Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2026)

About Palisades Hudson Asset Management, L.P.

Investment Activity

Palisades Hudson Asset Management, L.P. has $285.76 thousand in total holdings as of June 30, 2026.
Palisades Hudson Asset Management, L.P. owns shares of 108 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 1.42% of the portfolio was purchased this quarter.
About 1.94% of the portfolio was sold this quarter.
This quarter, Palisades Hudson Asset Management, L.P. has purchased 108 new stocks and bought additional shares in 23 stocks.
Palisades Hudson Asset Management, L.P. sold shares of 28 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares S&P Small-Cap 600 Value ETF: $37,406
Vanguard Total Stock Market ETF: $21,641
SPDR S&P 500 ETF Trust: $21,025
iShares S&P Small-Cap 600 Growth ETF: $17,208
iShares Core S&P 500 ETF: $15,916

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $469 Holding
922908736 - Vanguard Growth ETF: $385 Holding
595112103 - Micron Technology: $341 Holding
278642103 - eBay: $243 Holding
921910725 - Vanguard ESG International Stock ETF: $214 Holding

Largest Purchases this Quarter

Vanguard ESG U.S. Stock ETF: 4,195 shares (about $554.75)
KLA: 1,728 shares (about $521.10)
Advanced Micro Devices: 807 shares (about $469.00)
Vanguard Growth ETF: 4,464 shares (about $385.00)
Nuveen ESG Small-Cap ETF: 7,138 shares (about $372.03)

Largest Sales this Quarter

iShares S&P Small-Cap 600 Value ETF: 7,964 shares (about $1.09K)
iShares MSCI All Country Asia ex Japan ETF: 4,893 shares (about $583.87)
iShares S&P Small-Cap 600 Growth ETF: 2,680 shares (about $478.64)
The PNC Financial Services Group: 1,124 shares (about $276.20)
JP Morgan Exchange Traded Fund: 3,371 shares (about $253.87)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IJS iShares S&P Small-Cap 600 Value ETF	$37,406	$1,089 â–¼	-2.8%	273,676	13.1%	ETF
VTI Vanguard Total Stock Market ETF	$21,641	$0 â–²	0.0%	58,484	7.6%	ETF
SPY SPDR S&P 500 ETF Trust	$21,025	$81 â–¼	-0.4%	28,155	7.4%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$17,208	$479 â–¼	-2.7%	96,350	6.0%	ETF
IVV iShares Core S&P 500 ETF	$15,916	$134 â–²	0.8%	21,253	5.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$14,204	$5 â–²	0.0%	95,774	5.0%	ETF
IEUR iShares Core MSCI Europe ETF	$11,245	$171 â–¼	-1.5%	149,589	3.9%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$10,144	$584 â–¼	-5.4%	85,009	3.5%	ETF
EWJ iShares MSCI Japan ETF	$9,905	$62 â–¼	-0.6%	106,199	3.5%	ETF
JP Morgan Exchange Traded Fund	$9,256	$254 â–¼	-2.7%	122,907	3.2%	Betbuld Japan
ESGV Vanguard ESG U.S. Stock ETF	$6,724	$555 â–²	9.0%	50,847	2.4%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$6,538	$235 â–¼	-3.5%	59,924	2.3%	ETF
VGK Vanguard FTSE Europe ETF	$6,435	$74 â–¼	-1.1%	72,676	2.3%	ETF
NUSC Nuveen ESG Small-Cap ETF	$6,217	$372 â–²	6.4%	119,284	2.2%	ETF
NVDA NVIDIA	$5,804	$0 â–²	0.0%	29,004	2.0%	Technology
EWA iShares MSCI Australia ETF	$5,683	$72 â–²	1.3%	201,800	2.0%	ETF
IAU iShares Gold Trust	$5,531		0.0%	73,252	1.9%	ETF
AAPL Apple	$5,107	$25 â–¼	-0.5%	17,646	1.8%	Technology
VUSB Vanguard Ultra-Short Bond ETF	$4,759	$18 â–²	0.4%	95,600	1.7%	ETF
GLD SPDR Gold Shares	$3,516		0.0%	9,545	1.2%	ETF
MSFT Microsoft	$3,300		0.0%	8,844	1.2%	Technology
AMZN Amazon.com	$2,730	$51 â–¼	-1.8%	11,452	1.0%	Consumer Discretionary
GNR SPDR S&P Global Natural Resources ETF	$2,692	$16 â–¼	-0.6%	40,001	0.9%	ETF
GOOG Alphabet	$2,515		0.0%	7,119	0.9%	Communication Services
SLYG SPDR S&P 600 Small Cap Growth ETF	$2,289	$36 â–¼	-1.5%	19,215	0.8%	ETF
SMOG VanEck Low Carbon Energy ETF	$2,066	$180 â–¼	-8.0%	14,143	0.7%	ETF
FREL Fidelity MSCI Real Estate Index ETF	$1,850	$13 â–²	0.7%	63,130	0.6%	ETF
VNQ Vanguard Real Estate ETF	$1,811	$9 â–¼	-0.5%	18,782	0.6%	ETF
EWC iShares MSCI Canada ETF	$1,783	$12 â–²	0.7%	30,931	0.6%	ETF
GOOGL Alphabet	$1,525	$99 â–¼	-6.1%	4,269	0.5%	Communication Services
GS The Goldman Sachs Group	$1,449		0.0%	1,433	0.5%	Finance
IEV iShares Europe ETF	$1,349	$14 â–²	1.1%	18,521	0.5%	ETF
TSLA Tesla	$1,229	$9 â–¼	-0.7%	2,923	0.4%	Consumer Discretionary
ICLN iShares Global Clean Energy ETF	$1,170	$146 â–²	14.3%	57,102	0.4%	ETF
IWM iShares Russell 2000 ETF	$1,161	$0 â–²	0.0%	3,863	0.4%	ETF
COST Costco Wholesale	$1,124		0.0%	1,201	0.4%	Consumer Staples
STLD Steel Dynamics	$1,118		0.0%	4,874	0.4%	Materials
VOO Vanguard S&P 500 ETF	$1,089	$3 â–²	0.3%	1,586	0.4%	ETF
IWO iShares Russell 2000 Growth ETF	$1,016	$1 â–²	0.1%	2,579	0.4%	ETF
V Visa	$986		0.0%	2,873	0.3%	Finance
IWN iShares Russell 2000 Value ETF	$802	$2 â–²	0.2%	3,624	0.3%	ETF
AXP American Express	$783		0.0%	2,315	0.3%	Finance
JPMorgan Exchange Traded Fund	$758	$3 â–¼	-0.4%	7,622	0.3%	Betabuldrs CDA
APH Amphenol	$733		0.0%	4,160	0.3%	Technology
CHRW C.H. Robinson Worldwide	$729		0.0%	3,871	0.3%	Industrials
TT Trane Technologies	$701		0.0%	1,427	0.2%	Industrials
MA Mastercard	$635	$139 â–¼	-18.0%	1,237	0.2%	Finance
AVGO Broadcom	$615		0.0%	1,629	0.2%	Technology
ABBV AbbVie	$600	$226 â–¼	-27.3%	2,384	0.2%	Healthcare
PLD Prologis	$599		0.0%	4,419	0.2%	Real Estate
FITB Fifth Third Bancorp	$590		0.0%	10,464	0.2%	Finance
KLAC KLA	$579	$521 â–²	900.0%	1,920	0.2%	Technology
MCO Moody's	$570		0.0%	1,258	0.2%	Finance
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF	$569	$31 â–²	5.7%	21,259	0.2%	ETF
MAR Marriott International	$568		0.0%	1,533	0.2%	Consumer Discretionary
BNDX Vanguard Total International Bond ETF	$555	$150 â–²	37.1%	11,450	0.2%	ETF
YUM Yum! Brands	$515	$147 â–¼	-22.2%	3,223	0.2%	Consumer Discretionary
CAT Caterpillar	$501		0.0%	471	0.2%	Industrials
META Meta Platforms	$499		0.0%	886	0.2%	Communication Services
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$492	$135 â–²	37.8%	2,565	0.2%	ETF
AMD Advanced Micro Devices	$469	$469 â–²	New Holding	807	0.2%	Technology
HIG The Hartford Insurance Group	$467		0.0%	3,523	0.2%	Finance
PNC The PNC Financial Services Group	$460	$276 â–¼	-37.5%	1,872	0.2%	Finance
DE Deere & Company	$452		0.0%	712	0.2%	Industrials
CMI Cummins	$442		0.0%	620	0.2%	Industrials
ABT Abbott Laboratories	$435		0.0%	4,789	0.2%	Healthcare
UNH UnitedHealth Group	$435		0.0%	1,047	0.2%	Healthcare
BA Boeing	$434		0.0%	2,005	0.2%	Industrials
SLV iShares Silver Trust	$424		0.0%	7,939	0.1%	ETF
MS Morgan Stanley	$392		0.0%	1,878	0.1%	Finance
INTU Intuit	$388	$1 â–¼	-0.3%	1,488	0.1%	Technology
VUG Vanguard Growth ETF	$385	$385 â–²	New Holding	4,464	0.1%	ETF
RHP Ryman Hospitality Properties	$384		0.0%	2,986	0.1%	Real Estate
IYH iShares U.S. Healthcare ETF	$381	$25 â–¼	-6.2%	5,692	0.1%	ETF
NOC Northrop Grumman	$372	$1 â–²	0.1%	729	0.1%	Industrials
CSCO Cisco Systems	$353	$1 â–²	0.4%	3,007	0.1%	Technology
ORCL Oracle	$350		0.0%	2,385	0.1%	Technology
UNP Union Pacific	$347		0.0%	1,276	0.1%	Industrials
MU Micron Technology	$341	$341 â–²	New Holding	295	0.1%	Technology
Walmart Inc	$339		0.0%	2,990	0.1%	Com
MSI Motorola Solutions	$336		0.0%	810	0.1%	Technology
GGG Graco	$334		0.0%	4,416	0.1%	Industrials
IQSU NYLI Candriam U.S. Large Cap Equity ETF	$325	$1 â–²	0.2%	5,192	0.1%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$301	$51 â–¼	-14.6%	1,948	0.1%	ETF
AZO AutoZone	$294		0.0%	92	0.1%	Consumer Discretionary
BAC Bank of America	$290		0.0%	5,098	0.1%	Finance
TXRH Texas Roadhouse	$284		0.0%	1,468	0.1%	Consumer Discretionary
ELV Elevance Health	$280	$71 â–¼	-20.2%	723	0.1%	Healthcare
Marsh & McClennan Companies Inc	$268		0.0%	1,607	0.1%	Com
HD Home Depot	$266		0.0%	754	0.1%	Consumer Discretionary
LITE Lumentum	$262		0.0%	305	0.1%	Technology
WY Weyerhaeuser	$261		0.0%	10,898	0.1%	Real Estate
IJH iShares Core S&P Mid-Cap ETF	$260		0.0%	3,373	0.1%	ETF
ADBE Adobe	$255	$2 â–¼	-1.0%	1,243	0.1%	Technology
MCK McKesson	$253		0.0%	335	0.1%	Healthcare
EBAY eBay	$243	$243 â–²	New Holding	2,172	0.1%	Consumer Discretionary
SCHD Schwab US Dividend Equity ETF	$241		0.0%	7,599	0.1%	ETF
SBUX Starbucks	$240		0.0%	2,348	0.1%	Consumer Discretionary
SCHH Schwab U.S. REIT ETF	$237	$6 â–¼	-2.4%	10,001	0.1%	ETF
DHR Danaher	$237		0.0%	1,244	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

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Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2026)

About Palisades Hudson Asset Management, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2026)

About Palisades Hudson Asset Management, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalisades Hudson Asset Management, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools