Salomon & Ludwin, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
2,097
Total value ($000)
$1,119,710
Net value change ($000)
-11,418 (-1.0%)
New positions
85
Sold out positions
131
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 5,456 7.7%
MUB 2,894 12.5%
VTEB 2,555 9.8%
VGSH 1,547 6.5%
SHY 1,532 12.1%
SPTI 1,501 11.3%
VGIT 1,500 10.7%
SPDW 1,235 15.5%
JMST 1,165 2.0%
MO 973 17.0%
Top Reduces (Value $000, Stocks/ETFs)
IVW -7,179 -9.5%
MSFT -6,401 -21.8%
VOO -4,301 -8.4%
XLK -2,836 -4.6%
XLY -1,883 -10.1%
VUG -1,704 -10.1%
XLF -1,493 -9.7%
ORCL -1,462 -23.4%
SPY -1,435 -4.9%
IVE -1,362 -3.3%
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