Filed: 8/7/2026ACC: 0001766156-26-000005
📋 What this filing means
SALOMON & LUDWIN, LLC filed this quarterly 13F‑HR report disclosing 2116 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2116
Positions
$1.22B
Total AUM (reported)
12.53M
Total Shares
Allocation by class
ETF$1.03B84.9%
COM$167.96M13.8%
ADR$12.82M1.1%
SHS$2.93M0.2%
ORD SHS$19.8K0.0%
W EXP 08/03/202$2.5K0.0%
Portfolio Concentration
Top 3$231.74M19.1%
4–10$292.13M24.0%
11–25$302.80M24.9%
Rest$388.50M32.0%
Top 3 weight
19.1%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 12.53M
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
12.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole2116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings2116
Rows:
ISHARES S&P 500 GROWTH
SOLEShares578.29K
TypeSH
Market value$79.14M
6.51%
Sole
0.00
Shared
0.00
None
578.29K
ISHARES SHORT-TERM
SOLEShares726.71K
TypeSH
Market value$77.32M
6.36%
Sole
0.00
Shared
0.00
None
726.71K
STATE STREET TECHNOLOGY
SOLEShares404.79K
TypeSH
Market value$75.28M
6.20%
Sole
0.00
Shared
0.00
None
404.79K
JPMORGAN ULTRA-SHORT
SOLEShares1.20M
TypeSH
Market value$61.23M
5.04%
Sole
0.00
Shared
0.00
None
1.20M
VANGUARD S&P 500 ETF
SOLEShares75.06K
TypeSH
Market value$51.45M
4.23%
Sole
0.00
Shared
0.00
None
75.06K
STATE STREET SPDR
SOLEShares539.53K
TypeSH
Market value$49.31M
4.06%
Sole
0.00
Shared
0.00
None
539.53K
ISHARES S&P 500 VALUE
SOLEShares179.31K
TypeSH
Market value$40.84M
3.36%
Sole
0.00
Shared
0.00
None
179.31K
STATE STREET SPDR S&P
SOLEShares40.54K
TypeSH
Market value$30.23M
2.49%
Sole
0.00
Shared
0.00
None
40.54K
VANGUARD FTSE DEVELOPED
SOLEShares423.98K
TypeSH
Market value$29.83M
2.45%
Sole
0.00
Shared
0.00
None
423.98K
VANGUARD TAX-EXEMPT BOND
SOLEShares578.38K
TypeSH
Market value$29.25M
2.41%
Sole
0.00
Shared
0.00
None
578.38K
ISHARES NATIONAL MUNI
SOLEShares253.80K
TypeSH
Market value$27.30M
2.25%
Sole
0.00
Shared
0.00
None
253.80K
ISHARES CORE S&P MID-CAP
SOLEShares344.30K
TypeSH
Market value$26.31M
2.17%
Sole
0.00
Shared
0.00
None
344.30K
VANGUARD SHORT-TERM
SOLEShares443.81K
TypeSH
Market value$25.75M
2.12%
Sole
0.00
Shared
0.00
None
443.81K
MICROSOFT CORP
SOLEShares60.34K
TypeSH
Market value$23.19M
1.91%
Sole
0.00
Shared
0.00
None
60.34K
ISHARES MSCI EAFE ETF
SOLEShares206.71K
TypeSH
Market value$21.29M
1.75%
Sole
0.00
Shared
0.00
None
206.71K
ISHARES RUSSELL 2000
SOLEShares70.68K
TypeSH
Market value$21.24M
1.75%
Sole
0.00
Shared
0.00
None
70.68K
VANGUARD HIGH DIVIDEND
SOLEShares128.39K
TypeSH
Market value$20.31M
1.67%
Sole
0.00
Shared
0.00
None
128.39K
APPLE INC
SOLEShares68.53K
TypeSH
Market value$20.17M
1.66%
Sole
0.00
Shared
0.00
None
68.53K
ISHARES S&P MID-CAP 400
SOLEShares165.41K
TypeSH
Market value$19.20M
1.58%
Sole
0.00
Shared
0.00
None
165.41K
STATE STREET CONSUMER
SOLEShares155.06K
TypeSH
Market value$18.36M
1.51%
Sole
0.00
Shared
0.00
None
155.06K
VANGUARD GROWTH INDEX
SOLEShares201.16K
TypeSH
Market value$17.32M
1.43%
Sole
0.00
Shared
0.00
None
201.16K
STATE STREET HEALTH CARE
SOLEShares99.60K
TypeSH
Market value$15.93M
1.31%
Sole
0.00
Shared
0.00
None
99.60K
VANGUARD INTER-TERM
SOLEShares269.90K
TypeSH
Market value$15.84M
1.30%
Sole
0.00
Shared
0.00
None
269.90K
STATE STREET FINANCIAL
SOLEShares279.97K
TypeSH
Market value$15.41M
1.27%
Sole
0.00
Shared
0.00
None
279.97K
STATE STREET SPDR
SOLEShares536.82K
TypeSH
Market value$15.17M
1.25%
Sole
0.00
Shared
0.00
None
536.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES S&P 500 GROWTHSOLE | ETF | 578.29K | SH | $79.14M 6.51% | 0.00 | 0.00 | 578.29K |
ISHARES SHORT-TERMSOLE | ETF | 726.71K | SH | $77.32M 6.36% | 0.00 | 0.00 | 726.71K |
STATE STREET TECHNOLOGYSOLE | ETF | 404.79K | SH | $75.28M 6.20% | 0.00 | 0.00 | 404.79K |
JPMORGAN ULTRA-SHORTSOLE | ETF | 1.20M | SH | $61.23M 5.04% | 0.00 | 0.00 | 1.20M |
VANGUARD S&P 500 ETFSOLE | ETF | 75.06K | SH | $51.45M 4.23% | 0.00 | 0.00 | 75.06K |
STATE STREET SPDRSOLE | ETF | 539.53K | SH | $49.31M 4.06% | 0.00 | 0.00 | 539.53K |
ISHARES S&P 500 VALUESOLE | ETF | 179.31K | SH | $40.84M 3.36% | 0.00 | 0.00 | 179.31K |
STATE STREET SPDR S&PSOLE | ETF | 40.54K | SH | $30.23M 2.49% | 0.00 | 0.00 | 40.54K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 423.98K | SH | $29.83M 2.45% | 0.00 | 0.00 | 423.98K |
VANGUARD TAX-EXEMPT BONDSOLE | ETF | 578.38K | SH | $29.25M 2.41% | 0.00 | 0.00 | 578.38K |
ISHARES NATIONAL MUNISOLE | ETF | 253.80K | SH | $27.30M 2.25% | 0.00 | 0.00 | 253.80K |
ISHARES CORE S&P MID-CAPSOLE | ETF | 344.30K | SH | $26.31M 2.17% | 0.00 | 0.00 | 344.30K |
VANGUARD SHORT-TERMSOLE | ETF | 443.81K | SH | $25.75M 2.12% | 0.00 | 0.00 | 443.81K |
MICROSOFT CORPSOLE | COM | 60.34K | SH | $23.19M 1.91% | 0.00 | 0.00 | 60.34K |
ISHARES MSCI EAFE ETFSOLE | ETF | 206.71K | SH | $21.29M 1.75% | 0.00 | 0.00 | 206.71K |
ISHARES RUSSELL 2000SOLE | ETF | 70.68K | SH | $21.24M 1.75% | 0.00 | 0.00 | 70.68K |
VANGUARD HIGH DIVIDENDSOLE | ETF | 128.39K | SH | $20.31M 1.67% | 0.00 | 0.00 | 128.39K |
APPLE INCSOLE | COM | 68.53K | SH | $20.17M 1.66% | 0.00 | 0.00 | 68.53K |
ISHARES S&P MID-CAP 400SOLE | ETF | 165.41K | SH | $19.20M 1.58% | 0.00 | 0.00 | 165.41K |
STATE STREET CONSUMERSOLE | ETF | 155.06K | SH | $18.36M 1.51% | 0.00 | 0.00 | 155.06K |
VANGUARD GROWTH INDEXSOLE | ETF | 201.16K | SH | $17.32M 1.43% | 0.00 | 0.00 | 201.16K |
STATE STREET HEALTH CARESOLE | ETF | 99.60K | SH | $15.93M 1.31% | 0.00 | 0.00 | 99.60K |
VANGUARD INTER-TERMSOLE | ETF | 269.90K | SH | $15.84M 1.30% | 0.00 | 0.00 | 269.90K |
STATE STREET FINANCIALSOLE | ETF | 279.97K | SH | $15.41M 1.27% | 0.00 | 0.00 | 279.97K |
STATE STREET SPDRSOLE | ETF | 536.82K | SH | $15.17M 1.25% | 0.00 | 0.00 | 536.82K |
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