account_balance
Investment manager · 13F filer · SEC CIK 1388443
Palisades Hudson Asset Management, L.P.
Reported value$280Mas of Sep 30, 2026
Positions107 2 new, 3 sold out
Top 10 weight58.7%IJS alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IJSiShares Tr
12.4%
VTIVanguard Index Fds
7.8%
SPYSPDR S&P 500 ETF Trust
7.7%
IVViShares Tr
6.9%Added +18%
IJTiShares Tr
5.2%Trimmed −6%
IJRiShares Tr
4.4%Trimmed −5%
IEURiShares Tr
3.9%
EWJiShares
3.6%Trimmed −3%
AAXJiShares Tr
3.4%−4%
ESGVVanguard World FD
2.5%
VGKVanguard Intl Equity Index F
2.3%
IJSiShares Tr
12.4%
VTIVanguard Index Fds
7.8%
SPYSPDR S&P 500 ETF Trust
7.7%
IVViShares Tr
6.9%
IJTiShares Tr
5.2%−6%
IJRiShares Tr
4.4%
IEURiShares Tr
3.9%
EWJiShares
3.6%
AAXJ
ESGV2.5%
VGK2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IJS iShares Tr 12.4% Held
VTI Vanguard Index Fds 7.8% Held
SPY SPDR S&P 500 ETF Trust 7.7% HeldIVV iShares Tr 6.9% Added +18%
IJT iShares Tr 5.2% Trimmed −6%
IJR iShares Tr 4.4% Trimmed −5%
IEUR iShares Tr 3.9% Held
EWJ iShares 3.6% Trimmed −3%
JP Morgan Exchange Traded Fund 3.4% Held
AAXJ iShares Tr 3.4% Trimmed −4%
ESGV Vanguard World FD 2.5% Held
VGK Vanguard Intl Equity Index F 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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