DOSSIER · 13F-HR · Q1 2026

Palisades Hudson Asset Management, L.P.

$257M in tracked AUM across 159 positions as of Q1 2026.

PH
CIK 0001388443 · last filed Mar 31, 2026
Total AUM
$257M
as of Q1 2026
Holdings
159
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Palisades Hudson Asset Management, L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IJS
iShares Tr
$33M282K13.0%
02
VTI
Vanguard Index Fds
$19M58K7.3%
03
SPY
SPDR S&P 500 ETF Tr
$18M28K7.2%
04
IJT
iShares Tr
$14M99K5.6%
05
IVV
iShares Tr
$14M21K5.4%
06
IJR
iShares Tr
$12M96K4.6%
07
IEUR
iShares Tr
$11M152K4.2%
08
EWJ
iShares
$9M107K3.5%
09
46641Q712
JP Morgan Exchange Traded Fund
$9M126K3.4%
10
AAXJ
iShares Tr
$9M90K3.4%

Filing history

2026Q1Mar 31
$257M 0.5%
159 positionsView →
2025Q4Dec 31
$258M 6.4%
146 positionsView →
2025Q3Sep 30
$276M 7.9%
154 positionsView →
2025Q2Jun 30
$256M 16.0%
156 positionsLocked
2025Q1Mar 31
$220M 7.2%
145 positionsLocked
2024Q4Dec 31
$237M 0.1%
150 positionsLocked
2024Q3Sep 30
$237M 8.9%
159 positionsLocked
2024Q2Jun 30
$218M 0.9%
134 positionsLocked
2024Q1Mar 31
$220M 6.5%
144 positionsLocked
2023Q4Dec 31
$206M 12.9%
141 positionsLocked
2023Q3Sep 30
$183M 5.0%
140 positionsLocked
2023Q2Jun 30
$192M 3.0%
146 positionsLocked
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