§ 13F · FUND PROFILE
Palisades Hudson Asset Management, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $255.6B (13F)Positions · 156Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IJS | iShares Tr | 284K | $32.3B | 12.5% | −7% |
| 2 | VTI | Vanguard Index Fds | 59K | $19.6B | 7.6% | ±0% |
| 3 | SPY | SPDR S&P 500 ETF Tr | 29K | $19.6B | 7.6% | −4% |
| 4 | IVV | iShares Tr | 21K | $14.5B | 5.6% | −27% |
| 5 | IJT | iShares Tr | 98K | $13.9B | 5.4% | −7% |
| 6 | IJR | iShares Tr | 96K | $11.5B | 4.5% | −3% |
| 7 | IEUR | iShares Tr | 156K | $11.1B | 4.3% | −15% |
| 8 | — | JP Morgan Exchange Traded Fund | 132K | $8.7B | 3.4% | −9% |
| 9 | EWJ | iShares | 107K | $8.7B | 3.4% | −9% |
| 10 | AAXJ | iShares Tr | 91K | $8.5B | 3.3% | −16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALISADES SIGNAL
AC read
Palisades Hudson Asset Management, L.P. is a Other fund managing $255.6 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed