Filed: 1/28/2026ACC: 0001766156-26-000002
📋 What this filing means
SALOMON & LUDWIN, LLC filed this quarterly 13F‑HR report disclosing 2142 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2142
Positions
$1.13B
Total AUM (reported)
11.70M
Total Shares
Allocation by class
ETF$962.50M85.1%
COM$158.49M14.0%
ADR$7.90M0.7%
SHS$2.24M0.2%
Portfolio Concentration
Top 3$207.95M18.4%
4–10$287.06M25.4%
11–25$286.96M25.4%
Rest$349.15M30.9%
Top 3 weight
18.4%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 11.70M
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
11.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole2142
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings2142
Rows:
ISHARES S&P 500 GROWTH
SOLEShares612.65K
TypeSH
Market value$75.80M
6.70%
Sole
0.00
Shared
0.00
None
612.65K
ISHARES SHORT TERM NTNL
SOLEShares663.26K
TypeSH
Market value$70.85M
6.26%
Sole
0.00
Shared
0.00
None
663.26K
STATE STRET TEC SELECT
SOLEShares423.98K
TypeSH
Market value$61.30M
5.42%
Sole
0.00
Shared
0.00
None
423.98K
JPMORGAN ULTRA SHRT
SOLEShares1.17M
TypeSH
Market value$59.73M
5.28%
Sole
0.00
Shared
0.00
None
1.17M
VANGUARD S&P 500 ETF
SOLEShares80.90K
TypeSH
Market value$51.18M
4.52%
Sole
0.00
Shared
0.00
None
80.90K
ST STERT SPDR BLMBG 1 3
SOLEShares531.12K
TypeSH
Market value$48.53M
4.29%
Sole
0.00
Shared
0.00
None
531.12K
ISHARES S&P 500 VALUE
SOLEShares189.97K
TypeSH
Market value$40.78M
3.61%
Sole
0.00
Shared
0.00
None
189.97K
MICROSOFT CORP
SOLEShares62.16K
TypeSH
Market value$29.39M
2.60%
Sole
0.00
Shared
0.00
None
62.16K
SPDR S&P 500 ETF
SOLEShares42.64K
TypeSH
Market value$29.32M
2.59%
Sole
0.00
Shared
0.00
None
42.64K
VANGUARD FTSE DEVELOPED
SOLEShares454.65K
TypeSH
Market value$28.12M
2.49%
Sole
0.00
Shared
0.00
None
454.65K
VANGUARD MUNI BND TAX
SOLEShares515.21K
TypeSH
Market value$25.97M
2.30%
Sole
0.00
Shared
0.00
None
515.21K
ISHARES CORE S&P MID CAP
SOLEShares360.22K
TypeSH
Market value$24.42M
2.16%
Sole
0.00
Shared
0.00
None
360.22K
VANGUARD SHORT TERM
SOLEShares403.89K
TypeSH
Market value$23.74M
2.10%
Sole
0.00
Shared
0.00
None
403.89K
ISHARES NATIONAL MUNI
SOLEShares215.34K
TypeSH
Market value$23.11M
2.04%
Sole
0.00
Shared
0.00
None
215.34K
ISHARES MSCI EAFE ETF
SOLEShares227.17K
TypeSH
Market value$21.55M
1.91%
Sole
0.00
Shared
0.00
None
227.17K
VANGUARD HIGH DIVIDEND
SOLEShares133.10K
TypeSH
Market value$19.41M
1.72%
Sole
0.00
Shared
0.00
None
133.10K
STATE STRT CONS DSRY SLT
SOLEShares155.59K
TypeSH
Market value$18.71M
1.65%
Sole
0.00
Shared
0.00
None
155.59K
APPLE INC
SOLEShares69.69K
TypeSH
Market value$18.63M
1.65%
Sole
0.00
Shared
0.00
None
69.69K
ISHARES RUSSELL 2000
SOLEShares71.99K
TypeSH
Market value$18.19M
1.61%
Sole
0.00
Shared
0.00
None
71.99K
ISHARES S&P MID CAP 400
SOLEShares181.31K
TypeSH
Market value$18.06M
1.60%
Sole
0.00
Shared
0.00
None
181.31K
VANGUARD GROWTH ETF
SOLEShares34.47K
TypeSH
Market value$16.84M
1.49%
Sole
0.00
Shared
0.00
None
34.47K
STE STRT FINCL SLCT
SOLEShares273.71K
TypeSH
Market value$15.36M
1.36%
Sole
0.00
Shared
0.00
None
273.71K
STATE STRT HLTH CRE SLT
SOLEShares98.76K
TypeSH
Market value$15.31M
1.35%
Sole
0.00
Shared
0.00
None
98.76K
VANGUARD INTER-TERM
SOLEShares234.39K
TypeSH
Market value$14.07M
1.24%
Sole
0.00
Shared
0.00
None
234.39K
ISHARES S&P MID CAP 400
SOLEShares100.89K
TypeSH
Market value$13.60M
1.20%
Sole
0.00
Shared
0.00
None
100.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES S&P 500 GROWTHSOLE | ETF | 612.65K | SH | $75.80M 6.70% | 0.00 | 0.00 | 612.65K |
ISHARES SHORT TERM NTNLSOLE | ETF | 663.26K | SH | $70.85M 6.26% | 0.00 | 0.00 | 663.26K |
STATE STRET TEC SELECTSOLE | ETF | 423.98K | SH | $61.30M 5.42% | 0.00 | 0.00 | 423.98K |
JPMORGAN ULTRA SHRTSOLE | ETF | 1.17M | SH | $59.73M 5.28% | 0.00 | 0.00 | 1.17M |
VANGUARD S&P 500 ETFSOLE | ETF | 80.90K | SH | $51.18M 4.52% | 0.00 | 0.00 | 80.90K |
ST STERT SPDR BLMBG 1 3SOLE | ETF | 531.12K | SH | $48.53M 4.29% | 0.00 | 0.00 | 531.12K |
ISHARES S&P 500 VALUESOLE | ETF | 189.97K | SH | $40.78M 3.61% | 0.00 | 0.00 | 189.97K |
MICROSOFT CORPSOLE | COM | 62.16K | SH | $29.39M 2.60% | 0.00 | 0.00 | 62.16K |
SPDR S&P 500 ETFSOLE | ETF | 42.64K | SH | $29.32M 2.59% | 0.00 | 0.00 | 42.64K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 454.65K | SH | $28.12M 2.49% | 0.00 | 0.00 | 454.65K |
VANGUARD MUNI BND TAXSOLE | ETF | 515.21K | SH | $25.97M 2.30% | 0.00 | 0.00 | 515.21K |
ISHARES CORE S&P MID CAPSOLE | ETF | 360.22K | SH | $24.42M 2.16% | 0.00 | 0.00 | 360.22K |
VANGUARD SHORT TERMSOLE | ETF | 403.89K | SH | $23.74M 2.10% | 0.00 | 0.00 | 403.89K |
ISHARES NATIONAL MUNISOLE | ETF | 215.34K | SH | $23.11M 2.04% | 0.00 | 0.00 | 215.34K |
ISHARES MSCI EAFE ETFSOLE | ETF | 227.17K | SH | $21.55M 1.91% | 0.00 | 0.00 | 227.17K |
VANGUARD HIGH DIVIDENDSOLE | ETF | 133.10K | SH | $19.41M 1.72% | 0.00 | 0.00 | 133.10K |
STATE STRT CONS DSRY SLTSOLE | ETF | 155.59K | SH | $18.71M 1.65% | 0.00 | 0.00 | 155.59K |
APPLE INCSOLE | COM | 69.69K | SH | $18.63M 1.65% | 0.00 | 0.00 | 69.69K |
ISHARES RUSSELL 2000SOLE | ETF | 71.99K | SH | $18.19M 1.61% | 0.00 | 0.00 | 71.99K |
ISHARES S&P MID CAP 400SOLE | ETF | 181.31K | SH | $18.06M 1.60% | 0.00 | 0.00 | 181.31K |
VANGUARD GROWTH ETFSOLE | ETF | 34.47K | SH | $16.84M 1.49% | 0.00 | 0.00 | 34.47K |
STE STRT FINCL SLCTSOLE | ETF | 273.71K | SH | $15.36M 1.36% | 0.00 | 0.00 | 273.71K |
STATE STRT HLTH CRE SLTSOLE | ETF | 98.76K | SH | $15.31M 1.35% | 0.00 | 0.00 | 98.76K |
VANGUARD INTER-TERMSOLE | ETF | 234.39K | SH | $14.07M 1.24% | 0.00 | 0.00 | 234.39K |
ISHARES S&P MID CAP 400SOLE | ETF | 100.89K | SH | $13.60M 1.20% | 0.00 | 0.00 | 100.89K |
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