Salomon & Ludwin, LLC

CIK 0001766156 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Salomon & Ludwin, LLC reported 2,116 positions worth $1.22B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVW (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.22B
2026 Q2
Positions
2,116
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.1%
Est. Net Flow (Q)
2026 Q2
10 / 2116 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVWISHARES S&P 500 GROWTHSH$79.1M6.51%578,289
2SUBISHARES SHORT-TERMSH$77.3M6.36%726,711
3XLKSTATE STREET TECHNOLOGYSH$75.3M6.20%404,790
4JMSTJPMORGAN ULTRA-SHORTSH$61.2M5.04%1,202,000
5VOOVANGUARD S&P 500 ETFSH$51.4M4.23%75,056
6BILSTATE STREET SPDRSH$49.3M4.06%539,532
7IVEISHARES S&P 500 VALUESH$40.8M3.36%179,309
8SPYSTATE STREET SPDR S&PSH$30.2M2.49%40,540
9VEAVANGUARD FTSE DEVELOPEDSH$29.8M2.45%423,984
10VTEBVANGUARD TAX-EXEMPT BONDSH$29.3M2.41%578,375

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Salomon & Ludwin, LLC hold as of Q2 2026?

Salomon & Ludwin, LLC reported 2116 positions worth $1.22B in its Q2 2026 13F filing. Largest positions: IVW (6.5%), SUB (6.4%), XLK (6.2%), JMST (5.0%) and VOO (4.2%).

What did Salomon & Ludwin, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Salomon & Ludwin, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.