EdgeMarket › What Salomon & Ludwin, Llc reported owning
What Salomon & Ludwin, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
2,097Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SUB iShares Short-Term National Muni Bond ETF | 76.3M | 6.8% | 711.1K | 106.30 | -0.6% |
| IVW iShares S&P 500 Growth ETF | 68.6M | 6.1% | 598.5K | 138.83 | +22.2% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 60.9M | 5.4% | 1.2M | 50.92 | -0.1% |
| XLK State Street Technology Select Sector SPDR ETF | 58.5M | 5.2% | 433.3K | 183.31 | +41.1% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 48.5M | 4.3% | 529.4K | 91.60 | -0.1% |
| VOO Vanguard S&P 500 ETF | 46.9M | 4.2% | 77.8K | 703.71 | +20.0% |
| IVE iShares S&P 500 Value ETF | 39.4M | 3.5% | 186.0K | 237.24 | +17.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 28.5M | 2.5% | 564.1K | 49.54 | +1.4% |
| SPY SPDR S&P 500 ETF TRUST | 27.9M | 2.5% | 42.5K | 765.72 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 27.5M | 2.5% | 425.7K | 73.42 | +24.7% |
| MUB iShares National Muni Bond ETF | 26.0M | 2.3% | 241.3K | 105.34 | +1.2% |
| VGSH Vanguard Short-Term Treasury ETF | 25.3M | 2.3% | 431.3K | 58.13 | -0.9% |
| IJH iShares Core S&P Mid-Cap ETF | 24.0M | 2.1% | 352.6K | 76.77 | +20.8% |
| MSFT MICROSOFT CORP | 23.0M | 2.1% | 61.6K | 483.24 | -4.4% |
| EFA iShares MSCI EAFE ETF | 20.7M | 1.8% | 211.7K | 108.24 | +17.1% |
| VYM Vanguard High Dividend Yield ETF | 19.5M | 1.7% | 131.5K | 164.97 | +19.9% |
| IWM iShares Russell 2000 ETF | 17.9M | 1.6% | 71.4K | 299.96 | +33.1% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 17.8M | 1.6% | 174.6K | 115.45 | +24.2% |
| AAPL Apple Inc. | 17.8M | 1.6% | 69.4K | 309.35 | +36.9% |
| XLY State Street Consumer Discretionary Select Sec | 16.8M | 1.5% | 157.1K | 118.02 | +3.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 15.6M | 1.4% | 260.5K | 58.31 | -2.3% |
| VUG Vanguard Morningstar Growth ETF | 15.1M | 1.4% | 34.2K | 87.50 | +15.9% |
| SPTI State Street SPDR Portfolio Intermediate Term | 14.8M | 1.3% | 515.8K | 28.07 | -2.3% |
| XLV State Street Health Care Select Sector SPDR ET | 14.6M | 1.3% | 100.5K | 174.62 | +27.0% |
| SHY iShares 1-3 Year Treasury Bond ETF | 14.2M | 1.3% | 170.9K | 82.00 | -0.9% |
| XLF State Street Financial Select Sector SPDR ETF | 13.9M | 1.2% | 282.1K | 57.48 | +8.7% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 12.9M | 1.1% | 96.5K | 149.03 | +17.4% |
| IJR iShares Core S&P Small-Cap ETF | 11.7M | 1.0% | 93.5K | 147.31 | +29.0% |
| XLI State Street Industrial Select Sector SPDR ETF | 9.6M | 0.9% | 59.2K | 180.25 | +19.2% |
| XLP State Street Consumer Staples Select Sector SP | 9.3M | 0.8% | 114.4K | 85.99 | +3.3% |
| SPDW State Street SPDR Portfolio Developed World ex | 9.2M | 0.8% | 199.6K | 52.02 | +24.4% |
| IJT iShares S&P SmallCap 600 Growth ETF | 9.1M | 0.8% | 62.2K | 173.90 | +27.0% |
| IVV iShares Core S&P 500 ETF | 8.1M | 0.7% | 12.3K | 769.31 | +20.0% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 7.8M | 0.7% | 78.8K | 120.21 | +22.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 7.8M | 0.7% | 111.9K | 81.57 | +31.9% |
| EEM iShares MSCI Emerging Markets ETF | 7.7M | 0.7% | 136.7K | 67.12 | +34.9% |
| MO ALTRIA GROUP, INC. | 6.7M | 0.6% | 101.6K | 66.09 | -2.2% |
| IXG iShares Global Financial ETF | 5.7M | 0.5% | 50.0K | 133.44 | +16.5% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 5.4M | 0.5% | 95.5K | 63.51 | +17.5% |
| SDY State Street SPDR S&P Dividend ETF | 5.1M | 0.5% | 35.0K | 158.44 | +12.0% |
| IJS iShares S&P SmallCap 600 Value ETF | 5.0M | 0.4% | 42.0K | 138.43 | +31.2% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 5.0M | 0.4% | 52.3K | 110.42 | +30.5% |
| VCR Vanguard Consumer Discretion ETF | 4.9M | 0.4% | 13.8K | 397.13 | +5.1% |
| ORCL ORACLE CORP | 4.8M | 0.4% | 32.7K | 146.47 | -37.7% |
| VB Vanguard Morningstar Small-Cap ETF | 4.7M | 0.4% | 17.7K | 304.76 | +24.4% |
| PEY Invesco High Yield Equity Dividend Achievers E | 4.4M | 0.4% | 205.2K | 25.18 | +19.1% |
| PM Philip Morris International Inc. | 4.4M | 0.4% | 27.9K | 188.23 | +8.9% |
| XLE State Street Energy Select Sector SPDR ETF | 4.3M | 0.4% | 72.3K | 63.64 | +48.3% |
| VO Vanguard Morningstar Mid-Cap ETF | 4.3M | 0.4% | 14.7K | 82.97 | +15.9% |
| D DOMINION ENERGY, INC | 4.3M | 0.4% | 67.7K | 66.60 | +8.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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