75 Million
Technology: $4.24 Million
Communication Services: $3.4 Million
Healthcare: $1.42 Million
Consumer Cyclical: $1.27 Million
Industrials: $1.03 Million
Other: $913,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.8 Million 15.68% of portfolio
706,472
Q3 2025 Added 5.13%
$0
$49.5 Million 10.51% of portfolio
988,350
Q3 2025 Reduced 3.21%
$0
$30.8 Million 6.55% of portfolio
557,251
Q3 2025 Added 18.28%
$0
$30.5 Million 6.48% of portfolio
286,654
Q3 2025 Added 17.53%
$0
$24.2 Million 5.13% of portfolio
269,703
Q3 2025 Added 13.47%
$0
$22.1 Million 4.68% of portfolio
260,415
Q3 2025 Added 18.36%
$0
$20.8 Million 4.41% of portfolio
173,163
Q3 2025 Added 21.27%
$0
$19.3 Million 4.1% of portfolio
605,028
Q3 2025 Reduced 0.47%
$0
$13.8 Million 2.93% of portfolio
389,065
Q3 2025 Reduced 5.89%
$0
$12.1 Million 2.56% of portfolio
414,827
Q3 2025 Reduced 0.18%
$0
$8.06 Million 1.71% of portfolio
150,350
Q3 2025 Added 1.94%
$0
$7.98 Million 1.69% of portfolio
155,677
Q3 2025 Added 3.37%
$0
$7.91 Million 1.68% of portfolio
145,983
Q3 2025 Added 44.51%
$0
$7.65 Million 1.62% of portfolio
178,120
Q3 2025 Added 0.13%
$63.9B
$7.51 Million 1.59% of portfolio
103,134
Q3 2025 Reduced 2.49%
$0
$7.29 Million 1.55% of portfolio
34,920
Q3 2025 Added 6.84%
$0
$6.83 Million 1.45% of portfolio
36,611
Q3 2025 Reduced 2.54%
$0
$6.79 Million 1.44% of portfolio
63,620
Q3 2025 Reduced 3.7%
$0
$6.08 Million 1.29% of portfolio
60,329
Q3 2025 Added 3.26%
$0
$6.03 Million 1.28% of portfolio
100,492
Q3 2025 Added 5.78%
$0
$5.77 Million 1.23% of portfolio
19,401
Q3 2025 Added 4.68%
$0
$5.71 Million 1.21% of portfolio
100,454
Q3 2025 Added 3.64%
$0
$5.52 Million 1.17% of portfolio
124,979
Q3 2025 Added 4.58%
$0
$3.95 Million 0.84% of portfolio
86,660
Q2 2025 Reduced 73.24%
$0
$3.75 Million 0.8% of portfolio
116,126
Q3 2025 Added 2.68%
$0
$3.35 Million 0.71% of portfolio
42,499
Q3 2025 Added 3.43%
$0
$3.11 Million 0.66% of portfolio
4,650
Q1 2025 Reduced 0.36%
$0
$3.1 Million 0.66% of portfolio
57,244
Q3 2025 Added 3.4%
$52B
$2.91 Million 0.62% of portfolio
169,498
Q2 2025 New
$0
$2.45 Million 0.52% of portfolio
50,887
Q3 2025 Added 49.79%
$0
$2.42 Million 0.51% of portfolio
14,723
Q3 2025 Reduced 3.66%
$477B
$2.21 Million 0.47% of portfolio
19,574
Q3 2025 Added 0.15%
$1.68T
$2.17 Million 0.46% of portfolio
8,914
Q2 2025 Added 1.3%
$0
$1.81 Million 0.39% of portfolio
29,077
Q3 2025 Added 1.76%
$3.86T
$1.78 Million 0.38% of portfolio
3,444
Q2 2025 Added 0.17%
$0
$1.69 Million 0.36% of portfolio
17,768
Q3 2025 Added 1.16%
$0
$1.62 Million 0.34% of portfolio
44,682
Q2 2025 Reduced 1.4%
$0
$1.44 Million 0.31% of portfolio
7,427
Q3 2025 Reduced 1.93%
$0
$1.41 Million 0.3% of portfolio
225,261
Q3 2025 Reduced 12.45%
$621B
$1.35 Million 0.29% of portfolio
2,682
Q1 2025 Reduced 2.44%
$4.35T
$1.36 Million 0.29% of portfolio
5,352
Q2 2025 Reduced 1.78%
$0
$1.32 Million 0.28% of portfolio
10,803
Q3 2025 Added 3.58%
$0
$1.29 Million 0.27% of portfolio
121,246
Q3 2025 Reduced 12.96%
$309B
$1.21 Million 0.26% of portfolio
7,807
Q2 2024 Added 1.3%
$557B
$1.2 Million 0.26% of portfolio
3,525
Q2 2025 Added 1.41%
$0
$1.23 Million 0.26% of portfolio
116,007
Q3 2025 Added 6.25%
$0
$1.25 Million 0.26% of portfolio
119,399
Q3 2025 Reduced 9.51%
$0
$1.11 Million 0.24% of portfolio
8,058
Q3 2025 Added 0.36%
$913B
$1.07 Million 0.23% of portfolio
3,377
Q2 2025 Added 2.15%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $471 Million
  • Prior Value $425 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Ackerman Capital Advisors, LLC Portfolio

Follow Ackerman Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ackerman Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ackerman Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email