Salomon & Ludwin, LLC — 13F Holdings & Portfolio
CIK 1766156 · latest 13F-HR filed 2026-01-28
Salomon & Ludwin, LLC manages $1.13B in 13F-reported U.S. long-equity assets across 2,142 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are IVW (6.70%), SUB (6.26%), XLK (5.42%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 110 new positions, exited 122, added to 1,007, and trimmed 558.
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.
$1.13B
Long-equity book
2,142
Distinct positions
2025-12-31
Filed 2026-01-28
+110 / −122 / ↑1007 / ↓558
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD MUNI BND TAX$1.9M +7.8%
- ISHARES NATIONAL MUNI$1.8M +8.7%
- VANGUARD INTER-TERM$1.1M +8.6%
- ST STRT SPDR PRTFL INTDT$1.0M +8.5%
- ISHARES 1-3 YEAR TREASRY$1.0M +9.0%
Top Trims
- ORACLE CORP-$3.1M -33.1%
- MICROSOFT CORP-$2.5M -7.9%
- ALTRIA GROUP INC-$958.5K -14.4%
- NEWMARKET CORP-$534.2K -16.9%
- ISHARES 0 1 YEAR-$282.0K -56.2%
New Positions
- VANECK MERK GOLD ETF$89.0K
- PACER TRENDPILOT 100$81.2K
- EASTMAN CHEM CO$68.8K
- TOTALENERGIES F$64.5K
- SOLSTICE ADVANCED MATLS$62.4K
Exited Positions
- LISTED FNDS RONDHL$128.9K
- ALPS ALERIAN MLP ETF$93.3K
- STERLING INFRASTRUCTURE$76.1K
- PIMCO 15 YEAR US TIPS$74.6K
- VANECK SEMICONDUCTOR$67.3K
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 | $75.8M | 6.70% | 612,653 | SH |
| 2 | ISHARES SHORT TERM NTNL | SUB | 464288158 | $70.9M | 6.26% | 663,262 | SH |
| 3 | STATE STRET TEC SELECT | XLK | 81369Y803 | $61.3M | 5.42% | 423,981 | SH |
| 4 | JPMORGAN ULTRA SHRT | JMST | 46641Q654 | $59.7M | 5.28% | 1,172,070 | SH |
| 5 | VANGUARD S&P 500 ETF | VOO | 922908363 | $51.2M | 4.52% | 80,896 | SH |
| 6 | ST STERT SPDR BLMBG 1 3 | BIL | 78468R663 | $48.5M | 4.29% | 531,118 | SH |
| 7 | ISHARES S&P 500 VALUE | IVE | 464287408 | $40.8M | 3.61% | 189,972 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $29.4M | 2.60% | 62,162 | SH |
| 9 | SPDR S&P 500 ETF | SPY | 78462F103 | $29.3M | 2.59% | 42,641 | SH |
| 10 | VANGUARD FTSE DEVELOPED | VEA | 921943858 | $28.1M | 2.49% | 454,649 | SH |
| 11 | VANGUARD MUNI BND TAX | VTEB | 922907746 | $26.0M | 2.30% | 515,211 | SH |
| 12 | ISHARES CORE S&P MID CAP | IJH | 464287507 | $24.4M | 2.16% | 360,221 | SH |
| 13 | VANGUARD SHORT TERM | VGSH | 92206C102 | $23.7M | 2.10% | 403,889 | SH |
| 14 | ISHARES NATIONAL MUNI | MUB | 464288414 | $23.1M | 2.04% | 215,345 | SH |
| 15 | ISHARES MSCI EAFE ETF | EFA | 464287465 | $21.6M | 1.91% | 227,166 | SH |
| 16 | VANGUARD HIGH DIVIDEND | VYM | 921946406 | $19.4M | 1.72% | 133,100 | SH |
| 17 | STATE STRT CONS DSRY SLT | XLY | 81369Y407 | $18.7M | 1.65% | 155,593 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $18.6M | 1.65% | 69,693 | SH |
| 19 | ISHARES RUSSELL 2000 | IWM | 464287655 | $18.2M | 1.61% | 71,990 | SH |
| 20 | ISHARES S&P MID CAP 400 | IJK | 464287606 | $18.1M | 1.60% | 181,306 | SH |
| 21 | VANGUARD GROWTH ETF | VUG | 922908736 | $16.8M | 1.49% | 34,474 | SH |
| 22 | STE STRT FINCL SLCT | XLF | 81369Y605 | $15.4M | 1.36% | 273,713 | SH |
| 23 | STATE STRT HLTH CRE SLT | XLV | 81369Y209 | $15.3M | 1.35% | 98,760 | SH |
| 24 | VANGUARD INTER-TERM | VGIT | 92206C706 | $14.1M | 1.24% | 234,390 | SH |
| 25 | ISHARES S&P MID CAP 400 | IJJ | 464287705 | $13.6M | 1.20% | 100,886 | SH |
| 26 | ST STRT SPDR PRTFL INTDT | SPTI | 78464A672 | $13.3M | 1.18% | 461,884 | SH |
| 27 | ISHARES 1-3 YEAR TREASRY | SHY | 464287457 | $12.6M | 1.12% | 152,526 | SH |
| 28 | ISHARES CORE S&P SMALL | IJR | 464287804 | $12.1M | 1.07% | 98,375 | SH |
| 29 | STATE STRT INDSTL SLCT | XLI | 81369Y704 | $9.6M | 0.85% | 59,859 | SH |
| 30 | ISHARES S&P SMLL CAP 600 | IJT | 464287887 | $9.2M | 0.81% | 63,522 | SH |
| 31 | ST STRT SPDR PRTL S&P | SPYG | 78464A409 | $9.0M | 0.80% | 84,088 | SH |
| 32 | STE SRT CNSR STPLS SLCT | XLP | 81369Y308 | $8.9M | 0.79% | 114,930 | SH |
| 33 | ISHARES CORE S&P 500 | IVV | 464287200 | $8.5M | 0.75% | 12,355 | SH |
| 34 | ISHARES MSCI EMERGING | EEM | 464287234 | $8.1M | 0.71% | 141,906 | SH |
| 35 | ISHARES CORE MSCI | IEMG | 46434G103 | $8.0M | 0.71% | 115,115 | SH |
| 36 | SPDR PORTFOLIO DVLPD | SPDW | 78463X889 | $8.0M | 0.70% | 180,315 | SH |
| 37 | ORACLE CORP | ORCL | 68389X105 | $6.3M | 0.55% | 32,481 | SH |
| 38 | ISHARES GLOBAL | IXG | 464287333 | $6.2M | 0.55% | 50,202 | SH |
| 39 | ALTRIA GROUP INC | MO | 02209S103 | $5.7M | 0.50% | 101,439 | SH |
| 40 | VANGUARD CONSUMER | VCR | 92204A108 | $5.5M | 0.49% | 13,893 | SH |
| 41 | ST STRT SPDR PRTFL S&P | SPYV | 78464A508 | $5.4M | 0.48% | 93,431 | SH |
| 42 | ISHARES S&P SMALL CAP | IJS | 464287879 | $5.1M | 0.45% | 44,039 | SH |
| 43 | STATE STREET SPDR S&P | SDY | 78464A763 | $5.0M | 0.44% | 35,325 | SH |
| 44 | ST STRET SPDR S&P 600 S | SLYV | 78464A300 | $5.0M | 0.44% | 53,392 | SH |
| 45 | VANGUARD SMALL CAP ETF | VB | 922908751 | $4.9M | 0.43% | 18,537 | SH |
| 46 | PHILIP MORRIS INTL INC | PM | 718172109 | $4.5M | 0.39% | 27,939 | SH |
| 47 | VANGUARD MID CAP ETF | VO | 922908629 | $4.4M | 0.39% | 14,799 | SH |
| 48 | INVSC HIGH YIELD | PEY | 46137V563 | $4.3M | 0.38% | 206,608 | SH |
| 49 | VANGUARD TOTAL WORLD | VT | 922042742 | $4.1M | 0.37% | 29,445 | SH |
| 50 | VANGUARD INDUSTRIALS | VIS | 92204A603 | $4.1M | 0.36% | 13,290 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |