Institutional Manager · CIK 0001484205
HALBERT HARGROVE GLOBAL ADVISORS, LLC
LONG BEACH, CA · File #028-13854
Latest AUM
$2.11B
Positions
363
Top-10 Concentration
87.2%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025363 pos · $2.11B
- 13F HOLDINGS REPORTQ/E Sep 2025736 pos · $2.06B
- 13F HOLDINGS REPORTQ/E Jun 2025311 pos · $1.92B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2025334 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Mar 2025682 pos · $1.77B
- 13F HOLDINGS REPORTQ/E Dec 2024334 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Sep 2024103 pos · $1.82B
- 13F HOLDINGS REPORTQ/E Jun 2024104 pos · $1.72B
- 13F HOLDINGS REPORTQ/E Mar 2024110 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Dec 2023120 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Sep 2023118 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Jun 2023270 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Mar 2023248 pos · $1.40B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 500,569 | $342.9M | 16.53% |
| 2 | WISDOMTREE TR | WT | 5,441,149 | $298.2M | 14.37% |
| 3 | ISHARES TR | 46434V282 | 3,559,478 | $247.1M | 11.91% |
| 4 | ISHARES TR | 464287622 | 474,141 | $177.1M | 8.53% |
| 5 | ISHARES TR | 46432F842 | 1,852,854 | $165.8M | 7.99% |
| 6 | ISHARES INC | 46434G103 | 2,271,502 | $152.7M | 7.36% |
| 7 | WISDOMTREE TR | WT | 3,119,691 | $137.5M | 6.63% |
| 8 | ISHARES TR | 46434V274 | 3,330,873 | $125.7M | 6.06% |
| 9 | ISHARES TR | 464287655 | 368,657 | $90.7M | 4.37% |
| 10 | SPDR INDEX SHS FDS | 78463X889 | 1,588,335 | $70.5M | 3.40% |
| 11 | ISHARES TR | 464287234 | 1,111,346 | $60.8M | 2.93% |
| 12 | ISHARES TR | 464287465 | 435,373 | $41.8M | 2.02% |
| 13 | ISHARES TR | 464288273 | 382,888 | $29.7M | 1.43% |
| 14 | ISHARES TR | 464288869 | 87,235 | $13.8M | 0.66% |
| 15 | VANGUARD TAX-MANAGED FDS | 921943858 | 200,749 | $12.5M | 0.60% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C730 | 33,092 | $10.2M | 0.49% |
| 17 | PIMCO ETF TR | 72201R585 | 311,525 | $8.3M | 0.40% |
| 18 | PIMCO ETF TR | 72201R775 | 76,187 | $7.1M | 0.34% |
| 19 | ISHARES TR | 464287689 | 17,803 | $6.9M | 0.33% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 132,653 | $6.5M | 0.31% |