Palisades Hudson Asset Management
Palisades Hudson Asset Management reported 108 stocks worth $286K in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IJS (13.1%), VTI (7.6%) and SPY (7.4%). Compared with Q1 2026, the fund opened new positions in AMD, VUG and MU, added to IVV, ESGV and NUSC, trimmed IJS, SPY and IJT and sold out of VTV, XOM and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IJS Ishares TR | $37K | 13.1% | 274K | −7,964 (−3%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $22K | 7.6% | 58K | No change | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $21K | 7.4% | 28K | −109 (−0%) | 8 of 8 | |
| 4 |  IJT Ishares TR | $17K | 6.0% | 96K | −2,680 (−3%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $16K | 5.6% | 21K | +179 (+1%) | 8 of 8 | |
| 6 |  IJR Ishares TR | $14K | 5.0% | 96K | No change | 8 of 8 | |
| 7 |  IEUR Ishares Core Msci Europe ETF | $11K | 3.9% | 150K | −2,278 (−1%) | 8 of 8 | |
| 8 |  AAXJ Ishares TR | $10K | 3.5% | 85K | −4,893 (−5%) | 8 of 8 | |
| 9 |  EWJ Ishares Inc | $10K | 3.5% | 106K | −660 (−1%) | 8 of 8 | |
| 10 | JP Morgan Exchange Traded Fund | $9K | 3.2% | 123K | −3,371 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VTV Vanguard Index Fds | $252 | 1,282 |
 XOM Exxon Mobil Corp | $226 | 1,325 |
 NFLX Netflix Inc | $224 | 2,330 |
 MCD Mcdonalds Corp | $217 | 700 |
 CSM Proshares TR | $216 | 2,883 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palisades Hudson Asset Management 13F FAQ
What does Palisades Hudson Asset Management own?
Palisades Hudson Asset Management reported 108 stocks worth $286K in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IJS (13.1%), VTI (7.6%) and SPY (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Palisades Hudson Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 19 added to, 28 trimmed and 6 sold out. New positions include AMD, VUG and MU. It sold all of VTV, XOM and NFLX.
When will Palisades Hudson Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palisades Hudson Asset Management's portfolio worth?
The Q2 2026 filing reports $286K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.