Filed: 5/11/2026ACC: 0001766156-26-000003
📋 What this filing means
SALOMON & LUDWIN, LLC filed this quarterly 13F‑HR report disclosing 2097 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2097
Positions
$1.12B
Total AUM (reported)
12.21M
Total Shares
Allocation by class
ETF$952.21M85.0%
COM$152.79M13.6%
ADR$12.12M1.1%
SHS$2.58M0.2%
W EXP 08/03/202$4.0K0.0%
Portfolio Concentration
Top 3$205.83M18.4%
4–10$277.17M24.8%
11–25$283.08M25.3%
Rest$353.63M31.6%
Top 3 weight
18.4%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 12.21M
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
12.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole2097
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings2097
Rows:
ISHARES SHORT-TERM
SOLEShares711.09K
TypeSH
Market value$76.31M
6.81%
Sole
0.00
Shared
0.00
None
711.09K
ISHARES S&P 500 GROWTH
SOLEShares598.49K
TypeSH
Market value$68.62M
6.13%
Sole
0.00
Shared
0.00
None
598.49K
JPMORGAN ULTRA-SHORT
SOLEShares1.19M
TypeSH
Market value$60.90M
5.44%
Sole
0.00
Shared
0.00
None
1.19M
STATE STREET TECHNOLOGY
SOLEShares433.30K
TypeSH
Market value$58.46M
5.22%
Sole
0.00
Shared
0.00
None
433.30K
STATE STREET SPDR
SOLEShares529.39K
TypeSH
Market value$48.49M
4.33%
Sole
0.00
Shared
0.00
None
529.39K
VANGUARD S&P 500 ETF
SOLEShares77.78K
TypeSH
Market value$46.87M
4.19%
Sole
0.00
Shared
0.00
None
77.78K
ISHARES S&P 500 VALUE
SOLEShares186.04K
TypeSH
Market value$39.41M
3.52%
Sole
0.00
Shared
0.00
None
186.04K
VANGUARD TAX-EXEMPT BOND
SOLEShares564.10K
TypeSH
Market value$28.53M
2.55%
Sole
0.00
Shared
0.00
None
564.10K
STATE STREET SPDR S&P
SOLEShares42.53K
TypeSH
Market value$27.89M
2.49%
Sole
0.00
Shared
0.00
None
42.53K
VANGUARD FTSE DEVELOPED
SOLEShares425.65K
TypeSH
Market value$27.51M
2.46%
Sole
0.00
Shared
0.00
None
425.65K
ISHARES NATIONAL MUNI
SOLEShares241.32K
TypeSH
Market value$26.01M
2.32%
Sole
0.00
Shared
0.00
None
241.32K
VANGUARD SHORT-TERM
SOLEShares431.30K
TypeSH
Market value$25.28M
2.26%
Sole
0.00
Shared
0.00
None
431.30K
ISHARES CORE S&P MID-CAP
SOLEShares352.63K
TypeSH
Market value$24.04M
2.15%
Sole
0.00
Shared
0.00
None
352.63K
MICROSOFT CORP
SOLEShares61.56K
TypeSH
Market value$22.99M
2.05%
Sole
0.00
Shared
0.00
None
61.56K
ISHARES MSCI EAFE ETF
SOLEShares211.73K
TypeSH
Market value$20.67M
1.85%
Sole
0.00
Shared
0.00
None
211.73K
VANGUARD HIGH DIVIDEND
SOLEShares131.53K
TypeSH
Market value$19.48M
1.74%
Sole
0.00
Shared
0.00
None
131.53K
ISHARES RUSSELL 2000
SOLEShares71.37K
TypeSH
Market value$17.86M
1.60%
Sole
0.00
Shared
0.00
None
71.37K
ISHARES S&P MID-CAP 400
SOLEShares174.60K
TypeSH
Market value$17.79M
1.59%
Sole
0.00
Shared
0.00
None
174.60K
APPLE INC
SOLEShares69.41K
TypeSH
Market value$17.76M
1.59%
Sole
0.00
Shared
0.00
None
69.41K
STATE STREET CONSUMER
SOLEShares157.12K
TypeSH
Market value$16.83M
1.50%
Sole
0.00
Shared
0.00
None
157.12K
VANGUARD INTER-TERM
SOLEShares260.47K
TypeSH
Market value$15.57M
1.39%
Sole
0.00
Shared
0.00
None
260.47K
VANGUARD GROWTH INDEX
SOLEShares34.24K
TypeSH
Market value$15.13M
1.35%
Sole
0.00
Shared
0.00
None
34.24K
STATE STREET SPDR
SOLEShares515.83K
TypeSH
Market value$14.84M
1.33%
Sole
0.00
Shared
0.00
None
515.83K
STATE STREET HEALTH CARE
SOLEShares100.55K
TypeSH
Market value$14.64M
1.31%
Sole
0.00
Shared
0.00
None
100.55K
ISHARES 1-3 YEAR
SOLEShares170.91K
TypeSH
Market value$14.18M
1.27%
Sole
0.00
Shared
0.00
None
170.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES SHORT-TERMSOLE | ETF | 711.09K | SH | $76.31M 6.81% | 0.00 | 0.00 | 711.09K |
ISHARES S&P 500 GROWTHSOLE | ETF | 598.49K | SH | $68.62M 6.13% | 0.00 | 0.00 | 598.49K |
JPMORGAN ULTRA-SHORTSOLE | ETF | 1.19M | SH | $60.90M 5.44% | 0.00 | 0.00 | 1.19M |
STATE STREET TECHNOLOGYSOLE | ETF | 433.30K | SH | $58.46M 5.22% | 0.00 | 0.00 | 433.30K |
STATE STREET SPDRSOLE | ETF | 529.39K | SH | $48.49M 4.33% | 0.00 | 0.00 | 529.39K |
VANGUARD S&P 500 ETFSOLE | ETF | 77.78K | SH | $46.87M 4.19% | 0.00 | 0.00 | 77.78K |
ISHARES S&P 500 VALUESOLE | ETF | 186.04K | SH | $39.41M 3.52% | 0.00 | 0.00 | 186.04K |
VANGUARD TAX-EXEMPT BONDSOLE | ETF | 564.10K | SH | $28.53M 2.55% | 0.00 | 0.00 | 564.10K |
STATE STREET SPDR S&PSOLE | ETF | 42.53K | SH | $27.89M 2.49% | 0.00 | 0.00 | 42.53K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 425.65K | SH | $27.51M 2.46% | 0.00 | 0.00 | 425.65K |
ISHARES NATIONAL MUNISOLE | ETF | 241.32K | SH | $26.01M 2.32% | 0.00 | 0.00 | 241.32K |
VANGUARD SHORT-TERMSOLE | ETF | 431.30K | SH | $25.28M 2.26% | 0.00 | 0.00 | 431.30K |
ISHARES CORE S&P MID-CAPSOLE | ETF | 352.63K | SH | $24.04M 2.15% | 0.00 | 0.00 | 352.63K |
MICROSOFT CORPSOLE | COM | 61.56K | SH | $22.99M 2.05% | 0.00 | 0.00 | 61.56K |
ISHARES MSCI EAFE ETFSOLE | ETF | 211.73K | SH | $20.67M 1.85% | 0.00 | 0.00 | 211.73K |
VANGUARD HIGH DIVIDENDSOLE | ETF | 131.53K | SH | $19.48M 1.74% | 0.00 | 0.00 | 131.53K |
ISHARES RUSSELL 2000SOLE | ETF | 71.37K | SH | $17.86M 1.60% | 0.00 | 0.00 | 71.37K |
ISHARES S&P MID-CAP 400SOLE | ETF | 174.60K | SH | $17.79M 1.59% | 0.00 | 0.00 | 174.60K |
APPLE INCSOLE | COM | 69.41K | SH | $17.76M 1.59% | 0.00 | 0.00 | 69.41K |
STATE STREET CONSUMERSOLE | ETF | 157.12K | SH | $16.83M 1.50% | 0.00 | 0.00 | 157.12K |
VANGUARD INTER-TERMSOLE | ETF | 260.47K | SH | $15.57M 1.39% | 0.00 | 0.00 | 260.47K |
VANGUARD GROWTH INDEXSOLE | ETF | 34.24K | SH | $15.13M 1.35% | 0.00 | 0.00 | 34.24K |
STATE STREET SPDRSOLE | ETF | 515.83K | SH | $14.84M 1.33% | 0.00 | 0.00 | 515.83K |
STATE STREET HEALTH CARESOLE | ETF | 100.55K | SH | $14.64M 1.31% | 0.00 | 0.00 | 100.55K |
ISHARES 1-3 YEARSOLE | ETF | 170.91K | SH | $14.18M 1.27% | 0.00 | 0.00 | 170.91K |
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