Palisades Hudson Asset Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Palisades Hudson Asset Management, L.P. disclosed 104 stock positions valued at approximately $285.76M as of quarter-end June 30, 2026. The largest holdings include iShares Tr, Vanguard Index Fds, and SPDR S&P 500 ETF Tr.
- Report Period
- June 30, 2026
- No. of Stocks
- 104
- Portfolio Value
- $285.76M
Holdings by Sector
Palisades Hudson Asset Management, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares Tr | IJS | Other | 13.09% | 273,676 | -7,964 | -2.83% | $37,406,000 |
| Vanguard Index Fds | VTI | Other | 7.57% | 58,484 | +1 | +0.00% | $21,641,000 |
| SPDR S&P 500 ETF Tr | SPY | Other | 7.36% | 28,155 | -109 | -0.39% | $21,025,000 |
| iShares Tr | IJT | Other | 6.02% | 96,350 | -2,680 | -2.71% | $17,208,000 |
| iShares Tr | IVV | Other | 5.57% | 21,253 | +179 | +0.85% | $15,916,000 |
| iShares Tr | IJR | Other | 4.97% | 95,774 | +36 | +0.04% | $14,204,000 |
| iShares Tr | IEUR | Other | 3.94% | 149,589 | -2,278 | -1.50% | $11,245,000 |
| iShares Tr | AAXJ | Other | 3.55% | 85,009 | -4,893 | -5.44% | $10,144,000 |
| iShares | EWJ | Other | 3.47% | 106,199 | -660 | -0.62% | $9,905,000 |
| Vanguard World FD | ESGV | Other | 2.35% | 50,847 | +4,195 | +8.99% | $6,724,000 |
| SPDR S&P Small Cap Value | SLYV | Other | 2.29% | 59,924 | -2,150 | -3.46% | $6,538,000 |
| Vanguard Intl Equity Index F | VGK | Other | 2.25% | 72,676 | -836 | -1.14% | $6,435,000 |
| Nuveen ESG Small-Cap ETF | NUSC | Other | 2.18% | 119,284 | +7,138 | +6.36% | $6,217,000 |
| Nvidia Corp | NVDA | Technology | 2.03% | 29,004 | +1 | +0.00% | $5,804,000 |
| iShares | EWA | Other | 1.99% | 201,800 | +2,557 | +1.28% | $5,683,000 |
| iShares Gold Trust | IAU | Other | 1.94% | 73,252 | - | - | $5,531,000 |
| Apple Inc | AAPL | Technology | 1.79% | 17,646 | -88 | -0.50% | $5,107,000 |
| Vanguard Bd Index Fds | VUSB | Other | 1.67% | 95,600 | +363 | +0.38% | $4,759,000 |
| SPDR Gold Trust | GLD | Other | 1.23% | 9,545 | - | - | $3,516,000 |
| Microsoft Corp | MSFT | Technology | 1.15% | 8,844 | - | - | $3,300,000 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.96% | 11,452 | -214 | -1.83% | $2,730,000 |
| SPDR Index Shs Fds | GNR | Other | 0.94% | 40,001 | -231 | -0.57% | $2,692,000 |
| Alphabet Inc | GOOG | Communication Services | 0.88% | 7,119 | - | - | $2,515,000 |
| SPDR S&P Small Cap Growth | SLYG | Other | 0.80% | 19,215 | -301 | -1.54% | $2,289,000 |
| VanEck ETF Trust | SMOG | Other | 0.72% | 14,143 | -1,233 | -8.02% | $2,066,000 |
| Fidelity MSCI Real Estate ETF | FREL | Other | 0.65% | 63,130 | +446 | +0.71% | $1,850,000 |
| Vanguard Index Fds | VNQ | Other | 0.63% | 18,782 | -96 | -0.51% | $1,811,000 |
| iShares | EWC | Other | 0.62% | 30,931 | +205 | +0.67% | $1,783,000 |
| Alphabet Inc | GOOGL | Communication Services | 0.53% | 4,269 | -277 | -6.09% | $1,525,000 |
| The Goldman Sachs Group Inc | GS | Financial Services | 0.51% | 1,433 | - | - | $1,449,000 |
Showing 30 of 104 holdings in the latest reporting period.