Institutional Fund
Salomon & Ludwin, LLC
Richmond, VACIK 17661565 filings on record
Portfolio Value
$1.12B
Q1 2026
Holdings
2,097
Reported positions
New Buys
86
Opened this quarter
QoQ Change
-1.0%
from $1.13B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.8%
- Ishares Tr6.1%
- J P Morgan Exchange Traded F5.4%
- Select Sector Spdr Tr5.2%
- Spdr Series Trust4.3%
- Vanguard Index Fds4.2%
- Other67.9%
Portfolio Holdings
2,097 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 711.1K | $76.31M | 6.8% | +47.8K | Added |
| 2 | Ishares Tr | 598.5K | $68.62M | 6.1% | −14.2K | Reduced |
| 3 | J P Morgan Exchange Traded F | 1.19M | $60.90M | 5.4% | +17.8K | Added |
| 4 | Select Sector Spdr Tr | 433.3K | $58.46M | 5.2% | +9.3K | Added |
| 5 | Spdr Series Trust | 529.4K | $48.49M | 4.3% | −1.7K | Reduced |
| 6 | Vanguard Index Fds | 77.8K | $46.87M | 4.2% | −3.1K | Reduced |
| 7 | Ishares Tr | 186.0K | $39.41M | 3.5% | −3.9K | Reduced |
| 8 | Vanguard Mun Bd Fds | 564.1K | $28.53M | 2.5% | +48.9K | Added |
| 9 | Spdr S&P 500 ETF Tr | 42.5K | $27.89M | 2.5% | −115 | Reduced |
| 10 | Vanguard Tax-Managed Fds | 425.7K | $27.51M | 2.5% | −29.0K | Reduced |
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