ETF Holders

Palisades Hudson Asset Management, L.P. ETF holdings

Fort Lauderdale, FL

Reported $227.6M in 41 ETFs in its Form 13F for June 30, 2026.

ETF value
$227.6M
ETFs held
41
Change from prior quarter
+11.9%
With price moves
ETFs as a share of its 13F
79.6%
of $285.8M

Top 10 of 41 ETF holdings

TickerFundValueSharesChange
IJSiShares S&P Small-Cap 600 Value ETF$37.4M273,676−7,964 shares
VTIVanguard Morningstar Total Stock Market ETF$21.6M58,484+1 shares
SPYState Street SPDR S&P 500 ETF Trust$21.0M28,155−109 shares
IJTiShares S&P Small-Cap 600 Growth ETF$17.2M96,350−2,680 shares
IVViShares Core S&P 500 ETF$15.9M21,253+179 shares
IJRiShares Core S&P Small-Cap ETF$14.2M95,774+36 shares
IEURiShares Core MSCI Europe ETF$11.2M149,589−2,278 shares
AAXJiShares MSCI All Country Asia ex Japan ETF$10.1M85,009−4,893 shares
EWJiShares MSCI Japan ETF$9.9M106,199−660 shares
ESGVVanguard ESG U.S. Stock ETF$6.7M50,847+4,195 shares
31 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001388443. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Palisades Hudson Asset Management, L.P. own?

Palisades Hudson Asset Management, L.P. reported 41 ETF positions worth $227.6M in its Form 13F for June 30, 2026. The largest was IJS, at $37.4M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.