Halbert Hargrove Global Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Apple Inc. | $3.57M | 0.2% |
| BALL Corp | $2.58M | 0.1% |
| Alphabet Inc. | $2.58M | 0.1% |
| Intuitive Surgical Inc | $2.51M | 0.1% |
| ISHARES TR | $2.41M | 0.1% |
| VANGUARD WELLINGTON FD | $2.04M | 0.1% |
| ELI LILLY & Co | $1.93M | 0.1% |
| ISHARES TR | $1.77M | 0.1% |
| INVESCO QQQ TR | $1.60M | 0.1% |
| T-Mobile US, Inc.TMUS | $1.58M | 0.1% |
| HOME DEPOT, INC. | $1.55M | 0.1% |
| Alphabet Inc. | $1.48M | 0.1% |
| ISHARES INC | $1.45M | 0.1% |
| WISDOMTREE TR | $1.21M | 0.1% |
| Zions Bancorp NA | $1.12M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.01M | 0.0% |
| Unity Software Inc. | $959.6K | 0.0% |
| VANGUARD INDEX FDS | $851.8K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $775.2K | 0.0% |
| SPDR S&P 500 ETF TR | $706.6K | 0.0% |
| Tesla Inc | $684.5K | 0.0% |
| ISHARES TR | $680.9K | 0.0% |
| ISHARES TR | $659.8K | 0.0% |
| VANGUARD INDEX FDS | $643.6K | 0.0% |
| VANGUARD WORLD FD | $620.5K | 0.0% |