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Salomon & Ludwin, LLC
hedge fundUpdated 34 days agoManaged by Salomon & Ludwin, Llc • Latest filing Q2 2026
Portfolio value
$1.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $838.8M |
| Q2 2023 | $939.8M |
| Q3 2023 | $958M |
| Q4 2023 | $958M |
| Q1 2024 | $1.2B |
| Q2 2024 | $895.9M |
| Q3 2024 | $981.9M |
| Q4 2024 | $943.9M |
| Q1 2025 | $938.2M |
| Q2 2025 | $1B |
| Q3 2025 | $1.1B |
| Q4 2025 | $1.1B |
| Q1 2026 | $1.1B |
| Q2 2026 | $1.2B |
Top holdings
2,116 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES S&P 500 GROWTH | $79.1M | 578.3K | 6.51% | — |
| 2 | E ETHA ISHARES SHORT-TERM | $77.3M | 726.7K | 6.36% | — |
| 3 | S STT-PG STATE STREET TECHNOLOGY | $75.3M | 404.8K | 6.20% | — |
| 4 | J JPM-PM JPMORGAN ULTRA-SHORT | $61.2M | 1.20M | 5.04% | — |
| 5 | V VGES VANGUARD S&P 500 ETF | $51.4M | 75.1K | 4.23% | — |
| 6 | S STT-PG STATE STREET SPDR | $49.3M | 539.5K | 4.06% | — |
| 7 | E ETHA ISHARES S&P 500 VALUE | $40.8M | 179.3K | 3.36% | — |
| 8 | S SPY STATE STREET SPDR S&P | $30.2M | 40.5K | 2.49% | — |
| 9 | V VGES VANGUARD FTSE DEVELOPED | $29.8M | 424.0K | 2.45% | — |
| 10 | V VGES VANGUARD TAX-EXEMPT BOND | $29.3M | 578.4K | 2.41% | — |
| 11 | E ETHA ISHARES NATIONAL MUNI | $27.3M | 253.8K | 2.25% | — |
| 12 | E ETHA ISHARES CORE S&P MID-CAP | $26.3M | 344.3K | 2.17% | — |
| 13 | V VGES VANGUARD SHORT-TERM | $25.8M | 443.8K | 2.12% | — |
| 14 | M MSFT MICROSOFT CORP | $23.2M | 60.3K | 1.91% | — |
| 15 | E ETHA ISHARES MSCI EAFE ETF | $21.3M | 206.7K | 1.75% | — |
| 16 | E ETHA ISHARES RUSSELL 2000 | $21.2M | 70.7K | 1.75% | — |
| 17 | V VGES VANGUARD HIGH DIVIDEND | $20.3M | 128.4K | 1.67% | — |
| 18 | A AAPL APPLE INC | $20.2M | 68.5K | 1.66% | — |
| 19 | E ETHA ISHARES S&P MID-CAP 400 | $19.2M | 165.4K | 1.58% | — |
| 20 | S STT-PG STATE STREET CONSUMER | $18.4M | 155.1K | 1.51% | — |