Palisades Hudson Asset Management, L.P.
Q4 2025 13F Holdings
- Locationfort lauderdale, FL
- Num holdings
101
- Value ($000)
$258
- Date Filed01/30/2026
- Form type13F-HR
- CIK0001388443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
iShares Tr | SP SMCP600VL ETF | 464287879 | $32.31K | 13 % | 284,157 | ||
Vanguard Index Fds | TOTAL STK MKT | 922908769 | $19.62K | 8 % | 58,519 | ||
SPDR S&P 500 ETF Tr | TR UNIT | 78462F103 | $19.58K | 8 % | 28,715 | ||
iShares Tr | CORE S&P 500 ETF | 464287200 | $14.46K | 6 % | 21,108 | ||
iShares Tr | SP SMCP600GR ETF | 464287887 | $13.87K | 5 % | 98,284 | ||
iShares Tr | CORE S&P SCP ETF | 464287804 | $11.51K | 5 % | 95,802 | ||
iShares Tr | CORE MSCI EURO | 46434V738 | $11.1K | 4 % | 156,391 | ||
JP Morgan Exchange Traded Fund | BETBULD JAPAN | 46641Q712 | $8.7K | 3 % | 131,945 | ||
iShares | MSCI JAPAN ETF | 46434G822 | $8.67K | 3 % | 107,368 | ||
iShares Tr | MSCI AC ASIA ETF | 464288182 | $8.48K | 3 % | 91,021 |
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