Salomon & Ludwin, LLC 13F holdings
Salomon & Ludwin, LLC reported 2,038 positions with a total reported value of $1.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-07. Top holdings by reported value: STATE STREET SPDR (7.7%), ISHARES S&P 500 GROWTH (6.5%), ISHARES SHORT-TERM (6.4%), STATE STREET TECHNOLOGY (6.2%), JPMORGAN ULTRA-SHORT (5.0%). Against 2026-03-31 it opened 112 new positions and exited 95. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 2,038 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| STATE STREET SPDR | 1,530,297 | $93.7M | 7.7% |
| ISHARES S&P 500 GROWTH | 578,289 | $79.1M | 6.5% |
| ISHARES SHORT-TERM | 726,711 | $77.3M | 6.4% |
| STATE STREET TECHNOLOGY | 404,790 | $75.3M | 6.2% |
| JPMORGAN ULTRA-SHORT | 1,203,427 | $61.3M | 5.0% |
| VANGUARD S&P 500 ETF | 75,056 | $51.4M | 4.2% |
| ISHARES S&P 500 VALUE | 179,309 | $40.8M | 3.4% |
| ISHARES S&P MID-CAP 400 | 259,869 | $33.1M | 2.7% |
| SPY STATE STREET SPDR S&P | 40,540 | $30.2M | 2.5% |
| VANGUARD FTSE DEVELOPED | 423,984 | $29.8M | 2.5% |
| VANGUARD TAX-EXEMPT BOND | 578,375 | $29.3M | 2.4% |
| STATE STREET CONSUMER | 268,123 | $27.8M | 2.3% |
| ISHARES NATIONAL MUNI | 253,804 | $27.3M | 2.2% |
| ISHARES CORE S&P MID-CAP | 344,299 | $26.3M | 2.2% |
| VANGUARD SHORT-TERM | 443,813 | $25.8M | 2.1% |
| MSFT MICROSOFT CORP | 60,342 | $23.2M | 1.9% |
| ISHARES MSCI EAFE ETF | 206,707 | $21.3M | 1.8% |
| ISHARES RUSSELL 2000 | 70,892 | $21.3M | 1.8% |
| VANGUARD HIGH DIVIDEND | 128,393 | $20.3M | 1.7% |
| AAPL APPLE INC | 68,528 | $20.2M | 1.7% |
| STATE STREET SPDR S&P | 136,136 | $19.4M | 1.6% |
| VANGUARD GROWTH INDEX | 201,162 | $17.3M | 1.4% |
| STATE STREET HEALTH CARE | 99,600 | $15.9M | 1.3% |
| VANGUARD INTER-TERM | 269,897 | $15.8M | 1.3% |
| ISHARES S&P SMALL-CAP | 99,440 | $15.7M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 112 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| STATE STREET MULTI-ASSET | 27,925 | $957.3K | <0.1% |
| STATE STREET BRIDGEWATER | 3,400 | $99.1K | <0.1% |
| JPMORGAN HEDGED EQUITY | 1,003 | $67.8K | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 251 | $57.0K | <0.1% |
| LQDA LIQUIDIA CORP | 634 | $50.3K | <0.1% |
| SEI HIGH YIELD BOND & | 1,749 | $44.0K | <0.1% |
| ALHC ALIGNMENT HEALTHCARE INC | 1,784 | $42.8K | <0.1% |
| RELY REMITLY GLOBAL INC | 1,830 | $42.0K | <0.1% |
| EPAM EPAM SYS INC | 460 | $39.2K | <0.1% |
| RHEINMETALL ADR F | 148 | $35.4K | <0.1% |
| FLO FLOWERS FOODS INC | 4,121 | $34.7K | <0.1% |
| DAVE DAVE INC | 87 | $33.3K | <0.1% |
| ATMU ATMUS FILTRATION TECHNOL | 631 | $31.3K | <0.1% |
| PEOPLE INC | 630 | $28.9K | <0.1% |
| INGR INGREDION INC | 292 | $27.9K | <0.1% |
| STELLAR BANCORP INC XXX | 700 | $27.5K | <0.1% |
| ERIE INDTY CO | 108 | $26.9K | <0.1% |
| CREDIT ACCEP CORP MICH | 39 | $25.6K | <0.1% |
| PPC PILGRIMS PRIDE CORP NEW | 871 | $24.9K | <0.1% |
| WRBY WARBY PARKER INC | 846 | $24.8K | <0.1% |
| EBC EASTERN BANKSHARES I | 1,008 | $22.8K | <0.1% |
| RSI RUSH STREET INTERACT A | 727 | $22.7K | <0.1% |
| DUOL DUOLINGO INC | 186 | $22.5K | <0.1% |
| REA GROUP LTD F | 920 | $22.1K | <0.1% |
| NIC NICOLET BANKSHARES INC | 130 | $21.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 95 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| VIAV VIAVI SOLUTIONS INC | 2,162 | $79.8K | <0.1% |
| SMTC SEMTECH CORP | 948 | $78.4K | <0.1% |
| SANM SANMINA CORP | 568 | $74.0K | <0.1% |
| SEALED AIR CORP NEW | 1,573 | $66.2K | <0.1% |
| AIR LEASE CORP | 834 | $54.2K | <0.1% |
| LKQ LKQ CORP | 1,903 | $53.6K | <0.1% |
| TRI POINTE HOMES INC | 1,133 | $53.0K | <0.1% |
| DOCN DIGITALOCEAN HLDGS INC | 566 | $50.9K | <0.1% |
| VONOVIA SE F | 2,646 | $33.9K | <0.1% |
| ASGN INC | 715 | $27.9K | <0.1% |
| KMPR KEMPER CORP DEL | 898 | $27.5K | <0.1% |
| STELLAR BANCORP INC | 700 | $25.6K | <0.1% |
| IAC INC | 630 | $25.1K | <0.1% |
| SARTORIUS STEDIM BIOTE F | 1,182 | $23.1K | <0.1% |
| GTM ZOOMINFO TECHNOLOGIES IN | 3,652 | $21.2K | <0.1% |
| CSG SYS INTL INC | 253 | $20.3K | <0.1% |
| AMERICAN WOODMARK CORP | 526 | $20.1K | <0.1% |
| JANUS HENDERSON GROUP F | 381 | $19.6K | <0.1% |
| COTERRA ENERGY INC | 506 | $17.5K | <0.1% |
| BARRATT REDROW PLC F | 2,430 | $17.0K | <0.1% |
| PHM PULTEGROUP INC | 142 | $16.7K | <0.1% |
| SELECT MED HLDGS CORP | 1,004 | $16.4K | <0.1% |
| AMERICAN WTR WKS CO INC | 118 | $16.3K | <0.1% |
| SARO STANDARDAERO INC | 613 | $16.1K | <0.1% |
| CPNG COUPANG INC | 823 | $15.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD GROWTH INDEX | 34,238 | 201,162 | +487.5% | $17.3M |
| VANGUARD INFORMATION | 5,082 | 36,510 | +618.4% | $4.3M |
| VANGUARD MID-CAP INDEX | 14,715 | 57,421 | +290.2% | $4.6M |
| STATE STREET SPDR | 1,488,334 | 1,530,297 | +2.8% | $93.7M |
| ISHARES RUSSELL 1000 | 5,927 | 21,051 | +255.2% | $2.7M |
| ISHARES SHORT-TERM | 711,088 | 726,711 | +2.2% | $77.3M |
| ISHARES NATIONAL MUNI | 241,317 | 253,804 | +5.2% | $27.3M |
| VANGUARD SHORT-TERM | 431,303 | 443,813 | +2.9% | $25.8M |
| VANGUARD TAX-EXEMPT BOND | 564,104 | 578,375 | +2.5% | $29.3M |
| JPMORGAN ULTRA-SHORT | 1,191,308 | 1,203,427 | +1.0% | $61.3M |
| ISHARES 1-3 YEAR | 170,913 | 178,384 | +4.4% | $14.6M |
| VANGUARD INTER-TERM | 260,470 | 269,897 | +3.6% | $15.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| STATE STREET TECHNOLOGY | 433,297 | 404,790 | -6.6% | $75.3M |
| ISHARES S&P 500 GROWTH | 598,490 | 578,289 | -3.4% | $79.1M |
| VANGUARD S&P 500 ETF | 77,778 | 75,056 | -3.5% | $51.4M |
| ISHARES S&P 500 VALUE | 186,041 | 179,309 | -3.6% | $40.8M |
| SPY STATE STREET SPDR S&P | 42,526 | 40,540 | -4.7% | $30.2M |
| ISHARES S&P MID-CAP 400 | 271,085 | 259,869 | -4.1% | $33.1M |
| MA MASTERCARD INC | 1,826 | 251 | -86.3% | $131.1K |
| META META PLATFORMS INC | 2,472 | 1,197 | -51.6% | $733.7K |
| ISHARES S&P SMALL-CAP | 104,206 | 99,440 | -4.6% | $15.7M |
| ISHARES CORE S&P 500 | 12,265 | 11,292 | -7.9% | $8.5M |
| STATE STREET SPDR S&P | 140,622 | 136,136 | -3.2% | $19.4M |
| ISHARES CORE S&P MID-CAP | 352,625 | 344,299 | -2.4% | $26.3M |
CIK 1766156 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
