StockDriftsStockDriftsTop 50 Salomon & Ludwin, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH | 6.51% | 578.3K | $79.1M | -3.38%(-20.20K) | $41.51(+241.18%) | 2026-06-30 | |
| SUB | ISHARES SHORT-TERM | 6.36% | 726.7K | $77.3M | +2.20%(+15.62K) | $104.62(+1.55%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY | 6.2% | 404.8K | $75.3M | -6.58%(-28.51K) | $40.94(+365.87%) | 2026-06-30 | |
| JMST | JPMORGAN ULTRA-SHORT | 5.04% | 1.20M | $61.2M | +1.02%(+12.12K) | $50.85(+0.10%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 4.23% | 75.1K | $51.4M | -3.50%(-2.72K) | $387.02(+84.14%) | 2026-06-30 | |
| BIL | STATE STREET SPDR | 4.06% | 539.5K | $49.3M | +1.92%(+10.14K) | $91.75(-0.23%) | 2026-06-30 | |
| IVE | ISHARES S&P 500 VALUE | 3.36% | 179.3K | $40.8M | -3.62%(-6.73K) | $110.69(+114.23%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P | 2.49% | 40.5K | $30.2M | -4.67%(-1.99K) | $376.32(+106.03%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED | 2.45% | 424.0K | $29.8M | -0.39%(-1.67K) | $41.08(+80.18%) | 2026-06-30 | |
| VTEB | VANGUARD TAX-EXEMPT BOND | 2.41% | 578.4K | $29.3M | +2.53%(+14.27K) | $50.10(-0.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.30% | +45.46% | +7.64% | +44.51% |
| Top 20 Holdings Unweighted | +12.84% | +43.68% | +7.12% | +41.05% |
Salomon & Ludwin, LLC reports $1.22B in US-listed equity holdings across 2,116 positions in its most recent 13F filing. Its largest disclosed positions are IVW (6.5%), SUB (6.4%) and XLK (6.2%). The top 20 holdings account for 61.48% of reported assets. Its disclosed equity book has returned +45.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Salomon & Ludwin, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766156). View Salomon & Ludwin, LLC’s 13F filings on SEC