13F Insight
DOSSIER · 13F-HR · Q3 2026

Palisades Hudson Asset Management, L.P.

$280M in tracked AUM across 158 positions as of Q3 2026.

PH
CIK 0001388443 · last filed Sep 30, 2026
Total AUM
$280M
as of Q3 2026
Holdings
158
−1 QoQ
positions
Whale Score
55
55
tracked
Activity
81
+8 new, −9 sold
changes this Q
AI Analysis · Q3 2026

Palisades Hudson Asset Management, L.P. filed its latest 13F-HR for Q3 2026. 81 position changes this quarter — 8 new, 9 exited, 22 added, 42 trimmed.

Quarter at a glance — Q3 2026

81 material changes this filing.

ADD
IVViShares Tr
+4K sh
+$5M
6.9%
ADD
VTIVanguard Index Fds
+1 sh
+$3M
7.8%
TRIM
SPYSPDR S&P 500 ETF Tr
-141 sh
+$3M
7.7%
ADD
ESGVVanguard World FD
+4K sh
+$2M
2.5%
TRIM
AAPLApple Inc
-266 sh
+$1M
2.1%
TRIM
NVDANvidia Corp
-1K sh
+$1M
2.3%
TRIM
IJSiShares Tr
-11K sh
+$1M
12.4%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IJS
iShares Tr
$35M271K12.4%02
VTI
Vanguard Index Fds
$22M58K7.8%03
SPY
SPDR S&P 500 ETF Tr
$21M28K7.7%04
IVV
iShares Tr
$19M25K6.9%05
IJT
iShares Tr
$14M90K5.2%06
IJR
iShares Tr
$12M91K4.4%07
IEUR
iShares Tr
$11M149K3.9%08
EWJ
iShares
$10M103K3.6%09
46641Q712
JP Morgan Exchange Traded Fund
$10M123K3.4%10
AAXJ
iShares Tr
$10M82K3.4%

Filing history

2026Q3Sep 30
$280M▲ 9.2%
158 positionsView →2026Q1Mar 31
$257M▼ 0.5%
159 positionsView →2025Q4Dec 31
$258M▼ 6.4%
146 positionsView →2025Q3Sep 30
$276M▲ 7.9%
154 positionsLocked2025Q2Jun 30
$256M▲ 16.0%
156 positionsLocked2025Q1Mar 31
$220M▼ 7.2%
145 positionsLocked2024Q4Dec 31
$237M▲ 0.1%
150 positionsLocked2024Q3Sep 30
$237M▲ 8.9%
159 positionsLocked2024Q2Jun 30
$218M▼ 0.9%
134 positionsLocked2024Q1Mar 31
$220M▲ 6.5%
144 positionsLocked2023Q4Dec 31
$206M▲ 12.9%
141 positionsLocked2023Q3Sep 30
$183M▼ 5.0%
140 positionsLocked
Showing 12 of 76