Ackerman Capital Advisors, LLC - Portfolio overview

Ackerman Capital Advisors, LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

  1. SPYG - SPDR SERIES TRUST, 15.02%
  2. VTEB - VANGUARD MUN BD FDS, 9.60%
  3. MUB - ISHARES TR, 6.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.