Salomon & Ludwin, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.12B
Q ending 2026-03-31
Prior quarter
$1.13B
Q ending 2025-12-31
Change
-1.0% QoQ · +19.3% YoY
Positions
2,097
reported holdings
Largest positions
Top 100 of 2,097 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Short-Term | SUB | Shares | $76.3M | 711K |
| Ishares S&P 500 Growth | IVW | Shares | $68.6M | 598K |
| Jpmorgan Ultra-Short | JMST | Shares | $60.9M | 1.2M |
| State Street Technology | XLK | Shares | $58.5M | 433K |
| State Street Spdr | BIL | Shares | $48.5M | 529K |
| Vanguard S&P 500 Etf | VOO | Shares | $46.9M | 78K |
| Ishares S&P 500 Value | IVE | Shares | $39.4M | 186K |
| Vanguard Tax-Exempt Bond | VTEB | Shares | $28.5M | 564K |
| State Street Spdr S&P | SPY | Shares | $27.9M | 43K |
| Vanguard Ftse Developed | VEA | Shares | $27.5M | 426K |
| Ishares National Muni | MUB | Shares | $26.0M | 241K |
| Vanguard Short-Term | VGSH | Shares | $25.3M | 431K |
| Ishares Core S&P Mid-Cap | IJH | Shares | $24.0M | 353K |
| Microsoft Corp | MSFT | Shares | $23.0M | 62K |
| Ishares Msci Eafe Etf | EFA | Shares | $20.7M | 212K |
| Vanguard High Dividend | VYM | Shares | $19.5M | 132K |
| Ishares Russell 2000 | IWM | Shares | $17.9M | 71K |
| Ishares S&P Mid-Cap 400 | IJK | Shares | $17.8M | 175K |
| Apple Inc | AAPL | Shares | $17.8M | 69K |
| State Street Consumer | XLY | Shares | $16.8M | 157K |
| Vanguard Inter-Term | VGIT | Shares | $15.6M | 260K |
| Vanguard Growth Index | VUG | Shares | $15.1M | 34K |
| State Street Spdr | SPTI | Shares | $14.8M | 516K |
| State Street Health Care | XLV | Shares | $14.6M | 101K |
| Ishares 1-3 Year | SHY | Shares | $14.2M | 171K |
| State Street Financial | XLF | Shares | $13.9M | 282K |
| Ishares S&P Mid-Cap 400 | IJJ | Shares | $12.9M | 96K |
| Ishares Core S&P | IJR | Shares | $11.7M | 94K |
| State Street Industrial | XLI | Shares | $9.6M | 59K |
| State Street Consumer | XLP | Shares | $9.3M | 114K |
| State Street Spdr | SPDW | Shares | $9.2M | 200K |
| Ishares S&P Small-Cap | IJT | Shares | $9.1M | 62K |
| Ishares Core S&P 500 | IVV | Shares | $8.1M | 12K |
| State Street Spdr | SPYG | Shares | $7.8M | 79K |
| Ishares Core Msci | IEMG | Shares | $7.8M | 112K |
| Ishares Msci Emerging | EEM | Shares | $7.7M | 137K |
| Altria Group Inc | MO | Shares | $6.7M | 102K |
| Ishares Global | IXG | Shares | $5.7M | 50K |
| State Street Spdr | SPYV | Shares | $5.4M | 95K |
| State Street Spdr S&P | SDY | Shares | $5.1M | 35K |
| Ishares S&P Small-Cap | IJS | Shares | $5.0M | 42K |
| State Street Spdr S&P | SLYV | Shares | $5.0M | 52K |
| Vanguard Consumer | VCR | Shares | $4.9M | 14K |
| Oracle Corp | ORCL | Shares | $4.8M | 33K |
| Vanguard Small-Cap Index | VB | Shares | $4.7M | 18K |
| Invesco High Yield | PEY | Shares | $4.4M | 205K |
| Philip Morris Intl Inc | PM | Shares | $4.4M | 28K |
| State Street Energy | XLE | Shares | $4.3M | 72K |
| Vanguard Mid-Cap Index | VO | Shares | $4.3M | 15K |
| Dominion Energy Inc | D | Shares | $4.3M | 68K |
| Vanguard Industrials | VIS | Shares | $4.0M | 13K |
| State Street | XLC | Shares | $4.0M | 36K |
| Vanguard Total World | VT | Shares | $3.9M | 28K |
| First Trust Morningstar | FDL | Shares | $3.7M | 74K |
| Vanguard Information | VGT | Shares | $3.6M | 5K |
| State Street Spdr S&P | MDY | Shares | $3.6M | 6K |
| Lam Resh Corp | LRCX | Shares | $3.5M | 16K |
| Vanguard Ftse Emerging | VWO | Shares | $3.2M | 60K |
| Amazon.Com Inc | AMZN | Shares | $3.2M | 15K |
| Vanguard Value Index | VTV | Shares | $3.2M | 16K |
| Lowes Cos Inc | LOW | Shares | $3.0M | 13K |
| Wisdomtree U.S. Al | AIVL | Shares | $3.0M | 25K |
| Mcdonalds Corp | MCD | Shares | $3.0M | 10K |
| State Street Spdr | SPEM | Shares | $2.6M | 56K |
| Nvidia Corp | NVDA | Shares | $2.4M | 14K |
| Newmarket Corp | NEU | Shares | $2.4M | 4K |
| Ishares Russell 1000 | IWF | Shares | $2.3M | 5K |
| Alphabet Inc | GOOGL | Shares | $2.2M | 8K |
| Vanguard Energy Index | VDE | Shares | $2.1M | 13K |
| Wisdomtree U.S. Midcap | DON | Shares | $2.1M | 39K |
| Wisdomtree U.S. Smallcap | DES | Shares | $1.9M | 52K |
| State Street Spdr S&P | MDYG | Shares | $1.8M | 19K |
| The Coca-Cola Co | KO | Shares | $1.7M | 22K |
| State Street Spdr S&P | MDYV | Shares | $1.6M | 19K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 7K |
| Eli Lilly And Co | LLY | Shares | $1.6M | 2K |
| Invesco S&P 500 Equal | RSP | Shares | $1.5M | 8K |
| Ishares U.S. Aerospace & | ITA | Shares | $1.5M | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $1.4M | 5K |
| Meta Platforms Inc | META | Shares | $1.4M | 2K |
| Vanguard Health Care | VHT | Shares | $1.3M | 5K |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Alphabet Inc | GOOG | Shares | $1.3M | 4K |
| Vanguard Total Stock | VTI | Shares | $1.2M | 4K |
| Applied Matls Inc | AMAT | Shares | $1.1M | 3K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 7K |
| Truist Finl Corp | TFC | Shares | $1.0M | 22K |
| Tesla Inc | TSLA | Shares | $1000K | 3K |
| State Street Spdr S&P | SLYG | Shares | $936K | 10K |
| Ishares 0-3 Month | SGOV | Shares | $913K | 9K |
| Mastercard Inc | MA | Shares | $901K | 2K |
| Colgate Palmolive Co | CL | Shares | $878K | 10K |
| Invesco Qqq Tr | QQQ | Shares | $843K | 1K |
| Pra Group Inc | PRAA | Shares | $836K | 47K |
| Atlantic Un Bankshares C | AUB | Shares | $801K | 22K |
| Vanguard Large-Cap Index | VV | Shares | $751K | 2K |
| Norfolk Southn Corp | NSC | Shares | $747K | 3K |
| Ishares S&P 100 Etf | OEF | Shares | $723K | 2K |
| Chevron Corp New | CVX | Shares | $678K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.