Universe · entity
Ackerman Capital Advisors, LLC
Institutional manager (13F) · CIK 1699506
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $460M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $75M | 762,853 |
| 2 | VANGUARD MUN BD FDS | $48M | 957,011 |
| 3 | ISHARES TR | $30M | 284,162 |
| 4 | VANGUARD WHITEHALL FDS | $28M | 310,912 |
| 5 | VANGUARD WHITEHALL FDS | $23M | 248,782 |
| 6 | SPDR SERIES TRUST | $23M | 411,446 |
| 7 | SCHWAB STRATEGIC TR | $19M | 644,237 |
| 8 | ISHARES INC | $15M | 129,439 |
| 9 | ISHARES TR | $15M | 379,411 |
| 10 | ISHARES INC | $13M | 183,347 |
| 11 | ISHARES INC | $10M | 180,822 |
| 12 | ISHARES GOLD TR | $9M | 105,299 |
| 13 | ISHARES TR | $9M | 190,637 |
| 14 | SCHWAB STRATEGIC TR | $9M | 174,963 |
| 15 | VANGUARD INTL EQUITY INDEX F | $8M | 151,507 |
| 16 | SCHWAB STRATEGIC TR | $8M | 266,519 |
| 17 | VANGUARD INDEX FDS | $7M | 33,912 |
| 18 | VANGUARD SCOTTSDALE FDS | $7M | 123,386 |
| 19 | ISHARES TR | $7M | 66,619 |
| 20 | SPDR SERIES TRUST | $7M | 321,009 |
| 21 | SCHWAB STRATEGIC TR | $6M | 196,507 |
| 22 | VANGUARD SCOTTSDALE FDS | $6M | 112,351 |
| 23 | ISHARES TR | $6M | 39,992 |
| 24 | ISHARES TR | $6M | 58,643 |
| 25 | VANGUARD INDEX FDS | $6M | 28,388 |
| 26 | VANGUARD INDEX FDS | $6M | 18,272 |
| 27 | BARCLAYS BANK PLC | $5M | 113,838 |
| 28 | SPDR SERIES TRUST | $5M | 103,005 |
| 29 | VANGUARD BD INDEX FDS | $4M | 48,472 |
| 30 | EXXON MOBIL CORP | $3M | 19,352 |
| 31 | ENERGY TRANSFER L P | $3M | 169,498 |
| 32 | ISHARES TR | $3M | 58,411 |
| 33 | ISHARES TR | $3M | 4,649 |
| 34 | VANECK ETF TRUST | $3M | 104,864 |
| 35 | ALPHABET INC | $3M | 8,914 |
| 36 | ISHARES TR | $3M | 44,091 |
| 37 | VANGUARD ADMIRAL FDS INC | $2M | 17,127 |
| 38 | SCHWAB STRATEGIC TR | $2M | 44,053 |
| 39 | CHEVRON CORPORATION | $2M | 7,807 |
| 40 | ISHARES TR | $1M | 7,327 |
| 41 | SCHWAB STRATEGIC TR | $1M | 54,129 |
| 42 | APPLE INC | $1M | 5,262 |
| 43 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,618 |
| 44 | HARBOR ETF TRUST | $1M | 40,241 |
| 45 | MICROSOFT CORP | $1M | 3,198 |
| 46 | ISHARES TR | $1M | 22,787 |
| 47 | VANGUARD INTL EQUITY INDEX F | $1M | 7,918 |
| 48 | VISA INC | $1M | 3,525 |
| 49 | VANGUARD ADMIRAL FDS INC | $1M | 8,139 |
| 50 | BNY MELLON MUN BD INFRASTRUC | $992k | 94,165 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.