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
$973,000 0.21% of portfolio
37,715
Q3 2025 Added 2.9%
$0
$992,000 0.21% of portfolio
7,039
Q2 2021 Reduced 22.22%
$0
$920,000 0.2% of portfolio
89,798
Q3 2025 Added 24.95%
$490B
$943,000 0.2% of portfolio
787
Q1 2024 Added 14.22%
$268B
$883,000 0.19% of portfolio
1,110
Q1 2024 Added 0.91%
$0
$821,000 0.17% of portfolio
69,873
Q3 2025 Reduced 7.66%
$0
$751,000 0.16% of portfolio
127,024
Q3 2025 Reduced 19.08%
$0
$746,000 0.16% of portfolio
2,647
Q1 2025 Added 9.97%
$218B
$750,000 0.16% of portfolio
2,468
Q3 2025 Reduced 0.92%
$0
$710,000 0.15% of portfolio
46,949
Q3 2025 Added 34.35%
$0
$700,000 0.15% of portfolio
69,736
Q3 2025 Added 14.12%
$61.9B
$639,000 0.14% of portfolio
5,701
Q1 2024 Added 0.71%
$0
$646,000 0.14% of portfolio
2,849
Q2 2025 New
$135B
$614,000 0.13% of portfolio
2,600
Q2 2025 Reduced 0.04%
$217B
$616,000 0.13% of portfolio
4,600
Q2 2025 Reduced 0.04%
$0
$611,000 0.13% of portfolio
12,779
Q3 2025 Reduced 2.22%
$0
$546,000 0.12% of portfolio
23,663
Q2 2025 Reduced 31.84%
$198B
$539,000 0.11% of portfolio
3,839
Q3 2025 Added 0.29%
$0
$527,000 0.11% of portfolio
31,722
Q3 2025 Added 102.52%
$0
$524,000 0.11% of portfolio
46,300
Q3 2025 Added 2.6%
$113B
$518,000 0.11% of portfolio
5,478
Q2 2025 Added 0.51%
$0
$452,000 0.1% of portfolio
20,158
Q3 2025 New
$0
$460,000 0.1% of portfolio
41,572
Q3 2025 Reduced 22.87%
$0
$419,000 0.09% of portfolio
5,270
Q3 2025 Reduced 40.73%
$0
$364,000 0.08% of portfolio
4,300
Q3 2025 Reduced 1.15%
$11B
$374,000 0.08% of portfolio
10,050
Q4 2019 New
$0
$393,000 0.08% of portfolio
28,099
Q3 2025 Added 21.55%
$487B
$354,000 0.08% of portfolio
1,913
Q2 2025 Added 0.68%
$0
$370,000 0.08% of portfolio
35,800
Q3 2025 Reduced 15.17%
$0
$384,000 0.08% of portfolio
44,117
Q3 2025 Added 261.05%
$0
$339,000 0.07% of portfolio
3,599
Q3 2025 Reduced 1.45%
$430B
$346,000 0.07% of portfolio
6,726
Q2 2025 Reduced 1.38%
$177B
$311,000 0.07% of portfolio
1,600
Q4 2023 Reduced 11.11%
$0
$325,000 0.07% of portfolio
2,300
Q4 2020 Added 100.0%
$0
$300,000 0.06% of portfolio
27,361
Q3 2025 Reduced 7.16%
$1.48T
$275,000 0.06% of portfolio
620
Q3 2025 New
$204B
$295,000 0.06% of portfolio
2,583
Q2 2025 Added 0.66%
$270B
$305,000 0.06% of portfolio
920
Q2 2025 Reduced 2.75%
$147B
$260,000 0.06% of portfolio
790
Q2 2025 New
$203B
$282,000 0.06% of portfolio
1,696
Q1 2024 Reduced 2.97%
$0
$291,000 0.06% of portfolio
11,066
Q1 2025 Reduced 6.39%
$1.04B
$271,000 0.06% of portfolio
3,417
Q4 2022 Reduced 2.09%
$156B
$247,000 0.05% of portfolio
1,248
Q2 2025 Reduced 0.08%
$0
$257,000 0.05% of portfolio
2,178
Q2 2025 New
$516B
$246,000 0.05% of portfolio
1,322
Q2 2025 New
$0
$228,000 0.05% of portfolio
9,950
Q3 2025 Added 0.82%
$103B
$213,000 0.05% of portfolio
507
Q2 2025 New
$387B
$241,000 0.05% of portfolio
597
Q2 2025 Reduced 0.17%
$127B
$256,000 0.05% of portfolio
721
Q1 2025 New

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
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