Ackerman Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Ackerman Capital Advisors, LLC held in its portfolio 116 assets valued at $515,218,635 (i.e. $515.22M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($114.53M), VANGUARD MUN BD FDS ($49.33M), and ISHARES TR ($32.16M).

The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Ackerman Capital Advisors, LLC Portfolio
SPDR SERIES TRUST
VANGUARD MUN BD FDS
ISHARES TR
VANGUARD WHITEHALL FDS
VANGUARD WHITEHALL FDS
SCHWAB STRATEGIC TR
ISHARES INC
ISHARES TR
ISHARES INC
ISHARES INC
Ackerman Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR SERIES TRUST 1376148 114534002 STATE STREET SPD
VANGUARD MUN BD FDS 980932 49331070 TAX EXEMPT BD
ISHARES TR 300270 32161920 NATIONAL MUN ETF
VANGUARD WHITEHALL FDS 313137 28636379 INTL DVD ETF
VANGUARD WHITEHALL FDS 261073 23496570 INTL HIGH ETF
SCHWAB STRATEGIC TR 617691 20149080 US LCAP GR ETF
ISHARES INC 129734 15405913 MSCI GBL MIN VOL
ISHARES TR 378319 14395038 MSCI INTL VLU FT
ISHARES INC 147766 9932831 CORE MSCI EMKT
ISHARES INC 182274 9357947 MSCI GBL ETF NEW
ISHARES GOLD TR 105787 8586731 ISHARES NEW
VANGUARD INTL EQUITY INDEX F 152029 8173079 FTSE EMR MKT ETF
ISHARES TR 177149 8051422 MSCI INTL QUALTY
SCHWAB STRATEGIC TR 263728 7808986 US LCAP VA ETF
SCHWAB STRATEGIC TR 164114 7419594 FUNDAMENTAL INTL
VANGUARD INDEX FDS 34982 7408838 SM CP VAL ETF
VANGUARD SCOTTSDALE FDS 116854 7003060 INTER TERM TREAS
ISHARES TR 41015 6888059 CORE S&P US GWT
SPDR SERIES TRUST 299627 6750596 BLOOMBERG INTL T
SCHWAB STRATEGIC TR 205547 6731664 EMRG MKTEQ ETF
ISHARES TR 62084 6624363 SHRT NAT MUN ETF
ISHARES TR 58612 5883440 0-3 MNTH TREASRY
VANGUARD SCOTTSDALE FDS 104160 5812128 LONG TERM TREAS
VANGUARD INDEX FDS 18708 5651874 SML CP GRW ETF
VANGUARD INDEX FDS 28996 5537946 VALUE ETF
BARCLAYS BANK PLC 116932 4397813 DJUBS CMDT ETN36
VANGUARD BD INDEX FDS 45038 3549445 SHORT TRM BOND
ISHARES TR 4650 3184971 CORE S&P500 ETF
ISHARES TR 55371 2983389 ISHS 5-10YR INVT
ENERGY TRANSFER L P 169498 2795022 COM UT LTD PTN
ALPHABET INC 8914 2790082 CAP STK CL A
VANECK ETF TRUST 96696 2496691 JP MRGAN EM LOC
ISHARES TR 44091 2412219 MSCI EMG MKT ETF
EXXON MOBIL CORP 19350 2328591 COM
MICROSOFT CORP 3444 1665587 COM
SCHWAB STRATEGIC TR 63114 1625817 MUN BD ETF
SCHWAB STRATEGIC TR 44525 1605572 FUNDAMENTAL EMER
VANGUARD ADMIRAL FDS INC 15878 1552233 SMLCP 600 VAL
ISHARES TR 7427 1475151 MSCI USA QLT FCT
APPLE INC 5262 1430603 COM
BERKSHIRE HATHAWAY INC DEL 2618 1315938 CL B NEW
VISA INC 3525 1236253 COM CL A
CHEVRON CORP NEW 7807 1189865 COM
VANGUARD INTL EQUITY INDEX F 8058 1136661 TT WRLD ST ETF
ISHARES TR 22559 1128176 CORE INTL AGGR
JPMORGAN CHASE & CO. 3354 1080726 COM
BNY MELLON STRATEGIC MUNS IN 156917 997992 COM
BLACKROCK MUNIVEST FD II INC 91721 991504 COM
NYLI MACKAY DEFINEDTERM MUNI 66595 990268 COM
VANGUARD WHITEHALL FDS 6889 988709 HIGH DIV YLD
GOLDMAN SACHS GROUP INC 1110 975690 COM
NEUBERGER MUN FD INC 92972 940877 COM
BLACKROCK MUNI INCOME TR II 90084 940477 COM
HARBOR ETF TRUST 37299 925761 HARBOR COMMODITY
VANGUARD ADMIRAL FDS INC 7522 912307 SMLCP 600 GRTH
BNY MELLON MUN BD INFRASTRUC 82167 903015 COM SHS
ISHARES BITCOIN TRUST ETF 17132 850604 SHS BEN INT
SELECT SECTOR SPDR TR 5438 782916 STATE STREET TEC
BNY MELLON STRATEGIC MUN BD 122251 754289 COM
MCDONALDS CORP 2424 740847 COM
NETFLIX INC 7870 737891 COM
BLACKROCK MUNIHOLDINGS FD IN 60801 713804 COM
BLACKROCK INVT QUALITY MUN T 59374 664989 COM
ISHARES TR 2849 656780 LOW CARBON OPTIM
BLACKROCK MUN INCOME TR 61567 617517 SH BEN INT
EATON VANCE NATL MUN OPPORT 36365 614932 COM SHS
UNION PAC CORP 2600 601432 COM
EOG RES INC 5649 593201 COM
ISHARES TR 12187 584610 MSCI INTL MOMENT
ABBOTT LABS 4600 576334 COM
ISHARES TR 11968 572669 ESG AWR US AGRGT
PEPSICO INC 3813 547227 COM
PIMCO CALIF MUN INCOME FD 60251 525991 COM
CONOCOPHILLIPS 5450 510175 COM
BLACKROCK MUN TARGET TERM TR 21088 481228 COM SHS BEN IN
INVESCO EXCH TRADED FD TR II 19564 453689 NATL AMT MUNI
ISHARES TR 5257 435122 INTL DIV GRWTH
VANGUARD WHITEHALL FDS 6044 407547 EM MK GOV BD ETF
NUVEEN AMT-FREE MUN VALUE FD 27727 396773 COM
JOHNSON & JOHNSON 1913 395895 COM
BLACKROCK MUNIYIELD QUALITY 36153 376108 COM
BANK AMERICA CORP 6727 369963 COM
UDR INC 10050 368634 COM
GRABAGUN DIGITAL HLDGS INC 120000 361200 COMMON STOCK
WESTERN ASSET MANAGED MUNS F 34496 360138 COM
AMERICAN EXPRESS CO 920 340354 COM
SPDR GOLD TR 855 338845 GOLD SHS
ISHARES TR 2300 324668 S&P SML 600 GWT
SCHWAB STRATEGIC TR 11066 301106 FUNDAMENTAL US L
DISNEY WALT CO 2583 293897 COM
QUALCOMM INC 1696 290101 COM
ELI LILLY & CO 269 289089 COM
DANAHER CORPORATION 1248 285692 COM
FEDERATED HERMES PREM MUNI I 25650 284972 COM
TESLA INC 620 278826 COM
TEXAS INSTRS INC 1600 277584 COM
BROADCOM INC 790 273419 COM
BLACKROCK MUNIASSETS FD INC 25403 272066 COM
SOUTHWEST AIRLS CO 6382 263768 COM
VANGUARD WORLD FD 2178 263451 ESG US STK ETF
NVIDIA CORPORATION 1322 246553 COM
PUTNAM MUN OPPORTUNITIES TR 22500 240750 SH BEN INT
PUTNAM MANAGED MUN INCOME TR 37584 235652 COM
SABINE RTY TR 3417 234304 UNIT BEN INT
NUVEEN SELECT MAT MUN FD 24401 227173 SH BEN INT
SOUTHSIDE BANCSHARES INC 7438 226041 COM
BLACKROCK MUN INCOME QUALITY 19674 215234 COM
VANGUARD WORLD FD 2986 213857 ESG INTL STK ETF
HOME DEPOT INC 597 205428 COM
MFS MUN INCOME TR 34993 190012 SH BEN INT
BLACKROCK MUNIHOLDINGS QUALI 18876 189326 COM
BLACKROCK MUNIYIELD FD INC 17431 182851 COM
NUVEEN MUN VALUE FD INC 19601 177585 COM
BLACKROCK MUNIYILD QULT FD I 15599 176269 COM
BLACKROCK MUNIVEST FD INC 19322 133901 COM
MANGOCEUTICALS INC 34500 25530 COM NEW