HALBERT HARGROVE GLOBAL ADVISORS, LLC

Filed: 1/23/2026ACC: 0001484205-26-000001

📋 What this filing means

HALBERT HARGROVE GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 363 equity positions with a total reported market value of $2.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

363

Positions

$2.11B

Total AUM (reported)

26.30M

Total Shares

Allocation by class

CORE S&P500 ETF$342.86M16.3%

US EFFICIENT COR$298.23M14.2%

U S EQUITY FACTR$247.13M11.7%

RUS 1000 ETF$177.06M8.4%

CORE MSCI EAFE$165.76M7.9%

CORE MSCI EMKT$152.69M7.3%

INTERNATIONL EFI$137.55M6.5%

Portfolio Concentration

Top 3$888.22M42.2%

4–10$920.08M43.7%

11–25$219.87M10.4%

Rest$77.84M3.7%

Top 3 weight

42.2%

Top 10 weight

85.9%

Voting Authority Distribution

Total shares with voting rights: 26.30M

Sole

Full voting authority

26.21M

% of voting shares99.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

87.88K

% of voting shares0.3%

Investment Discretion (by position count)

Sole363

Shared0

Other0

Dominant voting typeSole · 99.7% of voting shares

Institutional Holdings363

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares500.57K

TypeSH

Market value$342.86M

16.28%

Sole

500.38K

Shared

0.00

None

188.00

WISDOMTREE TR

SOLE

US EFFICIENT COR

Shares5.44M

TypeSH

Market value$298.23M

14.16%

Sole

5.44M

Shared

0.00

None

1.97K

ISHARES TR

SOLE

U S EQUITY FACTR

Shares3.56M

TypeSH

Market value$247.13M

11.73%

Sole

3.56M

Shared

0.00

None

1.70K

ISHARES TR

SOLE

RUS 1000 ETF

Shares474.14K

TypeSH

Market value$177.06M

8.41%

Sole

474K

Shared

0.00

None

136.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.85M

TypeSH

Market value$165.76M

7.87%

Sole

1.85M

Shared

0.00

None

622.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares2.27M

TypeSH

Market value$152.69M

7.25%

Sole

2.27M

Shared

0.00

None

967.00

WISDOMTREE TR

SOLE

INTERNATIONL EFI

Shares3.12M

TypeSH

Market value$137.55M

6.53%

Sole

3.12M

Shared

0.00

None

1.09K

ISHARES TR

SOLE

INTL EQTY FACTOR

Shares3.33M

TypeSH

Market value$125.74M

5.97%

Sole

3.33M

Shared

0.00

None

1.47K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares368.66K

TypeSH

Market value$90.75M

4.31%

Sole

368.50K

Shared

0.00

None

160.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares1.59M

TypeSH

Market value$70.54M

3.35%

Sole

1.59M

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares1.11M

TypeSH

Market value$60.80M

2.89%

Sole

1.11M

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI EAFE ETF

Shares435.37K

TypeSH

Market value$41.81M

1.99%

Sole

435.02K

Shared

0.00

None

352.00

ISHARES TR

SOLE

EAFE SML CP ETF

Shares382.89K

TypeSH

Market value$29.69M

1.41%

Sole

382.82K

Shared

0.00

None

68.00

ISHARES TR

SOLE

MICRO-CAP ETF

Shares87.23K

TypeSH

Market value$13.76M

0.65%

Sole

87.23K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares200.75K

TypeSH

Market value$12.54M

0.60%

Sole

200.75K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000IDX

Shares33.09K

TypeSH

Market value$10.23M

0.49%

Sole

33.09K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares311.52K

TypeSH

Market value$8.31M

0.39%

Sole

310.91K

Shared

0.00

None

614.00

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares76.19K

TypeSH

Market value$7.09M

0.34%

Sole

76.02K

Shared

0.00

None

166.00

ISHARES TR

SOLE

RUSSELL 3000 ETF

Shares17.80K

TypeSH

Market value$6.89M

0.33%

Sole

17.80K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares132.65K

TypeSH

Market value$6.46M

0.31%

Sole

132.44K

Shared

0.00

None

215.00

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares39.99K

TypeSH

Market value$5.96M

0.28%

Sole

39.99K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares50.38K

TypeSH

Market value$5.06M

0.24%

Sole

50.38K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares8.45K

TypeSH

Market value$4.09M

0.19%

Sole

8.45K

Shared

0.00

None

0.00

AIRBNB INC

SOLE

PUT

Shares26.50K

TypePRN

Market value$3.60M

0.17%

Sole

0.00

Shared

0.00

None

26.50K

AIRBNB INC

SOLE

COM CL A

Shares26.50K

TypeSH

Market value$3.60M

0.17%

Sole

26.50K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	500.57K	SH	$342.86M 16.28%	500.38K	188.00
WISDOMTREE TRSOLE	US EFFICIENT COR	5.44M	SH	$298.23M 14.16%	5.44M	1.97K
ISHARES TRSOLE	U S EQUITY FACTR	3.56M	SH	$247.13M 11.73%	3.56M	1.70K
ISHARES TRSOLE	RUS 1000 ETF	474.14K	SH	$177.06M 8.41%	474K	136.00
ISHARES TRSOLE	CORE MSCI EAFE	1.85M	SH	$165.76M 7.87%	1.85M	622.00
ISHARES INCSOLE	CORE MSCI EMKT	2.27M	SH	$152.69M 7.25%	2.27M	967.00
WISDOMTREE TRSOLE	INTERNATIONL EFI	3.12M	SH	$137.55M 6.53%	3.12M	1.09K
ISHARES TRSOLE	INTL EQTY FACTOR	3.33M	SH	$125.74M 5.97%	3.33M	1.47K
ISHARES TRSOLE	RUSSELL 2000 ETF	368.66K	SH	$90.75M 4.31%	368.50K	160.00
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	1.59M	SH	$70.54M 3.35%	1.59M	0.00
ISHARES TRSOLE	MSCI EMG MKT ETF	1.11M	SH	$60.80M 2.89%	1.11M	0.00
ISHARES TRSOLE	MSCI EAFE ETF	435.37K	SH	$41.81M 1.99%	435.02K	352.00
ISHARES TRSOLE	EAFE SML CP ETF	382.89K	SH	$29.69M 1.41%	382.82K	68.00
ISHARES TRSOLE	MICRO-CAP ETF	87.23K	SH	$13.76M 0.65%	87.23K	0.00
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	200.75K	SH	$12.54M 0.60%	200.75K	0.00
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000IDX	33.09K	SH	$10.23M 0.49%	33.09K	0.00
PIMCO ETF TRSOLE	MULTISECTOR BD	311.52K	SH	$8.31M 0.39%	310.91K	614.00
PIMCO ETF TRSOLE	ACTIVE BD ETF	76.19K	SH	$7.09M 0.34%	76.02K	166.00
ISHARES TRSOLE	RUSSELL 3000 ETF	17.80K	SH	$6.89M 0.33%	17.80K	0.00
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	132.65K	SH	$6.46M 0.31%	132.44K	215.00
ISHARES TRSOLE	ESG AWR MSCI USA	39.99K	SH	$5.96M 0.28%	39.99K	0.00
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	50.38K	SH	$5.06M 0.24%	50.38K	0.00
MICROSOFT CORPSOLE	COM	8.45K	SH	$4.09M 0.19%	8.45K	0.00
AIRBNB INCSOLE	PUT	26.50K	PRN	$3.60M 0.17%	0.00	26.50K
AIRBNB INCSOLE	COM CL A	26.50K	SH	$3.60M 0.17%	26.50K	0.00

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