Ackerman Capital Advisors, LLC

DALLAS, TX · CIK 1699506 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDallas, TX

$495.8m reported value +1.6% vs Q1 2026

119positions

59.0%in top 10

7 new 27 added 50 reduced 2 sold out vs Q1 2026

Options: 1 call positions ($841.2k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	670,729	$79.8m16.10%	16.10%	Reduced -92.1k	-92,124 -12.1%
2	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	950,473	$48.1m9.70%	9.70%	Reduced -6.5k	-6,538 -0.7%
3	ISHARES TR NATIONAL MUN ETF MUB	MUB	275,545	$29.7m5.98%	5.98%	Reduced -8.6k	-8,617 -3.0%
4	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	280,585	$26.2m5.29%	5.29%	Reduced -30.3k	-30,327 -9.8%
5	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	649,144	$22.0m4.43%	4.43%	Added +4.9k	+4,907 0.8%
6	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	343,550	$20.9m4.21%	4.21%	Reduced -67.9k	-67,896 -16.5%
7	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	209,764	$20.6m4.16%	4.16%	Reduced -39.0k	-39,018 -15.7%
8	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	379,084	$15.9m3.20%	3.20%	Reduced -327	-327 -0.1%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	184,437	$15.3m3.08%	3.08%	Added +1.1k	+1,090 0.6%
10	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	119,876	$14.4m2.91%	2.91%	Reduced -9.6k	-9,563 -7.4%
11	ISHARES INC MSCI GBL ETF NEW PICK	PICK	164,244	$9.6m1.93%	1.93%	Reduced -16.6k	-16,578 -9.2%
12	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	267,571	$9.3m1.88%	1.88%	Added +1.1k	+1,052 0.4%
13	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	174,369	$9.2m1.86%	1.86%	Reduced -594	-594 -0.3%
14	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	182,490	$9.0m1.82%	1.82%	Reduced -8.1k	-8,147 -4.3%
15	ISHARES GOLD TR ISHARES NEW IAU	IAU	105,275	$7.9m1.60%	1.60%	Reduced -24	-24 -0.0%
16	ISHARES TR CORE S&P US GWT IUSG	IUSG	40,281	$7.6m1.53%	1.53%	Added +289	+289 0.7%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	30,954	$7.5m1.52%	1.52%	Reduced -3.0k	-2,958 -8.7%
18	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	122,207	$7.2m1.45%	1.45%	Reduced -1.2k	-1,179 -1.0%
19	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	196,787	$7.1m1.44%	1.44%	Added +280	+280 0.1%
20	SPDR SER TR BLOOMBERG INTL T BWX	BWX	320,396	$6.9m1.40%	1.40%	Reduced -613	-613 -0.2%
21	ISHARES TR SHRT NAT MUN ETF SUB	SUB	64,033	$6.8m1.38%	1.38%	Reduced -2.6k	-2,586 -3.9%
22	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	109,461	$6.5m1.32%	1.32%	Reduced -42.0k	-42,046 -27.8%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	28,388	$6.2m1.25%	1.25%	Unchanged
24	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	16,589	$6.1m1.22%	1.22%	Reduced -1.7k	-1,683 -9.2%
25	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	109,443	$6.0m1.22%	1.22%	Reduced -2.9k	-2,908 -2.6%
26	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	57,034	$5.7m1.16%	1.16%	Reduced -1.6k	-1,609 -2.7%
27	BARCLAYS BANK PLC DJUBS CMDT ETN36 DJP	DJP	113,761	$5.0m1.00%	1.00%	Reduced -77	-77 -0.1%
28	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	100,449	$4.8m0.97%	0.97%	Reduced -2.6k	-2,556 -2.5%
29	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	46,750	$3.6m0.73%	0.73%	Reduced -1.7k	-1,722 -3.5%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	4,633	$3.5m0.70%	0.70%	Reduced -16	-16 -0.3%
31	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	169,498	$3.2m0.65%	0.65%	Unchanged
32	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,914	$3.2m0.64%	0.64%	Unchanged
33	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	57,211	$3.0m0.61%	0.61%	Reduced -1.2k	-1,200 -2.0%
34	ISHARES TR MSCI EMG MKT ETF EEM	EEM	44,107	$3.0m0.61%	0.61%	Added +16	+16 0.0%
35	EXXON MOBIL CORP COM XOM	XOM	19,355	$2.6m0.53%	0.53%	Added +3	+3 0.0%
36	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	102,190	$2.6m0.53%	0.53%	Reduced -2.7k	-2,674 -2.5%
37	VANGUARD ADMIRAL FDS INC SMLCP 600 VAL VIOV	VIOV	16,861	$2.0m0.40%	0.40%	Reduced -266	-266 -1.6%
38	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	44,053	$1.7m0.35%	0.35%	Unchanged
39	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	7,327	$1.6m0.32%	0.32%	Unchanged
40	APPLE INC COM AAPL	AAPL	5,298	$1.5m0.31%	0.31%	Added +36	+36 0.7%
41	SCHWAB STRATEGIC TR MUN BD ETF SCMB	SCMB	51,039	$1.3m0.27%	0.27%	Reduced -3.1k	-3,090 -5.7%
42	CHEVRON CORP NEW COM CVX	CVX	7,880	$1.3m0.26%	0.26%	Added +73	+73 0.9%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,597	$1.3m0.26%	0.26%	Reduced -21	-21 -0.8%
44	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	7,918	$1.2m0.25%	0.25%	Unchanged
45	VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH VIOG	VIOG	8,095	$1.2m0.25%	0.25%	Reduced -44	-44 -0.5%
46	VISA INC COM CL A V	V	3,565	$1.2m0.25%	0.25%	Added +40	+40 1.1%
47	MICROSOFT CORP COM MSFT	MSFT	3,247	$1.2m0.24%	0.24%	Added +49	+49 1.5%
48	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	39,339	$1.2m0.23%	0.23%	Reduced -902	-902 -2.2%
49	ISHARES TR CORE INTL AGGR IAGG	IAGG	22,490	$1.1m0.23%	0.23%	Reduced -297	-297 -1.3%
50	GOLDMAN SACHS GROUP INC COM GS	GS	1,110	$1.1m0.23%	0.23%	Unchanged
51	JPMORGAN CHASE & CO COM JPM	JPM	3,398	$1.1m0.22%	0.22%	Added +62	+62 1.9%
52	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,438	$1.0m0.21%	0.21%	Unchanged
53	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	11,184	$956.1k0.19%	0.19%	New
54	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	26,613	$885.9k0.18%	0.18%	Added +9.0k	+8,997 51.1%
55	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,389	$851.6k0.17%	0.17%	Unchanged
56	NUVEEN MUN VALUE FD INC COM NUV	NUV	91,959	$847.9k0.17%	0.17%	Added +36.1k	+36,148 64.8%
57	WESTERN ASSET MANAGED MUNS F COM MMU	MMU	75,138	$782.9k0.16%	0.16%	Added +32.3k	+32,300 75.4%
58	EOG RES INC COM EOG	EOG	5,649	$732.8k0.15%	0.15%	Unchanged
59	ISHARES TR MSCI LW CRB TG CRBN	CRBN	2,849	$720.7k0.15%	0.15%	Unchanged
60	NYLI MACKAY DEFINEDTERM MUNI COM MMD	MMD	46,364	$718.6k0.14%	0.14%	Added +2.7k	+2,689 6.2%
61	UNION PAC CORP COM UNP	UNP	2,619	$712.4k0.14%	0.14%	Added +19	+19 0.7%
62	BNY MELLON MUN BD INFRASTRUC COM SHS DMB	DMB	62,077	$685.3k0.14%	0.14%	Reduced -32.1k	-32,088 -34.1%
63	MCDONALDS CORP COM MCD	MCD	2,449	$662.0k0.13%	0.13%	Added +25	+25 1.0%
64	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	12,187	$649.9k0.13%	0.13%	Unchanged
65	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	51,444	$612.2k0.12%	0.12%	Reduced -21.7k	-21,662 -29.6%
66	NUVEEN AMT-FREE MUN VALUE FD COM NUW	NUW	42,353	$609.0k0.12%	0.12%	Added +20.8k	+20,848 96.9%
67	NEUBERGER BERMAN MUN FD INC COM NBH	NBH	57,631	$608.0k0.12%	0.12%	Reduced -11.5k	-11,502 -16.6%
68	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	12,486	$592.0k0.12%	0.12%	Added +51	+51 0.4%
69	BNY MELLON STRATEGIC MUN BD COM DSM	DSM	91,598	$563.3k0.11%	0.11%	Reduced -27.4k	-27,399 -23.0%
70	NETFLIX INC COM NFLX	NFLX	7,870	$561.9k0.11%	0.11%	Unchanged
71	BNY MELLON STRATEGIC MUNS IN COM LEO	LEO	82,963	$535.9k0.11%	0.11%	Reduced -30.4k	-30,377 -26.8%
72	EATON VANCE NATL MUN OPPORT COM SHS EOT	EOT	29,513	$520.0k0.10%	0.10%	Reduced -5.0k	-4,970 -14.4%
73	JOHNSON & JOHNSON COM JNJ	JNJ	1,966	$499.3k0.10%	0.10%	Added +53	+53 2.8%
74	BLACKROCK MUNIYIELD QUALITY COM MYI	MYI	43,820	$486.8k0.10%	0.10%	Reduced -17.4k	-17,392 -28.4%
75	TEXAS INSTRS INC COM TXN	TXN	1,600	$476.9k0.10%	0.10%	Unchanged
76	ISHARES TR INTL DIV GRWTH IGRO	IGRO	5,257	$462.2k0.09%	0.09%	Unchanged
77	PIMCO CALIF MUN INCOME FD COM XPCQX	XPCQX	49,735	$446.1k0.09%	0.09%	Reduced -22.0k	-21,961 -30.6%
78	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	18,860	$443.6k0.09%	0.09%	Reduced -380	-380 -2.0%
79	BLACKROCK MUNIASSETS FD INC COM MUA	MUA	39,672	$436.8k0.09%	0.09%	Reduced -6.3k	-6,327 -13.8%
80	ABBOTT LABS COM ABT	ABT	4,695	$426.0k0.09%	0.09%	Added +95	+95 2.1%
81	ISHARES TR S&P SML 600 GWT IJT	IJT	2,300	$410.8k0.08%	0.08%	Unchanged
82	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	6,041	$406.2k0.08%	0.08%	Reduced -32	-32 -0.5%
83	UDR INC COM UDR	UDR	10,050	$401.2k0.08%	0.08%	Unchanged
84	CONOCOPHILLIPS COM COP	COP	3,650	$379.5k0.08%	0.08%	Unchanged
85	PEPSICO INC COM PEP	PEP	2,712	$367.2k0.07%	0.07%	Added +46	+46 1.7%
86	PUTNAM MANAGED MUN INCOME TR COM PMM	PMM	54,213	$354.6k0.07%	0.07%	Reduced -21.5k	-21,517 -28.4%
87	PIMCO MUN INCOME FD II COM PML	PML	45,017	$342.6k0.07%	0.07%	Reduced -5.2k	-5,241 -10.4%
88	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	10,961	$340.9k0.07%	0.07%	Unchanged
89	SOUTHWEST AIRLS CO COM LUV	LUV	6,382	$328.2k0.07%	0.07%	Unchanged
90	BROADCOM INC COM AVGO	AVGO	862	$325.6k0.07%	0.07%	Added +72	+72 9.1%
91	ELI LILLY & CO COM LLY	LLY	269	$322.6k0.07%	0.07%	Unchanged
92	FEDERATED HERMES PREM MUNI I COM FMN	FMN	27,495	$315.9k0.06%	0.06%	Reduced -1.5k	-1,538 -5.3%
93	SPDR GOLD TR GOLD SHS GLD	GLD	857	$315.7k0.06%	0.06%	Added +2	+2 0.2%
94	QUALCOMM INC COM QCOM	QCOM	1,696	$313.4k0.06%	0.06%	Unchanged
95	AMERICAN EXPRESS CO COM AXP	AXP	920	$311.2k0.06%	0.06%	Unchanged
96	BLACKROCK MUNIYILD QULT FD I COM MQY	MQY	25,963	$301.2k0.06%	0.06%	Reduced -46.3k	-46,292 -64.1%
97	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	2,485	$296.1k0.06%	0.06%	Added +40	+40 1.6%
98	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	2,178	$288.0k0.06%	0.06%	Unchanged
99	GRABAGUN DIGITAL HLDGS INC COMMON STOCK PEW	PEW	120,000	$273.6k0.06%	0.06%	Unchanged
100	NVIDIA CORPORATION COM NVDA	NVDA	1,350	$270.1k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR EFAV	EFAV	2,198	$200.8k2.2k shares
ALLIANCEBERNSTEIN NATL MUN I AFB	AFB	14,099	$150.7k14.1k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Call	TSLA	Call	2,000	$841.2k2.0k shares	Added