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Salomon & Ludwin, LLC

Updated 7 days ago

Managed by Salomon & Ludwin, Llc • Latest filing Q3 2026

Portfolio value
$1.2B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$1.1B
Q1 2026$1.1B
Q2 2026$1.2B
Q3 2026$1.2B

Top holdings

1,712 positions as of Q3 2026

View filing
E

ISHARES S&P 500 GROWTH ETF

Value
$81.9M
Shares
575.6K
% Port
6.79%
S

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

Value
$81.7M
Shares
417.2K
% Port
6.77%
E

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

Value
$77.3M
Shares
739.4K
% Port
6.41%
J

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

Value
$61.4M
Shares
1.21M
% Port
5.09%
V

VANGUARD S&P 500 ETF

Value
$52M
Shares
74.2K
% Port
4.31%
S

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

Value
$49.6M
Shares
541.8K
% Port
4.12%
E

ISHARES S&P 500 VALUE ETF

Value
$40.7M
Shares
178.3K
% Port
3.38%
M

MICROSOFT CORP COM

Value
$30.9M
Shares
60.3K
% Port
2.57%
S

STATE STREET SPDR S&P 500 ETF

Value
$30.7M
Shares
40.2K
% Port
2.54%
V

VANGUARD FTSE DEVELOPED MARKETS ETF

Value
$29.9M
Shares
423.8K
% Port
2.48%
V

VANGUARD TAX-EXEMPT BOND ETF

Value
$28M
Shares
592.0K
% Port
2.33%
E

ISHARES NATIONAL MUNI BOND ETF

Value
$26.6M
Shares
262.7K
% Port
2.20%
V

VANGUARD SHORT-TERM TREASURY ETF

Value
$25.9M
Shares
449.1K
% Port
2.14%
E

ISHARES CORE S&P MID-CAP ETF

Value
$24.6M
Shares
342.1K
% Port
2.04%
A

APPLE INC COM

Value
$22.6M
Shares
68.0K
% Port
1.88%
E

ISHARES MSCI EAFE ETF

Value
$21.2M
Shares
203.9K
% Port
1.76%
E

ISHARES RUSSELL 2000 ETF

Value
$19.9M
Shares
71.8K
% Port
1.65%
V

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

Value
$19.8M
Shares
127.6K
% Port
1.64%
E

ISHARES S&P MID-CAP 400 GROWTH ETF

Value
$18M
Shares
164.7K
% Port
1.50%
V

VANGUARD MORNINGSTAR GROWTH ETF

Value
$18M
Shares
200.1K
% Port
1.50%

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