Ackerman Capital Advisors, LLC
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
109
- Value ($000)
$378,619
- Date Filed05/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $58.02M | 15 % | 1,169,258 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $53.15M | 14 % | 661,363 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $16.23M | 4 % | 195,666 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $15.55M | 4 % | 621,102 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $15.02M | 4 % | 294,169 | ||
KRE SPDR SER TR | NUVEEN BLMBRG MU | 78468R721 | $14.60M | 4 % | 323,890 | ||
ACWV ISHARES INC | MSCI GBL MIN VOL | 464286525 | $12.76M | 3 % | 109,649 | ||
IVLU ISHARES TR | MSCI INTL VLU FT | 46435G409 | $12.46M | 3 % | 410,978 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $11.88M | 3 % | 161,222 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $11.31M | 3 % | 107,116 |
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