DOSSIER · 13F-HR · Q2 2026

Salomon & Ludwin, LLC

$1.2B in tracked AUM across 2,116 positions as of Q2 2026.

S&
CIK 0001766156 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
2,116
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Salomon & Ludwin, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES S&P 500 GROWTH
$79M578K6.5%
02
SUB
ISHARES SHORT-TERM
$77M727K6.4%
03
XLK
STATE STREET TECHNOLOGY
$75M405K6.2%
04
JMST
JPMORGAN ULTRA-SHORT
$61M1.2M5.0%
05
VOO
VANGUARD S&P 500 ETF
$51M75K4.2%
06
BIL
STATE STREET SPDR
$49M540K4.1%
07
IVE
ISHARES S&P 500 VALUE
$41M179K3.4%
08
SPY
STATE STREET SPDR S&P
$30M41K2.5%
09
VEA
VANGUARD FTSE DEVELOPED
$30M424K2.5%
10
VTEB
VANGUARD TAX-EXEMPT BOND
$29M578K2.4%

Filing history

2026Q2Jun 30
$1.2B 8.5%
2,116 positionsView →
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
Showing 12 of 30