Salomon & Ludwin, LLC
CIK 1766156 · Holdings on Mar 31, 2026 · First reported May 11, 2026
Top ten holdings
Q1 2026- SUB6.81%
- IVW6.13%
- JMST5.44%
- XLK5.22%
- BIL4.33%
- VOO4.19%
- IVE3.52%
- VTEB2.55%
- SPY2.49%
- VEA2.46%
Share classes counted separately43.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVWWeight decreased · -0.57 pp6.70% → 6.13%Shares -14.16K (-2.31%)
- MSFTWeight decreased · -0.55 pp2.60% → 2.05%Shares -597 (-0.96%)
- SUBWeight increased · +0.55 pp6.26% → 6.81%Shares +47.83K (+7.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SUBISHARES SHORT-TERM NATIONALETF View history and evidence | $76.31M | 6.81% | 711.09K shares | 6.26% → 6.81%+0.55 pp +47.83K (+7.21%) | Added | ↗▾ |
| 02 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $68.62M | 6.13% | 598.49K shares | 6.70% → 6.13%-0.57 pp -14.16K (-2.31%) | Reduced | ↗▾ |
| 03 | JMSTJPM ULTRA-SHORT MUNI INCOMEETF View history and evidence | $60.90M | 5.44% | 1.19M shares | 5.28% → 5.44%+0.16 pp +17.81K (+1.52%) | Added | ↗▾ |
| 04 | XLKSS TECHNOLOGY SELECT SECTORETF View history and evidence | $58.46M | 5.22% | 433.30K shares | 5.42% → 5.22%-0.20 pp +9.32K (+2.20%) | Added | ↗▾ |
| 05 | BILSS SPDR BB 1-3M T-BILL ETFETF View history and evidence | $48.49M | 4.33% | 529.39K shares | 4.29% → 4.33%+0.04 pp -1.73K (-0.33%) | Reduced | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $46.87M | 4.19% | 77.78K shares | 4.52% → 4.19%-0.33 pp -3.12K (-3.85%) | Reduced | ↗▾ |
| 07 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $39.41M | 3.52% | 186.04K shares | 3.61% → 3.52%-0.09 pp -3.93K (-2.07%) | Reduced | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFETF View history and evidence | $28.53M | 2.55% | 564.10K shares | 2.30% → 2.55%+0.25 pp +48.89K (+9.49%) | Added | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $27.89M | 2.49% | 42.53K shares | 2.59% → 2.49%-0.10 pp -115 (-0.27%) | Reduced | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $27.51M | 2.46% | 425.65K shares | 2.49% → 2.46%-0.03 pp -29.00K (-6.38%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 128
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -1,197 | -$109.01K | SEC filing ↗ | SEC filing ↗ |
| PTNQ PACER TRENDPILOT 100 ETF | Non-derivative | -1,025 | -$81.16K | SEC filing ↗ | SEC filing ↗ |
| ARWR ARROWHEAD PHARMACEUTICALS IN | Non-derivative | -1,046 | -$66.82K | SEC filing ↗ | SEC filing ↗ |
3 / 128 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1766156 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1119710058
}Research all 2,097 reported holdings.
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