Palisades Hudson Asset Management, L.P.

Institutional manager (13F) · CIK 1388443

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $238k

#	Issuer	Value	Shares
1	iShares Tr	$33k	281,640
2	Vanguard Index Fds	$19k	58,483
3	SPDR S&P 500 ETF Tr	$18k	28,264
4	iShares Tr	$14k	99,030
5	iShares Tr	$14k	21,074
6	iShares Tr	$12k	95,738
7	iShares Tr	$11k	151,867
8	iShares	$9k	106,859
9	JP Morgan Exchange Traded Fund	$9k	126,278
10	iShares Tr	$9k	89,902
11	iShares Gold Trust	$6k	73,252
12	Vanguard Intl Equity Index F	$6k	73,512
13	SPDR S&P Small Cap Value	$6k	62,074
14	iShares	$6k	199,243
15	Vanguard World FD	$5k	46,652
16	Nvidia Corp	$5k	29,003
17	Nuveen ESG Small-Cap ETF	$5k	112,146
18	Vanguard Bd Index Fds	$5k	95,237
19	Apple Inc	$5k	17,734
20	SPDR Gold Trust	$4k	9,545
21	Microsoft Corp	$3k	8,844
22	SPDR Index Shs Fds	$3k	40,232
23	Amazon Com Inc	$2k	11,666
24	VanEck ETF Trust	$2k	15,376
25	Alphabet Inc	$2k	7,119
26	SPDR S&P Small Cap Growth	$2k	19,516
27	Fidelity MSCI Real Estate ETF	$2k	62,684
28	iShares	$2k	30,726
29	Vanguard Index Fds	$2k	18,878
30	Alphabet Inc	$1k	4,546
31	iShares Tr	$1k	18,325
32	Goldman Sachs Group Inc	$1k	1,433
33	Costco Whsl Corp New	$1k	1,201
34	Tesla Inc	$1k	2,945
35	iShares Tr	$958	3,862
36	Vanguard Intl Equity Index F	$945	1,582
37	iShares Tr	$914	49,979
38	Steel Dynamics Inc	$877	4,874
39	Visa Inc	$868	2,873
40	iShares Tr	$808	2,576
41	Mastercard Inc	$753	1,508
42	JPMorgan Exchange Traded Fund	$719	7,649
43	AbbVie Inc	$713	3,281
44	American Express Co	$700	2,315
45	iShares Tr	$686	3,616
46	Intuit	$645	1,493
47	Yum Brands Inc	$644	4,143
48	C H Robinson Worldwide Inc	$643	3,871
49	PNC Finl Svcs Group Inc	$623	2,996
50	Trane Technologies PLC Class A	$594	1,427

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.