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 $256.6M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJS ($33.4M, 13.00%), VTI ($18.8M, 7.31%), SPY ($18.4M, 7.16%), IJT ($14.3M, 5.59%), IVV ($13.8M, 5.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJS | iShares Tr | $33.4M | 13.00% | 281,640 | Trimmed |
| 2 | VTI | Vanguard Index Fds | $18.8M | 7.31% | 58,483 | Trimmed |
| 3 | SPY | SPDR S&P 500 ETF Tr | $18.4M | 7.16% | 28,264 | Trimmed |
| 4 | IJT | iShares Tr | $14.3M | 5.59% | 99,030 | Added |
| 5 | IVV | iShares Tr | $13.8M | 5.37% | 21,074 | Trimmed |
| 6 | IJR | iShares Tr | $11.9M | 4.64% | 95,738 | Trimmed |
| 7 | IEUR | iShares Tr | $10.7M | 4.16% | 151,867 | Trimmed |
| 8 | EWJ | iShares | $9.0M | 3.52% | 106,859 | Trimmed |
| 9 | BBJP | JP Morgan Exchange Traded Fund | $8.7M | 3.39% | 126,278 | Trimmed |
| 10 | AAXJ | iShares Tr | $8.7M | 3.37% | 89,902 | Trimmed |
| 11 | IAU | iShares Gold Trust | $6.5M | 2.52% | 73,252 | Trimmed |
| 12 | VGK | Vanguard Intl Equity Index F | $6.1M | 2.36% | 73,512 | Trimmed |
| 13 | SLYV | SPDR S&P Small Cap Value | $5.9M | 2.29% | 62,074 | Added |
| 14 | EWA | iShares | $5.5M | 2.16% | 199,243 | Added |
| 15 | ESGV | Vanguard World FD | $5.2M | 2.04% | 46,652 | Added |
| 16 | NUSC | Nuveen ESG Small-Cap ETF | $5.1M | 1.97% | 112,146 | Added |
| 17 | NVDA | Nvidia Corp | $5.1M | 1.97% | 29,003 | Hold |
| 18 | VUSB | Vanguard Bd Index Fds | $4.7M | 1.85% | 95,237 | Added |
| 19 | AAPL | Apple Inc | $4.5M | 1.75% | 17,734 | Trimmed |
| 20 | GLD | SPDR Gold Trust | $4.1M | 1.60% | 9,545 | Trimmed |
| 21 | MSFT | Microsoft Corp | $3.3M | 1.28% | 8,844 | Hold |
| 22 | GNR | SPDR Index Shs Fds | $3.0M | 1.17% | 40,232 | Trimmed |
| 23 | AMZN | Amazon Com Inc | $2.4M | 0.95% | 11,666 | Hold |
| 24 | SMOG | VanEck ETF Trust | $2.1M | 0.83% | 15,376 | Hold |
| 25 | GOOG | Alphabet Inc | $2.0M | 0.80% | 7,119 | Added |
Source: SEC Form 13F filings · as of 2026-03-31