SEC Form 13F

Palisades Hudson Asset Management, L.P. 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$285,758,000
Positions108

Largest disclosed positions

IssuerTickerClassReported valueReported amount
iShares TrIJSSP SMCP600VL ETF$37,406,000273,676
Vanguard Index FdsVTITOTAL STK MKT$21,641,00058,484
SPDR S&P 500 ETF TrSPYTR Unit$21,025,00028,155
iShares TrIJTSP SMCP600GR ETF$17,208,00096,350
iShares TrIVVCore S&P 500 ETF$15,916,00021,253
iShares TrIJRCore S&P SCP ETF$14,204,00095,774
iShares TrIEURCore MSCI Euro$11,245,000149,589
iShares TrAAXJMSCI AC Asia ETF$10,144,00085,009
iSharesEWJMSCI Japan ETF$9,905,000106,199
JP Morgan Exchange Traded FundUnresolvedBetbuld Japan$9,256,000122,907

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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