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Jacob Salomon

Salomon & Ludwin, Llc

Assets Managed
$1.12B
Holdings
2097
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-1%(2Q avg: 0.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Salomon & Ludwin, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2097 positions.

Assets under management

The assets under management (AUM) of Salomon & Ludwin, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.12B in assets, with a quarterly growth rate of -1% and a 2-quarter average growth rate of 0.39%. The portfolio is managed by Jacob Salomon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SUB
Ishares Short-term National
Recent Activity
Increased 7.22%
6.82%
$76.307M
711,088 shares@ $107.32 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.31%
6.13%
$68.623M
598,490 shares@ $114.66 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 1.52%
5.44%
$60.897M
1.19M shares@ $51.18 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 2.2%
5.23%
$58.462M
433,297 shares@ $134.93 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -0.32%
4.34%
$48.494M
529,388 shares@ $91.61 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.85%
4.19%
$46.874M
77,778 shares@ $602.66 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -2.06%
3.53%
$39.415M
186,041 shares@ $211.86 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 9.49%
2.55%
$28.525M
564,104 shares@ $50.57 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.26%
2.5%
$27.89M
42,526 shares@ $655.84 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -6.37%
2.46%
$27.514M
425,654 shares@ $64.65 avg price

1-10 of 2097