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Lesley Oberstadt

Palisades Hudson Asset Management, L.p.

Assets Managed
$256.556M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-0.52%(2Q avg: -3.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Palisades Hudson Asset Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Palisades Hudson Asset Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 256.556M in assets, with a quarterly growth rate of -0.52% and a 2-quarter average growth rate of -3.48%. The portfolio is managed by Lesley Oberstadt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Decreased -0.88%
13.01%
$33.36M
281,640 shares@ $118.45 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.06%
7.32%
$18.762M
58,483 shares@ $320.82 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.57%
7.17%
$18.381M
28,264 shares@ $650.34 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 0.76%
5.59%
$14.331M
99,030 shares@ $144.72 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.16%
5.37%
$13.766M
21,074 shares@ $653.23 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.06%
4.64%
$11.901M
95,738 shares@ $124.31 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Decreased -2.89%
4.16%
$10.672M
151,867 shares@ $70.28 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
Decreased -0.47%
3.52%
$9.023M
106,859 shares@ $84.44 avg price
ur-8⤦
Jpmorgan Betabuilders Japan Etf
Recent Activity
Decreased -4.29%
3.4%
$8.702M
126,278 shares@ $68.92 avg price
AAXJ
Ishares Msci All Country Asi
Recent Activity
Decreased -1.22%
3.38%
$8.657M
89,902 shares@ $96.3 avg price

1-10 of 108