1y return+14.3%S&P 500 +20.9%
3y return+34.3%S&P 500 +68.5%
5y return+21.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $144 against $252 in the S&P 500.2
Ackerman Capital Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYGSpdr Series Trust | $79.8M | 16.1% | −12.1% |
| VTEBVanguard Mun Bd Fds | $48.1M | 9.7% | |
| MUBIshares Tr | $29.7M | 6.0% | −3.0% |
| VIGIVanguard Whitehall Fds | $26.2M | 5.3% | −9.8% |
| SCHGSchwab Strategic Tr | $22.0M | 4.4% | |
| SPYVSpdr Series Trust | $20.9M | 4.2% | −16.5% |
| VYMIVanguard Whitehall Fds | $20.6M | 4.2% | −15.7% |
| IVLUIshares Tr | $15.9M | 3.2% | |
| IEMGIshares Inc | $15.3M | 3.1% | |
| ACWVIshares Inc | $14.4M | 2.9% | −7.4% |
| PICKIshares Inc | $9.6M | 1.9% | −9.2% |
| SCHVSchwab Strategic Tr | $9.3M | 1.9% | |
| FNDFSchwab Strategic Tr | $9.2M | 1.9% | |
| IQLTIshares Tr | $9.0M | 1.8% | −4.3% |
| IAUIshares Gold Tr | $7.9M | 1.6% | |
| IUSGIshares Tr | $7.6M | 1.5% | |
| VBRVanguard Index Fds | $7.5M | 1.5% | −8.7% |
| VGITVanguard Scottsdale Fds | $7.2M | 1.5% | |
| SCHESchwab Strategic Tr | $7.1M | 1.4% | |
| BWXSpdr Series Trust | $6.9M | 1.4% | |
| SUBIshares Tr | $6.8M | 1.4% | −3.9% |
| VWOVanguard Intl Equity Index F | $6.5M | 1.3% | −27.8% |
| VTVVanguard Index Fds | $6.2M | 1.2% | |
| VBKVanguard Index Fds | $6.1M | 1.2% | −9.2% |
| VGLTVanguard Scottsdale Fds | $6.0M | 1.2% | −2.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.5M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $2.6M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $22.0M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $79.8M |
| IUSGIshares Tr | June 30, 2020 | +161.7% | $7.6M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $3.5M |
| QUALIshares Tr | June 30, 2020 | +128.8% | $1.6M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $7.5M |
| VIOVVanguard Admiral Fds Inc | June 30, 2020 | +124.9% | $2.0M |
Sold off last quarter
- EFAVIshares Tr was $201K
- AFBAlliancebernstein Natl Mun I was $151K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +3.8% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +1.4% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −11.3% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +3.1% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ackerman Capital Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1699506&type=13F-HR&dateb=&owner=include&count=40CIK 1699506
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1699506/000169950626000003/Filed July 30, 2026 · accession 0001699506-26-000003