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HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    long beach, CA
  • Num holdings

    372

  • Value ($000)

    $2,072,292

  • Date Filed
    04/17/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$328.12M
16 %

502,323

N
NTSX

WISDOMTREE TR

US EFFICIENT COR
97717Y790
$282.5M
14 %

5,417,096

L
LRGF

ISHARES TR

U S EQUITY FACTR
46434V282
$239.35M
12 %

3,626,489

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$168.4M
8 %

1,860,132

---

WISDOMTREE TR

U S ADAPTIVE MVN
97717Y220
$167.31M
8 %

6,953,723

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$157.82M
8 %

2,262,667

N
NTSI

WISDOMTREE TR

INTERNATIONL EFI
97717Y634
$137.34M
7 %

3,120,693

I
INTF

ISHARES TR

INTL EQTY FACTOR
46434V274
$130.11M
6 %

3,339,669

---

SERIES PORTFOLIOS TR

ACUITAS SML CAP
81752T379
$72.21M
4 %

3,048,593

E
EEM

ISHARES TR

MSCI EMG MKT ETF
464287234
$61.77M
3 %

1,087,714

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