Salomon & Ludwin, LLC
•CIK: 1766156•Filing: Q4 2025
Salomon & Ludwin, LLC manages $1.1B across a diversified portfolio of 2,137 positions. The fund exhibits significant concentration in technology and market-linked assets, highlighted by top holdings including IVW at $75.8M and SUB at $70.9M. Notable allocations also include XLK ($61.3M) and VOO ($51.2M), suggesting a strategic tilt toward growth sectors and broad market exposure. This positioning reflects a data-driven approach across core indices and sector leaders.
Total AUM
$1.1B
QoQ Performance
+1.8%
Positions
2,116
Top 10 Concentration
45.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
SUB
XLK
JMST
IVW6.7%
SUB6.3%
XLK5.4%
JMST5.3%
VOO4.5%
BIL4.3%
IVE3.6%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.5%
ETF8.2%
Technology6.4%
Consumer1.1%
Consumer Staples0.8%
Healthcare0.6%
Financial0.6%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+1942 more exited positions
Changes from Q3 2025
↑90 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023