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Jared D Hohertz

Ackerman Capital Advisors, Llc

Assets Managed
$488.352M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
2mo 18d ago
Growth Rate
-1.98%(2Q avg: 1.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ackerman Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Ackerman Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 488.352M in assets, with a quarterly growth rate of -1.98% and a 2-quarter average growth rate of 1.16%. The portfolio is managed by Jared D Hohertz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.12%
15.3%
$74.691M
762,853 shares@ $97.91 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Decreased -2.43%
9.78%
$47.745M
957,011 shares@ $49.9 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -5.36%
6.18%
$30.164M
284,162 shares@ $106.15 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Decreased -0.71%
5.64%
$27.503M
310,912 shares@ $88.47 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Decreased -4.7%
4.81%
$23.445M
248,782 shares@ $94.25 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -1.36%
4.77%
$23.28M
411,446 shares@ $56.58 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 4.3%
3.85%
$18.767M
644,237 shares@ $29.14 avg price
ACWV
Ishares Msci Global Min Vol
Recent Activity
Decreased -0.22%
3.17%
$15.469M
129,439 shares@ $119.52 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 0.29%
3.09%
$15.055M
379,411 shares@ $39.68 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 24.08%
2.62%
$12.788M
183,347 shares@ $69.75 avg price

1-10 of 114