Salomon & Ludwin, LLC
13F Reported Value
ⓘ$1.2B
Holdings
2,116
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Salomon & Ludwin, LLC disclosed 2,116 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 106 new positions and exited 87 and a full exit from $VIAV. The portfolio is most concentrated in Other (83.8% of disclosed assets). All figures are sourced directly from Salomon & Ludwin, LLC’s Form 13F-HR filing with the SEC under CIK 1766156.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES S&P 500 GROWTH - ETF
—Quality
$79.1M578,289 shISHARES SHORT-TERM - ETF
—Quality
$77.3M726,711 shSTATE STREET TECHNOLOGY - ETF
—Quality
$75.3M404,790 shJPMORGAN ULTRA-SHORT - ETF
—Quality
$61.2M1,202,000 shVANGUARD S&P 500 ETF - ETF
—Quality
$51.4M75,056 shSTATE STREET SPDR - ETF
—Quality
$49.3M539,532 shISHARES S&P 500 VALUE - ETF
—Quality
$40.8M179,309 sh- —
Quality
$30.2M40,540 sh VANGUARD FTSE DEVELOPED - ETF
—Quality
$29.8M423,984 shVANGUARD TAX-EXEMPT BOND - ETF
—Quality
$29.3M578,375 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES S&P 500 GROWTH - ETF | — | $79.1M | 578,289 |
| ISHARES SHORT-TERM - ETF | — | $77.3M | 726,711 |
| STATE STREET TECHNOLOGY - ETF | — | $75.3M | 404,790 |
| JPMORGAN ULTRA-SHORT - ETF | — | $61.2M | 1,202,000 |
| VANGUARD S&P 500 ETF - ETF | — | $51.4M | 75,056 |
| STATE STREET SPDR - ETF | — | $49.3M | 539,532 |
| ISHARES S&P 500 VALUE - ETF | — | $40.8M | 179,309 |
 SPDR S&P 500 ETF TRUST$SPY | — | $30.2M | 40,540 |
| VANGUARD FTSE DEVELOPED - ETF | — | $29.8M | 423,984 |
| VANGUARD TAX-EXEMPT BOND - ETF | — | $29.3M | 578,375 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Salomon & Ludwin, LLC's 2,116 positions.
Showing top 10 of 2,116 holdings.
Sector Allocation
Other
$1.0B
Technology
$72.8M
Financials
$34.7M
Industrials
$21.6M
Consumer Staples
$17.8M
Consumer Discretionary
$14.8M
Healthcare
$11.7M
Utilities
$7.5M
Top Holdings — Salomon & Ludwin, LLC (Q2 2026)
Top 150 of 2,116 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES S&P 500 GROWTH - ETF | $79.1M | 6.5% | -3% | — |
| 2 | — | ISHARES SHORT-TERM - ETF | $77.3M | 6.4% | +2% | — |
| 3 | — | STATE STREET TECHNOLOGY - ETF | $75.3M | 6.2% | -7% | — |
| 4 | — | JPMORGAN ULTRA-SHORT - ETF | $61.2M | 5.0% | +1% | — |
| 5 | — | VANGUARD S&P 500 ETF - ETF | $51.4M | 4.2% | -3% | — |
| 6 | — | STATE STREET SPDR - ETF | $49.3M | 4.1% | +2% | — |
| 7 | — | ISHARES S&P 500 VALUE - ETF | $40.8M | 3.4% | -4% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $30.2M | 2.5% | -5% | — |
| 9 | — | VANGUARD FTSE DEVELOPED - ETF | $29.8M | 2.5% | -0% | — |
| 10 | — | VANGUARD TAX-EXEMPT BOND - ETF | $29.3M | 2.4% | +3% | — |
| 11 | — | ISHARES NATIONAL MUNI - ETF | $27.3M | 2.3% | +5% | — |
| 12 | — | ISHARES CORE S&P MID-CAP - ETF | $26.3M | 2.2% | -2% | — |
| 13 | — | VANGUARD SHORT-TERM - ETF | $25.8M | 2.1% | +3% | — |
| 14 |  $MSFT | MICROSOFT CORP | $23.2M | 1.9% | -2% | 79.8 |
| 15 | — | ISHARES MSCI EAFE ETF - ETF | $21.3M | 1.8% | -2% | — |
| 16 | — | ISHARES RUSSELL 2000 - ETF | $21.2M | 1.8% | -1% | — |
| 17 | — | VANGUARD HIGH DIVIDEND - ETF | $20.3M | 1.7% | -2% | — |
| 18 |  $AAPL | Apple Inc. | $20.2M | 1.7% | -1% | 76.4 |
| 19 | — | ISHARES S&P MID-CAP 400 - ETF | $19.2M | 1.6% | -5% | — |
| 20 | — | STATE STREET CONSUMER - ETF | $18.4M | 1.5% | -1% | — |
| 21 | — | VANGUARD GROWTH INDEX - ETF | $17.3M | 1.4% | +488% | — |
| 22 | — | STATE STREET HEALTH CARE - ETF | $15.9M | 1.3% | -1% | — |
| 23 | — | VANGUARD INTER-TERM - ETF | $15.8M | 1.3% | +4% | — |
| 24 | — | STATE STREET FINANCIAL - ETF | $15.4M | 1.3% | -1% | — |
| 25 | — | STATE STREET SPDR - ETF | $15.2M | 1.3% | +4% | — |
| 26 | — | ISHARES 1-3 YEAR - ETF | $14.6M | 1.2% | +4% | — |
| 27 | — | ISHARES S&P MID-CAP 400 - ETF | $13.9M | 1.1% | -2% | — |
| 28 | — | ISHARES CORE S&P - ETF | $13.5M | 1.1% | -2% | — |
| 29 | — | STATE STREET INDUSTRIAL - ETF | $10.8M | 0.9% | -1% | — |
| 30 | — | STATE STREET SPDR - ETF | $10.8M | 0.9% | +7% | — |
| 31 | — | ISHARES S&P SMALL-CAP - ETF | $10.2M | 0.8% | -4% | — |
| 32 | — | STATE STREET CONSUMER - ETF | $9.4M | 0.8% | -1% | — |
| 33 | — | ISHARES CORE MSCI - ETF | $8.9M | 0.7% | -1% | — |
| 34 | — | ISHARES MSCI EMERGING - ETF | $8.9M | 0.7% | -2% | — |
| 35 | — | STATE STREET SPDR - ETF | $8.9M | 0.7% | -5% | — |
| 36 | — | ISHARES CORE S&P 500 - ETF | $8.5M | 0.7% | -8% | — |
| 37 |  $MO | ALTRIA GROUP, INC. | $7.3M | 0.6% | -0% | 67.4 |
| 38 |  $LRCX | LAM RESEARCH CORP | $6.3M | 0.5% | -1% | 79.4 |
| 39 | — | ISHARES GLOBAL - ETF | $6.2M | 0.5% | -1% | — |
| 40 | — | STATE STREET SPDR - ETF | $5.7M | 0.5% | -2% | — |
| 41 | — | STATE STREET SPDR S&P - ETF | $5.5M | 0.5% | -4% | — |
| 42 | — | VANGUARD CONSUMER - ETF | $5.4M | 0.5% | -1% | — |
| 43 | — | ISHARES S&P SMALL-CAP - ETF | $5.4M | 0.5% | -6% | — |
| 44 | — | STATE STREET SPDR S&P - ETF | $5.2M | 0.4% | -3% | — |
| 45 | — | VANGUARD SMALL-CAP INDEX - ETF | $5.1M | 0.4% | -5% | — |
| 46 |  $PM | Philip Morris International Inc. | $4.9M | 0.4% | -1% | 75.9 |
| 47 |  $IVZ | Invesco Ltd. | $4.8M | 0.4% | -1% | — |
| 48 |  $ORCL | ORACLE CORP | $4.7M | 0.4% | -0% | 66.2 |
| 49 | — | VANGUARD MID-CAP INDEX - ETF | $4.6M | 0.4% | +290% | — |
| 50 |  $D | DOMINION ENERGY, INC | $4.6M | 0.4% | -0% | 69.9 |
| 51 | — | VANGUARD INDUSTRIALS - ETF | $4.5M | 0.4% | -1% | — |
| 52 |  $DOV | DOVER Corp | $4.4M | 0.4% | -0% | 58.1 |
| 53 | — | VANGUARD INFORMATION - ETF | $4.3M | 0.3% | +618% | — |
| 54 | — | STATE STREET - ETF | $4.2M | 0.3% | +5% | — |
| 55 | — | STATE STREET ENERGY - ETF | $4.0M | 0.3% | +3% | — |
| 56 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.9M | 0.3% | -2% | — |
| 57 |  $AMZN | AMAZON COM INC | $3.7M | 0.3% | -0% | 68.7 |
| 58 | — | FIRST TRUST MORNINGSTAR - ETF | $3.5M | 0.3% | -2% | — |
| 59 | — | VANGUARD FTSE EMERGING - ETF | $3.5M | 0.3% | -1% | — |
| 60 | — | VANGUARD VALUE INDEX - ETF | $3.4M | 0.3% | -3% | — |
| 61 |  $WT | WisdomTree, Inc. | $3.2M | 0.3% | -2% | 59.9 |
| 62 | — | STATE STREET SPDR - ETF | $3.1M | 0.3% | +5% | — |
| 63 |  $NEU | NEWMARKET CORP | $2.9M | 0.2% | +0% | 59.9 |
| 64 |  $LOW | LOWES COMPANIES INC | $2.8M | 0.2% | -3% | 60.8 |
| 65 |  $NVDA | NVIDIA CORP | $2.8M | 0.2% | +1% | 85.9 |
| 66 |  $GOOG | Alphabet Inc. | $2.7M | 0.2% | -0% | 78.2 |
| 67 |  $MCD | MCDONALDS CORP | $2.6M | 0.2% | +2% | 69 |
| 68 | — | ISHARES RUSSELL 1000 - ETF | $2.5M | 0.2% | +282% | — |
| 69 | $WT | WisdomTree, Inc. | $2.2M | 0.2% | -1% | 59.9 |
| 70 | $WT | WisdomTree, Inc. | $2.1M | 0.2% | -4% | 59.9 |
| 71 |  $AMAT | APPLIED MATERIALS INC /DE | $2.0M | 0.2% | -4% | 72.3 |
| 72 |  $STT | STATE STREET CORP | $2.0M | 0.2% | -5% | 71.5 |
| 73 |  $LLY | ELI LILLY & Co | $2.0M | 0.2% | -3% | 87.5 |
| 74 | — | VANGUARD ENERGY INDEX - ETF | $1.9M | 0.1% | -1% | — |
| 75 |  $KO | COCA COLA CO | $1.8M | 0.1% | +0% | 69.5 |
| 76 | — | STATE STREET SPDR S&P - ETF | $1.8M | 0.1% | -1% | — |
| 77 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.1% | +6% | 70.7 |
| 78 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.1% | -0% | 69 |
| 79 | — | ISHARES U.S. AEROSPACE & - ETF | $1.7M | 0.1% | +0% | — |
| 80 | $IVZ | Invesco Ltd. | $1.6M | 0.1% | -5% | — |
| 81 |  $GOOGL | Alphabet Inc. | $1.5M | 0.1% | -2% | 78.2 |
| 82 | — | VANGUARD HEALTH CARE - ETF | $1.5M | 0.1% | -0% | — |
| 83 |  $AVGO | Broadcom Inc. | $1.4M | 0.1% | -6% | 84.5 |
| 84 |  $ABBV | AbbVie Inc. | $1.3M | 0.1% | +1% | 72.6 |
| 85 | — | VANGUARD TOTAL STOCK - ETF | $1.3M | 0.1% | -4% | — |
| 86 |  $TSLA | Tesla, Inc. | $1.2M | 0.1% | +3% | 53.9 |
| 87 |  $TFC | TRUIST FINANCIAL CORP | $1.1M | 0.1% | -0% | 76.4 |
| 88 | — | STATE STREET SPDR S&P - ETF | $1.1M | 0.1% | -1% | — |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.0M | 0.1% | -2% | — |
| 90 |  $AUB | Atlantic Union Bankshares Corp | $958,041 | 0.1% | +0% | 73.1 |
| 91 | — | STATE STREET MULTI-ASSET - ETF | $957,269 | 0.1% | NEW | — |
| 92 |  $CL | COLGATE PALMOLIVE CO | $957,098 | 0.1% | +0% | 61.3 |
| 93 | — | ISHARES 0-3 MONTH - ETF | $901,346 | 0.1% | -1% | — |
| 94 |  $PRAA | PRA GROUP INC | $896,834 | 0.1% | -0% | 42.3 |
| 95 |  $INTC | INTEL CORP | $876,438 | 0.1% | -1% | 45.6 |
| 96 |  $XOM.R34088 | EXXON MOBIL CORP | $876,144 | 0.1% | -2% | 57.9 |
| 97 |  $CAT | CATERPILLAR INC | $866,702 | 0.1% | +0% | 66.5 |
| 98 |  $GE | GENERAL ELECTRIC CO | $840,990 | 0.1% | -2% | 73.8 |
| 99 | — | ISHARES S&P 100 ETF - ETF | $826,134 | 0.1% | +0% | — |
| 100 |  $NSC | NORFOLK SOUTHERN CORP | $823,632 | 0.1% | -0% | 63.2 |
| 101 | — | VANGUARD LARGE-CAP INDEX - ETF | $807,427 | 0.1% | -6% | — |
| 102 |  $CSCO | CISCO SYSTEMS, INC. | $740,907 | 0.1% | -1% | 70.3 |
| 103 |  $META | Meta Platforms, Inc. | $733,653 | 0.1% | -52% | 79.6 |
| 104 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $702,744 | 0.1% | -2% | 70 |
| 105 | — | STATE STREET SPDR - ETF | $649,255 | 0.1% | -1% | — |
| 106 | — | SCHWAB U.S. DIVIDEND - ETF | $645,982 | 0.1% | -5% | — |
| 107 |  $BRK.B | BERKSHIRE HATHAWAY INC | $615,180 | 0.1% | -12% | 73.8 |
| 108 | — | VANGUARD CONSUMER - ETF | $579,079 | 0.1% | -0% | — |
| 109 | — | ISHARES RUSSELL MID-CAP - ETF | $574,038 | 0.1% | -4% | — |
| 110 |  $LINE | Lineage, Inc. | $570,855 | 0.1% | +2150% | 48.3 |
| 111 |  $MU | MICRON TECHNOLOGY INC | $558,463 | 0.1% | +5% | 86.2 |
| 112 |  $PEP | PEPSICO INC | $553,206 | 0.1% | -7% | 63.4 |
| 113 | — | ISHARES CORE S&P TOTAL - ETF | $549,631 | 0.1% | +0% | — |
| 114 |  $V | VISA INC. | $547,334 | 0.1% | -0% | 82.9 |
| 115 |  $CVX | CHEVRON CORP | $545,617 | 0.0% | -3% | 62.8 |
| 116 |  $WFC | WELLS FARGO & COMPANY/MN | $545,203 | 0.0% | -1% | 61.8 |
| 117 |  $GEV | GE Vernova Inc. | $534,279 | 0.0% | -3% | 81.1 |
| 118 | — | VANGUARD FINANCIALS - ETF | $526,462 | 0.0% | -0% | — |
| 119 |  $DUK | Duke Energy CORP | $524,209 | 0.0% | -1% | 56.4 |
| 120 |  $QCOM | QUALCOMM INC/DE | $452,799 | 0.0% | +7% | 70.5 |
| 121 |  $MDLZ | Mondelez International, Inc. | $451,838 | 0.0% | -1% | 56.4 |
| 122 | $WT | WisdomTree, Inc. | $449,367 | 0.0% | -1% | 59.9 |
| 123 |  $RS | RELIANCE, INC. | $443,901 | 0.0% | +0% | 50.9 |
| 124 |  $ASML | ASML HOLDING NV | $442,330 | 0.0% | +3% | — |
| 125 |  $ABT | ABBOTT LABORATORIES | $441,266 | 0.0% | +11% | 65.5 |
| 126 |  $PG | PROCTER & GAMBLE Co | $439,341 | 0.0% | -16% | 64.6 |
| 127 |  $COST | COSTCO WHOLESALE CORP /NEW | $436,444 | 0.0% | -8% | 66.2 |
| 128 | — | VANGUARD RUSSELL 2000 - ETF | $433,364 | 0.0% | -1% | — |
| 129 |  $HD | HOME DEPOT, INC. | $430,832 | 0.0% | +33% | 60.3 |
| 130 |  $AMD | ADVANCED MICRO DEVICES INC | $426,213 | 0.0% | +0% | 79.8 |
| 131 | — | VANGUARD SMALL-CAP - ETF | $423,914 | 0.0% | -3% | — |
| 132 |  $DIS | Walt Disney Co | $415,381 | 0.0% | +12% | 60.1 |
| 133 |  $NFLX | NETFLIX INC | $387,940 | 0.0% | -10% | 78.8 |
| 134 |  $UNH | UNITEDHEALTH GROUP INC | $377,914 | 0.0% | -30% | 62.7 |
| 135 |  $MRK | Merck & Co., Inc. | $370,343 | 0.0% | -2% | 59.9 |
| 136 |  $SO | SOUTHERN CO | $368,114 | 0.0% | +15% | 62 |
| 137 |  $MKL | MARKEL GROUP INC. | $367,995 | 0.0% | -1% | 60.2 |
| 138 | — | GLOBAL X S&P 500 COVERED - ETF | $349,015 | 0.0% | -4% | — |
| 139 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $334,789 | 0.0% | +0% | 66.8 |
| 140 |  $GLD | SPDR GOLD TRUST | $332,058 | 0.0% | +24% | — |
| 141 | — | DIMENSIONAL U.S. CORE - ETF | $331,865 | 0.0% | +0% | — |
| 142 |  $GLDM | World Gold Trust | $330,789 | 0.0% | +64% | — |
| 143 |  $AMGN | AMGEN INC | $327,726 | 0.0% | +27% | 79.2 |
| 144 |  $WMT | Walmart Inc. | $324,610 | 0.0% | -4% | 60.2 |
| 145 |  $COF | CAPITAL ONE FINANCIAL CORP | $304,567 | 0.0% | +13% | 62.4 |
| 146 |  $BDX | BECTON DICKINSON & CO | $293,874 | 0.0% | -6% | 59 |
| 147 |  $PANW | Palo Alto Networks Inc | $293,249 | 0.0% | +43% | 65.5 |
| 148 | — | ISHARES RUSSELL 3000 - ETF | $290,671 | 0.0% | -13% | — |
| 149 |  $SON | SONOCO PRODUCTS CO | $282,940 | 0.0% | +0% | 69 |
| 150 |  $UBSI | UNITED BANKSHARES INC/WV | $282,579 | 0.0% | +0% | 66.4 |
New Positions (106)
$HONA Honeywell Aerospace Inc.$57,050
$LQDA Liquidia Corp$50,289
$ALHC Alignment Healthcare, Inc.$42,834
$RELY Remitly Global, Inc.$41,999
$EPAM EPAM Systems, Inc.$39,210
$FLO FLOWERS FOODS INC$34,658
$DAVE Dave Inc./DE$33,332
$ATMU Atmus Filtration Technologies Inc.$31,323
$INGR Ingredion Inc$27,921
$ERIE ERIE INDEMNITY CO$26,921Exited Positions (87)
$VIAV VIAVI SOLUTIONS INC.
$SMTC SEMTECH CORP
$SANM SANMINA CORP
$SDA SunCar Technology Group Inc.
$AL AIR LEASE CORP
$LKQ LKQ CORP
$TPH Tri Pointe Homes, Inc.
$DOCN DigitalOcean Holdings, Inc.
$KMPB KEMPER Corp
$GTM ZoomInfo Technologies Inc.
$CSGS CSG SYSTEMS INTERNATIONAL INC
$AMWD AMERICAN WOODMARK CORPBrowse Top Institutional Investors
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