Filed: 10/16/2025ACC: 0001484205-25-000012
📋 What this filing means
HALBERT HARGROVE GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 736 equity positions with a total reported market value of $2.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
736
Positions
$2.06B
Total AUM (reported)
26.19M
Total Shares
Allocation by class
CORE S&P500 ETF$335.90M16.3%
US EFFICIENT COR$295.45M14.3%
U S EQUITY FACTR$240.60M11.7%
RUS 1000 ETF$173.13M8.4%
CORE MSCI EAFE$159.24M7.7%
CORE MSCI EMKT$148.91M7.2%
INTERNATIONL EFI$133.51M6.5%
Portfolio Concentration
Top 3$871.95M42.3%
4–10$888.36M43.1%
11–25$219.88M10.7%
Rest$80.43M3.9%
Top 3 weight
42.3%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 26.19M
Sole
Full voting authority
26.09M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
97.47K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole736
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings736
Rows:
ISHARES TR
SOLEShares501.87K
TypeSH
Market value$335.90M
16.30%
Sole
501.68K
Shared
0.00
None
188.00
WISDOMTREE TR
SOLEShares5.48M
TypeSH
Market value$295.45M
14.34%
Sole
5.48M
Shared
0.00
None
1.97K
ISHARES TR
SOLEShares3.48M
TypeSH
Market value$240.60M
11.68%
Sole
3.48M
Shared
0.00
None
1.70K
ISHARES TR
SOLEShares473.72K
TypeSH
Market value$173.13M
8.40%
Sole
473.58K
Shared
0.00
None
136.00
ISHARES TR
SOLEShares1.82M
TypeSH
Market value$159.24M
7.73%
Sole
1.82M
Shared
0.00
None
622.00
ISHARES INC
SOLEShares2.26M
TypeSH
Market value$148.91M
7.23%
Sole
2.26M
Shared
0.00
None
967.00
WISDOMTREE TR
SOLEShares3.12M
TypeSH
Market value$133.51M
6.48%
Sole
3.12M
Shared
0.00
None
1.09K
ISHARES TR
SOLEShares3.26M
TypeSH
Market value$117.17M
5.69%
Sole
3.26M
Shared
0.00
None
1.47K
ISHARES TR
SOLEShares366.30K
TypeSH
Market value$88.63M
4.30%
Sole
366.14K
Shared
0.00
None
160.00
SPDR INDEX SHS FDS
SOLEShares1.58M
TypeSH
Market value$67.77M
3.29%
Sole
1.58M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.15M
TypeSH
Market value$61.46M
2.98%
Sole
1.15M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares420.69K
TypeSH
Market value$39.28M
1.91%
Sole
420.34K
Shared
0.00
None
352.00
ISHARES TR
SOLEShares385.17K
TypeSH
Market value$29.55M
1.43%
Sole
385.10K
Shared
0.00
None
68.00
ISHARES TR
SOLEShares89.91K
TypeSH
Market value$13.40M
0.65%
Sole
89.91K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares212.12K
TypeSH
Market value$12.71M
0.62%
Sole
212.12K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares35.73K
TypeSH
Market value$10.80M
0.52%
Sole
35.73K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares303.57K
TypeSH
Market value$8.15M
0.40%
Sole
302.96K
Shared
0.00
None
614.00
ISHARES TR
SOLEShares19.09K
TypeSH
Market value$7.23M
0.35%
Sole
19.09K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares76.76K
TypeSH
Market value$7.17M
0.35%
Sole
76.60K
Shared
0.00
None
166.00
J P MORGAN EXCHANGE TRADED F
SOLEShares128.39K
TypeSH
Market value$6.30M
0.31%
Sole
128.18K
Shared
0.00
None
215.00
ISHARES TR
SOLEShares42.06K
TypeSH
Market value$6.12M
0.30%
Sole
42.06K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares49.63K
TypeSH
Market value$5.00M
0.24%
Sole
49.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.81K
TypeSH
Market value$4.57M
0.22%
Sole
8.81K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.48K
TypeSH
Market value$4.45M
0.22%
Sole
17.48K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares37.73K
TypeSH
Market value$3.69M
0.18%
Sole
37.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 501.87K | SH | $335.90M 16.30% | 501.68K | 0.00 | 188.00 |
WISDOMTREE TRSOLE | US EFFICIENT COR | 5.48M | SH | $295.45M 14.34% | 5.48M | 0.00 | 1.97K |
ISHARES TRSOLE | U S EQUITY FACTR | 3.48M | SH | $240.60M 11.68% | 3.48M | 0.00 | 1.70K |
ISHARES TRSOLE | RUS 1000 ETF | 473.72K | SH | $173.13M 8.40% | 473.58K | 0.00 | 136.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.82M | SH | $159.24M 7.73% | 1.82M | 0.00 | 622.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.26M | SH | $148.91M 7.23% | 2.26M | 0.00 | 967.00 |
WISDOMTREE TRSOLE | INTERNATIONL EFI | 3.12M | SH | $133.51M 6.48% | 3.12M | 0.00 | 1.09K |
ISHARES TRSOLE | INTL EQTY FACTOR | 3.26M | SH | $117.17M 5.69% | 3.26M | 0.00 | 1.47K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 366.30K | SH | $88.63M 4.30% | 366.14K | 0.00 | 160.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 1.58M | SH | $67.77M 3.29% | 1.58M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 1.15M | SH | $61.46M 2.98% | 1.15M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 420.69K | SH | $39.28M 1.91% | 420.34K | 0.00 | 352.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 385.17K | SH | $29.55M 1.43% | 385.10K | 0.00 | 68.00 |
ISHARES TRSOLE | MICRO-CAP ETF | 89.91K | SH | $13.40M 0.65% | 89.91K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 212.12K | SH | $12.71M 0.62% | 212.12K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 35.73K | SH | $10.80M 0.52% | 35.73K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 303.57K | SH | $8.15M 0.40% | 302.96K | 0.00 | 614.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 19.09K | SH | $7.23M 0.35% | 19.09K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 76.76K | SH | $7.17M 0.35% | 76.60K | 0.00 | 166.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 128.39K | SH | $6.30M 0.31% | 128.18K | 0.00 | 215.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 42.06K | SH | $6.12M 0.30% | 42.06K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 49.63K | SH | $5.00M 0.24% | 49.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.81K | SH | $4.57M 0.22% | 8.81K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.48K | SH | $4.45M 0.22% | 17.48K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 37.73K | SH | $3.69M 0.18% | 37.73K | 0.00 | 0.00 |
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