Palisades Hudson Asset Management, L.P.
CIK 0001388443 · FORT LAUDERDALE, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$285.8K
2026 Q2
Positions
108
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IJS
iShares Tr
13.1%
VTI
Vanguard Index Fds
7.6%
SPY
SPDR S&P 500 ETF Tr
7.4%
IJT
iShares Tr
6.0%
IVV
iShares Tr
5.6%
IJR
iShares Tr
5.0%
IEUR
iShares Tr
3.9%
AAXJ
iShares Tr
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.