Palisades Hudson Asset Management, L.P. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Palisades Hudson Asset Management, L.P. held in its portfolio 99 assets valued at $257,917 (i.e. $257.92K).
The most valuable assets in the portfolio included: iShares Tr ($32.31K), Vanguard Index Fds ($19.62K), and SPDR S&P 500 ETF Tr ($19.58K).
The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Palisades Hudson Asset Management, L.P. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| iShares Tr | 284157 | 32314 | SP SMCP600VL ETF |
| Vanguard Index Fds | 58519 | 19620 | TOTAL STK MKT |
| SPDR S&P 500 ETF Tr | 28715 | 19582 | TR Unit |
| iShares Tr | 21108 | 14457 | Core S&P 500 ETF |
| iShares Tr | 98284 | 13874 | SP SMCP600GR ETF |
| iShares Tr | 95802 | 11513 | Core S&P SCP ETF |
| iShares Tr | 156391 | 11101 | Core MSCI Euro |
| JP Morgan Exchange Traded Fund | 131945 | 8696 | Betbuld Japan |
| iShares | 107368 | 8669 | MSCI Japan ETF |
| iShares Tr | 91021 | 8476 | MSCI AC Asia ETF |
| iShares Gold Trust | 99138 | 8047 | iShares |
| Vanguard Intl Equity Index F | 74255 | 6208 | FTSE EUROPE ETF |
| SPDR S&P Small Cap Value | 61757 | 5618 | S&P 600 Smcp Val |
| Nvidia Corp | 29003 | 5410 | Com |
| iShares | 198944 | 5210 | MSCI Aust ETF |
| Vanguard World FD | 41139 | 4976 | ESG US STK ETF |
| Apple Inc | 17821 | 4845 | Com |
| Nuveen ESG Small-Cap ETF | 107969 | 4821 | Nuveen ESG SMLCP ETF |
| Vanguard Bd Index Fds | 86830 | 4328 | Vanguard Ultra |
| Microsoft Corp | 8844 | 4277 | Com |
| SPDR Gold Trust | 9758 | 3867 | Gold SHS |
| Amazon Com Inc | 11666 | 2694 | Com |
| SPDR Index Shs Fds | 40822 | 2537 | Glb Nat Resrce |
| Alphabet Inc | 7106 | 2230 | Cap Stk Cl C |
| VanEck ETF Trust | 15376 | 1993 | Global Alter ETF |
| SPDR S&P Small Cap Growth | 19395 | 1827 | S&P 600 Smcp Grw |
| iShares | 31023 | 1673 | MSCI CDA ETF |
| Fidelity MSCI Real Estate ETF | 62157 | 1671 | MSCI RL EST ETF |
| Vanguard Index Fds | 17132 | 1516 | REIT ETF |
| Alphabet Inc | 4456 | 1395 | Cap Stk Cl A |
| iShares Tr | 18470 | 1267 | Europe ETF |
| Goldman Sachs Group Inc | 1433 | 1259 | Com |
| Tesla Inc | 2533 | 1139 | Com |
| Costco Whsl Corp New | 1201 | 1035 | Com |
| Visa Inc | 2873 | 1008 | Com Cl A |
| Intuit | 1493 | 989 | Com |
| iShares Tr | 3862 | 951 | Russell 2000 ETF |
| Mastercard Inc | 1508 | 861 | Cl A |
| American Express Co | 2315 | 855 | Com |
| iShares Tr | 2575 | 832 | Rus 2000 Grw ETF |
| Steel Dynamics Inc | 4874 | 826 | Com |
| iShares Tr | 47842 | 786 | Gl Clean Ene ETF |
| AbbVie Inc | 3281 | 749 | Com |
| JPMorgan Exchange Traded Fund | 7678 | 714 | Betabuldrs CDA |
| Vanguard Intl Equity Index F | 1085 | 681 | S&P 500 ETF SHS |
| iShares Tr | 3610 | 654 | Rus 2000 Val ETF |
| Moodys Corp | 1258 | 643 | Com |
| Yum Brands Inc | 4143 | 627 | Com |
| PNC Finl Svcs Group Inc | 2996 | 625 | Com |
| C H Robinson Worldwide Inc | 3871 | 622 | Com New |
| Abbott Labs | 4789 | 600 | Com |
| Meta Platforms Inc | 886 | 584 | Cl A |
| Prologis Inc | 4419 | 564 | Com |
| Amphenol Corp Class A | 4160 | 562 | Com |
| Broadcom | 1621 | 561 | Com |
| Trane Technologies PLC Class A | 1427 | 556 | SHS |
| SPDR Series Trust | 20069 | 550 | Shrt Intl ETF |
| iShares Silver Trust | 7939 | 511 | iShares |
| Comerica Inc | 5608 | 488 | Com |
| The Hartford Insurance Group Inc | 3523 | 485 | Com |
| Walmart Inc | 4290 | 478 | Com |
| Marriott Intl Inc | 1533 | 476 | Cl A |
| Oracle Corp | 2385 | 465 | Com |
| Adobe Sys Inc | 1255 | 439 | Com |
| Boeing Co | 2005 | 435 | Com |
| Northrop Grumman Corp | 728 | 415 | Com |
| Vanguard Bd Index Fds | 8327 | 402 | TOTAL INT BD ETF |
| iShares Tr | 6125 | 399 | US Hlthcare ETF |
| Graco Inc | 4416 | 362 | Com |
| McDonalds Corp | 1181 | 361 | Com |
| Unitedhealth Group Inc | 1047 | 346 | Com |
| Cummins Inc | 655 | 334 | Com |
| Morgan Stanley | 1878 | 333 | Com |
| Deere & Co | 712 | 331 | Com |
| Vanguard Intl Equity Index F | 2281 | 327 | ALLWRLD EX US |
| Elevance Health Inc | 906 | 318 | Com |
| Autozone Inc | 92 | 312 | Com |
| Motorola Solutions Inc | 810 | 310 | Com New |
| Marsh & McClennan Companies Inc | 1607 | 298 | Com |
| Union Pac Corp | 1276 | 295 | Com |
| Danaher Corp Del | 1244 | 284 | Com |
| NYLI Candriam U.S. Large Cap Equity ETF | 5167 | 283 | Candriam US Lrg |
| Ryman Hospitality Pptys Inc | 2986 | 283 | Com |
| Bank of America Corp | 5098 | 280 | Com |
| McKesson Corp | 335 | 275 | Com |
| Caterpillar | 471 | 270 | COM |
| Home Depot Inc | 754 | 260 | Com |
| Weyerhaeuser Co | 10898 | 258 | Com |
| Texas Roadhouse Inc | 1468 | 244 | Com |
| First Trust NASDAQ Cln Edge Inf ETF | 1584 | 242 | NASDQ CLN EDGE |
| KLA Corp | 192 | 233 | COM NEW |
| Cisco Systems Inc | 2996 | 231 | Com |
| Proctor and Gamble Co | 1601 | 230 | Com |
| iShares Tr | 3373 | 223 | Core S&P MCP ETF |
| Gilead Sciences Inc | 1792 | 220 | COM |
| Netflix Inc | 2330 | 218 | Com |
| Schwab Strategic Tr | 7599 | 208 | US DIVIDEND EQ |
| Schwab Strategic Tr | 9948 | 208 | US REIT ETF |
| Aclarion, Inc. Ordinary Shares Warrant | 56000 | 2 | *W EXP 04/21/202 |
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