Palisades Hudson Asset Management, L.P. — 13F Holdings & Portfolio
CIK 1388443 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$256.6K
Long-equity book
Holdings
159
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+8 / −1 / ↑27 / ↓30
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR Index Shs Fds$467 +18.4%
- Vanguard Bd Index Fds$413 +9.5%
- iShares$321 +6.2%
- Vanguard Intl Equity Index F$264 +38.8%
- Vanguard World FD$262 +5.3%
Top Trims
- iShares Gold Trust-$1.6K -19.7%
- SPDR S&P 500 ETF Tr-$1.2K -6.1%
- Microsoft Corp-$1.0K -23.4%
- Nvidia Corp-$352 -6.5%
- Apple Inc-$344 -7.1%
New Positions
- Fifth Third Bancorp$486
- AT&T Inc$303
- Vanguard Value ETF$252
- Exxon Mobil Corp$226
- ProShares Large Cap Core Plus$216
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | iShares Tr | IJS | 464287879 | $33.4K | 13.00% | 281,640 | SH |
| 2 | Vanguard Index Fds | VTI | 922908769 | $18.8K | 7.31% | 58,483 | SH |
| 3 | SPDR S&P 500 ETF Tr | SPY | 78462F103 | $18.4K | 7.16% | 28,264 | SH |
| 4 | iShares Tr | IJT | 464287887 | $14.3K | 5.59% | 99,030 | SH |
| 5 | iShares Tr | IVV | 464287200 | $13.8K | 5.37% | 21,074 | SH |
| 6 | iShares Tr | IJR | 464287804 | $11.9K | 4.64% | 95,738 | SH |
| 7 | iShares Tr | IEUR | 46434V738 | $10.7K | 4.16% | 151,867 | SH |
| 8 | iShares | EWJ | 46434G822 | $9.0K | 3.52% | 106,859 | SH |
| 9 | JP Morgan Exchange Traded Fund | BBJP | 46641Q712 | $8.7K | 3.39% | 126,278 | SH |
| 10 | iShares Tr | AAXJ | 464288182 | $8.7K | 3.37% | 89,902 | SH |
| 11 | iShares Gold Trust | IAU | 464285204 | $6.5K | 2.52% | 73,252 | SH |
| 12 | Vanguard Intl Equity Index F | VGK | 922042874 | $6.1K | 2.36% | 73,512 | SH |
| 13 | SPDR S&P Small Cap Value | SLYV | 78464A300 | $5.9K | 2.29% | 62,074 | SH |
| 14 | iShares | EWA | 464286103 | $5.5K | 2.16% | 199,243 | SH |
| 15 | Vanguard World FD | ESGV | 921910733 | $5.2K | 2.04% | 46,652 | SH |
| 16 | Nuveen ESG Small-Cap ETF | NUSC | 67092P607 | $5.1K | 1.97% | 112,146 | SH |
| 17 | Vanguard Bd Index Fds | VUSB | 92203C303 | $4.7K | 1.85% | 95,237 | SH |
| 18 | Nvidia Corp | NVDA | 67066G104 | $4.6K | 1.79% | 26,288 | SH |
| 19 | SPDR Gold Trust | GLD | 78463V107 | $4.1K | 1.60% | 9,545 | SH |
| 20 | Apple Inc | AAPL | 037833100 | $4.0K | 1.55% | 15,642 | SH |
| 21 | SPDR Index Shs Fds | GNR | 78463X541 | $3.0K | 1.17% | 40,232 | SH |
| 22 | Amazon Com Inc | AMZN | 023135106 | $2.2K | 0.85% | 10,517 | SH |
| 23 | VanEck ETF Trust | SMOG | 92189F502 | $2.1K | 0.83% | 15,376 | SH |
| 24 | Microsoft Corp | MSFT | 594918104 | $2.1K | 0.81% | 5,615 | SH |
| 25 | Alphabet Inc | GOOG | 02079K107 | $2.0K | 0.79% | 7,020 | SH |
| 26 | SPDR S&P Small Cap Growth | SLYG | 78464A201 | $1.9K | 0.74% | 19,516 | SH |
| 27 | Fidelity MSCI Real Estate ETF | FREL | 316092857 | $1.7K | 0.66% | 62,684 | SH |
| 28 | iShares | EWC | 464286509 | $1.7K | 0.66% | 30,726 | SH |
| 29 | Vanguard Index Fds | VNQ | 922908553 | $1.7K | 0.65% | 18,878 | SH |
| 30 | Alphabet Inc | GOOGL | 02079K305 | $1.3K | 0.50% | 4,461 | SH |
| 31 | iShares Tr | IEV | 464287861 | $1.2K | 0.49% | 18,325 | SH |
| 32 | Goldman Sachs Group Inc | GS | 38141G104 | $1.2K | 0.47% | 1,428 | SH |
| 33 | Costco Whsl Corp New | COST | 22160K105 | $1.2K | 0.46% | 1,181 | SH |
| 34 | Microsoft Corp | MSFT | 594918104 | $1.2K | 0.45% | 3,135 | SH |
| 35 | iShares Tr | IWM | 464287655 | $958 | 0.37% | 3,862 | SH |
| 36 | Vanguard Intl Equity Index F | VOO | 922908363 | $945 | 0.37% | 1,582 | SH |
| 37 | iShares Tr | ICLN | 464288224 | $914 | 0.36% | 49,979 | SH |
| 38 | Steel Dynamics Inc | STLD | 858119100 | $877 | 0.34% | 4,874 | SH |
| 39 | Visa Inc | V | 92826C839 | $857 | 0.33% | 2,836 | SH |
| 40 | iShares Tr | IWO | 464287648 | $808 | 0.31% | 2,576 | SH |
| 41 | Mastercard Inc | MA | 57636Q104 | $749 | 0.29% | 1,500 | SH |
| 42 | Tesla Inc | TSLA | 88160R101 | $733 | 0.29% | 1,972 | SH |
| 43 | JPMorgan Exchange Traded Fund | BBCA | 46641Q696 | $719 | 0.28% | 7,649 | SH |
| 44 | AbbVie Inc | ABBV | 00287Y109 | $710 | 0.28% | 3,266 | SH |
| 45 | iShares Tr | IWN | 464287630 | $686 | 0.27% | 3,616 | SH |
| 46 | Yum Brands Inc | YUM | 988498101 | $644 | 0.25% | 4,143 | SH |
| 47 | C H Robinson Worldwide Inc | CHRW | 12541W209 | $643 | 0.25% | 3,871 | SH |
| 48 | Intuit | INTU | 461202103 | $634 | 0.25% | 1,467 | SH |
| 49 | PNC Finl Svcs Group Inc | PNC | 693475105 | $622 | 0.24% | 2,990 | SH |
| 50 | Prologis Inc | PLD | 74340W103 | $584 | 0.23% | 4,419 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $256.6K | 159 | 0001388443-26-000004 |
| 2025-12-31 | 2026-01-30 | $257.9K | 146 | 0001388443-26-000001 |