Ackerman Capital Advisors, LLC holds a focused book of 119 stocks worth $495.8M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Total Intl Stock and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 16% of the equity book. They also disclosed $841K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1699506/holdings"
Use Arkolith to show Ackerman Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Ackerman Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ackerman Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $315.7B |
| LPL Financial LLC | 80 / 80 | $61.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $103.1B |
| UBS Group AG | 79 / 80 | $83.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $51.5B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.1B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $266.1B |
Ranked by how many of Ackerman Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $79.8M | 670.7K | 16.1% | ▼−12% Reduced · −92K sh | |
| 2 | Vanguard Mun BD FDS TAX EXEMPT BD | $48.1M | 950.5K | 9.7% | ▼−0.7% Reduced · −7K sh | |
| 3 | Ishares TR NATIONAL MUN ETF | $29.7M | 275.5K | 6.0% | ▼−3.0% Reduced · −9K sh | |
| 4 | Vanguard Whitehall FDS INTL DVD ETF | $26.2M | 280.6K | 5.3% | ▼−9.8% Reduced · −30K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $22.0M | 649.1K | 4.4% | ▲+0.8% Added · +5K sh | |
| 6 | SPDR Series Trust ST STR P500VAL | $20.9M | 343.6K | 4.2% | ▼−17% Reduced · −68K sh | |
| 7 | Vanguard Whitehall FDS INTL HIGH ETF | $20.6M | 209.8K | 4.2% | ▼−16% Reduced · −39K sh | |
| 8 | Ishares TR MSCI INTL VLU FT | $15.9M | 379.1K | 3.2% | ▼−0.1% Reduced · −327 sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $15.3M | 184.4K | 3.1% | ▲+0.6% Added · +1K sh | |
| 10 | Ishares Inc MSCI GBL MIN VOL | $14.4M | 119.9K | 2.9% | ▼−7.4% Reduced · −10K sh | |
| 11 | Ishares Inc MSCI GBL ETF NEW | $9.6M | 164.2K | 1.9% | ▼−9.2% Reduced · −17K sh | |
| 12 | Schwab Strategic TR US LCAP VA ETF | $9.3M | 267.6K | 1.9% | ▲+0.4% Added · +1K sh | |
| 13 | Schwab Strategic TR FUNDAMENTAL INTL | $9.2M | 174.4K | 1.9% | ▼−0.3% Reduced · −594 sh | |
| 14 | Ishares TR MSCI INTL QUALTY | $9.0M | 182.5K | 1.8% | ▼−4.3% Reduced · −8K sh | |
| 15 | Ishares Gold TR ISHARES NEW | $7.9M | 105.3K | 1.6% | ▼~0% Reduced · −24 sh | |
| 16 | Ishares TR CORE S&P US GWT | $7.6M | 40.3K | 1.5% | ▲+0.7% Added · +289 sh | |
| 17 | Vanguard Index FDS SM CP VAL ETF | $7.5M | 31.0K | 1.5% | ▼−8.7% Reduced · −3K sh | |
| 18 | Vanguard Scottsdale FDS INTER TERM TREAS | $7.2M | 122.2K | 1.5% | ▼−0.9% Reduced · −1K sh | |
| 19 | Schwab Strategic TR EMRG MKTEQ ETF | $7.1M | 196.8K | 1.4% | ▲+0.1% Added · +280 sh | |
| 20 | SPDR Series Trust ST INTL BBG ETF | $6.9M | 320.4K | 1.4% | ▼−0.2% Reduced · −613 sh | |
| 21 | Ishares TR SHRT NAT MUN ETF | $6.8M | 64.0K | 1.4% | ▼−3.9% Reduced · −3K sh | |
| 22 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.5M | 109.5K | 1.3% | ▼−28% Reduced · −42K sh | |
| 23 | Vanguard Index FDS VALUE ETF | $6.2M | 28.4K | 1.2% | —Held | |
| 24 | Vanguard Index FDS SML CP GRW ETF | $6.1M | 16.6K | 1.2% | ▼−9.2% Reduced · −2K sh | |
| 25 | Vanguard Scottsdale FDS LONG TERM TREAS | $6.0M | 109.4K | 1.2% | ▼−2.6% Reduced · −3K sh | |
| 26 | Ishares TR 0-3 MTH TREASURY | $5.7M | 57.0K | 1.2% | ▼−2.7% Reduced · −2K sh | |
| 27 | Barclays Bank PLC DJUBS CMDT ETN36 | $5.0M | 113.8K | 1.0% | ▼−0.1% Reduced · −77 sh | |
| 28 | SPDR Series Trust ST NUVE TERM ETF | $4.8M | 100.4K | 1.0% | ▼−2.5% Reduced · −3K sh | |
| 29 | Vanguard BD Index FDS SHORT TRM BOND | $3.6M | 46.8K | 0.7% | ▼−3.5% Reduced · −2K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $3.5M | 4.6K | 0.7% | ▼−0.3% Reduced · −16 sh | |
| 31 | Energy Transfer L P COM UT LTD PTN | $3.2M | 169.5K | 0.7% | —Held | |
| 32 | Alphabet Inc CAP STK CL A | $3.2M | 8.9K | 0.6% | —Held | |
| 33 | Ishares TR ISHS 5-10YR INVT | $3.0M | 57.2K | 0.6% | ▼−2.0% Reduced · −1K sh | |
| 34 | Ishares TR MSCI EMG MKT ETF | $3.0M | 44.1K | 0.6% | ▲~0% Added · +16 sh | |
| 35 | Exxon Mobil Corp COM | $2.6M | 19.4K | 0.5% | ▲~0% Added · +3 sh | |
| 36 | Vaneck ETF Trust JP MRGAN EM LOC | $2.6M | 102.2K | 0.5% | ▼−2.5% Reduced · −3K sh | |
| 37 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $2.0M | 16.9K | 0.4% | ▼−1.6% Reduced · −266 sh | |
| 38 | Schwab Strategic TR FUND EM EQUI ETF | $1.7M | 44.1K | 0.4% | —Held | |
| 39 | Ishares TR MSCI USA QLT FCT | $1.6M | 7.3K | 0.3% | —Held | |
| 40 | Apple Inc COM | $1.5M | 5.3K | 0.3% | ▲+0.7% Added · +36 sh | |
| 41 | Schwab Strategic TR MUN BD ETF | $1.3M | 51.0K | 0.3% | ▼−5.7% Reduced · −3K sh | |
| 42 | Chevron Corporation COM | $1.3M | 7.9K | 0.3% | ▲+0.9% Added · +73 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 0.3% | ▼−0.8% Reduced · −21 sh | |
| 44 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.2M | 7.9K | 0.3% | —Held | |
| 45 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $1.2M | 8.1K | 0.3% | ▼−0.5% Reduced · −44 sh | |
| 46 | Visa Inc COM CL A | $1.2M | 3.6K | 0.2% | ▲+1.1% Added · +40 sh | |
| 47 | Microsoft Corp COM | $1.2M | 3.2K | 0.2% | ▲+1.5% Added · +49 sh | |
| 48 | Harbor ETF Trust COMM ALL WEA ETF | $1.2M | 39.3K | 0.2% | ▼−2.2% Reduced · −902 sh | |
| 49 | Ishares TR CORE INTL AGGR | $1.1M | 22.5K | 0.2% | ▼−1.3% Reduced · −297 sh | |
| 50 | Goldman Sachs Group Inc COM | $1.1M | 1.1K | 0.2% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TESLA INCTSLA | $841K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 122 | $496.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 115 | $488.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 121 | $498.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 117 | $477.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 112 | $430.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 109 | $378.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 100 | $381.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 100 | $387.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.