Palisades Hudson Asset Management, L.P.

Est. AUM

$226.5M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares Tr	SP SMCP600VL ETF	$33.4M	281640	14.73%	SOLE
2	Vanguard Index Fds	TOTAL STK MKT	$18.8M	58483	8.28%	SOLE
3	SPDR S&P 500 ETF Tr	TR Unit	$18.4M	28264	8.12%	SOLE
4	iShares Tr	SP SMCP600GR ETF	$14.3M	99030	6.33%	SOLE
5	iShares Tr	Core S&P 500 ETF	$13.8M	21074	6.08%	SOLE
6	iShares Tr	Core S&P SCP ETF	$11.9M	95738	5.25%	SOLE
7	iShares Tr	Core MSCI Euro	$10.7M	151867	4.71%	SOLE
8	iShares	MSCI Japan ETF	$9.0M	106859	3.98%	SOLE
9	JP Morgan Exchange Traded Fund	Betbuld Japan	$8.7M	126278	3.84%	SOLE
10	iShares Tr	MSCI AC Asia ETF	$8.7M	89902	3.82%	SOLE
11	iShares Gold Trust	iShares	$6.5M	73252	2.85%	SOLE
12	Vanguard Intl Equity Index F	FTSE EUROPE ETF	$6.1M	73512	2.68%	SOLE
13	SPDR S&P Small Cap Value	S&P 600 Smcp Val	$5.9M	62074	2.59%	SOLE
14	iShares	MSCI Aust ETF	$5.5M	199243	2.44%	SOLE
15	Vanguard World FD	ESG US STK ETF	$5.2M	46652	2.31%	SOLE
16	Nuveen ESG Small-Cap ETF	Nuveen ESG SMLCP ETF	$5.1M	112146	2.23%	SOLE
17	Vanguard Bd Index Fds	Vanguard Ultra	$4.7M	95237	2.09%	SOLE
18	SPDR Gold Trust	Gold SHS	$4.1M	9545	1.81%	SOLE
19	SPDR Index Shs Fds	Glb Nat Resrce	$3.0M	40232	1.33%	SOLE
20	VanEck ETF Trust	Global Alter ETF	$2.1M	15376	0.94%	SOLE
21	SPDR S&P Small Cap Growth	S&P 600 Smcp Grw	$1.9M	19516	0.83%	SOLE
22	Fidelity MSCI Real Estate ETF	MSCI RL EST ETF	$1.7M	62684	0.74%	SOLE
23	iShares	MSCI CDA ETF	$1.7M	30726	0.74%	SOLE
24	Vanguard Index Fds	REIT ETF	$1.7M	18878	0.74%	SOLE
25	iShares Tr	Europe ETF	$1.2M	18325	0.55%	SOLE
26	Microsoft Corp	Com	$1.2M	3135	0.51%	SOLE
27	iShares Tr	Russell 2000 ETF	$958K	3862	0.42%	SOLE
28	Vanguard Intl Equity Index F	S&P 500 ETF SHS	$945K	1582	0.42%	SOLE
29	iShares Tr	Gl Clean Ene ETF	$914K	49979	0.40%	SOLE
30	Steel Dynamics Inc	Com	$877K	4874	0.39%	OTR
31	iShares Tr	Rus 2000 Grw ETF	$808K	2576	0.36%	SOLE
32	Tesla Inc	Com	$733K	1972	0.32%	SOLE
33	JPMorgan Exchange Traded Fund	Betabuldrs CDA	$719K	7649	0.32%	SOLE
34	iShares Tr	Rus 2000 Val ETF	$686K	3616	0.30%	SOLE
35	Yum Brands Inc	Com	$644K	4143	0.28%	OTR
36	C H Robinson Worldwide Inc	Com New	$643K	3871	0.28%	OTR
37	Prologis Inc	Com	$584K	4419	0.26%	OTR
38	Moodys Corp	Com	$549K	1258	0.24%	OTR
39	iShares Silver Trust	iShares	$541K	7939	0.24%	SOLE
40	SPDR Series Trust	Shrt Intl ETF	$541K	20115	0.24%	SOLE
41	Amphenol Corp Class A	Com	$526K	4160	0.23%	OTR
42	Marriott Intl Inc	Cl A	$501K	1533	0.22%	OTR
43	Northrop Grumman Corp	Com	$497K	728	0.22%	OTR
44	Apple Inc	Com	$491K	1934	0.22%	SOLE
45	Fifth Third Bancorp	Com	$486K	10464	0.21%	OTR
46	The Hartford Insurance Group Inc	Com	$476K	3523	0.21%	OTR
47	Nvidia Corp	Com	$405K	2325	0.18%	SOLE
48	Deere & Co	Com	$401K	712	0.18%	OTR
49	Vanguard Bd Index Fds	TOTAL INT BD ETF	$401K	8352	0.18%	SOLE
50	Boeing Co	Com	$399K	2005	0.18%	OTR

1–50 of 108

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.