A

Ackerman Capital Advisors, LLC

RIA/Wealth

Ackerman Capital Advisors, LLC is a RIA/Wealth based in Dallas, TX led by David Brouwer Ackerman, managing $477.7M across 117 long positions as of Q3 2025 with 89% ETF concentration, 62% concentrated in top 10 holdings, 15% allocation to SPYG, and minimal technology exposure.

MemberDavid Brouwer Ackerman
Portfolio Value
$477.7M
Positions
117
Top Holding
SPYG at 15.46%
Last Reported
Q3 2025
Address5956 Sherry Lane, Suite 1600, Dallas, TX, 75225, United States

Top Holdings

Largest long holdings in Ackerman Capital Advisors, LLC's portfolio (62.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$73.8M
15.46%
+$3.6M
Bought
706.5K shares
ETF
ETF
$49.5M
10.36%
-$1.6M
Sold
988.4K shares
ETF
ETF
$30.8M
6.45%
+$4.8M
Bought
557.3K shares
ETF
ETF
$30.5M
6.39%
+$4.6M
Bought
286.7K shares
ETF
ETF
$24.2M
5.06%
+$2.9M
Bought
269.7K shares
ETF
ETF
$22.1M
4.62%
+$3.4M
Bought
260.4K shares
ETF
ETF
$20.8M
4.35%
+$3.6M
Bought
173.2K shares
ETF
ETF
$19.3M
4.04%
-$90.4K
Sold
605.0K shares
ETF
ETF
$13.8M
2.89%
-$864.6K
Sold
389.1K shares
ETF
ETF
$12.1M
2.53%
-$21.4K
Sold
414.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ackerman Capital Advisors, LLC's latest filing

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Market Value
$477.7M
Prior: $430.5M
Q/Q Change
+10.96%
+$47.2M
Net Flows % of MV
+4.93%
Turnover Ratio
4.08%
New Purchases
4 stocks
$782.9K
Added To
37 stocks
+$29.9M
Sold Out Of
5 stocks
$818.9K
Reduced Holdings
26 stocks
-$6.3M

Increased Positions

PositionShares Δ
New
New
New
New
+261.05%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Ackerman Capital Advisors, LLC

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Sector Allocation

ETF: 89.30%ETFEnergy: 1.60%Financial Services: 1.10%Technology: 0.90%Communication Services: 0.70%Healthcare: 0.30%Consumer Cyclical: 0.30%Industrials: 0.20%Consumer Defensive: 0.10%Real Estate: 0.10%
ETF
89.30%
Energy
1.60%
Financial Services
1.10%
Technology
0.90%
Communication Services
0.70%
Healthcare
0.30%
Consumer Cyclical
0.30%
Industrials
0.20%
Consumer Defensive
0.10%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 3.78%Large Cap ($10B - $200B): 1.43%Small Cap ($300M - $2B): 0.10%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.03%N/A (ETF or Unknown): 94.63%N/A (ETF or Unknown)
Mega Cap (> $200B)
3.78%
Large Cap ($10B - $200B)
1.43%
Small Cap ($300M - $2B)
0.10%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.03%
N/A (ETF or Unknown)
94.63%

Portfolio Concentration

Top 10 Holdings %
62.14%
Top 20 Holdings %
77.83%
Top 50 Holdings %
93.94%
Top 100 Holdings %
99.41%

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