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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, exited 92, added to 1,106, and trimmed 584.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STREET TECHNOLOGY$16.8M +28.8%
  • ISHARES S&P 500 GROWTH$10.5M +15.3%
  • VANGUARD S&P 500 ETF$4.6M +9.8%
  • ISHARES RUSSELL 2000$3.4M +18.9%
  • LAM RESH CORP$2.8M +77.9%
Show all 1106 →

Top Trims

  • MASTERCARD INC-$769.9K -85.4%
  • META PLATFORMS INC-$686.4K -48.3%
  • THERMO FISHER SCIENTIFIC-$478.0K -90.6%
  • RTX CORP-$381.2K -67.3%
  • MCDONALDS CORP-$324.3K -10.9%
Show all 584 →

New Positions

  • STATE STREET MULTI-ASSET$957.3K
  • STATE STREET BRIDGEWATER$99.1K
  • JPMORGAN HEDGED EQUITY$67.8K
  • HONEYWELL AEROSPACE INC$57.0K
  • HONEYWELL INTL INC$55.4K
Show all 111 →

Exited Positions

  • HONEYWELL INTL INC$152.8K
  • VIAVI SOLUTIONS INC$79.8K
  • SEMTECH CORP$78.4K
  • SANMINA CORP$74.0K
  • SEALED AIR CORP NEW$66.2K
Show all 92 →
All Holdings

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