HALBERT HARGROVE GLOBAL ADVISORS, LLC

Est. AUM

$2.07B

13F long equity, this entity only

Positions

372

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$328.1M	502323	15.83%	SOLE
2	WISDOMTREE TR	US EFFICIENT COR	$282.5M	5417096	13.63%	SOLE
3	ISHARES TR	U S EQUITY FACTR	$239.3M	3626489	11.55%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$168.4M	1860132	8.13%	SOLE
5	WISDOMTREE TR	U S ADAPTIVE MVN	$167.3M	6953723	8.07%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$157.8M	2262667	7.62%	SOLE
7	WISDOMTREE TR	INTERNATIONL EFI	$137.3M	3120693	6.63%	SOLE
8	ISHARES TR	INTL EQTY FACTOR	$130.1M	3339669	6.28%	SOLE
9	SERIES PORTFOLIOS TR	ACUITAS SML CAP	$72.2M	3048593	3.48%	SOLE
10	ISHARES TR	MSCI EMG MKT ETF	$61.8M	1087714	2.98%	SOLE
11	WISDOMTREE TR	INTL ADAPTIVE MO	$59.9M	1531615	2.89%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$52.8M	1156018	2.55%	SOLE
13	ISHARES TR	EAFE SML CP ETF	$29.4M	375064	1.42%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$21.2M	85512	1.02%	SOLE
15	ISHARES TR	MICRO-CAP ETF	$13.6M	84985	0.65%	SOLE
16	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.5M	194501	0.60%	SOLE
17	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$9.1M	30906	0.44%	SOLE
18	PIMCO ETF TR	MULTISECTOR BD	$7.8M	298169	0.38%	SOLE
19	ISHARES TR	RUS 1000 ETF	$6.8M	18987	0.33%	SOLE
20	PIMCO ETF TR	ACTIVE BD ETF	$6.7M	72059	0.32%	SOLE
21	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$6.1M	127589	0.29%	SOLE
22	ISHARES TR	RUSSELL 3000 ETF	$5.7M	15454	0.28%	SOLE
23	ISHARES TR	ESG AWR MSCI USA	$5.7M	40008	0.27%	SOLE
24	ISHARES TR	MSCI EAFE ETF	$5.4M	55185	0.26%	SOLE
25	PIMCO ETF TR	ENHAN SHRT MA AC	$4.6M	45358	0.22%	SOLE
26	AIRBNB INCPUT	PUT	$3.3M	26500	0.16%	SOLE
27	AIRBNB INC	COM CL A	$3.3M	26500	0.16%	SOLE
28	APPLE INC	COM	$3.0M	11691	0.14%	SOLE
29	MICROSOFT CORP	COM	$3.0M	7970	0.14%	SOLE
30	BALL CORP	COM	$2.9M	48809	0.14%	SOLE
31	ISHARES TR	ESG AW MSCI EAFE	$2.4M	25261	0.12%	SOLE
32	ALPHABET INC	CAP STK CL A	$2.4M	8235	0.11%	SOLE
33	INTUITIVE SURGICAL INCPUT	PUT	$2.2M	4700	0.10%	SOLE
34	VANGUARD WELLINGTON FD	US MULTIFACTOR	$2.1M	13558	0.10%	SOLE
35	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.1M	20743	0.10%	SOLE
36	INTUITIVE SURGICAL INC	COM NEW	$2.0M	4350	0.10%	SOLE
37	APPLE INCPUT	PUT	$1.9M	7500	0.09%	SOLE
38	T-MOBILE US INC	COM	$1.6M	7804	0.08%	SOLE
39	T-MOBILE US INCPUT	PUT	$1.6M	7800	0.08%	SOLE
40	ELI LILLY & CO	COM	$1.6M	1746	0.08%	SOLE
41	ELI LILLY & COPUT	PUT	$1.6M	1700	0.08%	SOLE
42	ALPHABET INCPUT	PUT	$1.5M	5300	0.07%	SOLE
43	HOME DEPOT INC	COM	$1.5M	4511	0.07%	SOLE
44	INVESCO QQQ TR	UNIT SER 1	$1.5M	2534	0.07%	SOLE
45	ISHARES INC	ESG AWR MSCI EM	$1.4M	31874	0.07%	SOLE
46	HOME DEPOT INCPUT	PUT	$1.4M	4300	0.07%	SOLE
47	ALPHABET INC	CAP STK CL C	$1.4M	4712	0.07%	SOLE
48	WISDOMTREE TR	US SMALLCAP DIVD	$1.3M	35099	0.06%	SOLE
49	ZIONS BANCORPORATION NATL AS	COM	$1.1M	19109	0.05%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.0M	7039	0.05%	SOLE

1–50 of 372

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.