Palisades Hudson Asset Management, L.P.

FORT LAUDERDALE, FL · CIK 1388443 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFort Lauderdale, FL

$285.8m reported value +11.4% vs Q1 2026

106positions

58.8%in top 10

6 new 22 added 28 reduced 6 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Vanguard Personalized Indexing Management, LLC – files its own report too; $451.0k of shares are in both
Aperio Group, LLC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR SP SMCP600VL ETF IJS	IJS	273,676	$37.4m13.09%	13.09%	Reduced -8.0k	-7,964 -2.8%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	58,484	$21.6m7.57%	7.57%	Added +1	+1 0.0%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	28,155	$21.0m7.36%	7.36%	Reduced -109	-109 -0.4%
4	ISHARES TR S&P SML 600 GWT IJT	IJT	96,350	$17.2m6.02%	6.02%	Reduced -2.7k	-2,680 -2.7%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	21,253	$15.9m5.57%	5.57%	Added +179	+179 0.8%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	95,774	$14.2m4.97%	4.97%	Added +36	+36 0.0%
7	ISHARES TR CORE MSCI EURO IEUR	IEUR	149,589	$11.2m3.94%	3.94%	Reduced -2.3k	-2,278 -1.5%
8	ISHARES TR MSCI AC ASIA ETF AAXJ	AAXJ	85,009	$10.1m3.55%	3.55%	Reduced -4.9k	-4,893 -5.4%
9	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	106,199	$9.9m3.47%	3.47%	Reduced -660	-660 -0.6%
10	J P MORGAN EXCHANGE-TRADED F BETBULD JAPAN BETBULD JAPAN		122,907	$9.3m3.24%	3.24%	Reduced -3.4k	-3,371 -2.7%
11	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	50,847	$6.7m2.35%	2.35%	Added +4.2k	+4,195 9.0%
12	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	59,924	$6.5m2.29%	2.29%	Reduced -2.1k	-2,150 -3.5%
13	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	72,676	$6.4m2.25%	2.25%	Reduced -836	-836 -1.1%
14	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	119,284	$6.2m2.18%	2.18%	Added +7.1k	+7,138 6.4%
15	NVIDIA CORPORATION COM NVDA	NVDA	29,004	$5.8m2.03%	2.03%	Added +1	+1 0.0%
16	ISHARES INC MSCI AUST ETF EWA	EWA	201,800	$5.7m1.99%	1.99%	Added +2.6k	+2,557 1.3%
17	ISHARES GOLD TR ISHARES NEW IAU	IAU	73,252	$5.5m1.94%	1.94%	Unchanged
18	APPLE INC COM AAPL	AAPL	17,646	$5.1m1.79%	1.79%	Reduced -88	-88 -0.5%
19	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	95,600	$4.8m1.67%	1.67%	Added +363	+363 0.4%
20	SPDR GOLD TR GOLD SHS GLD	GLD	9,545	$3.5m1.23%	1.23%	Unchanged
21	MICROSOFT CORP COM MSFT	MSFT	8,844	$3.3m1.15%	1.15%	Unchanged
22	AMAZON COM INC COM AMZN	AMZN	11,452	$2.7m0.96%	0.96%	Reduced -214	-214 -1.8%
23	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	40,001	$2.7m0.94%	0.94%	Reduced -231	-231 -0.6%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	7,119	$2.5m0.88%	0.88%	Unchanged
25	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	19,215	$2.3m0.80%	0.80%	Reduced -301	-301 -1.5%
26	VANECK ETF TRUST LOW CARBN ENERGY SMOG	SMOG	14,143	$2.1m0.72%	0.72%	Reduced -1.2k	-1,233 -8.0%
27	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	63,130	$1.9m0.65%	0.65%	Added +446	+446 0.7%
28	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	18,782	$1.8m0.63%	0.63%	Reduced -96	-96 -0.5%
29	ISHARES INC MSCI CDA ETF EWC	EWC	30,931	$1.8m0.62%	0.62%	Added +205	+205 0.7%
30	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,269	$1.5m0.53%	0.53%	Reduced -277	-277 -6.1%
31	GOLDMAN SACHS GROUP INC COM GS	GS	1,433	$1.4m0.51%	0.51%	Unchanged
32	ISHARES TR EUROPE ETF IEV	IEV	18,521	$1.3m0.47%	0.47%	Added +196	+196 1.1%
33	TESLA INC COM TSLA	TSLA	2,923	$1.2m0.43%	0.43%	Reduced -22	-22 -0.8%
34	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	57,102	$1.2m0.41%	0.41%	Added +7.1k	+7,123 14.2%
35	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,863	$1.2m0.41%	0.41%	Added +1	+1 0.0%
36	COSTCO WHSL CORP NEW COM COST	COST	1,201	$1.1m0.39%	0.39%	Unchanged
37	STEEL DYNAMICS INC COM STLD	STLD	4,874	$1.1m0.39%	0.39%	Unchanged
38	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,586	$1.1m0.38%	0.38%	Added +4	+4 0.2%
39	ISHARES TR RUS 2000 GRW ETF IWO	IWO	2,579	$1.0m0.36%	0.36%	Added +3	+3 0.1%
40	VISA INC COM CL A V	V	2,873	$986.0k0.35%	0.35%	Unchanged
41	ISHARES TR RUS 2000 VAL ETF IWN	IWN	3,624	$802.0k0.28%	0.28%	Added +8	+8 0.2%
42	AMERICAN EXPRESS CO COM AXP	AXP	2,315	$783.0k0.27%	0.27%	Unchanged
43	J P MORGAN EXCHANGE-TRADED F BETABULDRS CDA BETABULDRS CDA		7,622	$758.0k0.27%	0.27%	Reduced -27	-27 -0.3%
44	AMPHENOL CORP CL A APH	APH	4,160	$733.0k0.26%	0.26%	Unchanged
45	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	3,871	$729.0k0.26%	0.26%	Unchanged
46	TRANE TECHNOLOGIES PLC SHS TT	TT	1,427	$701.0k0.25%	0.25%	Unchanged
47	MASTERCARD INCORPORATED CL A MA	MA	1,237	$635.0k0.22%	0.22%	Reduced -271	-271 -18.0%
48	BROADCOM INC COM AVGO	AVGO	1,629	$615.0k0.22%	0.22%	Unchanged
49	ABBVIE INC COM ABBV	ABBV	2,384	$600.0k0.21%	0.21%	Reduced -897	-897 -27.3%
50	PROLOGIS INC. COM PLD	PLD	4,419	$599.0k0.21%	0.21%	Unchanged
51	FIFTH THIRD BANCORP COM FITB	FITB	10,464	$590.0k0.21%	0.21%	Unchanged
52	KLA CORP COM NEW KLAC	KLAC	1,920	$579.0k0.20%	0.20%	Unchanged
53	MOODYS CORP COM MCO	MCO	1,258	$570.0k0.20%	0.20%	Unchanged
54	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	21,259	$569.0k0.20%	0.20%	Added +1.1k	+1,144 5.7%
55	MARRIOTT INTL INC NEW CL A MAR	MAR	1,533	$568.0k0.20%	0.20%	Unchanged
56	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	11,450	$555.0k0.19%	0.19%	Added +3.1k	+3,098 37.1%
57	YUM BRANDS INC COM YUM	YUM	3,223	$515.0k0.18%	0.18%	Reduced -920	-920 -22.2%
58	CATERPILLAR INC COM CAT	CAT	471	$501.0k0.18%	0.18%	Unchanged
59	META PLATFORMS INC CL A META	META	886	$499.0k0.17%	0.17%	Unchanged
60	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	2,565	$492.0k0.17%	0.17%	Added +704	+704 37.8%
61	ADVANCED MICRO DEVICES INC COM AMD	AMD	807	$469.0k0.16%	0.16%	New
62	CUMMINS INC COM CMI	CMI	655	$467.0k0.16%	0.16%	Unchanged
63	HARTFORD INSURANCE GROUP INC COM HIG	HIG	3,523	$467.0k0.16%	0.16%	Unchanged
64	PNC FINL SVCS GROUP INC COM PNC	PNC	1,872	$460.0k0.16%	0.16%	Reduced -1.1k	-1,124 -37.5%
65	DEERE & CO COM DE	DE	712	$452.0k0.16%	0.16%	Unchanged
66	ABBOTT LABS COM ABT	ABT	4,789	$435.0k0.15%	0.15%	Unchanged
67	UNITEDHEALTH GROUP INC COM UNH	UNH	1,047	$435.0k0.15%	0.15%	Unchanged
68	BOEING CO COM BA	BA	2,005	$434.0k0.15%	0.15%	Unchanged
69	ISHARES SILVER TR ISHARES SLV	SLV	7,939	$424.0k0.15%	0.15%	Unchanged
70	MORGAN STANLEY COM NEW MS	MS	1,878	$392.0k0.14%	0.14%	Unchanged
71	INTUIT COM INTU	INTU	1,488	$388.0k0.14%	0.14%	Reduced -5	-5 -0.3%
72	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,464	$385.0k0.13%	0.13%	New
73	RYMAN HOSPITALITY PPTYS INC COM RHP	RHP	2,986	$384.0k0.13%	0.13%	Unchanged
74	ISHARES TR US HLTHCARE ETF IYH	IYH	5,692	$381.0k0.13%	0.13%	Reduced -375	-375 -6.2%
75	NORTHROP GRUMMAN CORP COM NOC	NOC	729	$372.0k0.13%	0.13%	Added +1	+1 0.1%
76	CISCO SYS INC COM CSCO	CSCO	3,007	$353.0k0.12%	0.12%	Added +11	+11 0.4%
77	ORACLE CORP COM ORCL	ORCL	2,385	$350.0k0.12%	0.12%	Unchanged
78	UNION PAC CORP COM UNP	UNP	1,276	$347.0k0.12%	0.12%	Unchanged
79	MICRON TECHNOLOGY INC COM MU	MU	295	$341.0k0.12%	0.12%	New
80	WALMART INC COM WMT	WMT	2,990	$339.0k0.12%	0.12%	Unchanged
81	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	810	$336.0k0.12%	0.12%	Unchanged
82	GRACO INC COM GGG	GGG	4,416	$334.0k0.12%	0.12%	Unchanged
83	NEW YORK LIFE INVESTMENTS ET CANDRIAM US LRG IQSU	IQSU	5,192	$325.0k0.11%	0.11%	Added +12	+12 0.2%
84	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	1,948	$301.0k0.11%	0.11%	Reduced -333	-333 -14.6%
85	AUTOZONE INC COM AZO	AZO	92	$294.0k0.10%	0.10%	Unchanged
86	BANK AMERICA CORP COM BAC	BAC	5,098	$290.0k0.10%	0.10%	Unchanged
87	TEXAS ROADHOUSE INC COM TXRH	TXRH	1,468	$284.0k0.10%	0.10%	Unchanged
88	ELEVANCE HEALTH INC COM ELV	ELV	723	$280.0k0.10%	0.10%	Reduced -183	-183 -20.2%
89	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,607	$268.0k0.09%	0.09%	Unchanged
90	HOME DEPOT INC COM HD	HD	754	$266.0k0.09%	0.09%	Unchanged
91	LUMENTUM HLDGS INC COM LITE	LITE	305	$262.0k0.09%	0.09%	Unchanged
92	WEYERHAEUSER CO MTN BE COM NEW WY	WY	10,898	$261.0k0.09%	0.09%	Unchanged
93	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,373	$260.0k0.09%	0.09%	Unchanged
94	ADOBE INC COM ADBE	ADBE	1,243	$255.0k0.09%	0.09%	Reduced -12	-12 -1.0%
95	MCKESSON CORP COM MCK	MCK	335	$253.0k0.09%	0.09%	Unchanged
96	EBAY INC. COM EBAY	EBAY	2,172	$243.0k0.09%	0.09%	New
97	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	7,599	$241.0k0.08%	0.08%	Unchanged
98	STARBUCKS CORP COM SBUX	SBUX	2,348	$240.0k0.08%	0.08%	Unchanged
99	DANAHER CORPORATION COM DHR	DHR	1,244	$237.0k0.08%	0.08%	Unchanged
100	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	10,001	$237.0k0.08%	0.08%	Reduced -242	-242 -2.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VTV	VTV	1,282	$252.0k1.3k shares
EXXON MOBIL CORP XOM	XOM	1,325	$226.0k1.3k shares
NETFLIX INC NFLX	NFLX	2,330	$224.0k2.3k shares
MCDONALDS CORP MCD	MCD	700	$217.0k700 shares
PROSHARES TR CSM	CSM	2,883	$216.0k2.9k shares
ACLARION INC ACONW	ACONW	56,000	$3.0k56.0k shares