Institutional Fund
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FLCIK 13884435 filings on record
Portfolio Value
$256.6K
Q1 2026
Holdings
108
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.5%
from $257.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.0%
- Vanguard Index Fds7.3%
- Spdr S&P 500 ETF Tr7.2%
- Ishares Tr5.6%
- Ishares Tr5.4%
- Ishares Tr4.6%
- Other56.9%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 281.6K | $33.4K | 13.0% | −2.5K | Reduced |
| 2 | Vanguard Index Fds | 58.5K | $18.8K | 7.3% | −36 | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 28.3K | $18.4K | 7.2% | −451 | Reduced |
| 4 | Ishares Tr | 99.0K | $14.3K | 5.6% | +746 | Added |
| 5 | Ishares Tr | 21.1K | $13.8K | 5.4% | −34 | Reduced |
| 6 | Ishares Tr | 95.7K | $11.9K | 4.6% | −64 | Reduced |
| 7 | Ishares Tr | 151.9K | $10.7K | 4.2% | −4.5K | Reduced |
| 8 | Ishares Inc | 106.9K | $9.0K | 3.5% | −509 | Reduced |
| 9 | Jp Morgan Exchange Traded Fund | 126.3K | $8.7K | 3.4% | −5.7K | Reduced |
| 10 | Ishares Tr | 89.9K | $8.7K | 3.4% | −1.1K | Reduced |
98 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio