Ludwig Portfolio

Financial Summary

Complete breakdown of net worth, assets, and income sources

Last Updated: 4Q2025

Total Net Worth

$3.73M

Assets minus Liabilities

Total Assets

$6.42M

All holdings combined

Total Liabilities

$2.69M

Outstanding debt

Total Assets: $6.42M
Breakdown by asset category
Real Estate

$4.15M

64.6% of total

Business Interests

$1.20M

18.7% of total

Retirement & Investments

$0.58M

9.1% of total

Life Insurance Cash Value

$0.18M

2.8% of total

Personal Property

$0.13M

2.0% of total

Liquid Cash

$0.18M

2.8% of total

Asset Details

Real Estate Holdings

$4.15M

Market Value: $4.15M

Mortgages: $2.69M

Net Equity: $1.46M

Business Interests

$1.20M

8 entities across construction, agriculture, and development

Retirement & Investments

$583K

401(k), IRA, SEP IRA, 529 Plans, Brokerage

Liquid Cash

$179K

Operating accounts and money market reserves