Salomon & Ludwin, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
1,712
Total value ($000)
$1,205,690
Net value change ($000)
-9,484 (-0.8%)
New positions
59
Sold out positions
463
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 7,742 33.4%
XLK 6,392 8.5%
IVW 2,748 3.5%
AAPL 2,468 12.2%
EXXONMOBIL HOLDINGS CORP COM SHS 1,022 NEW
VUG 711 4.1%
SPDW 706 6.6%
XLE 700 17.7%
NEU 560 19.1%
VOO 554 1.1%
Top Reduces (Value $000, Stocks/ETFs)
IJH -1,698 -6.5%
XLY -1,295 -7.1%
IWM -1,292 -6.1%
VTEB -1,212 -4.1%
IJR -1,181 -8.7%
IJK -1,151 -6.0%
D -1,100 -24.0%
IJT -1,020 -10.0%
LRCX -1,018 -16.2%
IJJ -924 -6.7%
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