Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palisades Hudson Asset Management, L.P. (CIK 1388443) reported $285.8M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJS ($37.4M, 13.09%), VTI ($21.6M, 7.57%), SPY ($21.0M, 7.36%), IJT ($17.2M, 6.02%), IVV ($15.9M, 5.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJS | iShares Tr | $37.4M | 13.09% | 273,676 | Trimmed |
| 2 | VTI | Vanguard Index Fds | $21.6M | 7.57% | 58,484 | Added |
| 3 | SPY | SPDR S&P 500 ETF Tr | $21.0M | 7.36% | 28,155 | Trimmed |
| 4 | IJT | iShares Tr | $17.2M | 6.02% | 96,350 | Trimmed |
| 5 | IVV | iShares Tr | $15.9M | 5.57% | 21,253 | Added |
| 6 | IJR | iShares Tr | $14.2M | 4.97% | 95,774 | Added |
| 7 | IEUR | iShares Tr | $11.2M | 3.94% | 149,589 | Trimmed |
| 8 | AAXJ | iShares Tr | $10.1M | 3.55% | 85,009 | Trimmed |
| 9 | EWJ | iShares | $9.9M | 3.47% | 106,199 | Trimmed |
| 10 | BBJP | JP Morgan Exchange Traded Fund | $9.3M | 3.24% | 122,907 | Trimmed |
| 11 | ESGV | Vanguard World FD | $6.7M | 2.35% | 50,847 | Added |
| 12 | SLYV | SPDR S&P Small Cap Value | $6.5M | 2.29% | 59,924 | Trimmed |
| 13 | VGK | Vanguard Intl Equity Index F | $6.4M | 2.25% | 72,676 | Trimmed |
| 14 | NUSC | Nuveen ESG Small-Cap ETF | $6.2M | 2.18% | 119,284 | Added |
| 15 | NVDA | Nvidia Corp | $5.8M | 2.03% | 29,004 | Added |
| 16 | EWA | iShares | $5.7M | 1.99% | 201,800 | Added |
| 17 | IAU | iShares Gold Trust | $5.5M | 1.94% | 73,252 | Hold |
| 18 | AAPL | Apple Inc | $5.1M | 1.79% | 17,646 | Trimmed |
| 19 | VUSB | Vanguard Bd Index Fds | $4.8M | 1.67% | 95,600 | Added |
| 20 | GLD | SPDR Gold Trust | $3.5M | 1.23% | 9,545 | Hold |
| 21 | MSFT | Microsoft Corp | $3.3M | 1.15% | 8,844 | Hold |
| 22 | AMZN | Amazon Com Inc | $2.7M | 0.96% | 11,452 | Trimmed |
| 23 | GNR | SPDR Index Shs Fds | $2.7M | 0.94% | 40,001 | Trimmed |
| 24 | GOOG | Alphabet Inc | $2.5M | 0.88% | 7,119 | Hold |
| 25 | SLYG | SPDR S&P Small Cap Growth | $2.3M | 0.80% | 19,215 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30