Ackerman Capital Advisors, LLC
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
112
- Value ($000)
$430,502
- Date Filed07/25/2025
- Form type13F-HR
- CIK0001699506
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $64.05 M | 15 % | 671,985 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $50.07 M | 12 % | 1,021,172 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $25.48 M | 6 % | 243,903 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $24.66 M | 6 % | 471,136 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $21.42 M | 5 % | 237,683 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $17.76 M | 4 % | 607,860 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $17.63 M | 4 % | 220,024 | ||
ACWV ISHARES INC | MSCI GBL MIN VOL | 464286525 | $16.93 M | 4 % | 142,790 | ||
IVLU ISHARES TR | MSCI INTL VLU FT | 46435G409 | $13.60 M | 3 % | 413,433 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $11.50 M | 3 % | 415,563 |
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