Salomon & Ludwin, LLC
Registered adviserFiling Date
Global Rank
#2,208
/ 8,818
▼ 19
Top Industry
Software - Infrastructure
15.1%
Period ended 4 months ago
Filed Aug 7, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$1,337,497,420
Main clients
Individuals and high net worth
(98% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2026 to Oct 2026 | $1,337,497,420 | Individuals and high net worth (98%) |
| Apr 2025 to Feb 2026 | $1,227,068,596 | Individuals and high net worth (99%) |
| Apr 2024 to Mar 2025 | $1,709,639,369 | Individuals and high net worth (99%) |
| May 2023 to Mar 2024 | $1,223,243,578 | Individuals and high net worth (99%) |
| Apr 2023 | $1,223,243,578 | Individuals and high net worth (99%) |
| Mar 2022 to Mar 2023 | $1,074,384,174 | Individuals and high net worth (100%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 75.1% of the book (60%+)
Turnover
Low turnover
7.3% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 21.0 quarters (12+), a floor since 56.0% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 77.7%; sector active share 71.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1,768 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
33.4%
−0.2 pts
Top 5
60.4%
−0.4 pts
Top 10
75.1%
−1.2 pts
HHI
1,389
Diversified−9
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.2% | $1,020,561,565 |
| Technology | 6.1% | $73,766,222 |
| Financial Services | 2.6% | $32,056,477 |
| Consumer Defensive | 1.6% | $18,963,800 |
| Consumer Cyclical | 1.3% | $15,936,150 |
| Healthcare | 1.0% | $12,262,746 |
| Industrials | 0.9% | $10,562,424 |
| Communication Services | 0.6% | $7,693,740 |
| Utilities | 0.6% | $7,432,927 |
| Basic Materials | 0.5% | $5,584,231 |
| Energy | 0.3% | $3,809,826 |
| Real Estate | 0.2% | $2,894,667 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +166,924 | 201,162 | $17,328,094 | |
| VO | VANGUARD MID-CAP INDEX FUND | +42,706 | 57,421 | $4,626,409 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +31,428 | 36,510 | $4,363,675 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | +20,994 | 536,824 | $15,240,433 | |
| SUB | iShares Short-Term National Muni Bond ETF | +15,623 | 726,711 | $77,372,920 | |
| IWF | iShares Russell 1000 Growth ETF | +15,149 | 20,517 | $2,547,595 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +14,271 | 578,375 | $29,254,207 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +13,196 | 212,790 | $10,722,488 | |
| LINE | Lineage, Inc. | +12,514 | 13,096 | $566,402 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +12,510 | 443,813 | $25,829,916 | |
| MUB | iShares National Muni Bond ETF | +12,487 | 253,804 | $27,314,386 | |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | +12,119 | 1,202,000 | $61,302,000 | |
| — | +10,144 | 539,532 | $49,442,712 | ||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +9,427 | 269,897 | $15,918,525 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +7,471 | 178,384 | $14,647,110 | |
| PTON | Peloton Interactive, Inc. | +4,141 | 4,250 | $25,117 | |
| SABR | Sabre Corp | +3,971 | 4,658 | $9,735 | |
| CXM | Sprinklr, Inc. | +3,675 | 4,032 | $20,805 | |
| AGNT | AGNT, Inc. | +3,397 | 3,848 | $20,817 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +2,683 | 58,991 | $3,054,553 | |
| AVTR | Avantor, Inc. | +2,669 | 3,120 | $30,888 | |
| CPB | CAMPBELL'S Co | +2,606 | 2,794 | $62,222 | |
| MBC | MasterBrand, Inc. | +2,600 | 2,708 | $27,865 | |
| — | +2,500 | 3,125 | $85,656 | ||
| LCID | Lucid Group, Inc. | +2,384 | 2,774 | $18,558 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −28,507 | 404,790 | $77,120,590 | |
| IVW | iShares S&P 500 Growth ETF | −20,201 | 578,289 | $79,532,086 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | −9,186 | 165,410 | $19,435,675 | |
| IJH | iShares Core S&P Mid-Cap ETF | −8,326 | 344,299 | $26,548,895 | |
| IVE | iShares S&P 500 Value ETF | −6,732 | 179,309 | $40,713,901 | |
| IBIT | iShares Bitcoin Trust ETF | −5,203 | 3,342 | $111,255 | |
| EFA | iShares MSCI EAFE ETF | −5,019 | 206,707 | $21,472,723 | |
| WU | Western Union CO | −4,185 | 797 | $6,136 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −3,958 | 74,840 | $8,905,211 | |
| MPT | Medical Properties Trust Inc | −3,377 | 3,819 | $17,643 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −3,138 | 128,393 | $20,289,945 | |
| LYG | Lloyds Banking Group plc | −2,948 | 10,922 | $63,675 | |
| VOO | VANGUARD 500 INDEX FUND | −2,722 | 75,056 | $51,549,211 | |
| EEM | iShares MSCI Emerging Markets ETF | −2,710 | 134,008 | $9,167,487 | |
| SONY | Sony Group Corp | −2,540 | 2,451 | $49,167 | |
| IJT | iShares S&P Small-Cap 600 Growth ETF | −2,422 | 59,814 | $10,682,780 | |
| CTKB | Cytek Biosciences, Inc. | −2,422 | 279 | $1,235 | |
| IJS | iShares S&P Small-Cap 600 Value ETF | −2,344 | 39,626 | $5,416,081 | |
| CMCSA | Comcast Corp | −2,317 | 2,242 | $55,041 | |
| NCLTY | Nitori Holdings Co., Ltd. | −2,274 | 151 | $1,118 | |
| CRRFY | Carrefour SA | −2,232 | 1,935 | $7,178 | |
| XLF | State Street Corp | −2,145 | 279,970 | $15,009,191 | |
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | −2,113 | 50,142 | $5,470,993 | |
| GRAB | Grab Holdings Ltd | −2,090 | 1,986 | $7,487 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | −2,052 | 155,065 | $18,186,023 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RLY | State Street(R) Multi-Asset Real Return ETF | 27,925 | $963,691 | |
| ALLW | SSGA Active Trust | 3,400 | $99,518 | |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | 1,003 | $67,782 | |
| HONA | Honeywell Aerospace Inc. | 251 | $55,491 | |
| LQDA | Liquidia Corp | 634 | $50,548 | |
| ALHC | Alignment Healthcare, Inc. | 1,784 | $42,477 | |
| RELY | Remitly Global, Inc. | 1,830 | $41,010 | |
| EPAM | EPAM Systems, Inc. | 460 | $36,501 | |
| FLO | Flowers Foods Inc | 4,121 | $32,555 | |
| DAVE | Dave Inc. | 87 | $32,415 | |
| ATMU | Atmus Filtration Technologies Inc. | 631 | $32,174 | |
| QQQM | Invesco Ltd. | 100 | $30,297 | |
| INGR | Ingredion Inc | 292 | $27,655 | |
| ERIE | Erie Indemnity Co | 108 | $25,893 | |
| WRBY | Warby Parker Inc. | 846 | $25,667 | |
| CACC | Credit Acceptance Corp | 39 | $24,832 | |
| PPC | Pilgrims Pride Corp | 871 | $24,483 | |
| EBC | Eastern Bankshares, Inc. | 1,008 | $22,417 | |
| RSI | Rush Street Interactive, Inc. | 727 | $21,620 | |
| NIC | Nicolet Bankshares Inc | 130 | $21,500 | |
| DUOL | Duolingo, Inc. | 186 | $21,393 | |
| LOAR | Loar Holdings Inc. | 260 | $20,958 | |
| ABM | Abm Industries Inc | 473 | $20,925 | |
| SFM | Sprouts Farmers Market, Inc. | 227 | $19,199 | |
| UTI | Universal Technical Institute Inc | 442 | $18,904 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SANM | Sanmina Corp | 568 | $73,635 | |
| SMTC | Semtech Corp | 948 | $72,891 | |
| VIAV | Viavi Solutions Inc. | 2,162 | $71,951 | |
| — | 1,573 | $66,192 | ||
| LKQ | Lkq Corp | 1,903 | $55,891 | |
| — | 834 | $54,168 | ||
| — | 1,133 | $52,968 | ||
| DOCN | DigitalOcean Holdings, Inc. | 566 | $48,551 | |
| KMPR | KEMPER Corp | 898 | $27,442 | |
| GTM | ZoomInfo Technologies Inc. | 3,652 | $21,838 | |
| — | 253 | $20,253 | ||
| — | 526 | $20,130 | ||
| — | 506 | $17,487 | ||
| BTDPY | Barratt Developments PLC | 2,430 | $16,815 | |
| PHM | Pultegroup Inc | 142 | $16,700 | |
| AWK | American Water Works Company, Inc. | 118 | $16,058 | |
| SARO | StandardAero, Inc. | 613 | $15,833 | |
| CPNG | Coupang, Inc. | 823 | $15,538 | |
| — | 1,396 | $15,175 | ||
| CDE | Coeur Mining, Inc. | 795 | $14,922 | |
| GRFS | Grifols SA | 1,767 | $14,171 | |
| PTC | Ptc Inc. | 96 | $13,679 | |
| NSSC | Napco Security Technologies, Inc | 346 | $13,628 | |
| AVY | Avery Dennison Corp | 75 | $12,951 | |
| TRMB | Trimble Inc. | 191 | $12,458 | |
| No positions match the current search. | ||||
1,768 tracked positions ·
$1,211,524,775 total
· filing declares
2,116 positions · $1,215,173,927
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,768 positions by value
· page 1 of 36
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 578,289 | $79,532,086 | 6.56% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 726,711 | $77,372,920 | 6.39% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 404,790 | $77,120,590 | 6.37% | |
| JMST |
JPMorgan Ultra-Short Municipal Income ETF
|
Added | 1,202,000 | $61,302,000 | 5.06% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 75,056 | $51,549,211 | 4.25% | |
|
|
Added | 539,532 | $49,442,712 | 4.08% | ||
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 179,309 | $40,713,901 | 3.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 40,540 | $30,274,055 | 2.50% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 423,984 | $30,208,860 | 2.49% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 578,375 | $29,254,207 | 2.41% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 253,804 | $27,314,386 | 2.25% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 344,299 | $26,548,895 | 2.19% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 443,813 | $25,829,916 | 2.13% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 60,342 | $22,508,772 | 1.86% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 206,707 | $21,472,723 | 1.77% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 70,681 | $21,236,106 | 1.75% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 128,393 | $20,289,945 | 1.67% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 68,528 | $19,829,262 | 1.64% | |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF
|
Reduced | 165,410 | $19,435,675 | 1.60% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Reduced | 155,065 | $18,186,023 | 1.50% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 201,162 | $17,328,094 | 1.43% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 269,897 | $15,918,525 | 1.31% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Reduced | 99,600 | $15,802,536 | 1.30% | |
| SPTI |
State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF
|
Added | 536,824 | $15,240,433 | 1.26% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 279,970 | $15,009,191 | 1.24% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 178,384 | $14,647,110 | 1.21% | |
| IJJ |
iShares S&P Mid-Cap 400 Value ETF
|
Reduced | 94,459 | $13,954,428 | 1.15% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 91,530 | $13,574,814 | 1.12% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Reduced | 58,790 | $10,889,671 | 0.90% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 212,790 | $10,722,488 | 0.89% | |
| IJT |
iShares S&P Small-Cap 600 Growth ETF
|
Reduced | 59,814 | $10,682,780 | 0.88% | |
|
|
Reduced | 113,058 | $9,391,728 | 0.78% | ||
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 134,008 | $9,167,487 | 0.76% | |
| IEMG |
iShares Trust
|
Reduced | 110,644 | $9,165,748 | 0.76% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Reduced | 74,840 | $8,905,211 | 0.74% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 11,292 | $8,456,465 | 0.70% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 101,548 | $7,306,378 | 0.60% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 16,077 | $6,966,646 | 0.58% | |
| IXG |
iShares Global Financials ETF
|
Reduced | 49,345 | $6,143,945 | 0.51% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 93,694 | $5,695,658 | 0.47% | |
| SLYV |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
Reduced | 50,142 | $5,470,993 | 0.45% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
Reduced | 39,626 | $5,416,081 | 0.45% | |
| VCR |
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
Reduced | 13,651 | $5,414,123 | 0.45% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Reduced | 34,033 | $5,179,141 | 0.43% | |
| VB |
Vanguard Index Funds
|
Reduced | 16,849 | $5,107,268 | 0.42% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 27,598 | $4,992,754 | 0.41% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 32,744 | $4,798,633 | 0.40% | |
| PEY |
Victory Portfolios II
|
Reduced | 203,973 | $4,728,094 | 0.39% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 57,421 | $4,626,409 | 0.38% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 67,733 | $4,625,486 | 0.38% |
Showing the top 50 of 1,768 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.