Filed: 10/21/2025ACC: 0001766156-25-000008
📋 What this filing means
SALOMON & LUDWIN, LLC filed this quarterly 13F‑HR report disclosing 2154 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2154
Positions
$1.11B
Total AUM (reported)
11.12M
Total Shares
Allocation by class
ETF$944.92M85.0%
COM$157.58M14.2%
ADR$6.88M0.6%
SHS$2.04M0.2%
Portfolio Concentration
Top 3$207.65M18.7%
4–10$285.94M25.7%
11–25$278.56M25.1%
Rest$339.27M30.5%
Top 3 weight
18.7%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 11.12M
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
11.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole2154
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings2154
Rows:
ISHARES S&P 500 GROWTH
SOLEShares628.89K
TypeSH
Market value$76.13M
6.85%
Sole
0.00
Shared
0.00
None
628.89K
ISHARES SHORT TERM NTNL
SOLEShares635.91K
TypeSH
Market value$67.84M
6.10%
Sole
0.00
Shared
0.00
None
635.91K
TECHNOLOGY SELECT SECTOR
SOLEShares223.64K
TypeSH
Market value$63.67M
5.73%
Sole
0.00
Shared
0.00
None
223.64K
JPMORGAN ULTRA SHRT
SOLEShares1.15M
TypeSH
Market value$58.56M
5.27%
Sole
0.00
Shared
0.00
None
1.15M
VANGUARD S&P 500 ETF
SOLEShares82.63K
TypeSH
Market value$50.87M
4.58%
Sole
0.00
Shared
0.00
None
82.63K
SPDR BLOOMBERG 1 3 MNTH
SOLEShares522.33K
TypeSH
Market value$47.79M
4.30%
Sole
0.00
Shared
0.00
None
522.33K
ISHARES S&P 500 VALUE
SOLEShares193.53K
TypeSH
Market value$40.22M
3.62%
Sole
0.00
Shared
0.00
None
193.53K
MICROSOFT CORP
SOLEShares61.66K
TypeSH
Market value$31.90M
2.87%
Sole
0.00
Shared
0.00
None
61.66K
SPDR S&P 500 ETF
SOLEShares42.59K
TypeSH
Market value$28.50M
2.56%
Sole
0.00
Shared
0.00
None
42.59K
VANGUARD FTSE DEVELOPED
SOLEShares459.97K
TypeSH
Market value$28.10M
2.53%
Sole
0.00
Shared
0.00
None
459.97K
ISHARES CORE S&P MID CAP
SOLEShares367.90K
TypeSH
Market value$24.21M
2.18%
Sole
0.00
Shared
0.00
None
367.90K
VANGUARD MUNI BND TAX
SOLEShares481.86K
TypeSH
Market value$24.08M
2.17%
Sole
0.00
Shared
0.00
None
481.86K
VANGUARD SHORT TERM
SOLEShares385.73K
TypeSH
Market value$22.65M
2.04%
Sole
0.00
Shared
0.00
None
385.73K
ISHARES MSCI EAFE ETF
SOLEShares230.62K
TypeSH
Market value$21.93M
1.97%
Sole
0.00
Shared
0.00
None
230.62K
ISHARES NATIONAL MUNI
SOLEShares199.98K
TypeSH
Market value$21.27M
1.91%
Sole
0.00
Shared
0.00
None
199.98K
VANGUARD HIGH DIVIDEND
SOLEShares137.09K
TypeSH
Market value$19.41M
1.75%
Sole
0.00
Shared
0.00
None
137.09K
SPDR FUND CONSUMER
SOLEShares79.06K
TypeSH
Market value$18.81M
1.69%
Sole
0.00
Shared
0.00
None
79.06K
ISHARES S&P MID CAP 400
SOLEShares185.18K
TypeSH
Market value$17.86M
1.61%
Sole
0.00
Shared
0.00
None
185.18K
APPLE INC
SOLEShares68.98K
TypeSH
Market value$17.80M
1.60%
Sole
0.00
Shared
0.00
None
68.98K
ISHARES RUSSELL 2000
SOLEShares72.26K
TypeSH
Market value$17.76M
1.60%
Sole
0.00
Shared
0.00
None
72.26K
VANGUARD GROWTH ETF
SOLEShares35.04K
TypeSH
Market value$16.87M
1.52%
Sole
0.00
Shared
0.00
None
35.04K
SELECT STR FINANCIAL
SOLEShares276.09K
TypeSH
Market value$14.83M
1.33%
Sole
0.00
Shared
0.00
None
276.09K
SELECT SECTOR HEALTH
SOLEShares100.84K
TypeSH
Market value$14.60M
1.31%
Sole
0.00
Shared
0.00
None
100.84K
ISHARES S&P MID CAP 400
SOLEShares103.20K
TypeSH
Market value$13.53M
1.22%
Sole
0.00
Shared
0.00
None
103.20K
VANGUARD INTER-TERM
SOLEShares216.08K
TypeSH
Market value$12.96M
1.17%
Sole
0.00
Shared
0.00
None
216.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES S&P 500 GROWTHSOLE | ETF | 628.89K | SH | $76.13M 6.85% | 0.00 | 0.00 | 628.89K |
ISHARES SHORT TERM NTNLSOLE | ETF | 635.91K | SH | $67.84M 6.10% | 0.00 | 0.00 | 635.91K |
TECHNOLOGY SELECT SECTORSOLE | ETF | 223.64K | SH | $63.67M 5.73% | 0.00 | 0.00 | 223.64K |
JPMORGAN ULTRA SHRTSOLE | ETF | 1.15M | SH | $58.56M 5.27% | 0.00 | 0.00 | 1.15M |
VANGUARD S&P 500 ETFSOLE | ETF | 82.63K | SH | $50.87M 4.58% | 0.00 | 0.00 | 82.63K |
SPDR BLOOMBERG 1 3 MNTHSOLE | ETF | 522.33K | SH | $47.79M 4.30% | 0.00 | 0.00 | 522.33K |
ISHARES S&P 500 VALUESOLE | ETF | 193.53K | SH | $40.22M 3.62% | 0.00 | 0.00 | 193.53K |
MICROSOFT CORPSOLE | COM | 61.66K | SH | $31.90M 2.87% | 0.00 | 0.00 | 61.66K |
SPDR S&P 500 ETFSOLE | ETF | 42.59K | SH | $28.50M 2.56% | 0.00 | 0.00 | 42.59K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 459.97K | SH | $28.10M 2.53% | 0.00 | 0.00 | 459.97K |
ISHARES CORE S&P MID CAPSOLE | ETF | 367.90K | SH | $24.21M 2.18% | 0.00 | 0.00 | 367.90K |
VANGUARD MUNI BND TAXSOLE | ETF | 481.86K | SH | $24.08M 2.17% | 0.00 | 0.00 | 481.86K |
VANGUARD SHORT TERMSOLE | ETF | 385.73K | SH | $22.65M 2.04% | 0.00 | 0.00 | 385.73K |
ISHARES MSCI EAFE ETFSOLE | ETF | 230.62K | SH | $21.93M 1.97% | 0.00 | 0.00 | 230.62K |
ISHARES NATIONAL MUNISOLE | ETF | 199.98K | SH | $21.27M 1.91% | 0.00 | 0.00 | 199.98K |
VANGUARD HIGH DIVIDENDSOLE | ETF | 137.09K | SH | $19.41M 1.75% | 0.00 | 0.00 | 137.09K |
SPDR FUND CONSUMERSOLE | ETF | 79.06K | SH | $18.81M 1.69% | 0.00 | 0.00 | 79.06K |
ISHARES S&P MID CAP 400SOLE | ETF | 185.18K | SH | $17.86M 1.61% | 0.00 | 0.00 | 185.18K |
APPLE INCSOLE | COM | 68.98K | SH | $17.80M 1.60% | 0.00 | 0.00 | 68.98K |
ISHARES RUSSELL 2000SOLE | ETF | 72.26K | SH | $17.76M 1.60% | 0.00 | 0.00 | 72.26K |
VANGUARD GROWTH ETFSOLE | ETF | 35.04K | SH | $16.87M 1.52% | 0.00 | 0.00 | 35.04K |
SELECT STR FINANCIALSOLE | ETF | 276.09K | SH | $14.83M 1.33% | 0.00 | 0.00 | 276.09K |
SELECT SECTOR HEALTHSOLE | ETF | 100.84K | SH | $14.60M 1.31% | 0.00 | 0.00 | 100.84K |
ISHARES S&P MID CAP 400SOLE | ETF | 103.20K | SH | $13.53M 1.22% | 0.00 | 0.00 | 103.20K |
VANGUARD INTER-TERMSOLE | ETF | 216.08K | SH | $12.96M 1.17% | 0.00 | 0.00 | 216.08K |
Page 1 of 87
…