13F filer

Salomon & Ludwin

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1766156 SEC filings ↗

13F Value

$1.22B

Positions

2,116

Top Position

IVW6.5%

Top 5

28.3%

Latest filing changes

vs Mar 31, 2026

1 SUB iShares Short-Term National Muni Bond ETF +2.2%+$1.7M

2 MUB iShares National Muni Bond ETF +5.2%+$1.3M

3 BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF +1.9%+$927K

4 VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares +2.9%+$726K

5 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +2.5%+$722K

Holdings2,116

#
1	IVW iShares S&P 500 Growth ETF	6.5%	$79.1M	-3.4%	578.3K	6.1%	ETF
2	SUB iShares Short-Term National Muni Bond ETF	6.4%	$77.3M	+2.2%	726.7K	6.8%	ETF
3	XLK State Street(R) Technology Select Sector SPDR(R) ETF	6.2%	$75.3M	-6.6%	404.8K	5.2%	ETF
4	JMST JPMorgan Ultra-Short Municipal Income ETF	5.0%	$61.2M	+1.0%	1.20M	5.4%	ETF
5	VOO Vanguard 500 Index Fund — ETF Shares	4.2%	$51.4M	-3.5%	75.1K	4.2%	ETF
6	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	4.1%	$49.3M	+1.9%	539.5K	4.3%	ETF
7	IVE iShares S&P 500 Value ETF	3.4%	$40.8M	-3.6%	179.3K	3.5%	ETF
8	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.5%	$30.2M	-4.7%	40.5K	2.5%	ETF
9	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.5%	$29.8M	-0.4%	424.0K	2.5%	ETF
10	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.4%	$29.3M	+2.5%	578.4K	2.5%	ETF
11	MUB iShares National Muni Bond ETF	2.2%	$27.3M	+5.2%	253.8K	2.3%	ETF
12	IJH iShares Core S&P Mid-Cap ETF	2.2%	$26.3M	-2.4%	344.3K	2.1%	ETF
13	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	2.1%	$25.8M	+2.9%	443.8K	2.3%	ETF
14	MSFT Microsoft	1.9%	$23.2M	-2.0%	60.3K	2.1%	Common Stock
15	EFA iShares MSCI EAFE ETF	1.8%	$21.3M	-2.4%	206.7K	1.8%	ETF
16	IWM iShares Russell 2000 ETF	1.7%	$21.2M	-1.0%	70.7K	1.6%	ETF
17	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.7%	$20.3M	-2.4%	128.4K	1.7%	ETF
18	AAPL Apple	1.7%	$20.2M	-1.3%	68.5K	1.6%	Common Stock
19	IJK iShares S&P Mid-Cap 400 Growth ETF	1.6%	$19.2M	-5.3%	165.4K	1.6%	ETF
20	XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	1.5%	$18.4M	-1.3%	155.1K	1.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing88

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.