Ackerman Capital Advisors, LLC Portfolio Holdings

Ackerman Capital Advisors, LLC

  • $425 Million
  • Q2 2025

Ackerman Capital Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $425 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $64.1M, Vanguard Mun Bd Fds Tax Exempt with a value of $50.1M, Ishares National Muni Bond ETF with a value of $25.5M, Spdr Portfolio S&P 500 Value E with a value of $24.7M, and Vanguard Whitehall Fds Intl Di with a value of $21.4M.

Examining the 13F form we can see an increase of $48.2M in the current position value, from $377M to 425M.

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

Portfolio value $425 Million
ETFs: $388 Million
Financial Services: $17.3 Million
Energy: $7.69 Million
Technology: $4.02 Million
Communication Services: $2.94 Million
Healthcare: $1.38 Million
Industrials: $1.03 Million
Consumer Cyclical: $945,000
Other: $915,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$208,000 0.05% of portfolio
1,322
Q2 2025 New
$18.2B
$207,000 0.05% of portfolio
6,382
Q4 2024 New
$102B
$221,000 0.05% of portfolio
507
Q2 2025 New
$0
$183,000 0.04% of portfolio
27,882
Q2 2025 Added 82.93%
$0
$127,000 0.03% of portfolio
13,235
Q2 2025 New
$0
$115,000 0.03% of portfolio
10,949
Q2 2025 Reduced 64.37%
$0
$113,000 0.03% of portfolio
11,790
Q2 2025 Reduced 17.82%
$0
$104,000 0.02% of portfolio
12,219
Q2 2025 Reduced 11.13%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 24.31%
-
$0 0.0% of portfolio
-
Q2 2025 New
Mangoceuticals Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Blackboxstocks Inc
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $425 Million
  • Prior Value $377 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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