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CIK: 0001766156
Total reported value
$1.2B
$1.2B
2097 檔
25.7%
As reported in its official Q1 2026 Form 13F filing, Salomon & Ludwin, LLC's tracked investment portfolio stood at $1.2B with 2097 total positions.
Salomon & Ludwin, LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 11 holdings and trimming 94 positions.
Showing top 200 holdings (of 2097 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | ETF-Other | 6.81% | -0.45% | +7.21% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.13% | +0.38% | -2.31% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.44% | -0.40% | +1.52% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.22% | +0.98% | +2.20% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.33% | -0.27% | -0.33% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.19% | +0.04% | -3.85% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.52% | -0.16% | -2.07% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.55% | -0.14% | +9.49% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.49% | — | -0.27% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.46% | -0.01% | -6.38% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.32% | -0.07% | +12.06% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.26% | -0.14% | +6.79% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | +0.02% | -2.11% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.14% | -0.96% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.85% | -0.10% | -6.80% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.74% | -0.07% | -1.18% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.60% | +0.15% | -0.87% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.59% | -0.01% | -3.70% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.07% | -0.41% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.50% | +0.01% | +0.98% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.39% | -0.09% | +11.13% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.35% | +0.08% | -0.68% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.33% | -0.08% | +11.68% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.31% | — | +1.81% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.27% | -0.07% | +12.05% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 1.24% | +0.03% | +3.07% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.15% | -0.01% | -4.36% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | +0.06% | -4.94% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | +0.03% | -1.04% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.83% | -0.05% | -0.49% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.82% | +0.06% | +10.69% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.82% | +0.02% | -2.02% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.02% | -0.73% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | -6.29% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.03% | -2.82% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.69% | +0.04% | -3.66% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | — | +0.20% | |
| 38 | IXG | Ishares Global Financials Et | ETF-Other | 0.51% | — | -0.37% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +2.19% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.46% | -0.03% | -0.91% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.45% | — | -4.70% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | +0.01% | -2.13% | |
| 43 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.44% | +0.01% | -0.51% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.05% | +0.82% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | — | -4.28% | |
| 46 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.40% | -0.01% | -0.69% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | +0.01% | -0.14% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.38% | -0.05% | -1.39% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | — | -0.57% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.38% | — | -0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | +0.6% | +7.21% | Add |
| 2 | MUB | Ishares National Muni Bond E | +0.3% | +12.06% | Add |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +9.49% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.2% | +6.79% | Add |
| 5 | JMST | JPM Ultra-short Muni Income | +0.2% | +1.52% | Add |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +12.05% | Add |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +11.68% | Add |
| 8 | VGIT | Vanguard Intermediate-term T | +0.2% | +11.13% | Add |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +10.69% | Add |
| 10 | MO | Altria Group Inc | +0.1% | +0.20% | Add |
| 11 | XLE | Ss Energy Select Sector | +0.1% | -1.39% | Trim |
| 12 | XLP | Ss Consumer Staples Sel Sect | 0% | -0.49% | Trim |
| 13 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 14 | VDE | Vanguard Energy ETF | 0% | -4.80% | Trim |
| 15 | FDL | First Trust Morn Dvd Lead In | 0% | -0.90% | Trim |
| 16 | JNJ | Johnson & Johnson | 0% | -0.12% | Trim |
| 17 | D | Dominion Energy Inc | 0% | -0.49% | Trim |
| 18 | KO | Coca-cola Co/the | 0% | -0.02% | Trim |
| 19 | AMAT | Applied Materials Inc | 0% | -3.23% | Trim |
| 20 | COST | Costco Wholesale CORP | 0% | +20.47% | Add |
| 21 | PEY | Invesco High Yield Equity Di | 0% | -0.69% | Trim |
| 22 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.91% | Trim |
| 23 | VYM | Vanguard High Dvd Yield ETF | 0% | -1.18% | Trim |
| 24 | XOM | Exxon Mobil CORP | 0% | -4.97% | Trim |
| 25 | SPEM | State Street Sp Ptf Em ETF | 0% | +10.84% | Add |
| 26 | ASML | ASML Holding N.V. | 0% | +47.77% | Add |
| 27 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 28 | PAYC | Paycom Software Inc | 0% | +8380.00% | Add |
| 29 | CVX | Chevron CORP | 0% | -3.59% | Trim |
| 30 | SHEL | Shell Plc-adr | 0% | +62.60% | Add |
| 31 | NFLX | Netflix Inc | 0% | +10.45% | Add |
| 32 | XLC | Ss Comm Select Sector Spdr | 0% | +8.77% | Add |
| 33 | CAT | Caterpillar Inc | 0% | -0.57% | Trim |
| 34 | RITM | Rithm Capital CORP | 0% | +4902.75% | Add |
| 35 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 36 | MTCH | Match Group Inc | 0% | +14057.89% | Add |
| 37 | VZ | Verizon Communications Inc | 0% | +6.15% | Add |
| 38 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +2.15% | Add |
| 39 | INTC | Intel CORP | 0% | -0.88% | Trim |
| 40 | DES | Wisdomtree US Smallcap Divid | 0% | -2.20% | Trim |
| 41 | SM | Sm Energy Co | 0% | +588.03% | Add |
| 42 | WAT | Waters CORP | 0% | +641.67% | Add |
| 43 | BP | Bp Plc-spons Adr | 0% | +22.43% | Add |
| 44 | PEP | Pepsico Inc | 0% | -0.99% | Trim |
| 45 | MOH | Molina Healthcare Inc | 0% | +592.77% | Add |
| 46 | TKOMY | Tokio Marine Holdings-adr | 0% | +149.87% | Add |
| 47 | SZLMY | Swiss Life Holding-unsp Adr | 0% | +467.23% | Add |
| 48 | VCISY | Vinci S.a.-unspons Adr | 0% | +218.88% | Add |
| 49 | BAESY | Bae Systems PLC -spon Adr | 0% | +192.48% | Add |
| 50 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.07% | Trim |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 2097 disclosed positions in Q1 2026.
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 SUB, IVW, JMST) accounted for 25.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $137.2K
Top Position Liquidated / Trimmed
AZNN
前期市值: $109.0K
During Q1 2026, Salomon & Ludwin, LLC's top holdings by market value included SUB (6.8%)、IVW (6.1%)、JMST (5.4%). The largest single position, SUB, represented 6.8% of total portfolio value.
In Q1 2026, Salomon & Ludwin, LLC made 192 total portfolio adjustments, initiating 10 new buys, adding to 77 positions, trimming 94 holdings, and fully liquidating 11 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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