Salomon & Ludwin, LLC

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
2,142
Total value ($000)
$1,131,128
Net value change ($000)
+19,709 (1.8%)
New positions
110
Sold out positions
122
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SUB 3,012 4.4%
VTEB 1,887 7.8%
MUB 1,841 8.7%
JMST 1,172 2.0%
VGIT 1,112 8.6%
VGSH 1,086 4.8%
SPTI 1,049 8.5%
SHY 1,048 9.0%
AAPL 827 4.6%
SPY 825 2.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,092 -33.1%
MSFT -2,508 -7.9%
XLK -2,376 -3.7%
MO -959 -14.4%
NEU -534 -16.9%
EFA -374 -1.7%
IVW -331 -0.4%
SHV -282 -56.2%
CWST -202 -73.5%
IBIT -197 -34.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type