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 $256.56 thousand in total holdings as of March 31, 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 1.65% of the portfolio was purchased this quarter.
About 1.88% of the portfolio was sold this quarter.
This quarter, Palisades Hudson Asset Management, L.P. has purchased 101 new stocks and bought additional shares in 22 stocks.
Palisades Hudson Asset Management, L.P. sold shares of 20 stocks and completely divested from 1 stock this quarter.

Largest Holdings

iShares S&P Small-Cap 600 Value ETF: $33,360
Vanguard Total Stock Market ETF: $18,762
SPDR S&P 500 ETF Trust: $18,381
iShares S&P Small-Cap 600 Growth ETF: $14,331
iShares Core S&P 500 ETF: $13,766

Largest New Holdings this Quarter

316773100 - Fifth Third Bancorp: $486 Holding
00206R102 - AT&T: $303 Holding
922908744 - Vanguard Value ETF: $252 Holding
30231G102 - ExxonMobil: $226 Holding
74347R248 - ProShares Large Cap Core Plus: $216 Holding

Largest Purchases this Quarter

Vanguard ESG U.S. Stock ETF: 5,513 shares (about $618.99)
Fifth Third Bancorp: 10,464 shares (about $486.00)
Vanguard Ultra-Short Bond ETF: 8,407 shares (about $418.51)
AT&T: 10,445 shares (about $303.00)
Vanguard S&P 500 ETF: 497 shares (about $296.88)

Largest Sales this Quarter

iShares Gold Trust: 25,886 shares (about $2.28K)
JP Morgan Exchange Traded Fund: 5,667 shares (about $390.52)
iShares Core MSCI Europe ETF: 4,524 shares (about $317.91)
iShares S&P Small-Cap 600 Value ETF: 2,517 shares (about $298.14)
SPDR S&P 500 ETF Trust: 451 shares (about $293.30)

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	$33,360	$298 â–¼	-0.9%	281,640	13.0%	ETF
VTI Vanguard Total Stock Market ETF	$18,762	$12 â–¼	-0.1%	58,483	7.3%	ETF
SPY SPDR S&P 500 ETF Trust	$18,381	$293 â–¼	-1.6%	28,264	7.2%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$14,331	$108 â–²	0.8%	99,030	5.6%	ETF
IVV iShares Core S&P 500 ETF	$13,766	$22 â–¼	-0.2%	21,074	5.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,901	$8 â–¼	-0.1%	95,738	4.6%	ETF
IEUR iShares Core MSCI Europe ETF	$10,672	$318 â–¼	-2.9%	151,867	4.2%	ETF
EWJ iShares MSCI Japan ETF	$9,023	$43 â–¼	-0.5%	106,859	3.5%	ETF
JP Morgan Exchange Traded Fund	$8,702	$391 â–¼	-4.3%	126,278	3.4%	Betbuld Japan
AAXJ iShares MSCI All Country Asia ex Japan ETF	$8,657	$108 â–¼	-1.2%	89,902	3.4%	ETF
IAU iShares Gold Trust	$6,458	$2,282 â–¼	-26.1%	73,252	2.5%	Finance
VGK Vanguard FTSE Europe ETF	$6,060	$61 â–¼	-1.0%	73,512	2.4%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$5,871	$30 â–²	0.5%	62,074	2.3%	ETF
EWA iShares MSCI Australia ETF	$5,531	$8 â–²	0.2%	199,243	2.2%	Finance
ESGV Vanguard ESG U.S. Stock ETF	$5,238	$619 â–²	13.4%	46,652	2.0%	ETF
NVDA NVIDIA	$5,058		0.0%	29,003	2.0%	Computer and Technology
NUSC Nuveen ESG Small-Cap ETF	$5,053	$188 â–²	3.9%	112,146	2.0%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$4,741	$419 â–²	9.7%	95,237	1.8%	ETF
AAPL Apple	$4,501	$22 â–¼	-0.5%	17,734	1.8%	Computer and Technology
GLD SPDR Gold Shares	$4,107	$92 â–¼	-2.2%	9,545	1.6%	Finance
MSFT Microsoft	$3,275		0.0%	8,844	1.3%	Computer and Technology
GNR SPDR S&P Global Natural Resources ETF	$3,004	$44 â–¼	-1.4%	40,232	1.2%	ETF
AMZN Amazon.com	$2,430		0.0%	11,666	0.9%	Retail/Wholesale
SMOG VanEck Low Carbon Energy ETF	$2,134		0.0%	15,376	0.8%	ETF
GOOG Alphabet	$2,042	$4 â–²	0.2%	7,119	0.8%	Computer and Technology
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,886	$12 â–²	0.6%	19,516	0.7%	ETF
FREL Fidelity MSCI Real Estate Index ETF	$1,687	$14 â–²	0.8%	62,684	0.7%	ETF
EWC iShares MSCI Canada ETF	$1,683	$16 â–¼	-1.0%	30,726	0.7%	ETF
VNQ Vanguard Real Estate ETF	$1,675	$155 â–²	10.2%	18,878	0.7%	ETF
GOOGL Alphabet	$1,307	$26 â–²	2.0%	4,546	0.5%	Computer and Technology
IEV iShares Europe ETF	$1,245	$10 â–¼	-0.8%	18,325	0.5%	ETF
GS The Goldman Sachs Group	$1,212		0.0%	1,433	0.5%	Finance
COST Costco Wholesale	$1,191		0.0%	1,201	0.5%	Retail/Wholesale
TSLA Tesla	$1,094	$153 â–²	16.3%	2,945	0.4%	Auto/Tires/Trucks
IWM iShares Russell 2000 ETF	$958		0.0%	3,862	0.4%	Finance
VOO Vanguard S&P 500 ETF	$945	$297 â–²	45.8%	1,582	0.4%	ETF
ICLN iShares Global Clean Energy ETF	$914	$39 â–²	4.5%	49,979	0.4%	ETF
STLD Steel Dynamics	$877		0.0%	4,874	0.3%	Basic Materials
V Visa	$868		0.0%	2,873	0.3%	Business Services
IWO iShares Russell 2000 Growth ETF	$808	$0 â–²	0.0%	2,576	0.3%	ETF
MA Mastercard	$753		0.0%	1,508	0.3%	Business Services
JPMorgan Exchange Traded Fund	$719	$3 â–¼	-0.4%	7,649	0.3%	Betabuldrs CDA
ABBV AbbVie	$713		0.0%	3,281	0.3%	Medical
AXP American Express	$700		0.0%	2,315	0.3%	Finance
IWN iShares Russell 2000 Value ETF	$686	$1 â–²	0.2%	3,616	0.3%	ETF
INTU Intuit	$645		0.0%	1,493	0.3%	Computer and Technology
YUM Yum! Brands	$644		0.0%	4,143	0.3%	Retail/Wholesale
CHRW C.H. Robinson Worldwide	$643		0.0%	3,871	0.3%	Transportation
PNC The PNC Financial Services Group	$623		0.0%	2,996	0.2%	Finance
TT Trane Technologies	$594		0.0%	1,427	0.2%	Construction
PLD Prologis	$584		0.0%	4,419	0.2%	Finance
MCO Moody's	$549		0.0%	1,258	0.2%	Finance
SLV iShares Silver Trust	$541		0.0%	7,939	0.2%	ETF
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF	$541	$1 â–²	0.2%	20,115	0.2%	ETF
APH Amphenol	$526		0.0%	4,160	0.2%	Computer and Technology
META Meta Platforms	$507		0.0%	886	0.2%	Computer and Technology
AVGO Broadcom	$504	$2 â–²	0.5%	1,629	0.2%	Computer and Technology
MAR Marriott International	$501		0.0%	1,533	0.2%	Consumer Discretionary
NOC Northrop Grumman	$497		0.0%	728	0.2%	Aerospace
ABT Abbott Laboratories	$491		0.0%	4,789	0.2%	Medical
FITB Fifth Third Bancorp	$486	$486 â–²	New Holding	10,464	0.2%	Finance
HIG The Hartford Insurance Group	$476		0.0%	3,523	0.2%	Finance
BNDX Vanguard Total International Bond ETF	$401	$1 â–²	0.3%	8,352	0.2%	ETF
DE Deere & Company	$401		0.0%	712	0.2%	Industrials
BA Boeing	$399		0.0%	2,005	0.2%	Aerospace
GGG Graco	$374		0.0%	4,416	0.1%	Industrials
IYH iShares U.S. Healthcare ETF	$374	$4 â–¼	-0.9%	6,067	0.1%	ETF
Walmart Inc	$371	$161 â–¼	-30.3%	2,990	0.1%	Com
MSI Motorola Solutions	$352		0.0%	810	0.1%	Computer and Technology
ORCL Oracle	$351		0.0%	2,385	0.1%	Computer and Technology
CMI Cummins	$334		0.0%	620	0.1%	Auto/Tires/Trucks
CAT Caterpillar	$334		0.0%	471	0.1%	Industrials
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$333		0.0%	2,281	0.1%	ETF
AZO AutoZone	$311		0.0%	92	0.1%	Retail/Wholesale
MS Morgan Stanley	$309		0.0%	1,878	0.1%	Finance
UNP Union Pacific	$309		0.0%	1,276	0.1%	Transportation
ADBE Adobe	$305		0.0%	1,255	0.1%	Computer and Technology
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$304	$45 â–²	17.5%	1,861	0.1%	ETF
T AT&T	$303	$303 â–²	New Holding	10,445	0.1%	Computer and Technology
MCK McKesson	$290		0.0%	335	0.1%	Medical
UNH UnitedHealth Group	$284		0.0%	1,047	0.1%	Medical
KLAC KLA	$282		0.0%	192	0.1%	Computer and Technology
Marsh & McClennan Companies Inc	$279		0.0%	1,607	0.1%	Com
RHP Ryman Hospitality Properties	$276		0.0%	2,986	0.1%	Finance
WY Weyerhaeuser	$266		0.0%	10,898	0.1%	Construction
IQSU NYLI Candriam U.S. Large Cap Equity ETF	$265	$1 â–²	0.3%	5,180	0.1%	Manufacturing
ELV Elevance Health	$265		0.0%	906	0.1%	Medical
VTV Vanguard Value ETF	$252	$252 â–²	New Holding	1,282	0.1%	ETF
GILD Gilead Sciences	$249		0.0%	1,792	0.1%	Medical
HD Home Depot	$248		0.0%	754	0.1%	Retail/Wholesale
BAC Bank of America	$248		0.0%	5,098	0.1%	Finance
TXRH Texas Roadhouse	$242		0.0%	1,468	0.1%	Retail/Wholesale
DHR Danaher	$236		0.0%	1,244	0.1%	Medical
SCHD Schwab US Dividend Equity ETF	$233		0.0%	7,599	0.1%	ETF
CSCO Cisco Systems	$232		0.0%	2,996	0.1%	Computer and Technology
PG Procter & Gamble	$231		0.0%	1,601	0.1%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$228		0.0%	3,373	0.1%	ETF
XOM ExxonMobil	$226	$226 â–²	New Holding	1,325	0.1%	Energy
NFLX Netflix	$224		0.0%	2,330	0.1%	Consumer Discretionary
SCHH Schwab U.S. REIT ETF	$220	$6 â–²	3.0%	10,243	0.1%	ETF

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

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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