HALBERT HARGROVE GLOBAL ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
CIK 0001484205 · LONG BEACH, CA
As of Sep 30, 2025, HALBERT HARGROVE GLOBAL ADVISORS, LLC reported
736 positions worth $2.1B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 501,871 | $335.9M | 16.33% |
| WISDOMTREE US EFFICIENT CORE FUND | NTSX | — | 5,479,423 | $295.5M | 14.36% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 3,482,847 | $240.6M | 11.70% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 473,717 |
|
73.1M8.42% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,823,815 |
59.2M | 7.74% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 2,258,919 |
48.9M | 7.24% |
| WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | NTSI | — | 3,123,131 |
33.5M | 6.49% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 3,262,856 |
17.2M | 5.70% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 366,299 | $88.6M | 4.31% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 1,583,808 | $67.8M | 3.29% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 1,150,856 | $61.5M | 2.99% |
| ISHARES MSCI EAFE ETF | EFA | — | 420,689 | $39.3M | 1.91% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 385,169 | $29.6M | 1.44% |
| ISHARES TR | IWC | — | 89,910 |
3.4M | 0.65% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 212,124 |
2.7M | 0.62% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 35,733 |
0.8M | 0.53% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 303,574 | $8.1M | 0.40% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 19,089 | $7.2M | 0.35% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 76,763 | $7.2M | 0.35% |
| APPLE INC | AAPL | Technology | 26,684 | $6.8M | 0.33% |
| AIRBNB INC | ABNB | Industrials | 53,000 | $6.4M | 0.31% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 128,391 | $6.3M | 0.31% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 42,057 | $6.1M | 0.30% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 49,625 | $5.0M | 0.24% |
| MICROSOFT CORP | MSFT | Technology | 9,515 | $4.9M | 0.24% |