HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK: 0001484205Latest portfolio: $2.1B · Q4 2025
Holdings
353
Total Value
$2.1B
New Positions
352
Closed Positions
0
Top Holdings
View All 353 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 500,569 | $342.9M | 16.28% | NEW | |
| 2 | NTSXWISDOMTREE TR | 5,441,149 | $298.2M | 14.16% | NEW | |
| 3 | LRGFISHARES TR | 3,559,478 | $247.1M | 11.73% | NEW | |
| 4 | IWBISHARES TR | 474,141 | $177.1M | 8.41% | NEW | |
| 5 | AQLTISHARES TR | 1,852,854 | $165.8M | 7.87% | NEW | |
| 6 | IEMGISHARES INC | 2,271,502 | $152.7M | 7.25% | NEW | |
| 7 | NTSIWISDOMTREE TR | 3,119,691 | $137.5M | 6.53% | NEW | |
| 8 | INTFISHARES TR | 3,330,873 | $125.7M | 5.97% | NEW | |
| 9 | IWMISHARES TR | 368,657 | $90.7M | 4.31% | NEW | |
| 10 | SPDWSPDR INDEX SHS FDS | 1,588,335 | $70.5M | 3.35% | NEW | |
| 11 | EEMISHARES TR | 1,111,346 | $60.8M | 2.89% | NEW | |
| 12 | EFAISHARES TR | 435,373 | $41.8M | 1.99% | NEW | |
| 13 | SCZISHARES TR | 382,888 | $29.7M | 1.41% | NEW | |
| 14 | IWCISHARES TR | 87,235 | $13.8M | 0.65% | NEW | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 200,749 | $12.5M | 0.60% | NEW | |
| 16 | VONEVANGUARD SCOTTSDALE FDS | 33,092 | $10.2M | 0.49% | NEW | |
| 17 | PYLDPIMCO ETF TR | 311,525 | $8.3M | 0.39% | NEW | |
| 18 | ABNBAIRBNB INC | 53,000 | $7.2M | 0.34% | NEW | Put |
| 19 | BONDPIMCO ETF TR | 76,187 | $7.1M | 0.34% | NEW | |
| 20 | IWVISHARES TR | 17,803 | $6.9M | 0.33% | NEW | |
| 21 | JPIBJ P MORGAN EXCHANGE TRADED F | 132,653 | $6.5M | 0.31% | NEW | |
| 22 | ESGUISHARES TR | 39,994 | $6.0M | 0.28% | NEW | |
| 23 | AAPLAPPLE INC | 21,325 | $5.8M | 0.28% | NEW | Put |
| 24 | MINTPIMCO ETF TR | 50,379 | $5.1M | 0.24% | NEW | |
| 25 | MSFTMICROSOFT CORP | 9,153 | $4.4M | 0.21% | NEW | Put |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.797442617844932e+52T)
Industrials0.0% ($2.172081668163534e+29T)
Unknown0.0% ($1.6575616011881782e+27T)
Consumer Cyclical0.0% ($7.192303125801179e+23T)
Healthcare0.0% ($4380376023912827.5T)
Communication Services0.0% ($4327316714771.9T)
Energy0.0% ($996968462.6T)
Consumer Defensive0.0% ($429138107.0T)
Real Estate0.0% ($398.0T)
Basic Materials0.0% ($25.1T)
Utilities0.0% ($424.1M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 23, 2026 | $2.1B | 363 |
| Q3 2025 | Oct 16, 2025 | $2.1T | 0 |
| Q2 2025 | Jul 17, 2025 | $1.9T | 311 |
| Q1 2025 | Apr 18, 2025 | $1.8T | 682 |
| Q4 2024 | Feb 5, 2025 | $1.8T | 334 |
| Q3 2024 | Oct 16, 2024 | $1823.8T | 103 |
| Q2 2024 | Jul 26, 2024 | $1724.4T | 104 |
| Q1 2024 | Apr 18, 2024 | $1528.8T | 110 |
| Q4 2023 | Jan 24, 2024 | $1456.0T | 117 |
| Q3 2023 | Oct 16, 2023 | $1340.9T | 120 |
| Q2 2023 | Aug 14, 2023 | $1370.5T | 118 |
| Q1 2023 | Apr 25, 2023 | $1476.4T | 270 |
| Q4 2022 | Jan 25, 2023 | $1399.3T | 248 |
| Q3 2022 | Oct 24, 2022 | $1.3T | 222 |
| Q2 2022 | Aug 5, 2022 | $1.3T | 183 |
| Q1 2022 | May 13, 2022 | $1.5T | 206 |
| Q4 2021 | Feb 14, 2022 | $1.6T | 221 |
| Q3 2021 | Oct 29, 2021 | $1.4T | 176 |
| Q2 2021 | Jul 29, 2021 | $1.5T | 197 |
| Q1 2021 | May 6, 2021 | $1.4T | 179 |
| Q4 2020 | Feb 4, 2021 | $1.3T | 160 |
| Q3 2020 | Nov 10, 2020 | $1.0T | 131 |
| Q2 2020 | Aug 10, 2020 | $680.7B | 122 |
| Q1 2020 | May 1, 2020 | $573.0B | 117 |
| Q4 2019 | Feb 12, 2020 | $387.5B | 136 |
| Q3 2019 | Nov 12, 2019 | $377.1B | 129 |
| Q2 2019 | Jul 26, 2019 | $368.3B | 79 |
| Q1 2019 | May 13, 2019 | $28.4B | 42 |
| Q4 2018 | Feb 11, 2019 | $434.7B | 82 |
| Q3 2018 | Oct 31, 2018 | $385.2B | 89 |
| Q2 2018 | Aug 10, 2018 | $379.6B | 74 |
| Q1 2018 | May 1, 2018 | $377.1B | 72 |
| Q4 2017 | Feb 1, 2018 | $381.9B | 72 |
| Q3 2017 | Nov 2, 2017 | $363.3B | 70 |
| Q2 2017 | Aug 4, 2017 | $376.2B | 71 |
| Q1 2017 | May 4, 2017 | $392.5B | 94 |
| Q4 2016 | Feb 9, 2017 | $360.2B | 87 |
| Q3 2016 | Nov 9, 2016 | $355.6B | 74 |
| Q2 2016 | Aug 8, 2016 | $348.9B | 78 |
| Q1 2016 | May 12, 2016 | $278.2B | 79 |
Fund Information
HALBERT HARGROVE GLOBAL ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 353 holdings. The largest position is ISHARES TR (IVV), representing 16.3% of the portfolio. Compared to the previous quarter, the fund opened 353 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.