Palisades Hudson Asset Management, L.P.

Q3 2025 13F Holdings

  • Location
    fort lauderdale, FL
  • Num holdings

    107

  • Value ($000)

    $276

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001388443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IJS
IJS

iShares Tr

SP SMCP600VL ETF
$33.73 K
12 %

305,007

SPY
SPY

SPDR S&P 500 ETF Tr

TR UNIT
$19.88 K
7 %

29,836

IVV
IVV

iShares Tr

CORE S&P 500 ETF
$19.47 K
7 %

29,090

VTI
VTI

Vanguard Index Fds

TOTAL STK MKT
$19.20 K
7 %

58,518

IJT
IJT

iShares Tr

SP SMCP600GR ETF
$14.91 K
5 %

105,370

IEUR
IEUR

iShares Tr

CORE MSCI EURO
$12.60 K
5 %

184,960

IJR
IJR

iShares Tr

CORE S&P SCP ETF
$11.78 K
4 %

99,140

AAXJ
AAXJ

iShares Tr

MSCI AC ASIA ETF
$9.91 K
4 %

108,656

BBJP
BBJP

JP Morgan Exchange Traded Fund

BETBULD JAPAN
$9.58 K
4 %

144,434

EWJ
EWJ

iShares

MSCI JAPAN ETF
$9.48 K
3 %

118,229

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