Institutions / Halbert Hargrove Global Advisors, LLC
Halbert Hargrove Global Advisors, LLC
CIK 1484205 · Institution · as of Dec 31, 2025
Portfolio value
$2.09B
Positions
353
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 353 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $342.86M | 16.4% |
| WisdomTree Tr | $298.23M | 14.3% |
| iShares Tr | $247.13M | 11.8% |
| iShares Tr | $177.06M | 8.5% |
| iShares Tr | $165.76M | 7.9% |
| iShares Inc | $152.69M | 7.3% |
| WisdomTree Tr | $137.55M | 6.6% |
| iShares Tr | $125.74M | 6.0% |
| iShares Tr | $90.75M | 4.3% |
| SPDR Index Shs Fds | $70.54M | 3.4% |
| iShares Tr | $60.80M | 2.9% |
| iShares Tr | $41.81M | 2.0% |
| iShares Tr | $29.69M | 1.4% |
| iShares Tr | $13.76M | 0.7% |
| Vanguard Tax-Managed Fds | $12.54M | 0.6% |
| Vanguard Scottsdale Fds | $10.23M | 0.5% |
| PIMCO ETF Tr | $8.31M | 0.4% |
| PIMCO ETF Tr | $7.09M | 0.3% |
| iShares Tr | $6.89M | 0.3% |
| J P Morgan Exchange Traded F | $6.46M | 0.3% |
| iShares Tr | $5.96M | 0.3% |
| PIMCO ETF Tr | $5.06M | 0.2% |
| Microsoft Corp | $4.09M | 0.2% |
| Airbnb, Inc. | $3.60M | 0.2% |
| Vanguard Scottsdale Fds | $3.59M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.