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Salomon & Ludwin, LLC — 13F Holdings & Portfolio

CIK 1766156 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Salomon & Ludwin, LLC manages $1.22B in 13F-reported U.S. long-equity assets across 2,116 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVW (6.51%), SUB (6.36%), XLK (6.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 111 new positions and exited 92; 1,106 existing positions rose in reported value and 584 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.22B

Long-equity book

Holdings
2,116

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+111 / −92 / ↑1106 / ↓584

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVW6.5% · -3%SUB6.4% · +2%XLK6.2% · -7%JMST5.0% · +1%VOO4.2% · -4%BIL4.1% · +2%IVE3.4% · -4%SPY2.5% · -5%VEA2.5% · -0%VTEB2.4% · +2%MUB2.2% · +5%IJH2.2% · -2%VGSH2.1% · +3%MSFT1.9% · -2%EFA1.8% · -2%IWM1.7% · -1%VYM1.7% · -2%AAPL1.7% · -1%IJK1.6% · -5%XLY1.5% · -1%VUG1.4% · +488%XLV1.3% · -1%VGIT1.3% · +4%XLF1.3% · -1%SPTI1.2% · +4%SHY1.2% · +4%IJJ1.1% · -2%IJR1.1% · -2%XLI0.9% · -1%SPDW0.9% · +7%IJT0.8% · -4%XLP0.8% · -1%IEMG0.7% · -1%EEM0.7% · -2%SPYG0.7% · -5%IVV0.7% · -8%MO0.6% · -0%LRCX0.5% · -1%IXG0.5% · -1%SPYV0.5% · -2%SLYV0.4% · -4%VCR0.4% · -1%IJS0.4% · -6%SDY0.4% · -3%VB0.4% · -5%PM0.4% · -1%PEY0.4% · -1%ORCL0.4% · -0%VO0.4% · +290%D0.4% · -0%VIS0.4% · -1%VT0.4% · -0%VGT0.4% · +618%XLC0.3% · +5%XLE0.3% · +3%MDY0.3% · -2%AMZN0.3% · -0%FDL0.3% · -2%VWO0.3% · -1%VTV0.3% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$1.34B
Discretionary
$1.34B
Employees
12
Accounts
1,602
Address
1401 GASKINS ROAD
RICHMOND, VA 23238
Phone
(804) 592-4999
Website
Name Title / Status Ownership Type
DALAL M SALOMON REVOCABLE TRUST ControlOWNER10–25%Domestic Entity
DANIEL B. LUDWIN REVOCABLE TRUST ControlOWNER25–50%Domestic Entity
GOCHENOUR, SARA, FRAZIER ControlCHIEF OPERATING OFFICERLess than 5%Individual
LUDWIN, DANIEL, BUFORD ControlPRESIDENT25–50%Individual
LUDWIN, DANIEL, BUFORD ControlTRUSTEE75% or moreIndividual
SALOMON, DALAL, MARIA ControlCHIEF FINANCIAL OFFICER10–25%Individual
SALOMON, DALAL, MARIA ControlTRUSTEE75% or moreIndividual
SALOMON, JACOB, ERIC ControlCHIEF COMPLIANCE OFFICER25–50%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Salomon & Ludwin, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES S&P 500 GROWTH IVW 464287309 $79.1M 6.51% 578,289 SH
2 ISHARES SHORT-TERM SUB 464288158 $77.3M 6.36% 726,711 SH
3 STATE STREET TECHNOLOGY XLK 81369Y803 $75.3M 6.20% 404,790 SH
4 JPMORGAN ULTRA-SHORT JMST 46641Q654 $61.2M 5.04% 1,202,000 SH
5 VANGUARD S&P 500 ETF VOO 922908363 $51.4M 4.23% 75,056 SH
6 STATE STREET SPDR BIL 78468R663 $49.3M 4.06% 539,532 SH
7 ISHARES S&P 500 VALUE IVE 464287408 $40.8M 3.36% 179,309 SH
8 STATE STREET SPDR S&P SPY 78462F103 $30.2M 2.49% 40,540 SH
9 VANGUARD FTSE DEVELOPED VEA 921943858 $29.8M 2.45% 423,984 SH
10 VANGUARD TAX-EXEMPT BOND VTEB 922907746 $29.3M 2.41% 578,375 SH
11 ISHARES NATIONAL MUNI MUB 464288414 $27.3M 2.25% 253,804 SH
12 ISHARES CORE S&P MID-CAP IJH 464287507 $26.3M 2.17% 344,299 SH
13 VANGUARD SHORT-TERM VGSH 92206C102 $25.8M 2.12% 443,813 SH
14 MICROSOFT CORP MSFT 594918104 $23.2M 1.91% 60,342 SH
15 ISHARES MSCI EAFE ETF EFA 464287465 $21.3M 1.75% 206,707 SH
16 ISHARES RUSSELL 2000 IWM 464287655 $21.2M 1.75% 70,681 SH
17 VANGUARD HIGH DIVIDEND VYM 921946406 $20.3M 1.67% 128,393 SH
18 APPLE INC AAPL 037833100 $20.2M 1.66% 68,528 SH
19 ISHARES S&P MID-CAP 400 IJK 464287606 $19.2M 1.58% 165,410 SH
20 STATE STREET CONSUMER XLY 81369Y407 $18.4M 1.51% 155,065 SH
21 VANGUARD GROWTH INDEX VUG 922908736 $17.3M 1.43% 201,162 SH
22 STATE STREET HEALTH CARE XLV 81369Y209 $15.9M 1.31% 99,600 SH
23 VANGUARD INTER-TERM VGIT 92206C706 $15.8M 1.30% 269,897 SH
24 STATE STREET FINANCIAL XLF 81369Y605 $15.4M 1.27% 279,970 SH
25 STATE STREET SPDR SPTI 78464A672 $15.2M 1.25% 536,824 SH
26 ISHARES 1-3 YEAR SHY 464287457 $14.6M 1.20% 178,384 SH
27 ISHARES S&P MID-CAP 400 IJJ 464287705 $13.9M 1.14% 94,459 SH
28 ISHARES CORE S&P IJR 464287804 $13.5M 1.11% 91,530 SH
29 STATE STREET INDUSTRIAL XLI 81369Y704 $10.8M 0.89% 58,790 SH
30 STATE STREET SPDR SPDW 78463X889 $10.8M 0.88% 212,790 SH
31 ISHARES S&P SMALL-CAP IJT 464287887 $10.2M 0.84% 59,814 SH
32 STATE STREET CONSUMER XLP 81369Y308 $9.4M 0.78% 113,058 SH
33 ISHARES CORE MSCI IEMG 46434G103 $8.9M 0.73% 110,644 SH
34 ISHARES MSCI EMERGING EEM 464287234 $8.9M 0.73% 134,008 SH
35 STATE STREET SPDR SPYG 78464A409 $8.9M 0.73% 74,840 SH
36 ISHARES CORE S&P 500 IVV 464287200 $8.5M 0.70% 11,292 SH
37 ALTRIA GROUP INC MO 02209S103 $7.3M 0.60% 101,548 SH
38 LAM RESH CORP LRCX 512807306 $6.3M 0.52% 16,077 SH
39 ISHARES GLOBAL IXG 464287333 $6.2M 0.51% 49,345 SH
40 STATE STREET SPDR SPYV 78464A508 $5.7M 0.47% 93,694 SH
41 STATE STREET SPDR S&P SLYV 78464A300 $5.5M 0.45% 50,142 SH
42 VANGUARD CONSUMER VCR 92204A108 $5.4M 0.45% 13,651 SH
43 ISHARES S&P SMALL-CAP IJS 464287879 $5.4M 0.45% 39,626 SH
44 STATE STREET SPDR S&P SDY 78464A763 $5.2M 0.43% 34,033 SH
45 VANGUARD SMALL-CAP INDEX VB 922908751 $5.1M 0.42% 16,849 SH
46 PHILIP MORRIS INTL INC PM 718172109 $4.9M 0.40% 27,598 SH
47 INVESCO HIGH YIELD PEY 46137V563 $4.8M 0.39% 203,973 SH
48 ORACLE CORP ORCL 68389X105 $4.7M 0.38% 32,744 SH
49 VANGUARD MID-CAP INDEX VO 922908629 $4.6M 0.38% 57,421 SH
50 DOMINION ENERGY INC D 25746U109 $4.6M 0.38% 67,733 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $1.22B 2,116 0001766156-26-000005
2026-03-31 2026-05-11 $1.12B 2,097 0001766156-26-000003
2025-12-31 2026-01-28 $1.13B 2,142 0001766156-26-000002
2025-09-30 2025-10-21 $1.11B 2,154 0001766156-25-000008
Filer Information
Address
1401 GASKINS ROAD
RICHMOND, VA 23238
Phone
(804) 592-4999
Filing Manager
Salomon & Ludwin, LLC
RICHMOND, VA
Signatory
Jacob Salomon
Owner and Chief Compliance Officer