Investor
Ackerman Capital Advisors, LLC
CIK 0001699506 · filed 2026-05-05 · SEC filing
13F book
$488.4M
Positions
114
6 new · 13 sold
Largest name
15.3%
Spdr Series Trust
Est. mark
−$4.24M
Price effect on 108 names still held. Flow −$6.01M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 762.9K | $74.7M | 15.3% | −$6.71M | Cut−$6.81M |
| Vanguard Mun Bd Fds | — | 957K | $47.7M | 9.8% | −$382.8K | Cut−$1.59M |
| Ishares Tr | — | 284.2K | $30.2M | 6.2% | −$272.8K | Cut−$2M |
| Vanguard Whitehall Fds | — | 310.9K | $27.5M | 5.6% | −$929.6K | Cut−$1.13M |
| Vanguard Whitehall Fds | — | 248.8K | $23.4M | 4.8% | $1.05M | Cut−$51.4K |
| Spdr Series Trust | — | 411.4K | $23.3M | 4.8% | −$94.7K | Cut−$417.9K |
| Schwab Strategic Tr | — | 644.2K | $18.8M | 3.8% | −$2.16M | Added−$1.38M |
| Ishares Inc | — | 129.4K | $15.5M | 3.2% | $98.4K | Cut$63.3K |
| Ishares Tr | — | 379.4K | $15.1M | 3.1% | $616.7K | Added$660K |
| Ishares Inc | — | 183.3K | $12.8M | 2.6% | $373.8K | Added$2.86M |
| Ishares Inc | — | 180.8K | $10.2M | 2.1% | $949.3K | Cut$874.8K |
| Ishares Gold Tr | — | 105.3K | $9.28M | 1.9% | $736K | Cut$696.4K |
| Ishares Tr | — | 190.6K | $8.81M | 1.8% | $138.2K | Added$761.7K |
| Schwab Strategic Tr | — | 175K | $8.56M | 1.8% | $610.5K | Added$1.14M |
| Vanguard Intl Equity Index F | — | 151.5K | $8.19M | 1.7% | $43.9K | Cut$15.9K |
| Schwab Strategic Tr | — | 266.5K | $8.13M | 1.7% | $234.7K | Added$319.8K |
| Vanguard Index Fds | — | 33.9K | $7.37M | 1.5% | $185.2K | Cut−$41.5K |
| Vanguard Scottsdale Fds | — | 123.4K | $7.35M | 1.5% | −$44.4K | Added$344.6K |
| Ishares Tr | — | 66.6K | $7.09M | 1.5% | −$12.4K | Added$470.6K |
| Spdr Series Trust | — | 321K | $7.05M | 1.4% | −$173.8K | Added$295.6K |
| Schwab Strategic Tr | — | 196.5K | $6.47M | 1.3% | $39.3K | Cut−$256.8K |
| Vanguard Scottsdale Fds | — | 112.4K | $6.22M | 1.3% | −$46.4K | Added$407.1K |
| Ishares Tr | — | 40K | $6.2M | 1.3% | −$513.1K | Cut−$684.9K |
| Ishares 0-3 Month | — | 58.6K | $5.9M | 1.2% | $16.4K | Added$19.5K |
| Vanguard Index Fds | — | 28.4K | $5.57M | 1.1% | $147.9K | Cut$31.8K |
| Vanguard Index Fds | — | 18.3K | $5.52M | 1.1% | $2.56K | Cut−$129.2K |
| Barclays Bank Plc | — | 113.8K | $5.48M | 1.1% | $1.2M | Cut$1.08M |
| Spdr Series Trust | — | 103K | $4.93M | 1.0% | −$16.5K | Cut−$119K |
| Vanguard Bd Index Fds | — | 48.5K | $3.8M | 0.8% | −$18K | Added$251.2K |
| Exxon Mobil Corp | — | 19.4K | $3.28M | 0.7% | $954.4K | Added$954.7K |
| Energy Transfer L P | — | 169.5K | $3.27M | 0.7% | $476.3K | Held |
| Ishares Tr | — | 58.4K | $3.11M | 0.6% | −$36.5K | Added$125.2K |
| Ishares Tr | — | 4.65K | $3.04M | 0.6% | −$147.5K | Cut−$148.2K |
| Vaneck Etf Trust | — | 104.9K | $2.63M | 0.5% | −$68.7K | Added$136.4K |
| Alphabet Inc | — | 8.91K | $2.56M | 0.5% | −$226.8K | Held |
| Ishares Tr | — | 44.1K | $2.5M | 0.5% | $91.7K | Held |
| Vanguard Admiral Fds Inc | — | 17.1K | $1.74M | 0.4% | $63.2K | Added$190.3K |
| Schwab Strategic Tr | — | 44.1K | $1.69M | 0.3% | $96.9K | Cut$79.9K |
| Chevron Corp New | CVX | 7.81K | $1.62M | 0.3% | $425.4K | Held |
| Ishares Tr | — | 7.33K | $1.41M | 0.3% | −$49.9K | Cut−$69.8K |
| Schwab Strategic Tr | — | 54.1K | $1.38M | 0.3% | −$15.2K | Cut−$246.6K |
| Apple Inc. | AAPL | 5.26K | $1.34M | 0.3% | −$95.1K | Held |
| Berkshire Hathaway Inc Del | — | 2.62K | $1.25M | 0.3% | −$61.4K | Held |
| Harbor Etf Trust | — | 40.2K | $1.25M | 0.3% | $230.9K | Added$322.1K |
| Microsoft Corp | MSFT | 3.2K | $1.18M | 0.2% | −$362.8K | Cut−$481.8K |
| Ishares Tr | — | 22.8K | $1.14M | 0.2% | $676 | Added$12.1K |
| Vanguard Intl Equity Index F | — | 7.92K | $1.1M | 0.2% | −$21.7K | Cut−$41.4K |
| Visa Inc. | V | 3.52K | $1.07M | 0.2% | −$170.9K | Held |
| Vanguard Admiral Fds Inc | — | 8.14K | $1.01M | 0.2% | $23.9K | Added$100.7K |
| Bny Mellon Mun Bd Infrastruc | — | 94.2K | $992.5K | 0.2% | −$37K | Added$89.5K |
| Jpmorgan Chase & Co. | — | 3.34K | $981.3K | 0.2% | −$93.6K | Cut−$99.4K |
| Goldman Sachs Group Inc | — | 1.11K | $939K | 0.2% | −$36.6K | Held |
| Blackrock Muniholdings Fd In | — | 73.1K | $824.6K | 0.2% | −$28K | Added$110.8K |
| Eog Res Inc | — | 5.65K | $816.7K | 0.2% | $223.5K | Held |
| Vanguard Whitehall Fds | — | 5.39K | $798.1K | 0.2% | $24.7K | Cut−$190.6K |
| Blackrock Muniyild Qult Fd I | — | 72.3K | $793.4K | 0.2% | −$4.99K | Added$617.1K |
| Netflix Inc | NFLX | 7.87K | $756.7K | 0.2% | $18.8K | Held |
| Mcdonalds Corp | MCD | 2.42K | $753.4K | 0.2% | $12.5K | Held |
| Select Sector Spdr Tr | — | 5.44K | $722.7K | 0.1% | −$60.2K | Held |
| Bny Mellon Strategic Mun Bd | — | 119K | $715.2K | 0.1% | −$19K | Cut−$39.1K |
| Bny Mellon Strategic Muns In | — | 113.3K | $712.9K | 0.1% | −$7.93K | Cut−$285.1K |
| Neuberger Mun Fd Inc | — | 69.1K | $701.7K | 0.1% | $2.07K | Cut−$239.2K |
| Ishares Bitcoin Trust Etf | IBIT | 17.6K | $676.8K | 0.1% | −$192.4K | Added−$173.8K |
| Nyli Mackay Definedterm Muni | — | 43.7K | $648.6K | 0.1% | −$873 | Cut−$341.7K |
| Blackrock Muniyield Quality | — | 61.2K | $643.3K | 0.1% | −$5.61K | Added$474K |
| Ishares Tr | — | 2.85K | $634.8K | 0.1% | −$22K | Held |
| Union Pac Corp | — | 2.6K | $630.8K | 0.1% | $29.4K | Held |
| Pimco Calif Mun Income Fd | — | 71.7K | $615.2K | 0.1% | −$9.04K | Added$89.2K |
| Ishares Tr | — | 12.4K | $591.3K | 0.1% | −$3.59K | Added$18.6K |
| Eaton Vance Natl Mun Opport | — | 34.5K | $590.3K | 0.1% | $7.24K | Cut−$24.6K |
| Ishares Tr | — | 12.2K | $585.2K | 0.1% | $610 | Held |
| Nuveen Mun Value Fd Inc | — | 55.8K | $501.7K | 0.1% | −$1.37K | Added$324.2K |
| Blackrock Muniassets Fd Inc | — | 46K | $488K | 0.1% | −$2.54K | Added$216K |
| Conocophillips | COP | 3.65K | $481.8K | 0.1% | $140.1K | Cut−$28.4K |
| Abbott Labs | ABT | 4.6K | $472.3K | 0.1% | −$104.1K | Held |
| Johnson & Johnson | JNJ | 1.91K | $467.6K | 0.1% | $71.7K | Held |
| Putnam Managed Mun Income Tr | — | 75.7K | $465.7K | 0.1% | −$4.51K | Added$230.1K |
| Invesco Exch Traded Fd Tr Ii | — | 19.2K | $442.1K | 0.1% | −$4.04K | Cut−$11.6K |
| Ishares Tr | — | 5.26K | $440.4K | 0.1% | $5.26K | Held |
| Western Asset Managed Muns F | — | 42.8K | $440.4K | 0.1% | −$5.52K | Added$80.2K |
| Pepsico Inc | PEP | 2.67K | $414K | 0.1% | $31.4K | Cut−$133.2K |
| Vanguard Whitehall Fds | — | 6.07K | $398.9K | 0.1% | −$10.5K | Added−$8.61K |
| Putnam Mun Opportunities Tr | — | 38.4K | $395.8K | 0.1% | −$9K | Added$155K |
| Pimco Mun Income Fd Ii | — | 50.3K | $380.5K | 0.1% | — | New |
| Spdr Gold Tr | — | 855 | $367.9K | 0.1% | $29.1K | Held |
| Grabagun Digital Hldgs Inc | — | 120K | $361.2K | 0.1% | $0 | Held |
| UDR, Inc. | UDR | 10.1K | $339.5K | 0.1% | −$29.1K | Held |
| Ishares Tr | — | 2.3K | $332.8K | 0.1% | $8.17K | Held |
| Federated Hermes Prem Muni I | — | 29K | $317.3K | 0.1% | −$4.62K | Added$32.4K |
| Texas Instrs Inc | — | 1.6K | $310.6K | 0.1% | $33K | Held |
| Nuveen Amt-Free Mun Value Fd | — | 21.5K | $308.2K | 0.1% | $431 | Cut−$88.6K |
| Schwab Strategic Tr | — | 11K | $305.3K | 0.1% | $7.02K | Cut$4.16K |
| American Express Co | AXP | 920 | $278.3K | 0.1% | −$62.1K | Held |
| Sabine Rty Tr | — | 3.42K | $256.3K | 0.1% | $22K | Held |
| Eli Lilly & Co | LLY | 269 | $247.4K | 0.1% | −$41.7K | Held |
| Vanguard World Fd | — | 2.18K | $244.5K | 0.1% | −$18.9K | Held |
| Broadcom Inc. | AVGO | 790 | $244.5K | 0.1% | −$28.9K | Held |
| Mfs Mun Income Tr | — | 45.2K | $243.4K | 0.1% | −$1.4K | Added$53.4K |
| Targa Res Corp | — | 968 | $242.7K | 0.1% | — | New |
| Southwest Airls Co | — | 6.38K | $239.8K | 0.0% | −$24K | Held |
| Danaher Corporation | — | 1.25K | $236.6K | 0.0% | −$49.1K | Held |
| Spdr Series Trust | — | 2.44K | $236.2K | 0.0% | $5.91K | Cut−$103.5K |
| Nvidia Corp | NVDA | 1.35K | $235.4K | 0.0% | −$16K | Added−$11.1K |
| Tesla, Inc. | TSLA | 631 | $234.6K | 0.0% | −$48.3K | Added−$44.3K |
| Southside Bancshares Inc | SBSI | 7.44K | $231.2K | 0.0% | $5.21K | Held |
| Nuveen Select Mat Mun Fd | — | 24.2K | $229K | 0.0% | $3.39K | Cut$1.79K |
| Disney Walt Co | — | 2.36K | $227.3K | 0.0% | −$41K | Cut−$66.6K |
| Qualcomm Inc | — | 1.7K | $218.4K | 0.0% | −$71.7K | Held |
| Vanguard World Fd | — | 2.99K | $214.2K | 0.0% | $329 | Held |
| Trane Technologies Plc | TT | 507 | $211.3K | 0.0% | — | New |
| Ishares Tr | — | 2.2K | $200.8K | 0.0% | — | New |
| Abrdn Natl Mun Income Fd | — | 15.4K | $153K | 0.0% | — | New |
| Alliancebernstein Natl Mun I | — | 14.1K | $150.7K | 0.0% | — | New |
| Mangoceuticals, Inc. | MGRX | 34.5K | $12.4K | 0.0% | −$13.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.