HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    long beach, CA
  • Num holdings

    736

  • Value ($000)

    $2,060,621

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001484205
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$335.90M
16 %

501,871

N
NTSX

WISDOMTREE TR

US EFFICIENT COR
97717Y790
$295.45M
14 %

5,479,423

L
LRGF

ISHARES TR

U S EQUITY FACTR
46434V282
$240.60M
12 %

3,482,847

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$173.13M
8 %

473,717

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$159.24M
8 %

1,823,815

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$148.91M
7 %

2,258,919

N
NTSI

WISDOMTREE TR

INTERNATIONL EFI
97717Y634
$133.51M
7 %

3,123,131

I
INTF

ISHARES TR

INTL EQTY FACTOR
46434V274
$117.17M
6 %

3,262,856

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$88.63M
4 %

366,299

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$67.77M
3 %

1,583,808

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