Filed: 7/29/2025ACC: 0001766156-25-000007
📋 What this filing means
SALOMON & LUDWIN, LLC filed this quarterly 13F‑HR report disclosing 1121 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1121
Positions
$1.01B
Total AUM (reported)
10.24M
Total Shares
Allocation by class
ETF$896.46M88.6%
COM$114.48M11.3%
ADR$729.6K0.1%
SHS$596.8K0.1%
Portfolio Concentration
Top 3$192.00M19.0%
4–10$269.82M26.7%
11–25$269.38M26.6%
Rest$281.07M27.8%
Top 3 weight
19.0%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 10.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1121
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1121
Rows:
ISHARES S&P 500 GROWTH
SOLEShares660.03K
TypeSH
Market value$72.44M
7.16%
Sole
0.00
Shared
0.00
None
660.03K
ISHARES SHORT TERM NTNL
SOLEShares599.25K
TypeSH
Market value$63.68M
6.29%
Sole
0.00
Shared
0.00
None
599.25K
TECHNOLOGY SELECT SECTOR
SOLEShares220.14K
TypeSH
Market value$55.88M
5.52%
Sole
0.00
Shared
0.00
None
220.14K
JPMORGAN ULTRA SHRT
SOLEShares1.02M
TypeSH
Market value$51.67M
5.10%
Sole
0.00
Shared
0.00
None
1.02M
VANGUARD S&P 500 ETF
SOLEShares85.49K
TypeSH
Market value$48.75M
4.82%
Sole
0.00
Shared
0.00
None
85.49K
SPDR BLOOMBERG 1 3 MNTH
SOLEShares516.94K
TypeSH
Market value$47.27M
4.67%
Sole
0.00
Shared
0.00
None
516.94K
ISHARES S&P 500 VALUE
SOLEShares196.49K
TypeSH
Market value$38.81M
3.83%
Sole
0.00
Shared
0.00
None
196.49K
MICROSOFT CORP
SOLEShares58.70K
TypeSH
Market value$28.83M
2.85%
Sole
0.00
Shared
0.00
None
58.70K
SPDR S&P 500 ETF
SOLEShares44.11K
TypeSH
Market value$27.37M
2.70%
Sole
0.00
Shared
0.00
None
44.11K
VANGUARD FTSE DEVELOPED
SOLEShares474.44K
TypeSH
Market value$27.11M
2.68%
Sole
0.00
Shared
0.00
None
474.44K
VANGUARD MUNI BND TAX
SOLEShares546.68K
TypeSH
Market value$26.78M
2.65%
Sole
0.00
Shared
0.00
None
546.68K
ISHARES NATIONAL MUNI
SOLEShares243.46K
TypeSH
Market value$25.41M
2.51%
Sole
0.00
Shared
0.00
None
243.46K
ISHARES CORE S&P MID CAP
SOLEShares371.55K
TypeSH
Market value$23.56M
2.33%
Sole
0.00
Shared
0.00
None
371.55K
VANGUARD SHORT TERM
SOLEShares373.46K
TypeSH
Market value$21.86M
2.16%
Sole
0.00
Shared
0.00
None
373.46K
ISHARES MSCI EAFE ETF
SOLEShares242.86K
TypeSH
Market value$21.74M
2.15%
Sole
0.00
Shared
0.00
None
242.86K
VANGUARD HIGH DIVIDEND
SOLEShares138.87K
TypeSH
Market value$18.75M
1.85%
Sole
0.00
Shared
0.00
None
138.87K
ISHARES S&P MID CAP 400
SOLEShares188.34K
TypeSH
Market value$17.39M
1.72%
Sole
0.00
Shared
0.00
None
188.34K
SPDR FUND CONSUMER
SOLEShares77.13K
TypeSH
Market value$16.98M
1.68%
Sole
0.00
Shared
0.00
None
77.13K
VANGUARD GROWTH ETF
SOLEShares36.30K
TypeSH
Market value$15.87M
1.57%
Sole
0.00
Shared
0.00
None
36.30K
ISHARES RUSSELL 2000
SOLEShares69.11K
TypeSH
Market value$15.29M
1.51%
Sole
0.00
Shared
0.00
None
69.11K
SELECT STR FINANCIAL
SOLEShares258.34K
TypeSH
Market value$13.61M
1.34%
Sole
0.00
Shared
0.00
None
258.34K
ISHARES S&P MID CAP 400
SOLEShares105.22K
TypeSH
Market value$13.41M
1.32%
Sole
0.00
Shared
0.00
None
105.22K
APPLE INC
SOLEShares61.97K
TypeSH
Market value$13.16M
1.30%
Sole
0.00
Shared
0.00
None
61.97K
SELECT SECTOR HEALTH
SOLEShares95.31K
TypeSH
Market value$12.92M
1.28%
Sole
0.00
Shared
0.00
None
95.31K
VANGUARD INTER-TERM
SOLEShares212.69K
TypeSH
Market value$12.64M
1.25%
Sole
0.00
Shared
0.00
None
212.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES S&P 500 GROWTHSOLE | ETF | 660.03K | SH | $72.44M 7.16% | 0.00 | 0.00 | 660.03K |
ISHARES SHORT TERM NTNLSOLE | ETF | 599.25K | SH | $63.68M 6.29% | 0.00 | 0.00 | 599.25K |
TECHNOLOGY SELECT SECTORSOLE | ETF | 220.14K | SH | $55.88M 5.52% | 0.00 | 0.00 | 220.14K |
JPMORGAN ULTRA SHRTSOLE | ETF | 1.02M | SH | $51.67M 5.10% | 0.00 | 0.00 | 1.02M |
VANGUARD S&P 500 ETFSOLE | ETF | 85.49K | SH | $48.75M 4.82% | 0.00 | 0.00 | 85.49K |
SPDR BLOOMBERG 1 3 MNTHSOLE | ETF | 516.94K | SH | $47.27M 4.67% | 0.00 | 0.00 | 516.94K |
ISHARES S&P 500 VALUESOLE | ETF | 196.49K | SH | $38.81M 3.83% | 0.00 | 0.00 | 196.49K |
MICROSOFT CORPSOLE | COM | 58.70K | SH | $28.83M 2.85% | 0.00 | 0.00 | 58.70K |
SPDR S&P 500 ETFSOLE | ETF | 44.11K | SH | $27.37M 2.70% | 0.00 | 0.00 | 44.11K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 474.44K | SH | $27.11M 2.68% | 0.00 | 0.00 | 474.44K |
VANGUARD MUNI BND TAXSOLE | ETF | 546.68K | SH | $26.78M 2.65% | 0.00 | 0.00 | 546.68K |
ISHARES NATIONAL MUNISOLE | ETF | 243.46K | SH | $25.41M 2.51% | 0.00 | 0.00 | 243.46K |
ISHARES CORE S&P MID CAPSOLE | ETF | 371.55K | SH | $23.56M 2.33% | 0.00 | 0.00 | 371.55K |
VANGUARD SHORT TERMSOLE | ETF | 373.46K | SH | $21.86M 2.16% | 0.00 | 0.00 | 373.46K |
ISHARES MSCI EAFE ETFSOLE | ETF | 242.86K | SH | $21.74M 2.15% | 0.00 | 0.00 | 242.86K |
VANGUARD HIGH DIVIDENDSOLE | ETF | 138.87K | SH | $18.75M 1.85% | 0.00 | 0.00 | 138.87K |
ISHARES S&P MID CAP 400SOLE | ETF | 188.34K | SH | $17.39M 1.72% | 0.00 | 0.00 | 188.34K |
SPDR FUND CONSUMERSOLE | ETF | 77.13K | SH | $16.98M 1.68% | 0.00 | 0.00 | 77.13K |
VANGUARD GROWTH ETFSOLE | ETF | 36.30K | SH | $15.87M 1.57% | 0.00 | 0.00 | 36.30K |
ISHARES RUSSELL 2000SOLE | ETF | 69.11K | SH | $15.29M 1.51% | 0.00 | 0.00 | 69.11K |
SELECT STR FINANCIALSOLE | ETF | 258.34K | SH | $13.61M 1.34% | 0.00 | 0.00 | 258.34K |
ISHARES S&P MID CAP 400SOLE | ETF | 105.22K | SH | $13.41M 1.32% | 0.00 | 0.00 | 105.22K |
APPLE INCSOLE | COM | 61.97K | SH | $13.16M 1.30% | 0.00 | 0.00 | 61.97K |
SELECT SECTOR HEALTHSOLE | ETF | 95.31K | SH | $12.92M 1.28% | 0.00 | 0.00 | 95.31K |
VANGUARD INTER-TERMSOLE | ETF | 212.69K | SH | $12.64M 1.25% | 0.00 | 0.00 | 212.69K |
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