Filed: 7/17/2025ACC: 0001484205-25-000009
📋 What this filing means
HALBERT HARGROVE GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 311 equity positions with a total reported market value of $1.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
311
Positions
$1.92B
Total AUM (reported)
26.41M
Total Shares
Allocation by class
CORE S&P500 ETF$308.69M16.1%
US EFFICIENT COR$300.49M15.7%
U S EQUITY FACTR$218.15M11.4%
RUS 1000 ETF$158.40M8.3%
CORE MSCI EAFE$150.54M7.9%
CORE MSCI EMKT$133.81M7.0%
INTERNATIONL EFI$129.00M6.7%
Portfolio Concentration
Top 3$827.33M43.2%
4–10$822.08M42.9%
11–25$205.95M10.7%
Rest$61.89M3.2%
Top 3 weight
43.2%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 26.41M
Sole
Full voting authority
26.31M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
92.75K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole311
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings311
Rows:
ISHARES TR
SOLEShares497.17K
TypeSH
Market value$308.69M
16.10%
Sole
496.98K
Shared
0.00
None
193.00
WISDOMTREE TR
SOLEShares6M
TypeSH
Market value$300.49M
15.67%
Sole
6M
Shared
0.00
None
2K
ISHARES TR
SOLEShares3.40M
TypeSH
Market value$218.15M
11.38%
Sole
3.40M
Shared
0.00
None
1.72K
ISHARES TR
SOLEShares466.46K
TypeSH
Market value$158.40M
8.26%
Sole
466.33K
Shared
0.00
None
139.00
ISHARES TR
SOLEShares1.80M
TypeSH
Market value$150.54M
7.85%
Sole
1.80M
Shared
0.00
None
706.00
ISHARES INC
SOLEShares2.23M
TypeSH
Market value$133.81M
6.98%
Sole
2.23M
Shared
0.00
None
986.00
WISDOMTREE TR
SOLEShares3.15M
TypeSH
Market value$129.00M
6.73%
Sole
3.15M
Shared
0.00
None
1.07K
ISHARES TR
SOLEShares3.20M
TypeSH
Market value$109.40M
5.71%
Sole
3.19M
Shared
0.00
None
1.51K
ISHARES TR
SOLEShares359.47K
TypeSH
Market value$77.57M
4.05%
Sole
359.31K
Shared
0.00
None
161.00
SPDR INDEX SHS FDS
SOLEShares1.57M
TypeSH
Market value$63.37M
3.31%
Sole
1.57M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.19M
TypeSH
Market value$57.41M
2.99%
Sole
1.19M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares395.38K
TypeSH
Market value$35.34M
1.84%
Sole
395.04K
Shared
0.00
None
345.00
ISHARES TR
SOLEShares398.55K
TypeSH
Market value$28.97M
1.51%
Sole
398.48K
Shared
0.00
None
70.00
VANGUARD TAX-MANAGED FDS
SOLEShares218.62K
TypeSH
Market value$12.46M
0.65%
Sole
218.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares92.15K
TypeSH
Market value$11.76M
0.61%
Sole
92.15K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares36.93K
TypeSH
Market value$10.37M
0.54%
Sole
36.93K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares301.42K
TypeSH
Market value$8.00M
0.42%
Sole
300.81K
Shared
0.00
None
614.00
PIMCO ETF TR
SOLEShares77.97K
TypeSH
Market value$7.19M
0.37%
Sole
77.81K
Shared
0.00
None
166.00
ISHARES TR
SOLEShares18.16K
TypeSH
Market value$6.38M
0.33%
Sole
18.16K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares126.90K
TypeSH
Market value$6.17M
0.32%
Sole
126.69K
Shared
0.00
None
215.00
ISHARES TR
SOLEShares41.74K
TypeSH
Market value$5.65M
0.29%
Sole
41.74K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares50.71K
TypeSH
Market value$5.10M
0.27%
Sole
50.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.31K
TypeSH
Market value$4.14M
0.22%
Sole
8.31K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares26.50K
TypeSH
Market value$3.51M
0.18%
Sole
26.50K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares26.50K
TypePRN
Market value$3.51M
0.18%
Sole
0.00
Shared
0.00
None
26.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 497.17K | SH | $308.69M 16.10% | 496.98K | 0.00 | 193.00 |
WISDOMTREE TRSOLE | US EFFICIENT COR | 6M | SH | $300.49M 15.67% | 6M | 0.00 | 2K |
ISHARES TRSOLE | U S EQUITY FACTR | 3.40M | SH | $218.15M 11.38% | 3.40M | 0.00 | 1.72K |
ISHARES TRSOLE | RUS 1000 ETF | 466.46K | SH | $158.40M 8.26% | 466.33K | 0.00 | 139.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.80M | SH | $150.54M 7.85% | 1.80M | 0.00 | 706.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.23M | SH | $133.81M 6.98% | 2.23M | 0.00 | 986.00 |
WISDOMTREE TRSOLE | INTERNATIONL EFI | 3.15M | SH | $129.00M 6.73% | 3.15M | 0.00 | 1.07K |
ISHARES TRSOLE | INTL EQTY FACTOR | 3.20M | SH | $109.40M 5.71% | 3.19M | 0.00 | 1.51K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 359.47K | SH | $77.57M 4.05% | 359.31K | 0.00 | 161.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 1.57M | SH | $63.37M 3.31% | 1.57M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 1.19M | SH | $57.41M 2.99% | 1.19M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 395.38K | SH | $35.34M 1.84% | 395.04K | 0.00 | 345.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 398.55K | SH | $28.97M 1.51% | 398.48K | 0.00 | 70.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 218.62K | SH | $12.46M 0.65% | 218.62K | 0.00 | 0.00 |
ISHARES TRSOLE | MICRO-CAP ETF | 92.15K | SH | $11.76M 0.61% | 92.15K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 36.93K | SH | $10.37M 0.54% | 36.93K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 301.42K | SH | $8.00M 0.42% | 300.81K | 0.00 | 614.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 77.97K | SH | $7.19M 0.37% | 77.81K | 0.00 | 166.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 18.16K | SH | $6.38M 0.33% | 18.16K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 126.90K | SH | $6.17M 0.32% | 126.69K | 0.00 | 215.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 41.74K | SH | $5.65M 0.29% | 41.74K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 50.71K | SH | $5.10M 0.27% | 50.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.31K | SH | $4.14M 0.22% | 8.31K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 26.50K | SH | $3.51M 0.18% | 26.50K | 0.00 | 0.00 |
AIRBNB INCSOLE | PUT | 26.50K | PRN | $3.51M 0.18% | 0.00 | 0.00 | 26.50K |
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