Filed: 10/16/2026ACC: 0001484205-26-000009
📋 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 $2.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
363
Positions
$2.29B
Total AUM (reported)
36.11M
Total Shares
Allocation by class
CORE S&P500 ETF$375.33M16.4%
U S EQUITY FACTR$285.12M12.5%
US EFFIC CORE FD$281.54M12.3%
U S ADAPTIVE MVN$198.21M8.7%
CORE MSCI EAFE$180.06M7.9%
CORE MSCI EMKT$176.49M7.7%
INTERNATIONL EFI$143.51M6.3%
Portfolio Concentration
Top 3$941.99M41.1%
4–10$997.46M43.6%
11–25$261.18M11.4%
Rest$88.59M3.9%
Top 3 weight
41.1%
Top 10 weight
84.7%
Voting Authority Distribution
Total shares with voting rights: 36.11M
Sole
Full voting authority
35.89M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
222.85K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole363
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings363
Rows:
ISHARES TR
SOLEShares490.08K
TypeSH
Market value$375.33M
16.40%
Sole
489.92K
Shared
0.00
None
164.00
ISHARES TR
SOLEShares3.66M
TypeSH
Market value$285.12M
12.45%
Sole
3.66M
Shared
0.00
None
1.52K
WISDOMTREE TR
SOLEShares4.82M
TypeSH
Market value$281.54M
12.30%
Sole
4.82M
Shared
0.00
None
1.71K
WISDOMTREE TR
SOLEShares7.40M
TypeSH
Market value$198.21M
8.66%
Sole
7.40M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.86M
TypeSH
Market value$180.06M
7.87%
Sole
1.86M
Shared
0.00
None
540.00
ISHARES INC
SOLEShares2.17M
TypeSH
Market value$176.49M
7.71%
Sole
2.17M
Shared
0.00
None
769.00
WISDOMTREE TR
SOLEShares3.13M
TypeSH
Market value$143.51M
6.27%
Sole
3.13M
Shared
0.00
None
968.00
ISHARES TR
SOLEShares3.39M
TypeSH
Market value$140.74M
6.15%
Sole
3.39M
Shared
0.00
None
1.24K
SERIES PORTFOLIOS TR
SOLEShares3.02M
TypeSH
Market value$81.65M
3.57%
Sole
3.02M
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares1.82M
TypeSH
Market value$76.80M
3.35%
Sole
1.82M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.03M
TypeSH
Market value$68.57M
3.00%
Sole
1.03M
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares1.07M
TypeSH
Market value$53.68M
2.35%
Sole
1.07M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares355.37K
TypeSH
Market value$30.00M
1.31%
Sole
355.30K
Shared
0.00
None
71.00
ISHARES TR
SOLEShares72.71K
TypeSH
Market value$20.21M
0.88%
Sole
72.58K
Shared
0.00
None
129.00
ISHARES TR
SOLEShares79.86K
TypeSH
Market value$14.76M
0.64%
Sole
79.86K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares185.77K
TypeSH
Market value$13.12M
0.57%
Sole
185.77K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares29.84K
TypeSH
Market value$10.27M
0.45%
Sole
29.84K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares311.30K
TypeSH
Market value$7.90M
0.35%
Sole
310.86K
Shared
0.00
None
434.00
PIMCO ETF TR
SOLEShares67.83K
TypeSH
Market value$6.82M
0.30%
Sole
67.83K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares73.96K
TypeSH
Market value$6.43M
0.28%
Sole
73.84K
Shared
0.00
None
118.00
J P MORGAN EXCHANGE TRADED F
SOLEShares133.51K
TypeSH
Market value$6.24M
0.27%
Sole
133.36K
Shared
0.00
None
154.00
ISHARES TR
SOLEShares14.86K
TypeSH
Market value$6.18M
0.27%
Sole
14.74K
Shared
0.00
None
114.00
ISHARES TR
SOLEShares34.94K
TypeSH
Market value$5.83M
0.25%
Sole
34.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.43K
TypeSH
Market value$5.80M
0.25%
Sole
13.43K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.80K
TypeSH
Market value$5.38M
0.24%
Sole
51.50K
Shared
0.00
None
300.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 490.08K | SH | $375.33M 16.40% | 489.92K | 0.00 | 164.00 |
ISHARES TRSOLE | U S EQUITY FACTR | 3.66M | SH | $285.12M 12.45% | 3.66M | 0.00 | 1.52K |
WISDOMTREE TRSOLE | US EFFIC CORE FD | 4.82M | SH | $281.54M 12.30% | 4.82M | 0.00 | 1.71K |
WISDOMTREE TRSOLE | U S ADAPTIVE MVN | 7.40M | SH | $198.21M 8.66% | 7.40M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.86M | SH | $180.06M 7.87% | 1.86M | 0.00 | 540.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.17M | SH | $176.49M 7.71% | 2.17M | 0.00 | 769.00 |
WISDOMTREE TRSOLE | INTERNATIONL EFI | 3.13M | SH | $143.51M 6.27% | 3.13M | 0.00 | 968.00 |
ISHARES TRSOLE | INTL EQTY FACTOR | 3.39M | SH | $140.74M 6.15% | 3.39M | 0.00 | 1.24K |
SERIES PORTFOLIOS TRSOLE | ACUITAS SML CAP | 3.02M | SH | $81.65M 3.57% | 3.02M | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL AD MO AV FD | 1.82M | SH | $76.80M 3.35% | 1.82M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 1.03M | SH | $68.57M 3.00% | 1.03M | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 1.07M | SH | $53.68M 2.35% | 1.07M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 355.37K | SH | $30.00M 1.31% | 355.30K | 0.00 | 71.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 72.71K | SH | $20.21M 0.88% | 72.58K | 0.00 | 129.00 |
ISHARES TRSOLE | MICRO-CAP ETF | 79.86K | SH | $14.76M 0.64% | 79.86K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 185.77K | SH | $13.12M 0.57% | 185.77K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 29.84K | SH | $10.27M 0.45% | 29.84K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 311.30K | SH | $7.90M 0.35% | 310.86K | 0.00 | 434.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 67.83K | SH | $6.82M 0.30% | 67.83K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 73.96K | SH | $6.43M 0.28% | 73.84K | 0.00 | 118.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 133.51K | SH | $6.24M 0.27% | 133.36K | 0.00 | 154.00 |
ISHARES TRSOLE | RUS 1000 ETF | 14.86K | SH | $6.18M 0.27% | 14.74K | 0.00 | 114.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 34.94K | SH | $5.83M 0.25% | 34.94K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 13.43K | SH | $5.80M 0.25% | 13.43K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 51.80K | SH | $5.38M 0.24% | 51.50K | 0.00 | 300.00 |
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