HALBERT HARGROVE GLOBAL ADVISORS, LLC

Filed: 4/18/2025ACC: 0001484205-25-000006

📋 What this filing means

HALBERT HARGROVE GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 682 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

682

Positions

$1.77B

Total AUM (reported)

26.92M

Total Shares

Allocation by class

CORE S&P500 ETF$280.24M15.8%

US EFFICIENT COR$272.70M15.4%

U S EQUITY FACTR$196.26M11.1%

BLOOMBERG 1-3 MO$149.43M8.4%

CORE MSCI EAFE$138.14M7.8%

CORE MSCI EMKT$120.72M6.8%

INTERNATIONL EFI$119.30M6.7%

Portfolio Concentration

Top 3$749.20M42.3%

4–10$794.11M44.9%

11–25$165.34M9.3%

Rest$61.52M3.5%

Top 3 weight

42.3%

Top 10 weight

87.2%

Voting Authority Distribution

Total shares with voting rights: 26.92M

Sole

Full voting authority

26.82M

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

99.59K

% of voting shares0.4%

Investment Discretion (by position count)

Sole682

Shared0

Other0

Dominant voting typeSole · 99.6% of voting shares

Institutional Holdings682

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares498.73K

TypeSH

Market value$280.24M

15.83%

Sole

498.54K

Shared

0.00

None

192.00

WISDOMTREE TR

SOLE

US EFFICIENT COR

Shares6.02M

TypeSH

Market value$272.70M

15.41%

Sole

6.02M

Shared

0.00

None

2.02K

ISHARES TR

SOLE

U S EQUITY FACTR

Shares3.39M

TypeSH

Market value$196.26M

11.09%

Sole

3.39M

Shared

0.00

None

1.73K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares1.63M

TypeSH

Market value$149.43M

8.44%

Sole

1.63M

Shared

0.00

None

471.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.83M

TypeSH

Market value$138.14M

7.80%

Sole

1.83M

Shared

0.00

None

710.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares2.24M

TypeSH

Market value$120.72M

6.82%

Sole

2.24M

Shared

0.00

None

981.00

WISDOMTREE TR

SOLE

INTERNATIONL EFI

Shares3.14M

TypeSH

Market value$119.30M

6.74%

Sole

3.14M

Shared

0.00

None

1.07K

ISHARES TR

SOLE

INTL EQTY FACTOR

Shares3.18M

TypeSH

Market value$98.14M

5.54%

Sole

3.18M

Shared

0.00

None

1.52K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares1.20M

TypeSH

Market value$97.92M

5.53%

Sole

1.20M

Shared

0.00

None

351.00

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares353.17K

TypeSH

Market value$70.45M

3.98%

Sole

353.01K

Shared

0.00

None

158.00

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares1.23M

TypeSH

Market value$53.58M

3.03%

Sole

1.23M

Shared

0.00

None

0.00

ISHARES TR

SOLE

EAFE SML CP ETF

Shares420.89K

TypeSH

Market value$26.74M

1.51%

Sole

420.82K

Shared

0.00

None

66.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares227.56K

TypeSH

Market value$11.57M

0.65%

Sole

227.56K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MICRO-CAP ETF

Shares101.17K

TypeSH

Market value$11.22M

0.63%

Sole

101.17K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000IDX

Shares34.25K

TypeSH

Market value$8.69M

0.49%

Sole

34.25K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares297.99K

TypeSH

Market value$7.85M

0.44%

Sole

297.40K

Shared

0.00

None

590.00

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares78.81K

TypeSH

Market value$7.29M

0.41%

Sole

78.66K

Shared

0.00

None

157.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares124.47K

TypeSH

Market value$5.96M

0.34%

Sole

124.26K

Shared

0.00

None

212.00

ISHARES TR

SOLE

RUSSELL 3000 ETF

Shares18.25K

TypeSH

Market value$5.80M

0.33%

Sole

18.25K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares46.01K

TypeSH

Market value$5.61M

0.32%

Sole

46.01K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares52.63K

TypeSH

Market value$5.30M

0.30%

Sole

52.63K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares16.18K

TypeSH

Market value$4.96M

0.28%

Sole

16.18K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares10.47K

TypeSH

Market value$3.93M

0.22%

Sole

10.47K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares16.05K

TypeSH

Market value$3.56M

0.20%

Sole

16.05K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000IDX

Shares40.62K

TypeSH

Market value$3.28M

0.19%

Sole

40.62K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	498.73K	SH	$280.24M 15.83%	498.54K	192.00
WISDOMTREE TRSOLE	US EFFICIENT COR	6.02M	SH	$272.70M 15.41%	6.02M	2.02K
ISHARES TRSOLE	U S EQUITY FACTR	3.39M	SH	$196.26M 11.09%	3.39M	1.73K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	1.63M	SH	$149.43M 8.44%	1.63M	471.00
ISHARES TRSOLE	CORE MSCI EAFE	1.83M	SH	$138.14M 7.80%	1.83M	710.00
ISHARES INCSOLE	CORE MSCI EMKT	2.24M	SH	$120.72M 6.82%	2.24M	981.00
WISDOMTREE TRSOLE	INTERNATIONL EFI	3.14M	SH	$119.30M 6.74%	3.14M	1.07K
ISHARES TRSOLE	INTL EQTY FACTOR	3.18M	SH	$98.14M 5.54%	3.18M	1.52K
ISHARES TRSOLE	MSCI EAFE ETF	1.20M	SH	$97.92M 5.53%	1.20M	351.00
ISHARES TRSOLE	RUSSELL 2000 ETF	353.17K	SH	$70.45M 3.98%	353.01K	158.00
ISHARES TRSOLE	MSCI EMG MKT ETF	1.23M	SH	$53.58M 3.03%	1.23M	0.00
ISHARES TRSOLE	EAFE SML CP ETF	420.89K	SH	$26.74M 1.51%	420.82K	66.00
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	227.56K	SH	$11.57M 0.65%	227.56K	0.00
ISHARES TRSOLE	MICRO-CAP ETF	101.17K	SH	$11.22M 0.63%	101.17K	0.00
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000IDX	34.25K	SH	$8.69M 0.49%	34.25K	0.00
PIMCO ETF TRSOLE	MULTISECTOR BD	297.99K	SH	$7.85M 0.44%	297.40K	590.00
PIMCO ETF TRSOLE	ACTIVE BD ETF	78.81K	SH	$7.29M 0.41%	78.66K	157.00
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	124.47K	SH	$5.96M 0.34%	124.26K	212.00
ISHARES TRSOLE	RUSSELL 3000 ETF	18.25K	SH	$5.80M 0.33%	18.25K	0.00
ISHARES TRSOLE	ESG AWR MSCI USA	46.01K	SH	$5.61M 0.32%	46.01K	0.00
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	52.63K	SH	$5.30M 0.30%	52.63K	0.00
ISHARES TRSOLE	RUS 1000 ETF	16.18K	SH	$4.96M 0.28%	16.18K	0.00
MICROSOFT CORPSOLE	COM	10.47K	SH	$3.93M 0.22%	10.47K	0.00
APPLE INCSOLE	COM	16.05K	SH	$3.56M 0.20%	16.05K	0.00
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000IDX	40.62K	SH	$3.28M 0.19%	40.62K	0.00

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