Palisades Hudson Asset Management, L.P.

CIK 0001388443 • 6 13F filings • May 9, 2025 – Aug 7, 2026

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Filer information

Filed by: Palisades Hudson Asset Management, L.P., Chief Compliance Officer
Address: 200 SW FIRST AVENUE, SUITE 800, FORT LAUDERDALE, FL, 33301
Phone: 954-524-5552
AUM: $258K

AUM over time

$286K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $258K2 positionsView on SEC.gov

			% of Portfolio
Abbott Labs	Com	$600	0.2%Prev: 0.2%	4,789 SH	Decreased
AbbVie Inc	Com	$749	0.3%Prev: 0.3%	3,281 SH	Decreased
Aclarion, Inc. Ordinary Shares Warrant	*W EXP 04/21/202	$2	0.0%Prev: 0.0%	56,000 SH
Adobe Sys Inc	Com	$439	0.2%Prev: 0.2%	1,255 SH	Decreased
Alphabet Inc	Cap Stk Cl A	$1K	0.5%Prev: 0.4%	4,456 SH	Increased
Alphabet Inc	Cap Stk Cl C	$2K	0.9%Prev: 0.6%	7,106 SH	Increased+26 SH
Amazon Com Inc	Com	$3K	1.0%Prev: 0.9%	11,666 SH	Increased+8 SH
American Express Co	Com	$855	0.3%Prev: 0.3%	2,315 SH	Increased
Amphenol Corp Class A	Com	$562	0.2%Prev: 0.2%	4,160 SH	Increased
Apple Inc	Com	$5K	1.9%Prev: 1.7%	17,821 SH	Increased-640 SH
Autozone Inc	Com	$312	0.1%Prev: 0.1%	92 SH	Decreased
Bank of America Corp	Com	$280	0.1%Prev: 0.1%	5,098 SH	Increased
Boeing Co	Com	$435	0.2%Prev: 0.2%	2,005 SH	Increased
Broadcom	Com	$561	0.2%Prev: 0.2%	1,621 SH	Increased+126 SH
C H Robinson Worldwide Inc	Com New	$622	0.2%Prev: 0.2%	3,871 SH	Increased
Caterpillar	COM	$270	0.1%Prev: 0.1%	471 SH	Increased
Cisco Systems Inc	Com	$231	0.1%Prev: 0.1%	2,995 SH	Increased
Comerica Inc	Com	$488	0.2%Prev: 0.1%	5,608 SH	Increased
Costco Whsl Corp New	Com	$1K	0.4%Prev: 0.4%	1,201 SH	Decreased
Cummins Inc	Com	$334	0.1%Prev: 0.1%	655 SH	Increased
Danaher Corp Del	Com	$284	0.1%Prev: 0.1%	1,244 SH	Increased
Deere & Co	Com	$331	0.1%Prev: 0.1%	712 SH	Increased
Elevance Health Inc	Com	$318	0.1%Prev: 0.1%	906 SH	Increased
Fidelity MSCI Real Estate ETF	MSCI RL EST ETF	$2K	0.6%Prev: 0.6%	62,157 SH	Decreased+563 SH
First Trust NASDAQ Cln Edge Inf ETF	NASDQ CLN EDGE	$242	0.1%	1,584 SH	New
Gilead Sciences Inc	COM	$220	0.1%	1,792 SH	New
Goldman Sachs Group Inc	Com	$1K	0.5%Prev: 0.4%	1,433 SH	Increased
Graco Inc	Com	$362	0.1%Prev: 0.1%	4,416 SH	Decreased
Home Depot Inc	Com	$260	0.1%Prev: 0.1%	754 SH	Decreased
Intuit	Com	$989	0.4%Prev: 0.4%	1,493 SH	Decreased
iShares	MSCI Aust ETF	$5K	2.0%Prev: 1.9%	198,944 SH	Decreased+2,899 SH
iShares	MSCI CDA ETF	$2K	0.6%Prev: 0.6%	31,023 SH	Decreased-4,069 SH
iShares	MSCI Japan ETF	$9K	3.4%Prev: 3.4%	107,368 SH	Decreased-10,861 SH
iShares Gold Trust	iShares	$8K	3.1%Prev: 2.9%	99,138 SH	Decreased-11,975 SH
iShares Silver Trust	iShares	$511	0.2%Prev: 0.1%	7,939 SH	Increased
iShares Tr	Core MSCI Euro	$11K	4.3%Prev: 4.6%	156,391 SH	Decreased-28,569 SH
iShares Tr	Core S&P 500 ETF	$14K	5.6%Prev: 7.1%	21,108 SH	Decreased-7,982 SH
iShares Tr	Core S&P MCP ETF	$223	0.1%Prev: 0.1%	3,373 SH	Increased
iShares Tr	Core S&P SCP ETF	$12K	4.5%Prev: 4.3%	95,802 SH	Decreased-3,338 SH
iShares Tr	Europe ETF	$1K	0.5%Prev: 1.0%	18,470 SH	Decreased-23,152 SH
iShares Tr	Gl Clean Ene ETF	$786	0.3%Prev: 0.2%	47,842 SH	Increased+15,787 SH
iShares Tr	MSCI AC Asia ETF	$8K	3.3%Prev: 3.6%	91,021 SH	Decreased-17,635 SH
iShares Tr	Rus 2000 Grw ETF	$832	0.3%Prev: 0.3%	2,575 SH	Increased+6 SH
iShares Tr	Rus 2000 Val ETF	$654	0.3%Prev: 0.2%	3,610 SH	Increased+13 SH
iShares Tr	Russell 2000 ETF	$951	0.4%Prev: 0.3%	3,862 SH	Increased+1 SH
iShares Tr	SP SMCP600GR ETF	$14K	5.4%Prev: 5.4%	98,284 SH	Decreased-7,086 SH
iShares Tr	SP SMCP600VL ETF	$32K	12.5%Prev: 12.2%	284,157 SH	Decreased-20,850 SH
iShares Tr	US Hlthcare ETF	$399	0.2%Prev: 0.1%	6,125 SH	Increased+24 SH
JP Morgan Exchange Traded Fund	Betbuld Japan	$9K	3.4%Prev: 3.5%	131,945 SH	Decreased-12,489 SH
JPMorgan Exchange Traded Fund	Betabuldrs CDA	$714	0.3%Prev: 0.3%	7,678 SH	Decreased-1,139 SH
KLA Corp	COM NEW	$233	0.1%Prev: 0.1%	192 SH	Increased
Marriott Intl Inc	Cl A	$476	0.2%Prev: 0.1%	1,533 SH	Increased
Marsh & McClennan Companies Inc	Com	$298	0.1%Prev: 0.1%	1,607 SH	Decreased
Mastercard Inc	Cl A	$861	0.3%Prev: 0.3%	1,508 SH	Increased
McDonalds Corp	Com	$361	0.1%Prev: 0.1%	1,181 SH	Increased
McKesson Corp	Com	$275	0.1%Prev: 0.1%	335 SH	Increased
Meta Platforms Inc	Cl A	$584	0.2%Prev: 0.2%	886 SH	Decreased
Microsoft Corp	Com	$4K	1.7%Prev: 1.7%	8,844 SH	Decreased
Moodys Corp	Com	$643	0.2%Prev: 0.2%	1,258 SH	Increased
Morgan Stanley	Com	$333	0.1%Prev: 0.1%	1,878 SH	Increased
Motorola Solutions Inc	Com New	$310	0.1%Prev: 0.1%	810 SH	Decreased
Netflix Inc	Com	$218	0.1%Prev: 0.1%	2,330 SH	Decreased+2,097 SH
Northrop Grumman Corp	Com	$415	0.2%Prev: 0.2%	728 SH	Decreased
Nuveen ESG Small-Cap ETF	Nuveen ESG SMLCP ETF	$5K	1.9%	107,969 SH	New
Nvidia Corp	Com	$5K	2.1%Prev: 2.0%	29,003 SH	Decreased
NYLI Candriam U.S. Large Cap Equity ETF	Candriam US Lrg	$283	0.1%	5,167 SH	New
Oracle Corp	Com	$465	0.2%Prev: 0.2%	2,385 SH	Decreased
PNC Finl Svcs Group Inc	Com	$625	0.2%Prev: 0.2%	2,996 SH	Increased
Proctor and Gamble Co	Com	$230	0.1%Prev: 0.1%	1,601 SH	Decreased
Prologis Inc	Com	$564	0.2%Prev: 0.2%	4,419 SH	Increased
Ryman Hospitality Pptys Inc	Com	$283	0.1%Prev: 0.1%	2,986 SH	Increased
Schwab Strategic Tr	US DIVIDEND EQ	$208	0.1%Prev: 0.1%	7,599 SH	Increased
Schwab Strategic Tr	US REIT ETF	$208	0.1%Prev: 0.1%	9,948 SH	Increased+394 SH
SPDR Gold Trust	Gold SHS	$4K	1.5%Prev: 1.3%	9,758 SH	Increased
SPDR Index Shs Fds	Glb Nat Resrce	$3K	1.0%Prev: 1.3%	40,822 SH	Decreased-17,808 SH
SPDR S&P 500 ETF Tr	TR Unit	$20K	7.6%Prev: 7.2%	28,715 SH	Decreased-1,121 SH
SPDR S&P Small Cap Growth	S&P 600 Smcp Grw	$2K	0.7%Prev: 0.7%	19,395 SH	Decreased-471 SH
SPDR S&P Small Cap Value	S&P 600 Smcp Val	$6K	2.2%Prev: 2.0%	61,757 SH	Decreased-1,855 SH
SPDR Series Trust	Shrt Intl ETF	$550	0.2%Prev: 0.2%	20,069 SH	Increased+580 SH
Steel Dynamics Inc	Com	$826	0.3%Prev: 0.2%	4,874 SH	Increased
Tesla Inc	Com	$1K	0.4%Prev: 0.3%	2,533 SH	Increased+568 SH
Texas Roadhouse Inc	Com	$244	0.1%Prev: 0.1%	1,468 SH
The Hartford Insurance Group Inc	Com	$485	0.2%Prev: 0.2%	3,523 SH	Increased
Trane Technologies PLC Class A	SHS	$556	0.2%Prev: 0.2%	1,427 SH	Decreased
Union Pac Corp	Com	$295	0.1%Prev: 0.1%	1,276 SH	Decreased
Unitedhealth Group Inc	Com	$346	0.1%Prev: 0.1%	1,047 SH	Decreased
VanEck ETF Trust	Global Alter ETF	$2K	0.8%Prev: 0.7%	15,376 SH	Increased-113 SH
Vanguard Bd Index Fds	TOTAL INT BD ETF	$402	0.2%Prev: 0.1%	8,327 SH	Decreased+153 SH
Vanguard Bd Index Fds	Vanguard Ultra	$4K	1.7%Prev: 2.2%	86,830 SH	Decreased-33,782 SH
Vanguard Index Fds	REIT ETF	$2K	0.6%Prev: 0.8%	17,132 SH	Decreased-7,644 SH
Vanguard Index Fds	TOTAL STK MKT	$20K	7.6%Prev: 7.0%	58,519 SH	Increased+1 SH
Vanguard Intl Equity Index F	ALLWRLD EX US	$327	0.1%Prev: 0.2%	2,281 SH	Decreased-1,664 SH
Vanguard Intl Equity Index F	FTSE EUROPE ETF	$6K	2.4%Prev: 2.6%	74,255 SH	Decreased-15,952 SH
Vanguard Intl Equity Index F	S&P 500 ETF SHS	$681	0.3%Prev: 0.3%	1,085 SH	Decreased-160 SH
Vanguard World FD	ESG US STK ETF	$5K	1.9%Prev: 1.6%	41,139 SH	Increased+4,663 SH
Visa Inc	Com Cl A	$1K	0.4%Prev: 0.4%	2,873 SH	Increased
Walmart Inc	Com	$478	0.2%Prev: 0.1%	4,290 SH	Increased+505 SH
Weyerhaeuser Co	Com	$258	0.1%Prev: 0.1%	10,898 SH	Decreased
Yum Brands Inc	Com	$627	0.2%Prev: 0.2%	4,143 SH	Decreased

Sold (vs prior filing)

AT&T — $209
Automatic Data Processing Inc — $204
iShares Tr — $442
iShares Tr — $243
New York Life Investments ETF — $274
NuShares ETF Trust — $4K
PayPal Holdings Inc — $221
Strategy Inc Class A — $315
Vanguard Bd Index Fds — $1K
Vanguard Intl Equity Index F — $315

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001388443-26-000001	$258K	View
Nov 6, 2025	Q3 2025	13F-HR	0001388443-25-000008	$276K	View
Aug 7, 2026	Q2 2026