account_balance

Investment manager · 13F filer · SEC CIK 1766156

Salomon & Ludwin, LLC

Reported value$1.21Bas of Sep 30, 2026
Positions1,712 53 new, 457 sold out
Top 10 weight44.5%IVW alone is 7%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares S&P 500 Growth ETF 6.8% Held
XLK State Street Technology Select Sector SPDR ETF 6.8% Added +3%
SUB iShares Short-term National Muni Bond ETF 6.4% Held
JMST JPMorgan Ultra-short Municipal Income ETF 5.1% Held
VOO Vanguard S&P 500 ETF 4.3% Held
BIL State Street SPDR Bloomberg 1-3 Month T-bill ETF 4.1% Held
IVE iShares S&P 500 Value ETF 3.4% Held
MSFT Microsoft Corp Com 2.6% HeldSPY State Street SPDR S&P 500 ETF 2.5% Held
VEA Vanguard Ftse Developed Markets ETF 2.5% Held
VTEB Vanguard Tax-exempt Bond ETF 2.3% Added +2%
MUB iShares National Muni Bond ETF 2.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • XLC +8%
  • SPDW +7%
  • SPEM +6%
  • NEU +4%
arrow_downwardTrimmed
  • D −15%
  • IJT −4%
  • SPYV −3%
  • IXG −2%
remove_circleSold out
  • RHHBY $199K
  • NSRGY $180K
  • SIEGY $146K
  • ABBNY $143K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast