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
I
IJS

iShares Tr

SP SMCP600VL ETF
464287879
$33.73K
12 %

305,007

S
SPY

SPDR S&P 500 ETF Tr

TR UNIT
78462F103
$19.88K
7 %

29,836

I
IVV

iShares Tr

CORE S&P 500 ETF
464287200
$19.47K
7 %

29,090

V
VTI

Vanguard Index Fds

TOTAL STK MKT
922908769
$19.20K
7 %

58,518

I
IJT

iShares Tr

SP SMCP600GR ETF
464287887
$14.91K
5 %

105,370

I
IEUR

iShares Tr

CORE MSCI EURO
46434V738
$12.60K
5 %

184,960

I
IJR

iShares Tr

CORE S&P SCP ETF
464287804
$11.78K
4 %

99,140

A
AAXJ

iShares Tr

MSCI AC ASIA ETF
464288182
$9.91K
4 %

108,656

B
BBJP

JP Morgan Exchange Traded Fund

BETBULD JAPAN
46641Q712
$9.58K
4 %

144,434

E
EWJ

iShares

MSCI JAPAN ETF
46434G822
$9.48K
3 %

118,229

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