Filed: 7/21/2026ACC: 0001484205-26-000005
📋 What this filing means
HALBERT HARGROVE GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 735 equity positions with a total reported market value of $2.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
735
Positions
$2.31B
Total AUM (reported)
36.20M
Total Shares
Allocation by class
CORE S&P500 ETF$368.96M16.0%
US EFFIC CORE FD$316.30M13.7%
U S EQUITY FACTR$273.92M11.8%
U S ADAPTIVE MVN$184.27M8.0%
CORE MSCI EMKT$183.32M7.9%
CORE MSCI EAFE$179.54M7.8%
INTERNATIONL EFI$146.05M6.3%
Portfolio Concentration
Top 3$959.18M41.5%
4–10$995.22M43.0%
11–25$269.48M11.7%
Rest$88.24M3.8%
Top 3 weight
41.5%
Top 10 weight
84.5%
Voting Authority Distribution
Total shares with voting rights: 36.20M
Sole
Full voting authority
35.97M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
233.12K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole735
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings735
Rows:
ISHARES TR
SOLEShares492.68K
TypeSH
Market value$368.96M
15.96%
Sole
492.50K
Shared
0.00
None
175.00
WISDOMTREE TR
SOLEShares5.36M
TypeSH
Market value$316.30M
13.68%
Sole
5.35M
Shared
0.00
None
1.82K
ISHARES TR
SOLEShares3.62M
TypeSH
Market value$273.92M
11.85%
Sole
3.62M
Shared
0.00
None
1.64K
WISDOMTREE TR
SOLEShares7.04M
TypeSH
Market value$184.27M
7.97%
Sole
7.04M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares2.21M
TypeSH
Market value$183.32M
7.93%
Sole
2.21M
Shared
0.00
None
799.00
ISHARES TR
SOLEShares1.86M
TypeSH
Market value$179.54M
7.77%
Sole
1.86M
Shared
0.00
None
570.00
WISDOMTREE TR
SOLEShares3.13M
TypeSH
Market value$146.05M
6.32%
Sole
3.13M
Shared
0.00
None
1.01K
ISHARES TR
SOLEShares3.42M
TypeSH
Market value$139.97M
6.05%
Sole
3.42M
Shared
0.00
None
1.32K
SERIES PORTFOLIOS TR
SOLEShares3.04M
TypeSH
Market value$89.79M
3.88%
Sole
3.04M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.06M
TypeSH
Market value$72.28M
3.13%
Sole
1.06M
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares1.60M
TypeSH
Market value$67.37M
2.91%
Sole
1.60M
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares1.11M
TypeSH
Market value$56.15M
2.43%
Sole
1.11M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares369.98K
TypeSH
Market value$30.44M
1.32%
Sole
369.91K
Shared
0.00
None
72.00
ISHARES TR
SOLEShares81.70K
TypeSH
Market value$24.55M
1.06%
Sole
81.56K
Shared
0.00
None
134.00
ISHARES TR
SOLEShares82.33K
TypeSH
Market value$16.47M
0.71%
Sole
82.33K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares190.17K
TypeSH
Market value$13.55M
0.59%
Sole
190.17K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares30.15K
TypeSH
Market value$10.21M
0.44%
Sole
30.15K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares299.34K
TypeSH
Market value$7.94M
0.34%
Sole
298.83K
Shared
0.00
None
508.00
PIMCO ETF TR
SOLEShares71.17K
TypeSH
Market value$6.56M
0.28%
Sole
71.04K
Shared
0.00
None
137.00
ISHARES TR
SOLEShares38.18K
TypeSH
Market value$6.25M
0.27%
Sole
38.18K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares129.18K
TypeSH
Market value$6.25M
0.27%
Sole
129K
Shared
0.00
None
180.00
ISHARES TR
SOLEShares15.15K
TypeSH
Market value$6.21M
0.27%
Sole
15.03K
Shared
0.00
None
123.00
ISHARES TR
SOLEShares14.35K
TypeSH
Market value$6.12M
0.26%
Sole
14.35K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares58.96K
TypeSH
Market value$5.94M
0.26%
Sole
58.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares52.83K
TypeSH
Market value$5.49M
0.24%
Sole
52.51K
Shared
0.00
None
319.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 492.68K | SH | $368.96M 15.96% | 492.50K | 0.00 | 175.00 |
WISDOMTREE TRSOLE | US EFFIC CORE FD | 5.36M | SH | $316.30M 13.68% | 5.35M | 0.00 | 1.82K |
ISHARES TRSOLE | U S EQUITY FACTR | 3.62M | SH | $273.92M 11.85% | 3.62M | 0.00 | 1.64K |
WISDOMTREE TRSOLE | U S ADAPTIVE MVN | 7.04M | SH | $184.27M 7.97% | 7.04M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.21M | SH | $183.32M 7.93% | 2.21M | 0.00 | 799.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.86M | SH | $179.54M 7.77% | 1.86M | 0.00 | 570.00 |
WISDOMTREE TRSOLE | INTERNATIONL EFI | 3.13M | SH | $146.05M 6.32% | 3.13M | 0.00 | 1.01K |
ISHARES TRSOLE | INTL EQTY FACTOR | 3.42M | SH | $139.97M 6.05% | 3.42M | 0.00 | 1.32K |
SERIES PORTFOLIOS TRSOLE | ACUITAS SML CAP | 3.04M | SH | $89.79M 3.88% | 3.04M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 1.06M | SH | $72.28M 3.13% | 1.06M | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL AD MO AV FD | 1.60M | SH | $67.37M 2.91% | 1.60M | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 1.11M | SH | $56.15M 2.43% | 1.11M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 369.98K | SH | $30.44M 1.32% | 369.91K | 0.00 | 72.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 81.70K | SH | $24.55M 1.06% | 81.56K | 0.00 | 134.00 |
ISHARES TRSOLE | MICRO-CAP ETF | 82.33K | SH | $16.47M 0.71% | 82.33K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 190.17K | SH | $13.55M 0.59% | 190.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 30.15K | SH | $10.21M 0.44% | 30.15K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 299.34K | SH | $7.94M 0.34% | 298.83K | 0.00 | 508.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 71.17K | SH | $6.56M 0.28% | 71.04K | 0.00 | 137.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 38.18K | SH | $6.25M 0.27% | 38.18K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 129.18K | SH | $6.25M 0.27% | 129K | 0.00 | 180.00 |
ISHARES TRSOLE | RUS 1000 ETF | 15.15K | SH | $6.21M 0.27% | 15.03K | 0.00 | 123.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 14.35K | SH | $6.12M 0.26% | 14.35K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 58.96K | SH | $5.94M 0.26% | 58.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 52.83K | SH | $5.49M 0.24% | 52.51K | 0.00 | 319.00 |
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