Institutional Manager · CIK 0001388443
Palisades Hudson Asset Management, L.P.
FORT LAUDERDALE, FL · File #028-12109
Latest AUM
$257,917
Positions
146
Top-10 Concentration
62.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025146 pos · $257,917
- 13F HOLDINGS REPORTQ/E Sep 2025154 pos · $275,687
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $255,582
- 13F HOLDINGS REPORTQ/E Mar 2025145 pos · $220,283
- 13F HOLDINGS REPORTQ/E Dec 2024150 pos · $237,308
- 13F HOLDINGS REPORTQ/E Sep 2024159 pos · $237,027
- 13F HOLDINGS REPORTQ/E Jun 2024134 pos · $217,594
- 13F HOLDINGS REPORTQ/E Mar 2024144 pos · $219,542
- 13F HOLDINGS REPORTQ/E Dec 2023140 pos · $182,668
- 13F HOLDINGS REPORTQ/E Sep 2023146 pos · $192,346
- 13F HOLDINGS REPORTQ/E Jun 2023148 pos · $186,800
- 13F HOLDINGS REPORTQ/E Mar 2023161 pos · $181,376
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | iShares Tr | 464287879 | 284,157 | $32,314 | 13.59% |
| 2 | Vanguard Index Fds | 922908769 | 58,519 | $19,620 | 8.25% |
| 3 | SPDR S&P 500 ETF Tr | SPY | 28,715 | $19,582 | 8.24% |
| 4 | iShares Tr | 464287200 | 21,108 | $14,457 | 6.08% |
| 5 | iShares Tr | 464287887 | 98,284 | $13,874 | 5.84% |
| 6 | iShares Tr | 464287804 | 95,802 | $11,513 | 4.84% |
| 7 | iShares Tr | 46434V738 | 156,391 | $11,101 | 4.67% |
| 8 | JP Morgan Exchange Traded Fund | 46641Q712 | 131,945 | $8,696 | 3.66% |
| 9 | iShares | 46434G822 | 107,368 | $8,669 | 3.65% |
| 10 | iShares Tr | 464288182 | 91,021 | $8,476 | 3.57% |
| 11 | iShares Gold Trust | IAU | 99,138 | $8,047 | 3.39% |
| 12 | Vanguard Intl Equity Index F | 922042874 | 74,255 | $6,208 | 2.61% |
| 13 | SPDR S&P Small Cap Value | 78464A300 | 61,757 | $5,618 | 2.36% |
| 14 | iShares | 464286103 | 198,944 | $5,210 | 2.19% |
| 15 | Vanguard World FD | 921910733 | 41,139 | $4,976 | 2.09% |
| 16 | Nvidia Corp | NVDA | 26,288 | $4,903 | 2.06% |
| 17 | Nuveen ESG Small-Cap ETF | NU | 107,969 | $4,821 | 2.03% |
| 18 | Vanguard Bd Index Fds | 92203C303 | 86,830 | $4,328 | 1.82% |
| 19 | Apple Inc | AAPL | 15,651 | $4,255 | 1.79% |
| 20 | SPDR Gold Trust | GLD | 9,758 | $3,867 | 1.63% |