Ackerman Capital Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing identifies Jared D. Hohertz as the Director of the firm and provides a comprehensive list of the securities held in the firm’s portfolio.
The portfolio consists of a diverse mix of individual stocks and exchange-traded funds (ETFs). Major holdings include shares in Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The filing also lists significant positions in energy companies such as ExxonMobil Holdings Corp. and Chevron Corporation, as well as financial institutions including JPMorgan Chase & Co. and Bank of America Corp.
In addition to individual equities, the portfolio features a substantial allocation to exchange-traded funds. Notable ETFs held include the iShares Gold Trust, various Vanguard ETFs covering domestic and international equity indices, and several funds focused on municipal bonds and short-term U.S. Treasury securities.
The filing details the total number of shares held for each security, with some positions including both common stock and call options. For example, the firm holds call options for Tesla Inc., with multiple series of options totaling 2,150 contracts.
