Salomon & Ludwin, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Salomon & Ludwin, LLC reported 2,115 stock positions worth $1.2 billion. Its top holding was iShares S&P 500 Growth ETF (IVW) at 6.5% of the portfolio, followed by iShares Short-Term National (SUB, 6.4%) and SS Technology Select Sector (XLK, 6.2%). Compared with Q1 2026, it opened 105 new positions, sold out of 88, added to 428 and reduced 752. The biggest buy was a new position in SS Multi-Asset Real Ret ETF (RLY) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001766156
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001766156-26-000005 ↗ filed Aug 7, 2026
Holdings Value
Holdings 2,115 stocks · $1.2B
| IVW iShares S&P 500 Growth ETF | 6.51% | 578,289 | $79.1M | Reduce -3.4% |
| SUB iShares Short-Term National | 6.36% | 726,711 | $77.3M | Add +2.2% |
| XLK SS Technology Select Sector | 6.20% | 404,790 | $75.3M | Reduce -6.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 5.04% | 1,202,000 | $61.2M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 4.23% | 75,056 | $51.4M | Reduce -3.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.06% | 539,532 | $49.3M | Add +1.9% |
| IVE iShares S&P 500 Value ETF | 3.36% | 179,309 | $40.8M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.49% | 40,540 | $30.2M | Reduce -4.7% |
| VEA Vanguard Ftse Developed ETF | 2.45% | 423,984 | $29.8M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.41% | 578,375 | $29.3M | Add +2.5% |
| MUB iShares National Muni Bond E | 2.25% | 253,804 | $27.3M | Add +5.2% |
| IJH iShares Core S&P Midcap ETF | 2.17% | 344,299 | $26.3M | Reduce -2.4% |
| VGSH Vanguard Short-Term Treasury | 2.12% | 443,813 | $25.8M | Add +2.9% |
| MSFT Microsoft Corp. | 1.91% | 60,342 | $23.2M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 1.75% | 206,707 | $21.3M | Reduce -2.4% |
| IWM iShares Russell 2000 ETF | 1.75% | 70,681 | $21.2M | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 1.67% | 128,393 | $20.3M | Reduce -2.4% |
| AAPL Apple Inc. | 1.66% | 68,528 | $20.2M | Reduce -1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.58% | 165,410 | $19.2M | Reduce -5.3% |
| XLY SS Consumer Disc Select Sect | 1.51% | 155,065 | $18.4M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.43% | 201,162 | $17.3M | Reduce -2.1% |
| XLV SS Health Care Select Sector | 1.31% | 99,600 | $15.9M | Reduce -0.9% |
| VGIT Vanguard Intermediate-Term T | 1.30% | 269,897 | $15.8M | Add +3.6% |
| XLF SS Financial Select Sector | 1.27% | 279,970 | $15.4M | Reduce -0.8% |
| SPTI SS SPDR P Int Term TSY ETF | 1.25% | 536,824 | $15.2M | Add +4.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.20% | 178,384 | $14.6M | Add +4.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.14% | 94,459 | $13.9M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 1.11% | 91,530 | $13.5M | Reduce -2.1% |
| XLI SS Industrial Select Sector | 0.89% | 58,790 | $10.8M | Reduce -0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.88% | 212,790 | $10.8M | Add +6.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.84% | 59,814 | $10.2M | Reduce -3.9% |
| XLP SS Consumer Staples Sel Sect | 0.78% | 113,058 | $9.4M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.73% | 110,644 | $8.9M | Reduce -1.1% |
| EEM iShares MSCI Emerging Market | 0.73% | 134,008 | $8.9M | Reduce -2.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.73% | 74,840 | $8.9M | Reduce -5.0% |
| IVV iShares Core S&P 500 ETF | 0.70% | 11,292 | $8.5M | Reduce -7.9% |
| MO Altria Group Inc. | 0.60% | 101,548 | $7.3M | Reduce -0.1% |
| LRCX Lam Research Corp. | 0.52% | 16,077 | $6.3M | Reduce -0.7% |
| IXG iShares Global Financials Et | 0.51% | 49,345 | $6.2M | Reduce -1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.47% | 93,694 | $5.7M | Reduce -1.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.45% | 50,142 | $5.5M | Reduce -4.0% |
| VCR Vanguard Consumer Discre ETF | 0.45% | 13,651 | $5.4M | Reduce -1.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.45% | 39,626 | $5.4M | Reduce -5.6% |
| SDY SS SPDR S&P Dividend ETF | 0.43% | 34,033 | $5.2M | Reduce -2.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 16,849 | $5.1M | Reduce -5.0% |
| PM Philip Morris International | 0.40% | 27,598 | $4.9M | Reduce -1.1% |
| PEY Invesco High Yield Equity Di | 0.39% | 203,973 | $4.8M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.38% | 32,744 | $4.7M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 57,421 | $4.6M | Reduce -2.4% |
| D Dominion Energy Inc. | 0.38% | 67,733 | $4.6M | Reduce -0.0% |
| VIS Vanguard Industrials ETF | 0.37% | 12,629 | $4.5M | Reduce -1.1% |
| VT Vanguard Tot World STK ETF | 0.36% | 28,160 | $4.4M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.35% | 36,510 | $4.3M | Reduce -10.2% |
| XLC SS Comm Select Sector SPDR | 0.35% | 37,636 | $4.2M | Add +5.3% |
| XLE SS Energy Select Sector | 0.33% | 74,585 | $4.0M | Add +3.2% |
| MDY State Street SPDR S&P Midcap | 0.32% | 5,616 | $3.9M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.30% | 15,263 | $3.7M | Reduce -0.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.29% | 72,191 | $3.5M | Reduce -2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 59,601 | $3.5M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 15,616 | $3.4M | Reduce -2.9% |
| AIVL Wisdomtree US AI Enhanced Va | 0.27% | 24,856 | $3.2M | Reduce -1.7% |
| SPEM State Street SP PTF Em ETF | 0.25% | 58,991 | $3.1M | Add +4.8% |
| NEU Newmarket Corp. | 0.24% | 3,740 | $2.9M | No change |
| LOW Lowe's Cos Inc. | 0.23% | 12,749 | $2.8M | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.23% | 13,938 | $2.8M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.22% | 7,500 | $2.7M | Reduce -0.4% |
| MCD McDonald's Corp. | 0.22% | 9,806 | $2.6M | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.21% | 20,517 | $2.5M | Reduce -4.5% |
| DON Wisdomtree US Midcap Dividen | 0.18% | 38,454 | $2.2M | Reduce -1.3% |
| DES Wisdomtree US Smallcap Divid | 0.17% | 50,460 | $2.1M | Reduce -3.7% |
| AMAT Applied Materials Inc. | 0.17% | 3,123 | $2.0M | Reduce -4.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.16% | 17,717 | $2.0M | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.16% | 1,638 | $2.0M | Reduce -3.1% |
| VDE Vanguard Energy ETF | 0.15% | 12,627 | $1.9M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.15% | 21,902 | $1.8M | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.15% | 18,845 | $1.8M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.14% | 5,155 | $1.7M | Add +6.4% |
| JNJ Johnson & Johnson | 0.14% | 6,720 | $1.7M | Reduce -0.4% |
| ITA iShares U.S. Aerospace & Def | 0.14% | 6,870 | $1.7M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 7,612 | $1.6M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 0.13% | 4,323 | $1.5M | Reduce -1.8% |
| VHT Vanguard Health Care ETF | 0.12% | 4,907 | $1.5M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.12% | 3,902 | $1.4M | Reduce -6.0% |
| ABBV Abbvie Inc. | 0.11% | 5,275 | $1.3M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 3,475 | $1.3M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.10% | 2,852 | $1.2M | Add +2.9% |
| TFC Truist Financial Corp. | 0.09% | 21,859 | $1.1M | Reduce -0.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.09% | 9,398 | $1.1M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,410 | $1.0M | Reduce -2.1% |
| AUB Atlantic Union Bankshares Co. | 0.08% | 22,182 | $958K | No change |
| RLY SS Multi-Asset Real Ret ETF | 0.08% | 27,925 | $957K | New |
| CL Colgate-Palmolive Co. | 0.08% | 10,318 | $957K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 8,978 | $901K | Reduce -1.2% |
| PRAA Pra Group Inc. | 0.07% | 46,881 | $897K | Reduce -0.3% |
| INTC Intel Corp. | 0.07% | 6,900 | $876K | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.07% | 6,429 | $876K | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.07% | 874 | $867K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,243 | $841K | Reduce -1.8% |
| OEF iShares S&P 100 ETF | 0.07% | 2,258 | $826K | No change |
| NSC Norfolk Southern Corp. | 0.07% | 2,582 | $824K | Reduce -0.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 98 | $3K | No change |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q1 2026 → Q2 2026
| IVE iShares S&P 500 Value ETF | Reduce -3.6% | 3.36% | −0.16 |
| MSFT Microsoft Corp. | Reduce -2.0% | 1.91% | −0.15 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 1.75% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -86.3% | 0.01% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.4% | 1.67% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -51.6% | 0.06% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.1% | 0.78% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.0% | 0.38% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -91.0% | 0.00% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -2.1% | 0.29% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -3.3% | 0.23% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -0.6% | 0.15% | −0.04 |
| RTX RTX Corp. | Reduce -66.5% | 0.02% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.8% | 0.43% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -7.9% | 0.70% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.07% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -60.9% | 0.01% | −0.02 |
| NFLX Netflix Inc. | Reduce -10.1% | 0.03% | −0.02 |
| CVX Chevron Corp. | Reduce -3.3% | 0.04% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.9% | 0.47% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.8% | 0.05% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -16.2% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -24.9% | 0.00% | −0.01 |
| INTU Intuit Inc. | Reduce -65.7% | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.0% | 0.05% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -5.3% | 1.58% | −0.01 |
| T AT&T Inc. | Reduce -1.5% | 0.02% | −0.01 |
| WMT Walmart Inc. | Reduce -3.7% | 0.03% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.1% | 1.14% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -15.2% | 0.01% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -57.0% | 0.00% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -1.2% | 0.07% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.7% | 0.02% | −0.01 |
| VIAV Viavi Solutions Inc. | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -50.8% | 0.00% | −0.01 |
| SMTC Semtech Corp. | Sold out | 0.00% | −0.01 |
| SANM Sanmina Corp. | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.04% | −0.01 |
| PRIM Primoris Services Corp. | Reduce -68.8% | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.14% | −0.01 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -50.9% | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -40.3% | 0.01% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -7.0% | 0.02% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -1.3% | 0.18% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -96.0% | 0.00% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.8% | 0.05% | −0.01 |
| GBERY Geberit AG-Unsp ADR | Reduce -82.0% | 0.00% | −0.00 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| RLY SS Multi-Asset Real Ret ETF | New | 0.08% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.6% | 0.88% | +0.06 |
| LINE Lineage Inc. | Add +2150.2% | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +5.5% | 0.05% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +4.8% | 0.25% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +42.6% | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.07% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +6.4% | 0.14% | +0.01 |
| ABBV Abbvie Inc. | Add +0.8% | 0.11% | +0.01 |
| QCOM Qualcomm Inc. | Add +7.2% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +2.9% | 0.10% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.5% | 0.04% | +0.01 |
| HD Home Depot Inc. | Add +33.5% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +1.4% | 0.23% | +0.01 |
| MRVL Marvell Technology Inc. | Add +2.8% | 0.01% | +0.01 |
| ALLW State Street Brgwtr All WTHR | New | 0.01% | +0.01 |
| POOL Pool Corp. | Add +707.0% | 0.01% | +0.01 |
| CTAS Cintas Corp. | Add +477.9% | 0.01% | +0.01 |
| SIEGY Siemens AG-Spons ADR | Add +88.0% | 0.01% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +64.2% | 0.03% | +0.01 |
| TOELY Tokyo Electron Ltd.-Unsp ADR | Add +60.6% | 0.01% | +0.01 |
| EADSY Airbus SE - Unsp ADR | Add +171.9% | 0.01% | +0.01 |
| HELO JPMorgan Hedged Equity ETF | New | 0.01% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +42.5% | 0.02% | +0.01 |
| KXIAY Kioxia Holdings Co.-Unsp ADR | Add +23.4% | 0.01% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +44.1% | 0.02% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +584.7% | 0.01% | +0.01 |
| MHK Mohawk Industries Inc. | Add +151.9% | 0.01% | +0.01 |
| CPB The Campbell's Company | Add +1386.2% | 0.01% | +0.01 |
| NSRGY Nestle SA-Spons ADR | Add +55.0% | 0.01% | +0.01 |
| SAFRY Safran SA-Unspon ADR | Add +91.5% | 0.01% | +0.01 |
| AMGN Amgen Inc. | Add +27.4% | 0.03% | +0.00 |
| MRAAY Murata Manufactur-Unspon ADR | Add +1.5% | 0.01% | +0.00 |
| CFRUY Cie Financiere Rich-Unsp ADR | Add +186.3% | 0.01% | +0.00 |
| SFTBY Softbank Group Corp.-Unsp ADR | Add +113.3% | 0.01% | +0.00 |
| AJG Arthur J Gallagher & Co. | Add +75.6% | 0.01% | +0.00 |
| SLV iShares Silver Trust | Add +369.0% | 0.01% | +0.00 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +56.5% | 0.01% | +0.00 |
| WFAFY Wesfarmers Limited-Unsp ADR | Add +248.2% | 0.01% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +242.0% | 0.01% | +0.00 |
| BTSG Brightspring Health Services | Add +58.9% | 0.01% | +0.00 |
| CWST Casella Waste Systems Inc. Class A | Add +498.1% | 0.01% | +0.00 |
| LQDA Liquidia Corp. | New | 0.00% | +0.00 |
| AMT American Tower Corp. | Add +409.6% | 0.01% | +0.00 |
| TDG Transdigm Group Inc. | Add +740.0% | 0.00% | +0.00 |
| UL Unilever PLC-Sponsored ADR | Add +137.9% | 0.01% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +181.3% | 0.01% | +0.00 |
| WAT Waters Corp. | Add +32.6% | 0.01% | +0.00 |
| COF Capital One Financial Corp. | Add +13.3% | 0.03% | +0.00 |
| RELX Relx PLC - Spon ADR | Add +859.3% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,115 | $1.2B | IVW, SUB, XLK, JMST, VOO |
| Q1 2026 | 2,096 | $1.1B | SUB, IVW, JMST, XLK, BIL |
| Q4 2025 | 2,142 | $1.1B | IVW, SUB, XLK, JMST, VOO |
| Q3 2025 | 2,151 | $1.1B | IVW, SUB, XLK, JMST, VOO |
| Q2 2025 | 1,120 | $1.0B | IVW, SUB, XLK, JMST, VOO |
| Q1 2025 | 716 | $938.2M | IVW, SUB, JMST, BIL, VOO |
| Q4 2024 | 719 | $943.9M | IVW, SUB, JMST, VOO, XLK |
| Q3 2024 | 733 | $981.9M | IVW, SUB, JMST, XLK, VOO |
| Q2 2024 | 734 | $895.9M | IVW, XLK, SUB, VOO, IVE |
| Q1 2024 | 851 | $1.2B | IVW, XLK, VOO, IVE, SUB |