Ackerman Capital Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$496,591
Net value change ($000)
+8,239 (1.7%)
New positions
7
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 5,119 6.9%
SCHG 3,200 17.1%
IEMG 2,491 19.5%
IUSG 1,373 22.1%
SCHV 1,185 14.6%
VXUS 956 NEW
IVLU 798 5.3%
SCHE 660 10.2%
FNDF 639 7.5%
GOOGL 623 24.3%
Top Reduces (Value $000, Stocks/ETFs)
VYMI -2,846 -12.1%
SPYV -2,396 -10.3%
VWO -1,655 -20.2%
IAU -1,334 -14.4%
VIGI -1,302 -4.7%
ACWV -1,056 -6.8%
PICK -682 -6.7%
XOM -637 -19.4%
MUB -510 -1.7%
ATMP -508 -9.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 841 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type