Salomon & Ludwin, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Salomon & Ludwin, Llc disclosed 1699 stock positions valued at approximately $1.21B as of quarter-end September 30, 2026. The largest holdings include ISHARES S&P 500 GROWTH ETF, STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF, and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 1699
- Portfolio Value
- $1.21B
Holdings by Sector
Salomon & Ludwin, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 6.79% | 575,635 | -2,654 | -0.46% | $81,889,853 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 6.77% | 417,242 | +12,452 | +3.08% | $81,675,178 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 6.41% | 739,423 | +12,712 | +1.75% | $77,299,327 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | Other | 5.09% | 1,213,760 | +11,760 | +0.98% | $61,367,690 |
| VANGUARD S&P 500 ETF | VOO | Other | 4.31% | 74,197 | -859 | -1.14% | $52,002,027 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | Other | 4.12% | 541,791 | +2,259 | +0.42% | $49,649,754 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 3.38% | 178,293 | -1,016 | -0.57% | $40,700,735 |
| MICROSOFT CORP COM | MSFT | Technology | 2.57% | 60,303 | -39 | -0.06% | $30,929,542 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 2.54% | 40,200 | -340 | -0.84% | $30,657,428 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 2.48% | 423,778 | -206 | -0.05% | $29,922,953 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 2.33% | 592,030 | +13,655 | +2.36% | $28,038,532 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 2.20% | 262,739 | +8,935 | +3.52% | $26,562,909 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 2.14% | 449,103 | +5,290 | +1.19% | $25,850,359 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 2.04% | 342,088 | -2,211 | -0.64% | $24,613,223 |
| APPLE INC COM | AAPL | Technology | 1.88% | 67,986 | -542 | -0.79% | $22,640,632 |
| ISHARES MSCI EAFE ETF | EFA | Other | 1.76% | 203,902 | -2,805 | -1.36% | $21,183,431 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 1.65% | 71,770 | +1,089 | +1.54% | $19,944,284 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | Other | 1.64% | 127,644 | -749 | -0.58% | $19,810,408 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | Other | 1.50% | 164,653 | -757 | -0.46% | $18,047,623 |
| VANGUARD MORNINGSTAR GROWTH ETF | VUG | Other | 1.50% | 200,147 | -1,015 | -0.50% | $18,035,220 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | XLY | Other | 1.42% | 156,817 | +1,752 | +1.13% | $17,067,952 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | XLV | Other | 1.37% | 97,879 | -1,721 | -1.73% | $16,484,747 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | VGIT | Other | 1.27% | 270,741 | +844 | +0.31% | $15,340,179 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | XLF | Other | 1.25% | 281,976 | +2,006 | +0.72% | $15,057,542 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | Other | 1.24% | 546,981 | +10,157 | +1.89% | $14,921,637 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | Other | 1.24% | 183,424 | +5,040 | +2.83% | $14,894,020 |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | Other | 1.07% | 93,952 | -507 | -0.54% | $12,938,155 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 1.02% | 90,567 | -963 | -1.05% | $12,320,691 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 0.95% | 228,195 | +15,405 | +7.24% | $11,457,684 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | XLI | Other | 0.83% | 59,862 | +1,072 | +1.82% | $9,995,764 |
Showing 30 of 1,699 holdings in the latest reporting period.