Salomon & Ludwin, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Salomon & Ludwin, Llc disclosed 1756 stock positions valued at approximately $1.22B as of quarter-end June 30, 2026. The largest holdings include ISHARES S&P 500 GROWTH, ISHARES SHORT-TERM, and STATE STREET TECHNOLOGY.
- Report Period
- June 30, 2026
- No. of Stocks
- 1756
- Portfolio Value
- $1.22B
Holdings by Sector
Salomon & Ludwin, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH | IVW | Other | 6.51% | 578,289 | -20,201 | -3.38% | $79,142,353 |
| ISHARES SHORT-TERM | SUB | Other | 6.36% | 726,711 | +15,623 | +2.20% | $77,317,749 |
| STATE STREET TECHNOLOGY | XLK | Other | 6.20% | 404,790 | -28,507 | -6.58% | $75,282,653 |
| JPMORGAN ULTRA-SHORT | JMST | Other | 5.04% | 1,202,000 | +12,119 | +1.02% | $61,225,496 |
| VANGUARD S&P 500 ETF | VOO | Other | 4.23% | 75,056 | -2,722 | -3.50% | $51,447,871 |
| STATE STREET SPDR | BIL | Other | 4.06% | 539,532 | +10,144 | +1.92% | $49,313,213 |
| ISHARES S&P 500 VALUE | IVE | Other | 3.36% | 179,309 | -6,732 | -3.62% | $40,835,710 |
| STATE STREET SPDR S&P | SPY | Other | 2.49% | 40,540 | -1,986 | -4.67% | $30,232,807 |
| VANGUARD FTSE DEVELOPED | VEA | Other | 2.45% | 423,984 | -1,670 | -0.39% | $29,825,755 |
| VANGUARD TAX-EXEMPT BOND | VTEB | Other | 2.41% | 578,375 | +14,271 | +2.53% | $29,251,007 |
| ISHARES NATIONAL MUNI | MUB | Other | 2.25% | 253,804 | +12,487 | +5.17% | $27,303,645 |
| ISHARES CORE S&P MID-CAP | IJH | Other | 2.17% | 344,299 | -8,326 | -2.36% | $26,310,695 |
| VANGUARD SHORT-TERM | VGSH | Other | 2.12% | 443,813 | +12,510 | +2.90% | $25,750,003 |
| MICROSOFT CORP | MSFT | Technology | 1.91% | 60,342 | -1,223 | -1.99% | $23,188,219 |
| ISHARES MSCI EAFE ETF | EFA | Other | 1.75% | 206,707 | -5,019 | -2.37% | $21,292,773 |
| ISHARES RUSSELL 2000 | IWM | Other | 1.75% | 70,681 | -685 | -0.96% | $21,235,590 |
| VANGUARD HIGH DIVIDEND | VYM | Other | 1.67% | 128,393 | -3,138 | -2.39% | $20,311,066 |
| APPLE INC | AAPL | Technology | 1.66% | 68,528 | -877 | -1.26% | $20,173,125 |
| ISHARES S&P MID-CAP 400 | IJK | Other | 1.58% | 165,410 | -9,186 | -5.26% | $19,199,097 |
| STATE STREET CONSUMER | XLY | Other | 1.51% | 155,065 | -2,052 | -1.31% | $18,362,544 |
| VANGUARD GROWTH INDEX | VUG | Other | 1.43% | 201,162 | +166,924 | +487.54% | $17,323,905 |
| STATE STREET HEALTH CARE | XLV | Other | 1.31% | 99,600 | -950 | -0.94% | $15,932,263 |
| VANGUARD INTER-TERM | VGIT | Other | 1.30% | 269,897 | +9,427 | +3.62% | $15,842,953 |
| STATE STREET FINANCIAL | XLF | Other | 1.27% | 279,970 | -2,145 | -0.76% | $15,407,573 |
| STATE STREET SPDR | SPTI | Other | 1.25% | 536,824 | +20,994 | +4.07% | $15,170,640 |
| ISHARES 1-3 YEAR | SHY | Other | 1.20% | 178,384 | +7,471 | +4.37% | $14,598,986 |
| ISHARES S&P MID-CAP 400 | IJJ | Other | 1.14% | 94,459 | -2,030 | -2.10% | $13,861,580 |
| ISHARES CORE S&P | IJR | Other | 1.11% | 91,530 | -1,981 | -2.12% | $13,502,125 |
| STATE STREET INDUSTRIAL | XLI | Other | 0.89% | 58,790 | -445 | -0.75% | $10,828,284 |
| STATE STREET SPDR | SPDW | Other | 0.88% | 212,790 | +13,196 | +6.61% | $10,752,154 |
Showing 30 of 1,756 holdings in the latest reporting period.