Q3 2026 13F · SEC CIK 1766156

Salomon & Ludwin, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 1,712
Top holdings a year, 3 yrs: +14.4%
Assets under management: $1.3B

Salomon & Ludwin, LLC is a wealth manager that reported 1,712 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Ishares Tr (IVW, 6.8%), Select Sector Spdr Tr (XLK, 6.8%), Ishares Tr (SUB, 6.4%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Salomon & Ludwin, LLC holdings largest 50 of 1,712 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Salomon & Ludwin, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVWIshares Tr	6.8%	6.5%	575,635	-0.5%	$81.9M
XLKSelect Sector Spdr Tr	6.8%	6.2%	417,242	+3.1%	$81.7M
SUBIshares Tr	6.4%	6.4%	739,423	+1.7%	$77.3M
JMSTJ P Morgan Exchange Traded F	5.1%	5.0%	1,213,760	+1.0%	$61.4M
VOOVanguard Index Fds	4.3%	4.2%	74,197	-1.1%	$52.0M
BILSpdr Series Trust	4.1%	4.1%	541,791	+0.4%	$49.6M
IVEIshares Tr	3.4%	3.4%	178,293	-0.6%	$40.7M
MSFTMicrosoft Corp	2.6%	1.9%	60,303	-0.1%	$30.9M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.5%	40,200	-0.8%	$30.7M
VEAVanguard Ftse Developed Markets Index Fu	2.5%	2.5%	423,778	-0.0%	$29.9M
VTEBVanguard Mun Bd Fds	2.3%	2.4%	592,030	+2.4%	$28.0M
MUBIshares Tr	2.2%	2.2%	262,739	+3.5%	$26.6M
VGSHVanguard Scottsdale Fds	2.1%	2.1%	449,103	+1.2%	$25.9M
IJHIshares Tr	2.0%	2.2%	342,088	-0.6%	$24.6M
AAPLApple Inc	1.9%	1.7%	67,986	-0.8%	$22.6M
EFAIshares Tr	1.8%	1.8%	203,902	-1.4%	$21.2M
IWMIshares Tr	1.7%	1.7%	71,770	+1.5%	$19.9M
VYMVanguard Whitehall Fds	1.6%	1.7%	127,644	-0.6%	$19.8M
IJKIshares S&p Mid Cap 400 Growth	1.5%	1.6%	164,653	-0.5%	$18.0M
VUGVanguard Index Fds	1.5%	1.4%	200,147	-0.5%	$18.0M
XLYSelect Sector Spdr Tr	1.4%	1.5%	156,817	+1.1%	$17.1M
XLVSelect Sector Spdr Tr	1.4%	1.3%	97,879	-1.7%	$16.5M
VGITVanguard Scottsdale Fds	1.3%	1.3%	270,741	+0.3%	$15.3M
XLFSelect Sector Spdr Tr	1.2%	1.3%	281,976	+0.7%	$15.1M
SPTISpdr Series Trust	1.2%	1.2%	546,981	+1.9%	$14.9M
SHYIshares Tr	1.2%	1.2%	183,424	+2.8%	$14.9M
IJJIshares Tr	1.1%	1.1%	93,952	-0.5%	$12.9M
IJRIshares Tr	1.0%	1.1%	90,567	-1.1%	$12.3M
SPDWSpdr Index Shs Fds	0.9%	0.9%	228,195	+7.2%	$11.5M
XLISelect Sector Spdr Tr	0.8%	0.9%	59,862	+1.8%	$10.0M
XLPSelect Sector Spdr Tr	0.8%	0.8%	114,779	+1.5%	$9.3M
IJTIshares Tr	0.8%	0.8%	57,533	-3.8%	$9.2M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.8%	0.7%	74,031	-1.1%	$9.1M
IEMGIshares Inc	0.7%	0.7%	110,820	+0.2%	$9.0M
EEMIshares Tr	0.7%	0.7%	132,114	-1.4%	$8.8M
IVVIshares Tr	0.7%	0.7%	11,131	-1.4%	$8.5M
MOAltria Group Inc	0.6%	0.6%	101,411	-0.1%	$6.8M
IXGIshares Global Financials ETF	0.5%	0.5%	48,193	-2.3%	$6.1M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.5%	0.5%	91,194	-2.7%	$5.6M
LRCXLam Research Corp	0.4%	0.5%	16,048	-0.2%	$5.3M
PMPhilip Morris Intl Inc	0.4%	0.4%	27,452	-0.5%	$5.2M
SLYVSpdr Series Trust	0.4%	0.4%	49,706	-0.9%	$5.1M
IJSIshares Tr	0.4%	0.4%	39,371	-0.6%	$5.0M
VCRVanguard Consumer Discretionary ETF	0.4%	0.4%	13,594	-0.4%	$5.0M
SDYSpdr Ser Tr	0.4%	0.4%	33,812	-0.6%	$5.0M
VBVanguard Index Fds	0.4%	0.4%	16,624	-1.3%	$4.7M
XLESelect Sector Spdr Tr	0.4%	—	75,762	—	$4.7M
PEYInvesco High Yield Equity Dividend Achie	0.4%	0.4%	202,668	-0.6%	$4.6M
VGTVanguard World Fd	0.4%	—	36,314	—	$4.6M
XLCSelect Sector Spdr Tr	0.4%	—	40,577	—	$4.5M

What Salomon & Ludwin, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPDW Spdr Index Shs Fds+7.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.7% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.2B	1,712
Q2 2026	$1.2B	2,109
Q1 2026	$1.1B	2,092
Q4 2025	$1.1B	2,137
Q3 2025	$1.1B	2,148
Q2 2025	$1.0B	1,117
Q1 2025	$938.2M	714
Q4 2024	$943.9M	718
Q3 2024	$981.9M	732
Q2 2024	$895.9M	733
Q1 2024	$1.2B	846
Q4 2023	$958.0M	764

Questions about Salomon & Ludwin, LLC's portfolio

What stocks does Salomon & Ludwin, LLC own?

Salomon & Ludwin, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 1,712 positions worth $1.2B. The largest are Ishares Tr (IVW) at 6.8%, Select Sector Spdr Tr (XLK) at 6.8%, Ishares Tr (SUB) at 6.4%, J P Morgan Exchange Traded F (JMST) at 5.1% and Vanguard Index Fds (VOO) at 4.3%.

What did Salomon & Ludwin, LLC buy last quarter?

In Q3 2026, Salomon & Ludwin, LLC added Spdr Index Shs Fds (SPDW) (+7.2% shares), compared with its Q2 2026 filing.

What did Salomon & Ludwin, LLC sell last quarter?

In Q3 2026, Salomon & Ludwin, LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Vanguard Index Fds (VO) and cut from its top 50 Dominion Energy Inc (D), compared with its Q2 2026 filing.

How has Salomon & Ludwin, LLC's portfolio performed?

A portfolio copying Salomon & Ludwin, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.7% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Salomon & Ludwin, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Salomon & Ludwin, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Salomon & Ludwin, LLC manage?

Salomon & Ludwin, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.