HALBERT HARGROVE GLOBAL ADVISORS, LLC
Q2 2025 13F Holdings
- Locationlong beach, CA
- Num holdings
311
- Value ($000)
$1,917,246
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001484205
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $308.69M | 16 % | 497,168 | ||
NTSX WISDOMTREE TR | US EFFICIENT COR | 97717Y790 | $300.49M | 16 % | 6,002,518 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $218.15M | 11 % | 3,401,663 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $158.40M | 8 % | 466,465 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $150.54M | 8 % | 1,803,253 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $133.81M | 7 % | 2,229,034 | ||
NTSI WISDOMTREE TR | INTERNATIONL EFI | 97717Y634 | $129.00M | 7 % | 3,147,199 | ||
INTF ISHARES TR | INTL EQTY FACTOR | 46434V274 | $109.40M | 6 % | 3,195,954 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $77.57M | 4 % | 359,468 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $63.37M | 3 % | 1,565,077 |
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