DOSSIER · 13F-HR · Q1 2026

Salomon & Ludwin, LLC

$1.1B in tracked AUM across 2,097 positions as of Q1 2026.

S&
CIK 0001766156 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
2,097
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Salomon & Ludwin, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SUB
ISHARES SHORT-TERM
$76M711K6.8%
02
IVW
ISHARES S&P 500 GROWTH
$69M598K6.1%
03
JMST
JPMORGAN ULTRA-SHORT
$61M1.2M5.4%
04
XLK
STATE STREET TECHNOLOGY
$58M433K5.2%
05
BIL
STATE STREET SPDR
$48M529K4.3%
06
VOO
VANGUARD S&P 500 ETF
$47M78K4.2%
07
IVE
ISHARES S&P 500 VALUE
$39M186K3.5%
08
VTEB
VANGUARD TAX-EXEMPT BOND
$29M564K2.5%
09
SPY
STATE STREET SPDR S&P
$28M43K2.5%
10
VEA
VANGUARD FTSE DEVELOPED
$28M426K2.5%

Filing history

2026Q1Mar 31
$1.1B 1.0%
2,097 positionsView →
2025Q4Dec 31
$1.1B 143.7%
2,142 positionsView →
2025Q3Sep 30
$464M 54.1%
1,044 positionsView →
2025Q2Jun 30
$1.0B 7.9%
1,121 positionsLocked
2025Q1Mar 31
$938M 0.6%
717 positionsLocked
2024Q4Dec 31
$944M 3.9%
720 positionsLocked
2024Q3Sep 30
$982M 9.6%
734 positionsLocked
2024Q2Jun 30
$896M 22.9%
735 positionsLocked
2024Q1Mar 31
$1.2B 21.3%
852 positionsLocked
2023Q4Dec 31
$958M 0.0%
766 positionsLocked
2023Q3Sep 30
$958M 1.9%
763 positionsLocked
2023Q2Jun 30
$940M 12.0%
172 positionsLocked
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