Salomon & Ludwin, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
2,116
Total value ($000)
$1,215,174
Net value change ($000)
+95,464 (8.5%)
New positions
111
Sold out positions
92
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLK 16,821 28.8%
IVW 10,519 15.3%
VOO 4,574 9.8%
IWM 3,374 18.9%
LRCX 2,754 77.9%
AAPL 2,411 13.6%
SPY 2,343 8.4%
VEA 2,312 8.4%
IJH 2,269 9.4%
VUG 2,190 14.5%
Top Reduces (Value $000, Stocks/ETFs)
MA -770 -85.5%
META -686 -48.3%
TMO -478 -90.5%
RTX -382 -67.4%
MCD -324 -10.9%
XLE -313 -7.3%
VDE -253 -11.9%
LOW -216 -7.1%
IBIT -210 -64.8%
NFLX -186 -32.4%
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