Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TrSP SMCP600VL ETF | SP SMCP600VL ETF | $37.4K | 13.1% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $21.6K | 7.6% |
| SPDR S&P 500 ETF TrTR Unit | TR Unit | $21K | 7.4% |
| iShares TrSP SMCP600GR ETF | SP SMCP600GR ETF | $17.2K | 6.0% |
| iShares TrCore S&P 500 ETF | Core S&P 500 ETF | $15.9K | 5.6% |
| iShares TrCore S&P SCP ETF | Core S&P SCP ETF | $14.2K | 5.0% |
| iShares TrCore MSCI Euro | Core MSCI Euro | $11.2K | 3.9% |
| iShares TrMSCI AC Asia ETF | MSCI AC Asia ETF | $10.1K | 3.5% |
| iSharesMSCI Japan ETF | MSCI Japan ETF | $9.91K | 3.5% |
| JP Morgan Exchange Traded FundBetbuld Japan | Betbuld Japan | $9.26K | 3.2% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $6.72K | 2.4% |
| SPDR S&P Small Cap ValueS&P 600 Smcp Val | S&P 600 Smcp Val | $6.54K | 2.3% |
| Vanguard Intl Equity Index FFTSE EUROPE ETF | FTSE EUROPE ETF | $6.44K | 2.3% |
| Nuveen Esg Small-cap ETFNuveen ESG SMLCP ETF | Nuveen ESG SMLCP ETF | $6.22K | 2.2% |
| Nvidia Corp.Com | Com | $5.8K | 2.0% |
| iSharesMSCI Aust ETF | MSCI Aust ETF | $5.68K | 2.0% |
| iShares Gold TrustiShares | iShares | $5.53K | 1.9% |
| Apple Inc.Com | Com | $5.11K | 1.8% |
| Vanguard Bd Index FdsVanguard Ultra | Vanguard Ultra | $4.76K | 1.7% |
| SPDR Gold TrustGold SHS | Gold SHS | $3.52K | 1.2% |
| Microsoft Corp.Com | Com | $3.3K | 1.2% |
| Amazon Com Inc.Com | Com | $2.73K | 1.0% |
| SPDR Index Shs FdsGlb Nat Resrce | Glb Nat Resrce | $2.69K | 0.9% |
| Alphabet Inc.Cap Stk Cl C | Cap Stk Cl C | $2.52K | 0.9% |
| SPDR S&P Small Cap GrowthS&P 600 Smcp Grw | S&P 600 Smcp Grw | $2.29K | 0.8% |
| Vaneck ETF TrustGlobal Alter ETF | Global Alter ETF | $2.07K | 0.7% |
| Fidelity MSCI Real Estate ETFMSCI RL EST ETF | MSCI RL EST ETF | $1.85K | 0.6% |
| Vanguard Index FdsREIT ETF | REIT ETF | $1.81K | 0.6% |
| iSharesMSCI CDA ETF | MSCI CDA ETF | $1.78K | 0.6% |
| Alphabet Inc.Cap Stk Cl A | Cap Stk Cl A | $1.53K | 0.5% |
| The Goldman Sachs Group Inc.Com | Com | $1.45K | 0.5% |
| iShares TrEurope ETF | Europe ETF | $1.35K | 0.5% |
| Tesla Inc.Com | Com | $1.23K | 0.4% |
| iShares TrGl Clean Ene ETF | Gl Clean Ene ETF | $1.17K | 0.4% |
| iShares TrRussell 2000 ETF | Russell 2000 ETF | $1.16K | 0.4% |
| Costco Whsl Corp. NewCom | Com | $1.12K | 0.4% |
| Steel Dynamics Inc.Com | Com | $1.12K | 0.4% |
| Vanguard Intl Equity Index FS&P 500 ETF SHS | S&P 500 ETF SHS | $1.09K | 0.4% |
| iShares TrRus 2000 Grw ETF | Rus 2000 Grw ETF | $1.02K | 0.4% |
| Visa Inc.Com Cl A | Com Cl A | $986 | 0.3% |
| iShares TrRus 2000 Val ETF | Rus 2000 Val ETF | $802 | 0.3% |
| American Express CoCom | Com | $783 | 0.3% |
| JPMORGAN Exchange Traded FundBetabuldrs CDA | Betabuldrs CDA | $758 | 0.3% |
| Amphenol Corp. Class ACom | Com | $733 | 0.3% |
| C H Robinson Worldwide Inc.Com New | Com New | $729 | 0.3% |
| Trane Technologies PLC Class ASHS | SHS | $701 | 0.2% |
| Mastercard Inc.Cl A | Cl A | $635 | 0.2% |
| BroadcomCom | Com | $615 | 0.2% |
| Abbvie Inc.Com | Com | $600 | 0.2% |
| Prologis Inc.Com | Com | $599 | 0.2% |
iShares TrSP SMCP600VL ETF$37.4K
- Class
- SP SMCP600VL ETF
- Share
- 13.1%
Vanguard Index FdsTOTAL STK MKT$21.6K
- Class
- TOTAL STK MKT
- Share
- 7.6%
SPDR S&P 500 ETF TrTR Unit$21K
- Class
- TR Unit
- Share
- 7.4%
iShares TrSP SMCP600GR ETF$17.2K
- Class
- SP SMCP600GR ETF
- Share
- 6.0%
iShares TrCore S&P 500 ETF$15.9K
- Class
- Core S&P 500 ETF
- Share
- 5.6%
iShares TrCore S&P SCP ETF$14.2K
- Class
- Core S&P SCP ETF
- Share
- 5.0%
iShares TrCore MSCI Euro$11.2K
- Class
- Core MSCI Euro
- Share
- 3.9%
iShares TrMSCI AC Asia ETF$10.1K
- Class
- MSCI AC Asia ETF
- Share
- 3.5%
iSharesMSCI Japan ETF$9.91K
- Class
- MSCI Japan ETF
- Share
- 3.5%
JP Morgan Exchange Traded FundBetbuld Japan$9.26K
- Class
- Betbuld Japan
- Share
- 3.2%
Vanguard World FDESG US STK ETF$6.72K
- Class
- ESG US STK ETF
- Share
- 2.4%
SPDR S&P Small Cap ValueS&P 600 Smcp Val$6.54K
- Class
- S&P 600 Smcp Val
- Share
- 2.3%
Vanguard Intl Equity Index FFTSE EUROPE ETF$6.44K
- Class
- FTSE EUROPE ETF
- Share
- 2.3%
Nuveen Esg Small-cap ETFNuveen ESG SMLCP ETF$6.22K
- Class
- Nuveen ESG SMLCP ETF
- Share
- 2.2%
Nvidia Corp.Com$5.8K
- Class
- Com
- Share
- 2.0%
iSharesMSCI Aust ETF$5.68K
- Class
- MSCI Aust ETF
- Share
- 2.0%
iShares Gold TrustiShares$5.53K
- Class
- iShares
- Share
- 1.9%
Apple Inc.Com$5.11K
- Class
- Com
- Share
- 1.8%
Vanguard Bd Index FdsVanguard Ultra$4.76K
- Class
- Vanguard Ultra
- Share
- 1.7%
SPDR Gold TrustGold SHS$3.52K
- Class
- Gold SHS
- Share
- 1.2%
Microsoft Corp.Com$3.3K
- Class
- Com
- Share
- 1.2%
Amazon Com Inc.Com$2.73K
- Class
- Com
- Share
- 1.0%
SPDR Index Shs FdsGlb Nat Resrce$2.69K
- Class
- Glb Nat Resrce
- Share
- 0.9%
Alphabet Inc.Cap Stk Cl C$2.52K
- Class
- Cap Stk Cl C
- Share
- 0.9%
SPDR S&P Small Cap GrowthS&P 600 Smcp Grw$2.29K
- Class
- S&P 600 Smcp Grw
- Share
- 0.8%
Vaneck ETF TrustGlobal Alter ETF$2.07K
- Class
- Global Alter ETF
- Share
- 0.7%
Fidelity MSCI Real Estate ETFMSCI RL EST ETF$1.85K
- Class
- MSCI RL EST ETF
- Share
- 0.6%
Vanguard Index FdsREIT ETF$1.81K
- Class
- REIT ETF
- Share
- 0.6%
iSharesMSCI CDA ETF$1.78K
- Class
- MSCI CDA ETF
- Share
- 0.6%
Alphabet Inc.Cap Stk Cl A$1.53K
- Class
- Cap Stk Cl A
- Share
- 0.5%
The Goldman Sachs Group Inc.Com$1.45K
- Class
- Com
- Share
- 0.5%
iShares TrEurope ETF$1.35K
- Class
- Europe ETF
- Share
- 0.5%
Tesla Inc.Com$1.23K
- Class
- Com
- Share
- 0.4%
iShares TrGl Clean Ene ETF$1.17K
- Class
- Gl Clean Ene ETF
- Share
- 0.4%
iShares TrRussell 2000 ETF$1.16K
- Class
- Russell 2000 ETF
- Share
- 0.4%
Costco Whsl Corp. NewCom$1.12K
- Class
- Com
- Share
- 0.4%
Steel Dynamics Inc.Com$1.12K
- Class
- Com
- Share
- 0.4%
Vanguard Intl Equity Index FS&P 500 ETF SHS$1.09K
- Class
- S&P 500 ETF SHS
- Share
- 0.4%
iShares TrRus 2000 Grw ETF$1.02K
- Class
- Rus 2000 Grw ETF
- Share
- 0.4%
Visa Inc.Com Cl A$986
- Class
- Com Cl A
- Share
- 0.3%
iShares TrRus 2000 Val ETF$802
- Class
- Rus 2000 Val ETF
- Share
- 0.3%
American Express CoCom$783
- Class
- Com
- Share
- 0.3%
JPMORGAN Exchange Traded FundBetabuldrs CDA$758
- Class
- Betabuldrs CDA
- Share
- 0.3%
Amphenol Corp. Class ACom$733
- Class
- Com
- Share
- 0.3%
C H Robinson Worldwide Inc.Com New$729
- Class
- Com New
- Share
- 0.3%
Trane Technologies PLC Class ASHS$701
- Class
- SHS
- Share
- 0.2%
Mastercard Inc.Cl A$635
- Class
- Cl A
- Share
- 0.2%
BroadcomCom$615
- Class
- Com
- Share
- 0.2%
Abbvie Inc.Com$600
- Class
- Com
- Share
- 0.2%
Prologis Inc.Com$599
- Class
- Com
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 108 positions by value, with holdings of the same security combined. The 108 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1388443
- File number
- 028-12109
- Options
- 0 call, 0 put
- In the 25 largest
- 83.2%
- Prior quarter
- $257K at 31 March 2026
- Positions opened
- 6
- Positions closed
- 6
Common questions
What are Palisades Hudson Asset Management’s 13F holdings worth?
$286 thousand across 108 positions for the quarter ended 30 June 2026.
What is Palisades Hudson Asset Management’s largest 13F holding?
iShares Tr (SP SMCP600VL ETF) was the largest position at $37.4 thousand, or 13.1% of reported 13F value, as of 30 June 2026.
How concentrated is Palisades Hudson Asset Management’s 13F portfolio?
The ten largest positions accounted for 58.8% of reported value and the twenty-five largest for 83.2%, across 108 positions as of 30 June 2026.
Does Form 13F show everything Palisades Hudson Asset Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Palisades Hudson Asset Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.