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CIK: 0001766156
Total reported value
$1.2B
$1.2B
2142 檔
26.2%
According to the latest 13F quarterly dataset, Salomon & Ludwin, LLC managed an equity portfolio of $1.2B at the end of Q4 2025, spanning 2142 distinct U.S. exchange-listed positions.
In Q4 2025, Salomon & Ludwin, LLC displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2142 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.70% | +0.38% | -2.58% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 6.26% | -0.45% | +4.30% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.42% | +0.98% | +89.58% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.28% | -0.40% | +1.92% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.52% | +0.04% | -2.10% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.29% | -0.27% | +1.68% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.61% | -0.16% | -1.84% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.14% | +0.81% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | — | +0.13% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.49% | -0.01% | -1.16% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.30% | -0.14% | +6.92% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.16% | +0.02% | -2.09% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.10% | -0.14% | +4.71% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.04% | -0.07% | +7.68% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.91% | -0.10% | -1.50% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.72% | -0.07% | -2.91% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.65% | +0.01% | +96.79% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.07% | +1.03% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.61% | +0.15% | -0.37% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.60% | -0.01% | -2.09% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.49% | +0.08% | -1.61% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.36% | +0.03% | -0.86% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.35% | — | -2.06% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.24% | -0.09% | +8.48% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.20% | -0.01% | -2.24% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.18% | -0.08% | +8.45% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.12% | -0.07% | +8.90% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.06% | -2.13% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.85% | +0.03% | -2.15% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.81% | +0.02% | -2.02% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.03% | +0.80% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.79% | -0.05% | -0.99% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.02% | -0.94% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.71% | +0.04% | -1.50% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.03% | -1.27% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | +0.06% | +9.08% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.05% | -0.58% | |
| 38 | IXG | Ishares Global Financials Et | ETF-Other | 0.55% | — | -0.32% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | — | -0.03% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.49% | +0.01% | -0.34% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +4.91% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.45% | — | -2.54% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | -0.03% | -1.14% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | +0.01% | -0.92% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | — | +0.11% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | +0.01% | +0.36% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | — | +0.42% | |
| 48 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.38% | -0.01% | -1.11% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | +0.01% | +0.17% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.36% | +0.01% | -2.44% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 2142 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SUB, XLK) accounted for 26.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
IVW
前期市值: $76.1M
During Q4 2025, Salomon & Ludwin, LLC's top holdings by market value included IVW (6.7%)、SUB (6.3%)、XLK (5.4%). The largest single position, IVW, represented 6.7% of total portfolio value.
In Q4 2025, Salomon & Ludwin, LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 19 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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